# E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned

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Text version: https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e416-ares-investor-on-data-centers-investing-moats-lessons-learned.md
Podcast: [How I Invest with David Weisburd](https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713)
Published: 2026-08-14T12:45:00+00:00
Episode link: https://howiinvestpodcast.com/episodes/gF0EAWbJI7Y
Audio file: https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/gF0EAWbJI7Y.mp3?u=1786895160
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Duration seconds: 3217

## Resource

Why do the largest investment firms keep getting bigger? David sits down with Joel Holsinger, Co-Head of Ares Alternative Credit, to discuss why scale has become one of the biggest competitive advantages in investing, how Ares evaluates multi-billion-dollar opportunities, why data centers and AI infrastructure are reshaping private credit, and how great investors think about downside protection. Joel also shares the leadership principles behind building world-class investment teams, why reputation compounds like capital, the power of Kaizen, and how Ares' Pathfinder funds have connected institutional investing with large-scale philanthropy through Promote Giving.

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## Transcript

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