Ares Management Corporation (ARES) Presents At Barclays 23rd Annual Global Financial Services Conference (Transcript)

Macro Environment - The macroeconomic backdrop is perceived as stable and resilient, despite concerns about a softening labor market [1] - The company has access to extensive data from its global real assets and credit portfolio, which includes investments in over 3,000 middle-market companies and 500 million-plus square feet of industrial logistics real estate [1] Performance Indicators - High occupancy rates are reported in the real estate portfolio, indicating strong demand [2] - Year-over-year EBITDA growth is observed at 12% to 13%, along with increases in interest coverage [2] - Nonaccruals in the credit portfolio remain well below historical averages, suggesting strong credit quality [2]