Megafunds Geezer-Chasing & A Miami Kingpin's Epic Aventura
This week, we dive into how private credit mega-managers such as Blackstone, KKR & Blue Owl have been setting the stage for a potentially huge new pool of capital: 401(k)s. With the Trump administration’s eagerness to push more retirement savings into PE, players have been forming alliances with the biggest 401(k) managers in a move that could mean a far bigger CRE private-credit war chest. We then dive into the singular life and career of Donald Soffer, the visionary behind Aventura and a serious man-about-town.
Sponsor: This episode is sponsored by Vesto, which gives CRE players a single…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.