The following are notes from Michael Chae's take on alternatives at the 11th annual J.P. Morgan / Robin Hood Invrestors Conference took place on October 24 and 25, 2023.
Michael Chae (Blackstone) - The State Of Alternatives
A summary of the key points from the discussion on the state of alternatives featuring Michael Chae of Blackstone, interviewed by Alan Schwartz of Guggenheim:
Current Economic Conditions:
- Blackstone has investments in approximately 230 companies and is observing a trend of inflation coming down among their portfolio companies.
- While wage growth has been stickier, it is...
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