Matt Magill, Head of RIAs for Global Wealth Solutions in the Americas, KKR, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss providing institutional-quality private markets investments to accredited investors.
Founded in 1976, KKR has been a pioneer in private markets. Over the last decade, KKR has scaled its infrastructure and solutions to provide access to wealth management clients. Developments in the wealth management space are making private markets more accessible, with lower minimum investment requirements. Magill states that investing outside of public markets can potentially enhance returns and diversification. Technology providers, such as iCapital, are also facilitating access to private market investments.
KKR’s suite of evergreen solutions provides access to private markets for accredited investors, allowing advisors to scale across their book without focusing solely on qualified purchasers. KKR’s evergreen suite invests alongside the firm’s institutional funds. These solutions include a tender offer REIT, interval funds and BDCs in private credit, as well as operating companies in private equity and infrastructure.
Paula Campbell Roberts, Chief Investment Strategist for Global Wealth at KKR, has constructed model portfolios to help guide advisors on integrating private markets into client portfolios. The model portfolios have three different investment objectives. The income-focused portfolio has an overweight to private credit, the portfolio built to preserve capital is more equally weighted across strategies with more focus on private infrastructure and private credit, and the returns-seeking portfolio has an overweight to private equity.
Explore KKR’s RIA web experience for private market investing
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