The Future of 401(k)s: Navigating Alternative Assets in Retirement Plans

Join us for an essential webcast that goes inside alternative investment options. This is your opportunity to gain a forward-looking perspective on a strategy that aligns with the future of retirement investing.

In this webcast, you’ll learn:

• Insights into the global market outlook 
• The strategic purpose of alternative investments within retirement plans.
• The structure of the TIAA General Account and its foundational role in supporting guarantees.
• Tactics to maximize payouts for plan participants.

Register now to secure your spot and prepare for the evolving world of retirement planning.

Speakers:

Beverly Goodman | Editor-in-Chief | TIAA
Beverly Goodman is Vice President and Editor in Chief at TIAA. She is responsible for establishing the firm’s first enterprise-level thought leadership strategy, including the launch and reinvention of two new publications, and helping the firm develop its voice and point of view on the retirement issues most crucial to our individual and institutional clients. Prior to joining TIAA in early 2022, she was Editorial Director at Barron’s, overseeing investing, retirement and wealth management coverage. She’s also held editorial roles at Fidelity Investments, Smart Money, Money Magazine, and other publications. Because she loathes free time, she also teaches yoga and is a Certified Financial Planner™ on a pro-bono basis.

Marc deBree | Head of Real Estate and Alternatives for the TIAA General Account | TIAA
Mr. deBree is Managing Director and Head of Real Estate and Alternatives for the TIAA General Account (GA) where he develops and directs investment strategy and oversees investment activity within the GA global, multi-asset class alternatives portfolio totaling over $60B. This diverse portfolio includes strategies allocated across real estate equity and commercial mortgages, private equity, agriculture, timber, energy and infrastructure.

Previously, Mr. deBree was part of the Real Estate Portfolio Management team at Nuveen, where he led acquisition and disposition activities for multiple accounts and developed investment management strategies for existing investments. He joined TIAA in 2007 and prior to his portfolio management roles, he sourced and underwrote new real estate investment opportunities in markets across the U.S. Before joining TIAA, Mr. deBree began his career as an Environmental Planner, advising private and public sector stakeholders on natural resource management initiatives.

Mr. deBree holds of Bachelor of Arts in Urban Studies from The College of Wooster, Ohio along with an MBA and Master of Regional Planning from the University of North Carolina at Chapel Hill. He is a Chartered Alternative Investment Analyst (CAIA) charter holder and serves as a Chapter Executive for the CAIA Carolinas Chapter.

Michael DeBello | Head of Asset Allocation and Third-Party Investments for the TIAA General Account | TIAA
As Head of Asset Allocation and Third-Party Investments, Michael brings over 18 years of industry expertise to the TIAA General Account (GA) organization. He is responsible for leading overall portfolio construction and managing the annual investment program for TIAA’s $300B GA Investment portfolio. Additionally, Michael invests directly for the GA through its Third-Party Investments mandate and is accountable for portfolio positioning and strategy for allocation strategies managed through external asset managers.

Prior to his current role, Michael was a key member of both the TIAA GA Fixed Income and Real Estate & Alternatives teams, where he supported both Asset Class Heads in developing and directing investment strategy across a global, multi-asset class portfolio. He was also part of the Asset Allocation & Portfolio Construction team.

Michael began his career with TIAA in Product Management covering various investment mandates before transitioning to Nuveen in 2010 as a Reach Analyst within Leveraged Finance. He holds a Bachelor of Business Administration in Finance, Cum Laude and High Honors in Finance from Hofstra University, New York.

_Disclaimer:

_{This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.}

_{Investment products may be subject to market and other risk factors. See the applicable product literature or visit TIAA.org for details.}

_{Investors should be aware that alternative investments including private equity and private debt are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales and concentrated investments and may involve complex tax structures and investment strategies. Alternative investments may be illiquid, there may be no liquid secondary market or ready purchasers for such securities, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as other types of pooled investment vehicles, and they may be subject to high fees and expenses, which will reduce profits.}

_{Investment, insurance, and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity and may lose value.}

_{TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.}

_{Intended for Institutional Investor use. Not intended for use with or distribution to the public.}

_{©2025 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017.}

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