1. Executive Briefing (TL;DR)

• Macro Environment & "Higher for Longer": Rising benchmark interest rates increase discount rates, raising the hurdle rate for cash flows far in the future and disproportionately pressuring long-duration growth assets, including AI VC and public equities [00:01:16].
• AI Engine Driving US GDP: Artificial intelligence…

• Speakers: Howard Marks (Co-Chairman, Oaktree Capital Management), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Armen Panossian (Head of Performing Credit) [00:00:15].
• Event: Oaktree Capital Management Global Investor Briefing, June 11, 2026 [00:00:02].

**1. Macro…

• Host: Allison Nathan
• Speakers:
• Pete Lyon – Global Co-Head of the Capital Solutions Group, Goldman Sachs Global Banking & Markets
• Michael (Mike) Brandmeyer – Global Head and CIO of the External Investing Group, Goldman Sachs Asset Management
• Recording Date: Tuesday, May 26, 2026

1. Macro Context and Structural Evolution of Private Markets

• The Super-Cycle (2010–2022):…

• Host: Representative from Morgan Stanley presenting The Alts Report [00:00:32].
• Guest: Troy Geski, Chief Market Strategist for Future Standard [00:00:38].
• Core Mandate: Evaluating and selecting alternative asset strategies that align with long-term financial goals, specifically balancing growth, income, and…

• Courtney Reagan: Host, Senior Editor of Blackstone Insights.
• Viral Patel: CEO and a member of the Board of Directors of BXPE. Mr. Patel is a member of the Investment Committees for BXPE and Blackstone Growth..

Executive Summary & Core Investment Philosophy [00:00:30] Blackstone’s private equity strategy manages a portfolio of more than 270 companies by…

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime.

1. Executive Overview & Speaker Profile

• Scott Burr introduces himself as a senior portfolio manager at Future Standard who manages a liquid…

Core Overview & Corporate Profile

• The Subject: KKR’s Direct Lending investment thesis and long-term capital partnership with Woolpert [00:00:06].
• Speaker: Representative from KKR Private Credit / Direct Lending business [00:00:41].
• Target Profile: Woolpert serves as a premier example of KKR’s core direct lending…

Speaker Profiles & Introduction

• Matt Holman [00:00:48]: Managing Director, Business Operations team within Brookfield’s Private Equity business. Joined the firm after serving as a long-time business operator, including 16 years at Polaris Industries and tenure as CEO of two independent companies, including Liberty Diversified International. -…

00:00:08 Overview & Asset Profiling

• Asset Name: Calhoun 75 [00:00:08]
• Asset Type: State-of-the-art industrial distribution center / warehouse [00:00:14]
• Acquisition Year: Acquired in 2025…

This comprehensive summary and fact-check is based on the Citi Institute report titled "Moving America." It explores the systemic macroeconomic drag caused by the "mortgage lock-in effect"—where millions of American homeowners are financially disincentivized from moving because they hold ultra-low fixed rates while current market rates have doubled.

Speaker Profiles

• Alex [Host]…

This Morgan Stanley "Alts Report" features Alli Nest, Head of Investment Solutions Products, discussing the rapidly expanding landscape of alternative investments and their strategic value for high-net-worth investors.

Overview of Alternative Investments

Alternative investments encompass assets beyond traditional stocks and bonds, including **private equity, private credit, real estate, infrastructure,…

In this episode of the Alts Report,** Mike Arougheti**, CEO and founder of Ares Management, discusses the significant shift toward alternative investments, the current state of the real estate market, and the burgeoning ecosystem of sports, media, and entertainment.

1. The Evolution & Secular Shift of Private Markets The shift toward alternatives is not merely a trend but a 30-year…

This summary provides a comprehensive overview of the Bloomberg Merryn Talks Money podcast episode titled "The Contrarian Case for London Real Estate After a Decade of Stagnation," featuring Merryn Somerset Webb, John Stepek, and Daniel Austin (CEO of ASK Partners).

1. Introduction and Current Market Sentiment The podcast, "The Contrarian Case for London Real Estate After a Decade of Stagnation,"…

This podcast features Jeffrey Sherman (Deputy CIO of DoubleLine Capital) and Jason Draho (Head of Asset Allocation for the Americas at UBS) discussing investment positioning amidst geopolitical tensions, inflation, and the rise of AI. This podcast was recorded on April 9, 2026, at the UBS 1285 podcast studio.

**[00:00:08] Introduction and…