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Analyst
Bart Dziarski
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 4 companies
APOApollo Global Management2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
I was wondering if you could unpack a bit what you're seeing in flow reinsurance and funding agreements?
Show response
Kelly reaffirmed Athene on track for $85 billion of full-year inflows ($42 billion in the first half), with mix reflecting where pricing was most attractive.
Calendar 2026 Q1
your view today on the regulatory temperature, if you will. So the NAIC is looking at CLO capital charges
Show response
Rowan welcomed regulatory intensity, noting Apollo supports equal capital for equal risk. Expects increased scrutiny on Cayman-based structures and offshore funded reinsurance, which he views as favorable for Athene.
BXBlackstone Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
I wanted to dive into transaction fees. So, you know, very strong quarter, looked broad based across private equity
Show response
Chae tied record transaction fees to the firm's expanding surface area, highlighting customized investment-grade corporate solutions as a new, growing driver.
Calendar 2026 Q1
you have a business plan to sort of expand FTE to 450 by the end of this year
Show response
Gray confirmed continued rapid expansion globally including Canada, Japan, Europe, Middle East, Asia. Emphasized low single-digit allocation by individuals vs 1/3+ for institutions as TAM opportunity.
KKRKKR2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
walk us through the strategic rationale for that and how his experience as former CEO of Manulife
Show response
Direct: framed the hire around international insurance expansion, particularly Asia, given Global Atlantic is mostly U.S. today.
Calendar 2026 Q1
how that program contributed to the successful outcome of that deal
Show response
Rob explained CoolIT is one of 85 KKR portfolio companies with broad-based employee ownership, now covering 200,000 nonmanagement equity owners. Program drives higher engagement, retention, margins and profitability.
ARESAres Management Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I would love just a mark-to-market update on how that transaction is going in terms of performance.
Show response
Mike said GCP is progressing across Japan, logistics (rebranded Marq Logistics), and data centers, and expects the milestone-based earnout to be paid, which lowers the effective deal multiple.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| APO Apollo Global Management | 2 | —Rate withheld: fewer than 3 questions |
| BX Blackstone Inc. | 2 | —Rate withheld: fewer than 3 questions |
| KKR KKR | 2 | —Rate withheld: fewer than 3 questions |
| ARES Ares Management Corporation | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2026 Q1 | 3 | 0%none of 3 questions | 3 |
| 2026 Q2 | 4 | 0%none of 4 questions | 4 |
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 4 companies
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Revenue Growth2
- Geographic Expansion2
- Competitive Dynamics2
- M&A1
- Margin1
- Regulation Policy1
- Credit1
- Capital Allocation1