Jon Gray
Showing 1–2 of 2 transcripts.
- Milken Institute1h 0m
Global Capital Markets | Global Conference 2026
David Faber, Waleed Al Mokarrab Al Muhairi, Jon Gray, Jenny Johnson, Robin Vince, James Zelter, Robin Wright
Mubadala CEO Waleed Al-Saad outlines a resilient investment strategy that leverages the UAE's strong domestic cohesion to drive a global V-shaped recovery focused on long-term themes like AI, energy, and healthcare. While the US economy remains insulated by energy independence, unprecedented capital expenditure totaling trillions is reshaping asset markets through a shift from asset-light to heavy models, supported by a record $1.1 trillion in investment-grade issuance. The discussion further projects a labor market surge in blue-collar sectors due to physical AI infrastructure demands, while warning that US debt sustainability and European energy fragility necessitate a multi-faceted, open-architecture approach to funding future growth.
- Goldman Sachs35 min
Blackstone’s Jon Gray on real estate, rates, and building a winning company culture
Jon Gray, Jonathan Gray, John Waldron
John Gray, President and COO of Blackstone, leverages the firm's $1 trillion asset base to guide a strategic pivot toward thematic sectors like data centers and life sciences while navigating a post-2008 landscape defined by shifting capital flows. Through disciplined contrarian investing exemplified by the Hilton turnaround and a "concussion bombing" deployment strategy, Blackstone is capitalizing on falling interest rates to restart IPO and transaction markets despite current macroeconomic headwinds. Gray's leadership couples this aggressive capital allocation with a strong entrepreneurial culture and philanthropic rigor, positioning the firm to exploit growth opportunities in India and resilient real estate sub-sectors like logistics.