Partner & Co-President, Ares Management Corporation
Search every verified Blair Jacobson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Blair Jacobson, co-president of Ares Management, spoke with CNBC’s Karen Tso at the IPEM Global conference on October 12, 2026, discussing topics including AI, digital infrastructure, and private credit. He described the current period as a "generational AI capex super cycle" driven by demand for compute, citing growth in usage from cell phones, streaming, and e-commerce, and noted that capex estimates have risen from hundreds of billions toward trillions in coming years. Regarding AI-related financing, he said the market will ultimately determine the appropriate cost of capital for companies like Anthropic and OpenAI, and he expressed caution about underwriting new software businesses, citing refinancing risk over the next two to three years, while also noting that some software firms, such as Salesforce, have seen AI benefit their operations. On private credit, Jacobson said the sector's state is "quite positive" one year after increased scrutiny following bankruptcies that he characterized as not directly related to private credit. He cited Ares' US portfolio of 650 companies, which he said are growing earnings 8 to 10 percent with loan-to-value ratios of 45 to 50 percent. He also addressed macroeconomic conditions, noting focus on the 30-year part of the yield curve, with US rates near 5 percent and UK rates close to 6 percent, and highlighted attention to political developments such as the German election and upcoming US midterms.
Ares Co-President Blair Jacobson sat down with CNBC’s Karen Tso at the IPEM Global conference to discuss AI, digital infrastructure, private credit opportunities and other key themes shaping the private markets today. He also reinforces the continued importance of manager selection and working with a manger that has invested through cycles.
Ares Management Q2 2026 Earnings Call | Fee-Related Earnings Acceleration Drives Guide Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If…
At SuperReturn International 2026, Ares’ Co-President Blair Jacobson joined Bloomberg’s Dani Burger on stage to discuss the private markets and whether private capital is still the powerhouse of global business. Throughout the conversation, they highlighted the disconnect between market anxiety and the fundamental performance he’s seeing, the record fundraising and institutional demand driving continued momentum in private markets and the once-in-a-generation opportunity that is AI-driven infrastructure investment.
Co-President Blair Jacobson joined The Pulse with Bloomberg’s Francine Lacqua to discuss the disconnect between today’s private credit headlines and the strength and performance of Ares’ portfolio, the continued investment opportunity in private infrastructure, why most companies still prefer to remain private and more. Source: Bloomberg Host: Francine Lacqua Date: June 4, 2026
Co-President Blair Jacobson joined Ares’ Perspectives video series by highlighting the origins of Ares’ business in Europe, New Economy sectors of interest for Ares—including data centers and other digital infrastructure opportunities—and the firm’s commitment to our collaborative culture and deep, longstanding relationships with investors. More from Blair and Ares’ senior leadership team here: https://www.aresmgmt.com/news-views/p...
Ares is recognised as one of the leading global alternative investment managers, investing across credit, real estate, private equity and infrastructure. Listed on the NYSE, it has 4,000 employees, $574 billion in assets* and a substantial geographical footprint. Blair explains the high yielding Ares listed vehicle, which as a business development company (BDC) structure must distribute 90% of taxable income and 9% of yields*. He discusses how being a public entity gives them a “currency” which is highly valued by employees, and also how it has helped with brand recognition as its growth acce…
Ares’ Co-Head of European Credit Blair Jacobson speaks with CNBC’s Annette Weisbach live from the 2024 SuperReturn International Conference in Berlin. Their conversation covers optimism on macro-economic trends, Ares’ approach to middle market lending globally and trending sectors like infrastructure and AI. Watch more broadcast interviews here: https://www.aresmgmt.com/news-views/v... Source: CNBC Host: Annette Weisbach Date: June 4, 2024
Blair Jacobson, co-head of European credit at Ares Management, speaks to CNBC at the SuperReturn event in Berlin.
Ares’ Alternative Credit team discusses the impact of their funds’ charitable tie-in, which helps to ensure that a portion of the carried interest is donated to support health and education nonprofits around the world. Hear more about the team’s focus on investing with purpose in the video above.
"We’re looking to back the best companies we can find and, importantly, in the most defensive industries.” Blair Jacobson, Co-Head of Ares’ European Credit, joined Bloomberg Daybreak to discuss Ares’ highly selective approach to deploying capital. He also discussed the consistency of Ares’ model amid concerns over the risk factors that face the European private credit market and outlined the firm's approach to the current market environment. Source: Bloomberg Daybreak: Europe Host: Dani Burger Date Aired: September 15, 2022 Listen to the full conversation here: https://www.aresmgmt.com/news…
Blair Jacobson, Ares co-head of European credit at Ares Management, discusses record levels of dry powder, default risks and environmental, social, and corporate governance. He speaks with Bloomberg's Dani Burger on "Bloomberg Daybreak: Europe." -------- Subscribe to Bloomberg Live on YouTube: / @bloomberg_live
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