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.

In what ways does the speaker believe they can add value to their investment strategies?

What is the speaker's perspective on the timing of investments in energy assets?