Ares CEO on Economy, Real Estate, Sports Investing

The video discusses the growth of private credit compared to private equity, highlighting the reasons for this trend. It explores the impact of recent banking failures on investment opportunities, particularly in providing capital to regional banks. The discussion also covers middle market lending, hiring trends, and economic outlook, including risks in commercial real estate. Finally, it touches on the evolving landscape of sports investment, emphasizing the value of live content and the institutionalization of the asset class.

What role does the Fed play in the current financial conditions and how does it affect private credit?

How do the risks and opportunities in commercial real estate vary across different regions?

In what ways is the sports investment landscape changing according to the discussion?