Description

It’s a challenging time for investing, and the Silicon Valley Bank collapse is inciting even more uncertainty. We couldn’t have picked a better time to have Michael Arougheti, Director, Co-Founder, Chief Executive Officer, and President of Ares Management, on the Walker Webcast. He and Willy discussed his take on the SVB collapse and its broader implications, the state of the credit markets, what he’s seeing in the macro environment, how Ares has handled back to office, and so much more. Watch the replay If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. Key Points In The Webcast: 1:30 Willy introduces Michael Arougheti 2:35 Thoughts on the Fed’s latest actions 7:32 Broader implications of the SVB collapse 12:03 Why ten-year bonds became SVB’s downfall 16:47 Where deposits are headed 20:49 Conflict of interest in commercial real estate loans 24:46 Suggestions for the Fed’s next meeting 28:55 Economy and middle-market projections 33:00 Overvaluing liquidity 37:04 Having a balanced view of the market 40:47 Is 10-12% returns still ideal? 43:13 Recruiting and training for investing 46:15 In-office is still best 50:15 How Ares implements ESG 53:55 Staying optimistic about the future GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: / @walkerdunlop » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts/ Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines.