E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned

2026-08-14 · 54 min · episode 416 · 6 entities

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persons 2

mentioned David Weisburd person

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Feed author/publisher: David Weisburd
hosted by David Weisburd person

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mentioned Investing concept

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evidence rules-v5
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discusses Investing concept

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evidence rules-v5
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Episode description as stored

Why do the largest investment firms keep getting bigger? David sits down with Joel Holsinger, Co-Head of Ares Alternative Credit, to discuss why scale has become one of the biggest competitive advantages in investing, how Ares evaluates multi-billion-dollar opportunities, why data centers and AI infrastructure are reshaping private credit, and how great investors think about downside protection. Joel also shares the leadership principles behind building world-class investment teams, why reputation compounds like capital, the power of Kaizen, and how Ares' Pathfinder funds have connected institutional investing with large-scale philanthropy through Promote Giving.