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Blue Owl Capital

also referred to as: blue owl

includes Blue Owl OBDC II

15 statements across 5 episodes · 5 bullish · 1 bearish · 5 people on the record · first statement Jul 26, 2021 by Doug Ostrover · said 35 times in 13 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Ted Seides (14), Wylie Fernyhough (4), James Clark (4), Kipp deVeer (3), Michael Sidgmore (2), Kieran Goodwin (2), Tim Lyne (1), Jose Feliciano (1)

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2026 2 mentions in 1 episode
2025 17 mentions in 3 episodes 6 per episode
2024 1 mention in 1 episode
2023 3 mentions in 3 episodes 1 per episode
2022 2 mentions in 2 episodes 1 per episode
2021 10 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Blue Owl Capital, oldest first

Jul 26, 2021
Disclosure
Blue Owl Targets Direct Loans at Approximately 50% Loan-to-Value
“In general, what we're striving for is to find a business in a sector we like, and we're trying to make loans at around 50% loan to value. Because at 50% loan to value, I feel pretty good that things have to go really wrong for us to lose dollar one.”
Doug Ostrover Jul 26, 2021 ▶ 35:54 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
Jul 26, 2021
Assertion Partly supported
Owl Rock Launched With $12 Billion of Total Investing Firepower
“We raised six billion dollars. We use a turn of leverage, so we had twelve billion A firepower when we launched.”
Doug Ostrover Jul 26, 2021 ▶ 25:01 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
Aug 13, 2021 bullish
Prediction Not checkable as stated
A significant number of private asset managers will IPO by 2026
“And I also think we're going to see a good chunk go public. I truly believe that after EQT, if Bridgepoint does, Blue Owl, I think the landscape is truly changing. And I think that's going to be reflected in about five years.”
Wylie Fernyhough Aug 13, 2021 ▶ 41:04 Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)
Oct 31, 2022 positive
Insight
Rees: Management fees generate immense profits, defying the lights-on myth
“Well, it's not something we like to shout from the rooftops, and I guess here I am shouting it from the rooftops, but these businesses can be extremely profitable. I think the old adage that the management fees keep the lights on, I think that's a good motto. …”
Michael Rees Oct 31, 2022 ▶ 35:10 Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
May 5, 2025 neutral
Assertion Partly supported
Blackstone, Blue Owl, KKR, and Apollo have hundreds serving wealth
“Blackstone has a team of hundreds of people. Blue Owl, hundreds of people, KKR, Apollo, hundreds of people to serve the Wealth Channel.”
Michael Sidgmore May 5, 2025 ▶ 20:37 Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
May 15, 2025 positive
Insight
Clarke argues immense scale generates alpha in alternative asset management
“I used to think that you had to be small in the alternative space to generate alpha. But I've found that there's alpha in scale. There's relevancy in scale. When you're large, you command a tremendous amount of attention from people. You can't do that if you'r…”
James Clark May 15, 2025 ▶ 29:35 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025
Assertion Supported
Clarke reveals Blue Owl serves approximately 900 institutional clients globally
“And the institutional, well, I think we got 900 of them.”
James Clark May 15, 2025 ▶ 25:36 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025 neutral
Disclosure
Clarke states Blue Owl manages roughly 5,000 bespoke global institutional situations
“We deal on the institutional side with about four or 5000 idiosyncratic situations globally.”
James Clark May 15, 2025 ▶ 31:56 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025 neutral
Assertion Partly supported
Clarke notes Blue Owl Capital now manages $260 billion in assets
“But now they're part of a two hundred and sixty billion dollar organization.”
James Clark May 15, 2025 ▶ 35:26 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025 neutral
Assertion Supported
Blue Owl covers 750 private equity sponsors to guarantee deal flow
“To be relevant to private equity sponsors, and we cover 750 of them, to regularly see that deal flow, to be very judicious about the loans you do, you have to be big.”
James Clark May 15, 2025 ▶ 30:21 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025
Insight
Clarke reveals institutional fundraising requires a 15-to-1 conversation-to-ask ratio
“The conversation to ask ratio is about 15 to one. 15 conversations to one ask.”
James Clark May 15, 2025 ▶ 12:05 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025 bullish
Prediction Open · timeframe May 2030
Clarke predicts Australia's superannuation industry will become the world's second-largest
“The Australian superannuation industry is going to be the second largest in the world.”
James Clark May 15, 2025 ▶ 37:42 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025
Insight
Clarke notes massive asset managers rarely share economics compared to smaller firms
“It's very tough to do that, to give away those economics when you're half a trillion dollars, but when you're small and scrappy, You'll do it.”
James Clark May 15, 2025 ▶ 22:51 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025 negative
Disclosure
Clarke admits he under-resourced Blue Owl's early international expansion efforts
“The other thing that I made a mistake on was I probably didn't add resources as quickly as I should have. An organization should never become bloated, but I probably over-indexed that I had to play catch up for a little bit. Not perfect, but I think we got the…”
James Clark May 15, 2025 ▶ 41:02 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025 positive
Assertion Partly supported
Clarke reveals 90 percent of Blue Owl's capital is permanent
“We're in an envious position that 90% of our capital is permanent.”
James Clark May 15, 2025 ▶ 42:44 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
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