Yo, welcome (or welcome back?) to this absolutely wild ride we call the Alt Goes Mainstream podcast. This time around, we’re plungin’ headfirst into the private market’s weird, wacky world of product innovation. Sounds fancy, right? Got a real mastermind on the show today, a private equity sage, if you will, who’s helped rewrite the rulebook on investment structures. And trust me, this one’s all about the cash flow and the secret wealth channels.
Picture this: we’re chillin’ at KKR’s swanky Hudson Yards office. Why? We’re hangin’ with Alisa Wood. Yes, THE Alisa. She’s a partner and co-CEO at KKR Private Equity Conglomerate LLC, or just K-PEC if you’re cool. And let me tell you, she’s been schooling everyone at KKR for over 20 years! Yeah, joined back in ’03. That’s some serious dedication right there.
Now you’re probably thinking, “how can I break into this convo?” Easy! Just hit up Apple Podcasts or Transistor and get those headphones on.
Alisa, being the boss lady she is, co-pilots this ship with her innovative, open-ended, never-gonna-end private equity fund strats. (That’s so many words for “super smart investment stuff” BTW). But she wasn’t always at the helm – she once ran the show for private markets and real assets like a global queen. Juggling real estate, infrastructure, energy (what’s that again?), and a bunch of other financial bits and bobs.
Hold up—she’s not just lounging at the top. She’s all over KKR’s management. Committees galore! Risk, Ops, ESG (that’s Environmental, Social, Governance for those not in the lingo loop), and even Geopolitical Governance. Honestly, when does she sleep?
Now, about our juicy convo. I mean, we covered the nuts and bolts of getting the wealth wave and understanding this conglomerate hullabaloo. Let’s talk evergreen fund structures – sounds like gardening, right? Sifting through the constant churn of dealflow. If you think you can just wing it, think again. Education’s key when dealing with hefty wallets and investment novices alike.
Alisa spills the beans on balancing evergreen and closed-end shindigs, the right skills for the evergreen hustle, and why the culture can make or break an investment biz.
And don’t even get me started on the whole private markets portfolio play. Vital stuff in today’s topsy-turvy market. It’s like, oops! Did traditional stocks just trip over their own feet again?
Thanks a zillion, Alisa, for jumpin’ on board and blowin’ our minds!
Quick shoutout to our pals at Ultimus Fund Solutions for backin’ this madness. They’re killin’ it in the fund admin game for asset managers. Need help keeping up with market twists? These are your people. They blend tech wizardry with personal touch. Over 500 billion bucks managed under their belt. They got your back on regulatory stuff and investor needs, whether you’re a greenhorn or an old hand.
So you wanna dig deeper? Scope www.ultimusfundsolutions.com or ping Gary Harris, big shot VP, at good ol’ [email protected]. They’re the ultimate wingman for any big-league financial fiesta.
Don’t forget to subscribe, folks, and keep it locked on our stream-of-consciousness journey through finance. Catch you next time—until then, stay curious and keep challenging the mainstream! 🌊