🎥 Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane - Ep. 2 KKR's Doug Krupa

Investing with an Evergreen Lens Ep. 2: iCapital Co-Founder & Managing Partner Nick Veronis & KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa

Everyone is talking about evergreens.

Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.

This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.

The three part series features:

Please enjoy the second episode of the series as Nick and I talk with KKR’s Doug Krupa.


Listen on Apple Podcasts

Listen on Spotify

Listen on Transistor



Show Notes

00:23 Guest Background and Early Career

01:12 Fascination with Private Markets

02:02 Union Pension Insights

03:01 Making Private Markets Accessible

03:30 Building Innovative Solutions

03:58 Wealth Channel Experiences

04:21 Challenges in Private Markets

05:03 Solving Pain Points

05:46 Partnership with KKR

06:41 KKR's Commitment to Wealth Channel

07:56 Conglomerate Model Explained

08:46 Evolution of Wealth Channel Products

09:36 Delivering Investment Experience

10:48 Maslow's Hierarchy of Needs in Wealth Channel

12:04 Access to Private Markets

14:32 Evergreen Structures vs. Closed-End Funds

19:39 Investor Behavior in Evergreen Structures

20:15 Rapid Adoption of Evergreen Strategies

23:43 Educating the Industry on Evergreen

29:08 Private Markets vs. Alternatives

31:50 Future of Private Markets

32:40 Market Structure Evolutions

32:55 Partnerships and Hybrid Products

33:20 Retail Investors and Model Portfolios

33:33 Simplifying Private Market Investments

34:12 Core Allocation in Private Markets

36:19 Dominant Players in Private Markets

37:29 Pools of Capital and Retirement Accounts

37:52 Differentiated Product and Content

38:13 Commitment to Innovation

38:26 Evergreen Thought on Private Markets

39:26 Disruption in Private Markets

39:32 Industry Evolution and Rapid Changes

39:40 Private Credit and Asset Classes

40:05 Big Players and Market Education

41:51 New Partnership Models

42:33 Institutional Style Pricing

42:59 Product Innovation and Technology

43:50 Conclusion and Final Thoughts

43:59 Disclaimer and Legal Information


Join over 8,000 thought leaders from top private markets firms like Blackstone, Apollo, Ares, KKR, Carlyle, Blue Owl, Goldman Sachs, J.P. Morgan, BlackRock, Fidelity, iCapital, Franklin Templeton, Nuveen and more.

Alt Goes Mainstream
Alt Goes Mainstream
Authors
Michael