09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Monday, June 22, Kweku Obed, CFA, CAIA will be speaking at the 2026 U.S. Public Pension Private Capital Roundtable hosted by Apollo Global Management at the University of Chicago Booth School of Business.
Kweku will be joining a panel entitled, “Portfolio Construction: Rethinking Risk, Return & Resilience,” described as follows: The investment landscape has grown more complex for institutional investors, and particularly for public pension plans navigating long-duration liabilities in a period of sustained geopolitical volatility. Persistent inflation, elevated rates, policy uncertainty, and rapidly evolving capital markets are challenging long-held assumptions around asset allocation, diversification, and risk management. This session will explore how investors are rethinking portfolio construction in real time, including approaches to risk budgeting, rebalancing discipline, and building resilience across market regimes. Panelists will examine the expanding role of private capital as a tool for enhancing return potential, managing downside risk, and strengthening portfolio durability through periods of sustained uncertainty.
The Roundtable is a one-day event that will bring together senior investment professionals from leading public pension plans alongside top consultants, academic experts, and Apollo’s senior leadership. For more information about Apollo, visit their website.
09.10.2026
An article co-authored by Investment Consultant and Partner
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