What you see on that previous slide is a large allocation to private equity. We've done some, we'll continue to do some, but it'll always be a small part of our capital allocation. We like the option value and the capabilities, of our private equity team but we're really focused on those key themes of predictable cash flow production and total return.I talked about not being static and thinking about how we allocate capital. We want to pit it opportunistically. There's times when energy is really attractive relative to credit and there's timed when commercial real estate is really attractive relative to mezzanine. And we think constantly about where is the best place to be in the context of generating those risks adjusted returns and really in the process of the exploiting supply demand imbalances.
KKR Financial Holdings' CEO Hosts Analyst Day (Transcript)
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