On this episode, Aaron Mulvihill is joined by Jared Gross, Head of Institutional Portfolio Strategy, who brings over 30 years of experience providing insights and solutions to institutional clients—including corporate and public pensions, endowments and foundations—and Tina Anstett, ERISA Strategist, and an attorney with more than three decades of expertise in workplace retirement plans. Together, they will discuss the implications of the President’s recent executive order, “Democratizing Access to Alternative Assets for 401(k) Investors” and address the questions that have emerged as a result. They will explore what this order means for retirement plans and who stands to be affected, and weigh the potential benefits and risks of adding alternative assets to plan portfolios.

Watch the video version on YouTube. 

• For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing


• From complexity to clarity: A measured approach for evaluating private investments in DC plans


• Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify