PERSON DIRECTORY
Mohammed Anjarwala
Mohammed Anjarwala appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Mohammed Anjarwala pitches Blue Owl at Sohn 2025
Blue Owl is presented as a private-credit leader with an annuity-like fee stream, no balance-sheet or credit risk, 90% permanent capital, and 100% fee-related earnings.Private credit is taking share as syndicated markets rely on bank warehousing, while retail alternatives allocations could unlock $10 to $15 trillion and Blue Owl’s monthly inflows exceed $700M.At around $19 and 20x forward P/E, Anjarwala sees $36 plus $3 of dividends if earnings about double by 2028, with acquisitions offering another $4 to $5 of upside.