Matt Magill, Head of RIAs for KKR Global Wealth Solutions, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss the benefits of operating a global investment team across a broad array of private investment strategies.
For the last 50 years, KKR has focused on providing alternatives for a wide range of investors. For the majority of that time, KKR has primarily served institutional investors, but has been broadening access to the wealth channel and RIAs over the last decade. Innovations and regulatory changes in vehicles and structures are making private investments more accessible.
KKR operates across four asset classes: private equity, private infrastructure, real estate, and credit. By investing in all four areas, KKR can better serve the financing needs of clients while offering a broader array of investments. KKR has a one firm, global approach, where collaboration is broadly shared across teams. The firm has twenty offices on four continents, where the team speaks multiple languages and understands differences across local markets. This global perspective helps financing clients operate and expand internationally.
KKR offers education and resources to advisors, including a chief investment strategist dedicated to private wealth and a global macro team. KKR’s quarterly chartbook, The Global Wealth Investment Playbook, discusses key investment and macro themes for the current market environment as well as portfolio construction and asset allocation. Model portfolios are provided, showing how to integrate alternative investments into portfolios with objectives of Income, capital appreciation, or capital preservation. Alts Unlocked can be used by advisors to help educate their clients on the basics of private equity, private infrastructure, real estate, and credit.
Resources:
Global Wealth Investment Playbook
A New Foundation for Global Wealth
For advisors interested in learning more from KKR please reach out to Matt or the KKR RIA team at Kkr_ria_private_wealth@kkr.com