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Blue Owl Capital Inc. (OWL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Blue Owl Capital Inc. (OWL) Bernstein 42nd Annual Strategic Decisions Conference May 29, 2026 10:00 AM EDT

Company Participants

Marc S. Lipschultz – Co-Founder, Co-CEO & Director

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Conference Call Participants

Patrick Davitt – Autonomous Research US LP

Presentation

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Patrick Davitt
Autonomous Research US LP

Good morning. My name is Patrick Davitt. I’m the U.S. asset managers analyst at Autonomous Research. It’s my pleasure to welcome back Blue Owl’s Co-CEO, Marc Lipschultz. As a reminder, if you want to ask any questions, you can do it through the pigeonhole portal, and they will show up on my iPad here, and I’ll try to work them in. Marc, thanks for joining us.

Marc S. Lipschultz
Co-Founder, Co-CEO & Director

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Great being here. I appreciate the opportunity. .

Question-and-Answer Session

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Patrick Davitt
Autonomous Research US LP

So as I usually do at this event, given we’ve had most of the major alternative manager, CEOs, I want to start a little higher level. It’s obviously been another crazy winter and spring. It feels like every year we’re here. It’s been a crazy winter and spring this time, particularly acute for you given the private credit freaked out, but also concerns around sticky inflation, higher for longer rates, slowing economic growth, kind of a toxic mix, it feels like for levered risk assets.

So maybe — but potentially incrementally positive for private credit. So do you agree with the concerns that are out there? And what is your current thinking on inflation rates in the economy and how Blue Owl is positioned given this kind of macro overlay?

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Marc S. Lipschultz
Co-Founder, Co-CEO & Director

Yes. Well, it’s great to be here and the gathering you all pulled together here over the last few days, which obviously credit to autonomous and to you. And it does, of course, give us all

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German Inflation Dropped In May Amid State Measures To Cut Gasoline Prices

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Halliburton May Be Down, But It's Certainly Not Out

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Inflation Picks Up In France As Recession Risks Mount

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Agios: ‘Sell’ On Tebapivat Setback LR-MDS And Competitive PK Activator Drug Class (AGIO)

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Agios: 'Sell' On Tebapivat Setback LR-MDS And Competitive PK Activator Drug Class (AGIO)

This article was written by

Terry Chrisomalis is a private investor in the Biotech sector with years of experience utilizing his Applied Science background to generate long term value from Healthcare. He is the author of the investing group Biotech Analysis Central which contains a library of 600+ Biotech investing articles, a model portfolio of 10+ small and mid-cap stocks with deep analysis for each, live chat, and a range of analysis and news reports to help Healthcare investors make informed decisions.

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 advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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India, Canada launch trade & investment forum

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India, Canada launch trade & investment forum
New Delhi: India and Canada have launched a trade and investment forum to bring together businesses from both countries to promote commercial engagement, the government said on Friday after commerce and industry minister Piyush Goyal concluded a three-day visit to the country.

The two sides also agreed to enhance connectivity, including people to people ties, business mobility and direct commercial linkages, as essential enablers of expanded trade and investment.

Goyal held a series of meetings with business leaders, besides a bilateral meeting with Canada’s international trade minister Maninder Sidhu, during the May 25-28 visit.

“The Ministers launched the Canada-India Trade and Investment Forum as a key platform that brings together Canadian and Indian business leaders and fosters new commercial partnerships and increased business engagement,” commerce and industry ministry said in a statement.

India and Canada reiterated their commitment to advancing an ambitious and mutually beneficial comprehensive economic partnership agreement and affirmed their shared objective of concluding negotiations by the end of this year.

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Sidhu confirmed that Canada will send a Team Canada Trade Mission to India later this year, according to the statement.
“Canada and India agreed to continue encouraging long term, high quality investment in priority sectors and to support deeper collaboration between businesses, innovators, and institutional partners in both countries,” it said.US trade
Goyal engaged with more than 50 prominent business and industry leaders at a closed-door roundtable discussion in New York City. In a post on X, he said the discussions focused on expanding partnerships across trade, investment, innovation and supply chains to drive shared prosperity between the two nations. “Goyal held a series of high-level business and investment engagements in New York on 28 May 2026 during his transit through the city,” the ministry said. His visit to the US comes ahead of an American team’s visit to India from June 1-4 to finalise details of the interim trade pact and take forward negotiations under the broader bilateral trade agreement on various areas such as market access, non-tariff measures and customs facilitation.

“Discussed ways to further deepen India-US trade, investment, innovation, and supply-chain partnerships for shared prosperity,” Goyal said in a post on X.

The minister also held bilateral talks with leading industry heads. During his meeting with Morgan Stanley chairman and CEO Ted Pick, the discussions focused on strengthening long-term investments and institutional partnerships in India, while exploring how the investment bank and financial services firm can leverage the immense opportunities emerging across sectors in India.

With Warburg Pincus chairman Chip Kaye, Goyal exchanged views on the evolving global investment landscape and India’s emergence as a key driver of growth and innovation, while with Amneal Pharmaceuticals co-founder and co-CEO Chintu Patel, he discussed investment opportunities in India’s pharmaceutical sector and avenues for deeper collaboration to boost innovation in India.

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Music giant Universal gets $64bn takeover offer

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Nextpower Inc. (NXT) M&A Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Operator

Good afternoon, and welcome to Nextpower’s investor conference call to discuss today’s announcement. That Nextpower has entered into a definitive agreement to acquire Prevalon Energy. Today’s call is being webcast live, and a replay will be available on the Investor Relations section of Nextpower’s website.

The press release and accompanying investor presentation are also available on the Investor Relations website. I will now turn the call over to Ms. Sarah Lee, Head of Investor Relations.

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Sarah Lee
Head of Investor Relations

Thank you. Before we begin, I would like to remind everyone that today’s remarks will include forward-looking statements, including statements regarding the proposed acquisition of Prevalon Energy, the expected timing and completion of the transaction, the anticipated benefits of the acquisition, expected strategic, operational and financial impacts integration plans, market opportunities, customer demand, product capabilities and other expectations regarding future performance. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied.

These risks include, among others, the possibility that the transaction may not close on the expected time line or at all, the failure to obtain required approvals or satisfy closing conditions, integrated risks, market and customer demand, supply chain and execution risks and other risks described in Nextpower’s filings with the SEC.

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Blackstone-backed Liftoff targets $3.7 billion valuation in US IPO

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Blackstone-backed Liftoff targets $3.7 billion valuation in US IPO


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Stronger Growth In Japan Supports June Rate Hike Despite Softer Inflation

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