Are We Approaching The Tipping Point For Private Equity & 401(k) Plans?

It's been a minute since we focussed on PE and retirement plans. To dive into this I have Dan Cahill of the private equity firm Partners Group, one of two firms that took the initiative to seek guidance from the DOL on the utilization of PE in 401(k) plans. We dive right into, what the significance of the information letter in 2020 was, what has transpired since then, the investment case for and against PE and how plaintiff's attorneys are viewing things. A lot of great stuff, I learned a lot, hope you do as well. Guest BIo Daniel Cahill is part of the Client Solutions Americas business unit, based in New York. He is responsible for fundraising and business development for Partners Group's strategic US DC initiative. He has 19 years of industry experience. Prior to joining Partners Group, he worked at Neuberger Berman, where he was most recently in charge of strategic planning and business development for both retirement and subadvisory platforms. Before Neuberger, he worked at Putnam Investments where he served as relationship manager interfacing with intermediary platforms, mainly in the private bank and wirehouse space. He holds an MBA and a Master of Science in Finance from the Carroll School at Boston College as well as a bachelor's degree in finance from Boston College, Massachusetts, USA. He is also a CAIA charterholder. 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 250 prior on-demand audio interviews here . Don't forget to

You can listen to Are We Approaching The Tipping Point For Private Equity & 401(k) Plans? online on Radio and Podcast. Open the player on this page to stream the available audio.

Are We Approaching The Tipping Point For Private Equity & 401(k) Plans? is an episode from 401(k) Fridays Podcast by Rick Unser.

This episode is 51:28 long.

This episode was published on Mar 3, 2023.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from 401(k) Fridays Podcast when more episodes are available from the podcast feed.