Capital Allocators – Inside the Institutional Investment Industry Eric Mogelof – KKR’s Pivot to Private Wealth (Private Wealth 3, EP.446)
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May 19, 2025 
Eric Mogelof, Head of Global Client Solutions at KKR, discusses how KKR is adapting its renowned private equity strategies to cater to high-net-worth individuals. He emphasizes the growing demand for alternative investments and the firm's innovative approach with interval funds and customized products. The conversation covers KKR's commitment to education and marketing to empower financial advisors globally. Mogelof also touches on the challenges of liquidity in private markets and how KKR is expanding accessibility to investment solutions for everyday investors.
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Eric Mogelof's Career Journey
- Eric Mogelof shared his career path from investment banking to leading private wealth at PIMCO.
- He emphasized his preference for client engagement which shaped his professional journey.
Advisor Role Evolution in Wealth Market
- The private wealth market is evolving with financial advisors expanding their role beyond portfolio management.
- Advisors now act as planners, educators, and therapists, relying more on model portfolios and data-driven engagement.
Private Wealth Alternatives Opportunity
- Private wealth investors currently allocate 2-3% to alternatives, far below institutions at 20-50%.
- Eric expects this shift to 10-15% in wealth, representing trillions in new investment flows.