8. Private Markets in Defined Contribution Plans: Navigating the New Frontier, Part 2

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Gray to Great

Great Gray Trust Company

10 episodes

1 month ago

Rewrite your practice growth playbook. Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world. As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors. Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics. This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success. Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.

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Management

Business

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8. Private Markets in Defined Contribution Plans: Navigating the New Frontier, Part 2 | Charlotte Hickey, Zachary Rosenoff

Gray to Great

19 minutes

1 month ago

8. Private Markets in Defined Contribution Plans: Navigating the New Frontier, Part 2 | Charlotte Hickey, Zachary Rosenoff

This episode is the second of a two-part special edition of the Gray to Great podcast, dissecting private assets in defined contribution plans with 2 special guests: Zachary Rosenoff, Director of Investments at Marsh McLennan Agency, and Charlotte Hickey, Director of National Accounts at BlackRock.

In this special episode of Gray to Great, host Dan Dal Degan engages in a rich conversation with guests Charlotte Hickey and Zachary Rosenoff about the evolving landscape of retirement planning and investment strategies in relation to the incorporation of private assets in defined contribution plans. They discuss the impact of recent legislation on retirement plans, the importance of understanding new terminology, and the need for financial advisors to build trust with clients. The conversation emphasizes the shift from focusing on optionality in investment choices to prioritizing participant outcomes, highlighting the growing role of alternative assets in retirement portfolios.

The opinions and thoughts expressed here are those of the individual speaker providing them based on their professional and personal experience and does not represent the views or opinions of Marsh & McLennan Agency, its parent companies or any of its affiliated companies.