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 subscribe as we release a new episode every other Friday!
Stable Value Investments: Details, Developments & Direction
Retirement Income: Finally, The 401(k) Topic in 2021?
401(k) Fiduciary Fundamentals: Retirement Plan Fees
What The Hey Is Going On With 401(k) M&A?
Politics, The Election & 401(k) Plans: 2020 Edition
The Info On Vanguard's Infosys Announcement
What Do The Numbers Tell Us About 401(k) Behavior During The COVID-19 Pandemic?
SEPs, to MEPs, to PEPs: The Logical Evolution of Workplace Retirement Plans?
Will State Retirement Plans Improve the State of Our Retirement Security?
Two More Bites At The 401(k) Advice Apple? Exploring Regulation Best Interest & The New DOL Fiduciary Rule
Private Equity & 401(k) Plans: The What, When, Why & How
Will The Aftermath of COVID-19 Bring More 401(k) Lawsuits?
Stimulus Checks + PPP + Zero Interest Rates = Inflation?
Student Debt: Updates, CARES Act & 401(k) Integration
ERISA Attorney Insights - Contemplating Coronavirus Consequences
Strategies To Help 401(k) Participants Overcome Practical Barriers To Retirement
How Has 401(k) Behavior Been During The COVID-19 Crisis?
Economic, Market & Other Predictions For The Post-COVID World
COVID, Divorce, Death & 401(k) Distributions: Don’t Discount The Devilish Details
401(k) Fiduciary & Litigation Considerations In The Coronavirus Era
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money