Blue Owl Capital Inc To host Investor Day Transcript - Thomson StreetEvents

Blue Owl Capital Inc To host Investor Day Transcript

Blue Owl Capital Inc To host Investor Day Transcript - Thomson StreetEvents
Blue Owl Capital Inc To host Investor Day Transcript
Published Feb 07, 2025
65 pages (53035 words) — Published Feb 07, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of OWL.N corporate analyst meeting

  
Brief Excerpt:

...Thank you all. Good morning, and welcome to Blue Owl's 2025 Investor Day. I know it's been a busy week, so thank you for choosing to spend today with us. I promise we have a really good lineup ahead for you. And just because we've gotten a number of questions, do not fear, we will have layer cake. Today you'll only hear from -- a lot about the evolution of our business at Blue Owl. So I'm going to leave that to our distinguished speakers ahead. What I'd like to spend a minute on is the evolution of our shareholder base. Since we've been public, May 2021, so it's been less than four years. We see the evolution in the room. There's a number of new faces. We see it in our conference schedules, where we'll be meeting with over 100 of you next week in Florida. And we see it in the slide behind me, which reflects the transition of several hundred million shares from the hands of pre-IPO legacy investors into the hands of long term public shareholders like yourselves. It's not been a linear journey....

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Blue Owl Capital Inc
Ticker
OWL.N
Time
1:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Glenn Schorr - Evercore ISI - Analyst : Glenn Schorr from Evercore. Thanks for all the information. And I appreciate that these numbers are better than peers, so I'll say that upfront. But I'm curious, huge TAM, huge new toys to play with, expanding distribution, institutional retail side, new products to launch, it's actually -- there's a lot of good growth there. I'm curious how we should digest the, a, growth is still decelerating from high levels, but decelerating; b, the FRE per share is lower than FRE in '25, but actually, over the next five years, it's the same. So that's good. It's better than I think people feared, and then three, the margin, any thoughts on what the margin does over the next five years as you scale? I know that's a lot, but thank you. Marc Lipschultz - Blue Owl Capital Inc - Co-Chief Executive Officer, Co-Founder, Director You want me to take the last two? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 07, 2025 / 1:30PM, OWL.N - Blue Owl Capital Inc To host Investor Day

Table Of Contents

Blue Owl Capital Inc at RBC Capital Markets Global Financial Institutions Conference Summary – 2025-03-05 – US$ 54.00 – Edited Brief of OWL.N presentation 5-Mar-25 5:20pm GMT

Blue Owl Capital Inc at RBC Capital Markets Global Financial Institutions Conference Transcript – 2025-03-05 – US$ 54.00 – Edited Transcript of OWL.N presentation 5-Mar-25 5:20pm GMT

Blue Owl Capital Inc at Bank of America Financial Services Conference Summary – 2025-02-11 – US$ 54.00 – Edited Brief of OWL.N presentation 11-Feb-25 4:20pm GMT

Blue Owl Capital Inc at Bank of America Financial Services Conference Transcript – 2025-02-11 – US$ 54.00 – Edited Transcript of OWL.N presentation 11-Feb-25 4:20pm GMT

Blue Owl Capital Inc To host Investor Day Summary – 2025-02-07 – US$ 54.00 – Edited Brief of OWL.N corporate analyst meeting</ 7-Feb-25 1:30pm GMT

Blue Owl Capital Inc Q4 2024 Earnings Call Summary – 2025-02-06 – US$ 54.00 – Edited Brief of OWL.N earnings conference call or presentation 6-Feb-25 1:30pm GMT

Blue Owl Capital Inc Q4 2024 Earnings Call Transcript – 2025-02-06 – US$ 54.00 – Edited Transcript of OWL.N earnings conference call or presentation 6-Feb-25 1:30pm GMT

Blue Owl Capital Inc at Goldman Sachs U.S. Financial Services Conference Summary – 2024-12-11 – US$ 54.00 – Edited Brief of OWL.N presentation 11-Dec-24 6:40pm GMT

Blue Owl Capital Inc at Goldman Sachs U.S. Financial Services Conference Transcript – 2024-12-11 – US$ 54.00 – Edited Transcript of OWL.N presentation 11-Dec-24 6:40pm GMT

Blue Owl Capital Inc Q3 2024 Earnings Call Summary – 2024-10-31 – US$ 54.00 – Edited Brief of OWL.N earnings conference call or presentation 31-Oct-24 2:00pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Blue Owl Capital Inc To host Investor Day Transcript" Feb 07, 2025. Alacra Store. May 18, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Blue-Owl-Capital-Inc-To-host-Investor-Day-T16222276>
  
APA:
Thomson StreetEvents. (2025). Blue Owl Capital Inc To host Investor Day Transcript Feb 07, 2025. New York, NY: Alacra Store. Retrieved May 18, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Blue-Owl-Capital-Inc-To-host-Investor-Day-T16222276>
  
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