“If you really think about investing as pattern recognition, you see a bunch of dots and you connect them, and you see them before other people and invest against that. That’s how you generate outsized returns.”
For long-term investors, staying ahead of the curve is imperative. In the latest episode of Going Long, we’re joined by Jon Gray, President and Chief Operating Officer of Blackstone Group, to explore how Blackstone is navigating macro market shifts, the advantages of scale, and using data management capabilities to identify patterns and make better investment decisions.
- Economic Outlook: Gray’s perspective on the current economic conditions, including inflation, interest rates, and outlook for the future.
- Technology and Innovation: How investment decisions are being influenced by the impact of technology, artificial intelligence, and green energy trends.
- Real Estate and Decarbonization: How technology and decarbonization initiatives are shaping the real estate industry and creating investment opportunities.
- Global Fragmentation: The impact of geopolitical tensions on investment decisions, and how diversification can lead to favorable outcomes.
- The Power of Information: How Blackstone’s extensive portfolio and data management capabilities give it a unique advantage in identifying trends and making informed investment decisions.
About Jon Gray
Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone and is a member of the board of directors. He sits on the firm’s Management Committee and most of its investment committees. Mr. Gray previously served as Global Head of Real Estate, which he helped build into the largest commercial real estate platform in the world. Mr. Gray joined Blackstone in 1992.
Mr. Gray currently serves as Chairman of the board of directors of Hilton Worldwide. He also serves on the board of Corebridge Financial and Harlem Village Academies. Mr. Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of certain genetically caused cancers. They also established NYC Kids RISE in partnership with the City of New York to accelerate college savings for low-income children.
Mr. Gray received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania.
Blackstone is the world’s largest alternative asset manager. They seek to create positive economic impact and long-term value for their investors, the companies they invest in, and the communities in which they work. They achieve this by using extraordinary people and flexible capital to help companies solve problems. Their $1 trillion in assets under management includes investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information about Blackstone is available at www.blackstone.com.