Ares Management Corp at Morgan Stanley US Financials Conference Transcript
All right. We're going to go ahead and get started here. I'm Mike Cyprys, equity analyst covering brokers, asset managers and exchanges, and I'm thrilled to welcome for our keynote fireside lunch. Michael Arougheti, Co-Founder and CEO of Ares Management. Mike, thanks for joining us.
A great conference. Appreciate it.
And Ares, as you all may know, has over $640 billion of assets under management. It is one of the world's largest alternative investment managers. So let's kick off with the macro mic here. Three months ago, there's a lot of debate centered around tariffs and growth. And today, discussion has shifted toward inflation persistence, fiscal deficits geopolitical risk, energy markets. So what would you say has changed the most in your outlook over the last quarter? And where do you think
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