KKR & Co. Inc. (KKR) Bernstein 42nd Annual Strategic Decisions Conference May 27, 2026 3:30 PM EDT
Company Participants
Scott Nuttall – Co-CEO & Director
Conference Call Participants
Patrick Davitt – Autonomous Research US LP
Presentation
Patrick Davitt
Autonomous Research US LP
Good afternoon, everyone. I’m Patrick Davitt, the U.S. asset manager analyst at Autonomous Research. It’s my pleasure to welcome back KKR’s Co-CEO, Scott Nuttall.
As a reminder, if you want to try to ask a question, you can submit it through the Pigeonhole app, and it will show up on my iPad here, and I’ll try to work those in.
So Scott, thanks for joining us again.
Scott Nuttall
Co-CEO & Director
Thanks for having me back, Patrick.
Question-and-Answer Session
Patrick Davitt
Autonomous Research US LP
It feels like every winter and spring, we have another crisis to deal with.
Scott Nuttall
Co-CEO & Director
[indiscernible]
Patrick Davitt
Autonomous Research US LP
This year, it has been another crazy few months, this time dealing with the Iran war, private credit concerns, sticky inflation, higher-for-longer rates, you can pick your poison. I guess through that lens, do you agree with the concern that this is kind of a tough mix for things like private equity for levered risk assets? And then what is KKR’s current thinking on inflation rates and the economy and what you think KKR’s positioning is through the lens of that mix?
Scott Nuttall
Co-CEO & Director
Sure. Well, first off, thank you for having me back again this year. This has become a nice annual event for the 2 of us. And thank you for the question.
Look, sentiment is a very tricky thing. And there’s periods of time in our business, and KKR has been around 50 years. My co-CEO, Joe Bae, and I have been around 30 of the
