Blue Owl co-chief executive Marc Lipschultz has defended the manager’s push into the retail space, telling the Top1000funds.com Fiduciary Investors Symposium that “it’s kind of a crazy thing” to deny mum and dad investors access to illiquid assets like private credit when they are in a prime position to benefit from it through channels like 401(k).
The exit drought and extended holding periods in private equity is causing mounting pain for many LPs. But for Austin-based COAERS, it is providing ample market to pick up bargains in the secondary market. Sarah Rundell spoke to CIO David Kushner.
In a fireside chat at FIS Harvard, Blue Owl co-founder Doug Ostrover said the fast-growing alternatives shop won’t expand “just for the sake of hubris” as it pursues market leadership through a tightly defined set of offerings. He also unpacked the recent redemption pressure the firm was under and how it plans to move past it.
When Blue Owl Capital came under sustained media pressure over redemptions to its private credit funds, Michael Hitchcock, chief executive of the South Carolina Retirement System Investment Commission (RSIC), didn’t waver. He thinks that what allocators learn from their managers in a period of crisis tells them more than any official due diligence could.
Allocators are interrogating their private markets investments more rigorously as institutional investors question whether unlisted asset classes are entering an era of “true alpha” where managers skills are put to test. This trend is especially salient in private equity, and at FIS Singapore, asset owners and managers weighed the thesis around the asset class.
The surging interest in generative AI has triggered a technological arms race, driving demand for data centres. Investors are looking to capitalise on what is often described as a generational opportunity, but as Blue Owl’s James Clarke cautions, there are several important factors to assess in partners for the long-term.
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FIS 2026 at Stanford University