This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

KKR Financial Holdings' CEO Hosts Analyst Day (Transcript)

You don't just necessarily follow a macro trend, but fine is there is an imbalance, is there a dislocation in a capital market that we can take advantage of by doing the kind of in depth work that the people at KFN do and over and over again we find numerous opportunities in the whole area of capital imbalances.

The good thing about it also as the world is becoming more and more global, we almost don't care where those ideas come from. If it is a good idea, get on a plane, we are going to go find it and work on it and we have people that can certainly help. So in short, all of us at KKR all of us at KFN are focused on one thing.

And that is to get you the best returns that we possibly can by deploying capital where we have the highest conviction that those are the areas for good returns that you are going to hear today for example us talk about our commercial real estate opportunities, you are going to hear us talk about our commercial real estate opportunities. You're going to hear us talk about our natural resources, our special situations, our high yield and our other areas and these are areas that we are very high on at KFN and also very high on at KKR.

So, I am going to turn it over to my partner, Bill Sonneborn, but before I do, let me just tell you how proud that George Roberts and I are of this team. The team is an incredible team and headed by Bill Sonneborn, Mike McFerran, you're going to hear from today, Fred Goltz, you will also hear from today and people that are on the trading desk.

We have created an incredible team of people that have developed awfully good record and we're going to continue focusing on that. We're going to continue doing everything we can to make sure that record stays intact. So with that, let me turn it over to my partner, Bill Sonneborn.

4 of 10

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG

Markets

DOW 18,257.31 +124.61 0.69%
S&P 500 2,112.17 +7.67 0.36%
NASDAQ 4,995.81 +32.2830 0.65%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs