National Conference on Public Employee Retirement Systems

The Voice for Public Pensions


30 Hudson Yards
Suite 7500
New York, NY 10001
+1 (212) 750-8300



KKR is a leading global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate and credit, with strategic partners that manage hedge funds.

KKR aims to generate attractive investment returns for its fund investors by following a patient and disciplined investment approach, employing world-class people, and driving growth and value creation with KKR portfolio companies. KKR invests its own capital alongside the capital it manages for fund investors and provides financing solutions and investment opportunities through its capital markets business. For additional information about KKR & Co. Inc. (NYSE:KKR), please visit KKR's website at and on Twitter @KKR_Co.

A Different Kind of Recovery

Henry H. McVey outlines his team’s perspective on entering a period of reflation, that will look dramatically different from other recent economic recoveries, and why this environment will favor investors who take a thematic top-down approach and are willing to lean into uncertainty.

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