The Pig in the Python

Join us for an introduction to Blue Owl and the GP Strategic Capital Investment team. We will discuss how: i. Growth rates have not been uniform across asset classes and some are experiencing growing pains ii. The seven “super quarters” of growth and VC deployment in 2020/2021 have caused serious congestion across asset classes iii. Cash is paramount and strategies that can smooth the early J-curve are a critical component of portfolio construction iv. Despite years of the “big getting bigger”, it is only now that the advantage of scale is being amplified v. Consolidation trends are even more pronounced in private debt, where scale is now seen as a condition of participation in some of the most lucrative structural growth areas vi. We have entered a period of survival of the fittest and the most successful GPs are seeing the fruit of many years of investment We look forward to having you join us for a broad conversation on how GP stakes - with its focus on cash yield, downside protection and enormous diversification - can serve the needs of many LPs in a new era of private markets.