DiscoverCapital DecantedS2 | Episode 4: The Urgent Rebuild - Distributing Private Capital to Wealth Clients with Shane Clifford and Doug Krupa
S2 | Episode 4: The Urgent Rebuild - Distributing Private Capital to Wealth Clients with Shane Clifford and Doug Krupa

S2 | Episode 4: The Urgent Rebuild - Distributing Private Capital to Wealth Clients with Shane Clifford and Doug Krupa

Update: 2024-12-31
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How does a legacy private capital partnership who has thrived solely in the institutional draw down LP ecosystem, assemble the apparatus to begin distributing those strategies to the individual investor? When client acquisition and conversations, investor sophistication, product design, culture, operational support etc. are all fundamentally different...where do they start in this overhaul? What challenges and pitfalls have they experienced along the way? What battle scars and advice can they share with others that are considering the same or in the early stages themselves. Join us as we draw a blueprint in a very applied and practical manner.




Introduction: (0:48 )


Halftime: (54:00 )


Guests: (59:39 )




Guests:


Shane Clifford, Managing Director–Partner and Head of Global Wealth, Carlyle


Doug Krupa, Managing Director, Global Client Solutions, KKR




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S2 | Episode 4: The Urgent Rebuild - Distributing Private Capital to Wealth Clients with Shane Clifford and Doug Krupa

S2 | Episode 4: The Urgent Rebuild - Distributing Private Capital to Wealth Clients with Shane Clifford and Doug Krupa

John Bowman