Hey, Carl. Uh, I have learned from people familiar with the matter that Blue Owl has decided to call off its private credit funds merger. This is something we've been talking about all week. You all have been talking about all week. This controversial combination of one of its non-traded funds, Blue Owl Capital Corporation 2, with its bigger publicly listed vehicle, Blue Owl Capital Corp. News of the merger, if you recall, restricted investors from redeeming uh from the semi-liquid non-traded fund, the one ...

Hey, Carl. Uh, I have learned from people familiar with the matter that Blue Owl has decided to call off its private credit funds merger. This is something we've been talking about all week. You all have been talking about all week. This controversial combination of one of its non-traded funds, Blue Owl Capital Corporation 2, with its bigger publicly listed vehicle, Blue Owl Capital Corp. News of the merger, if you recall, restricted investors from redeeming uh from the semi-liquid non-traded fund, the one ...

Blue Owl has decided to call off the merging of two of its private-credit funds after the deal caused some angst among investors, according to people familiar with the matter. The firm had planned to merge its smaller, non-traded Blue Owl Capital Corporation II (OBDC II), into the larger, publicly traded fund Blue Owl Capital Corporation (OBDC). In doing so, the firm restricted investors in the $1.7 billion OBDC II from redeeming until the deal closed, even as the merger would have meant about 20% paper los ...

Industry Overview - The alternative asset management industry has shown incredible growth and strong investment performance over the past decade [1] - The industry is characterized by resilience, even in the face of double-digit drawdowns in stock prices [1] Key Players - Marc Lipschultz, Co-CEO of Blue Owl, has a background in founding the legacy credit business at Blue Owl and previously worked at KKR [2] - Kipp deVeer, Co-President of Ares, has extensive experience, having previously run ARCC and served as Head of Credit [2]

New York, New York--(Newsfile Corp. - November 18, 2025) - Levi & Korsinsky notifies investors that it has commenced an investigation of Blue Owl Capital Inc. ("Blue Owl Capital Inc.") (NYSE: OWL) concerning possible violations of federal securities laws.On November 16, 2025, the Financial Times published an article describing how "Blue Owl has blocked redemptions in one of its earliest private credit funds as it merges with a larger vehicle overseen by the asset manager in a deal that could leave investor ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Summary of Blue Owl Capital Conference Call Company Overview - **Company**: Blue Owl Capital (NYSE: OWL) - **Industry**: Alternative Asset Management and Business Development Companies (BDCs) Key Points and Arguments Industry Resilience and Evolution - The alternative asset management industry has shown resilience despite experiencing double-digit drawdowns in stock prices, indicating strong investment performance over time [1][2] - The industry has evolved from primarily private equity and direct lending to include capital-light businesses, transaction fees, and on-balance sheet insurance liabilities [26] Business Model and Strategy - Blue Owl started as a direct lending business and has expanded into asset-based lending, digital infrastructure, and GP stakes, focusing on bespoke capital solutions [9][10] - The firm emphasizes downside protection, principal preservation, and yield as core investment strategies, which remain consistent over the years [11][12] - The majority of growth has been organic, with acquisitions being a smaller percentage of overall enterprise growth [12][13] Importance of Scale - Scale is critical in the credit space, allowing for more origination, underwriting, and participation in larger financing deals [17][18] - Larger firms can access better credits and more opportunities, which is not uniformly true across all investment strategies [19][20] Volatility and Market Conditions - Periods of market volatility are viewed positively as they create opportunities for deploying capital into higher-quality companies at better spreads [32][33] - The firm has developed expertise in managing assets during volatile markets, which can lead to accelerated growth [33] Portfolio Performance and Risk Management - Blue Owl's software lending portfolio has a low default rate of 0.03%, indicating high quality and performance [76][77] - The average loan-to-value (LTV) ratio for software loans is around 30%, providing a significant equity cushion [87] - The firm maintains a diversified portfolio with a focus on senior secured loans, which are less susceptible to market downturns [52][56] Market Perception and Education - There is a need for better communication and education regarding the private credit industry to counter negative narratives and misconceptions [65][66] - The firm believes that strong performance and results will ultimately speak for themselves and help change market perceptions [51][62] Future Outlook - Blue Owl is focused on maintaining a disciplined approach to credit quality and origination, ensuring that they do not compromise standards for growth [44] - The firm is optimistic about the future, believing that their business model and strategies will continue to yield positive results despite market fluctuations [61][62] Additional Important Insights - The firm has approximately $600 billion in assets under management (AUM) and expects manageable inflows from the wealth channel [39] - The alternative credit business is expected to grow significantly, with a focus on direct origination and a diverse range of underlying assets [88][89]

Group 1 - The article discusses vulnerabilities identified in Blue Owl Capital Corporation's Q2 2025 earnings report, indicating potential investment risks and opportunities [1] - It highlights the experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and institutionalizing REIT frameworks in Latvia [1] - The article mentions Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Blue Owl Capital Inc. ("Blue Owl†or the "Company†) (NYSE: OWL) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN BLUE OWL CAPITAL INC. (OWL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your legal rights by. ...

Core Viewpoint - Glancy Prongay & Murray LLP has initiated an investigation into Blue Owl Capital Inc. regarding potential violations of federal securities laws affecting investors [1] Summary by Relevant Sections - **Investigation Announcement** - The law firm Glancy Prongay & Murray LLP is leading an investigation on behalf of Blue Owl Capital Inc. investors [1] - **Investor Impact** - The investigation is focused on investors who may have incurred losses related to Blue Owl Capital Inc. [1]