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Craig Seigenthaler

Research Analyst at Bank of America Securities

Craig Siegenthaler is the North American Head of Diversified Financials and a Managing Director at Bank of America Securities, specializing in the financial sector with coverage of 41 companies including BlackRock (BLK), Blackstone (BX), Ares Management (ARES), TPG, Nasdaq (NDAQ), and Robinhood (HOOD). He has delivered strong performance with a 64% success rate, average return per rating of 20.9%, and a standout buy recommendation on HOOD generating +543.8% return, earning him a 4.92-star ranking on TipRanks among top Wall Street analysts. Siegenthaler began his analyst career in 2013 and advanced to senior leadership at Bank of America. He holds FINRA broker registration (CRD# 4696094) with BofA Securities.

Craig Seigenthaler's questions to Ares Management (ARES) leadership

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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