2025 Robin Hood Investors Conference: Bankruptcies Don’t Break the Thesis: Ares and Blue Owl Explain Private-Credit Outlook

At the 2025 Robin Hood Investors Conference, Michael Arougheti of Ares Management and Marc Lipschultz of Blue Owl Capital discussed the evolving private credit landscape with Kristin Kallergis Rowland of JPMorgan.

Also see our coverage of the 2024 Robin Hood Investors Conference, 2023 Robin Hood Investors Conference, and the 2018 Robin Hood Investors Conference.

Private Credit Perspective

Speakers: Michael Arougheti, Ares Management

Marc Lipschultz, Blue Owl Capital

Moderator: Kristin Kallergis Rowland, JPMorgan

Why everyone is asking about private credit

There have been a ton of questions about private credit, especially in the last week. Let’s start with the state of the market. The idea of “credit” is not new. Putting “private” in front of it...