Issue No. 33Week ending Sunday, August 16, 2026342 episodes · 1305 articles
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Private EquityHow I Invest

Ares Investor on Data Centers, Investing Moats & Lessons Learned

With David Weisburd, Joel · Sunday, August 16, 2026

This episode features David Weisburd and Ares investor Joel, who explore Ares' investment approach to data centers and the underlying credit-like structures. They discuss the critical role of reputation and shared purpose in the art of dealmaking and cultivating a high-performance team culture. Joel also shares practical frameworks for visualizing investment cash flows and risk, alongside strategic advice for long-term career growth by prioritizing intellectual property value.