Topics

• Watch Torsten Slok, Chief Economist at Apollo, discuss his views for what’s ahead for the US economy and capital markets in 2026. In addition, four cross-functional Apollo leaders present their unique perspectives from across asset classes—detailing the specific opportunities they see on the horizon in their core areas of focus.
  
  Specifically, Torsten will highlight:
  • The economic headwinds, tailwinds, and additional risks shaping his economic forecast
  • How those forces could impact the Fed’s decision making, GDP growth, and inflation in 2026—and beyond
  • Potential implications for markets and the broader economy
• Speakers outlining high-level 2026 thematic outlooks for Private Equity, Credit, Infrastructure, and Real Estate include:
  • David Sambur, Co-Head of Equity
  • John Cortese, Head of Portfolio Management
  • Olivia Wassenaar, Head of Sustainability & Infrastructure
  • Scott Weiner, Global Head of Real Estate Credit

Topics

• David Sambur, Co-Head of Equity, and Antoine Munfakh, Deputy Global Head of Private Equity, discuss how investors in today’s evolving environment can generate alpha across the entire private equity lifecycle. They also explore the changing dynamics of public equity markets, where structural shifts and evolving market forces could continue to reshape the future landscape.
  
  In this class, David and Antoine cover:
  
  • How private equity can unlock opportunities for alpha generation
  • Why the public equity market isn’t what it used to be
  • Private equity today: how challenges can create potential opportunities
  • How the macroeconomic environment is affecting private equity

Topics

• Harry Seekings, Partner and Co-Head of Apollo Infrastructure, and David Cohen, Partner on Apollo’s Infrastructure team, discuss how the growth of AI is reshaping infrastructure. They explore the massive capital needs of advancing AI, the areas of potential opportunities and how next-generation infrastructure can serve as a stabilizing force for portfolios.
  
  In this class, Harry and David cover:
  • How AI is creating trillions in investment needs
  • The expansion of data centers
  • The energy challenge behind powering AI at scale
  • Where investors can participate across the infrastructure value chain
  • How infrastructure can strengthen portfolios in today’s market environment

Topics

• Watch Torsten Slok, Chief Economist at Apollo, discuss his views on what’s next for the US economy and capital markets in the second half of 2025. A Q&A session will follow the presentation.
  
  In this class, Torsten covers:
  • What are the headwinds facing the US economy?
  • What’s in store for the Fed, GDP, growth, and inflation?
  • What impact can be expected in capital markets?