Rubenstein: Considering Adding a Number of Businesses

The video discusses the potential for diversification and growth in asset management, focusing on infrastructure and energy sectors. It highlights the lack of a dominant infrastructure business among global private equity firms and the attractiveness of building one. The conversation shifts to energy investments, emphasizing the potential for oil prices to rise and the appeal of distressed energy assets. The speaker also discusses investment preferences, including private equity, distressed assets, and energy markets, with a positive outlook on future opportunities.

What is one area that the firm is considering expanding into due to its current lack of dominance in global private equity?

• Infrastructure

• Hedge funds

• Technology

• Real estate

Why does the firm find carbon-related energy investments attractive?

• There is a high global demand

• They have low initial costs

• They are easy to manage

• They are environmentally friendly

What is the firm's strategy regarding the current low oil prices?

• Avoid investing until prices stabilize

• Wait for prices to drop further

• Invest now to benefit from future price increases

• Focus on renewable energy instead

Which investment area is considered attractive due to the presence of many distressed credits?

• Distressed energy

• Real estate

• Technology startups

• Retail

What is the expected future price range for oil according to the firm's outlook?

• $90

• $50

• $30

• $70