About $3.3T private active manager expanding ETFs globally and private markets with KKR
Mike Gitlin
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
37 Build · Diamond account; 2 plans not yet started
Their priorities
Growing active ETFs (US and now Europe and Asia-Pacific, with a new head of ETF capital markets hired in 2026) and retail public-private funds through the KKR partnership (interval funds and retirement solutions). unverified
Distribution modernization and digital. unverified
Why now: About $3.3T private active manager expanding ETFs globally and private markets with KKR.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Cost & operations, AI & agents, Workforce transformation
Account health
37 Build · Diamond account; 2 plans not yet started
Their priorities
Growing active ETFs (US and now Europe and Asia-Pacific, with a new head of ETF capital markets hired in 2026) and retail public-private funds through the KKR partnership (interval funds and retirement solutions). unverified
Distribution modernization and digital. unverified
Why now: About $3.3T private active manager expanding ETFs globally and private markets with KKR.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Head of Private Markets / Alternatives / Head of Private Markets / Alternatives
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
37 Build · Diamond account; 2 plans not yet started
Their priorities
Growing active ETFs (US and now Europe and Asia-Pacific, with a new head of ETF capital markets hired in 2026) and retail public-private funds through the KKR partnership (interval funds and retirement solutions). unverified
Distribution modernization and digital. unverified
Why now: About $3.3T private active manager expanding ETFs globally and private markets with KKR.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Why now: About $3.3T private active manager expanding ETFs globally and private markets with KKR.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Why now: About $3.3T private active manager expanding ETFs globally and private markets with KKR.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
37 Build · Diamond account; 2 plans not yet started
Their priorities
Growing active ETFs (US and now Europe and Asia-Pacific, with a new head of ETF capital markets hired in 2026) and retail public-private funds through the KKR partnership (interval funds and retirement solutions). unverified
Distribution modernization and digital. unverified
Why now: About $3.3T private active manager expanding ETFs globally and private markets with KKR.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.