Question · Q4 2025
Craig Seigenthaler asked about the impact of software and AI disruption on Ares' overall deployment efforts, particularly considering the shift towards data centers and power as key growth areas.
Answer
Michael Arougheti, CEO of Ares Management Corporation, emphasized confidence in their existing software exposures due to rigorous underwriting and focus on foundational infrastructure. He noted that the disruption is not expected to significantly impact aggregate origination volumes, with the firm's pipeline currently at record levels, driven by new opportunities in infrastructure and energy.
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