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Doug Ostrover

Co-Chief Executive Officer, Blue Owl Capital

Search every verified Doug Ostrover interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Doug Ostrover, co-founder and co-chief executive officer of Blue Owl Capital, has discussed the firm's business model and market outlook in several appearances. At a 2022 conference, he described Blue Owl as a firm focused on credit, with approximately $130 billion in capital, and noted a trend of private equity firms seeking to hold assets longer rather than selling them. He also criticized the SPAC market, stating that its growth was driven by skewed economics favoring sponsors. In a 2021 interview, he said he was proud of Blue Owl's performance and highlighted that 100% of its after-tax profit comes from management fees and 91% of its capital is permanent, distinguishing it from peers reliant on carried interest. In earlier appearances, Ostrover has expressed caution about market conditions. In 2014, while at GSO Capital Partners, he said he expected volatility to return to markets within 12 to 36 months and recommended senior secured floating rate bank loans as a hedge against rising rates. He also said he disliked the quality of deals coming to market late in the cycle, citing elevated issuance of riskier Triple C-rated debt. In a 2021 podcast, he reflected on the 2008 financial crisis, saying he underestimated how pervasive leverage was across capital markets, and discussed his conviction that direct lending would become a major asset class, which led him to co-found Owl Rock Capital in 2016.

Recent appearances

Other executives at Blue Owl Capital

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