Jeffrey Fulk

speaker

308 appearances 1 recordings 1 series first heard Feb 2026 last heard 5 Feb

Jeffrey Fulk’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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How I Invest with David Weisburd · E298: How Family Offices Think About Illiquidity, Taxes, and Compounding · 5 Feb 2026 podcast

And that's part of the value that we see of using private credit in a portfolio construction context.

And we talk about layering private credit in as a portion of the fixed income side of an investment within a client portfolio.

It's a great question.

We're monitoring this closely because it's moving a lot in real time.

The administration just passed a

this democratization of private investments into 401ks.

And so some of the rules haven't even been written yet.

We've been talking to some of the big players in the 401k space, and it looks like there's two avenues that this is gonna go down initially, and both of them are within the target date space.

And so the ability to incorporate privates into target date funds is something that all of these groups are pursuing.

the first way that they're looking at this, and this is something that will probably happen sooner rather than later, and we'll see groups pushing the envelope here in terms of what opportunities they can capitalize on.

But

The mutual funds that are part of the target date funds now have more freedom to invest in private investments out of the mutual funds.

And so historically, growth mutual funds would dabble a little bit in late stage private venture markets.

And so you'd get a little bit of that exposure.

Exactly.

And now there's kind of a green light for that to expand.

And so I think you're going to see more of that.

I think you're going to see more of it as this concept of private companies that look more like public companies, whether it's OpenAI or Anthropic or these companies that historically would have been public, but for a variety of reasons aren't public now.

And so I think that's kind of the first way.

And then the second version of this is I think the industry is moving towards this concept of you're going to have your 2060 target date fund and you're going to have your 2060 target date fund star P or something like that.

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