Beyond Beta

Beyond Beta: How to Use Alternatives to Replace Public Equity

A purpose-built portfolio of alternatives can replicate the return profile of public equities while mitigating key vulnerabilities of the asset class—namely high volatility, elevated inflation sensitivity, and a shrinking investable universe. We explore what such an alts portfolio can look like and discuss practical considerations to replacing public equity with alternatives.
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Private Equity Investing in a New Paradigm: Dislocation Creates Opportunity

Private Equity Investing in a New Paradigm: Dislocation Creates Opportunity

A paradigm shift happened in 2022, as the Fed ended years of loose money. Massive asset-price dislocation has created distressed, buyout, and carve-out opportunities for PE investors. But we believe these opportunities will now be more difficult to exploit. We discuss a framework that can generate sustainable potential alpha in the long run.
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Introducing Apollo Academy
Apollo Answers - Liquidity

Apollo Answers:
What Is Liquidity?

Liquidity is a much-debated concept in investing because it is tied to a basic question most people have when they are considering a new investment: “When can I get my money back?” We tackle that question and more in the first episode of “Apollo Answers,” a new Apollo Academy series.
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Three ideas for US Real Estate Investing in 2023

Three Ideas for US Real Estate Investing in 2023

It’s a new year, but much remains the same: Inflation has stayed high, money tight and credit scarce; and capital markets are still volatile. Although we don’t believe that price volatility is fully behind us yet, we see three specific pockets of opportunities in the US real estate market in the new year and beyond.
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Infrastructure Investing: Embrace Complexity in 2023

Infrastructure Investing: Embrace Complexity in 2023

After a tumultuous 2022, the US economic outlook for 2023 remains cloudy. Renewed uncertainty about inflation and the Fed means markets will continue to be volatile. With that in mind, we believe that infrastructure can offer key attributes—downside protection, low correlation to markets, potential protection against inflation—for investors deploying capital today.
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Corporate Direct White Paper

Large Corporate Direct Lending Primetime

An unprecedented market backdrop—a global pandemic, enhanced geopolitical risks, rising inflation and market volatility—has largely shut down traditional public avenues of financing for large corporate borrowers. We believe this is the time for private lenders to fill the void and provide strategic, bespoke financing solutions to large corporations.
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Get the Apollo Academy Certificate

Get Course Certified

Register today for the Apollo Academy course on Alternative Investing. We offer 10+ hours of on-demand classes—complete with CE credit certificates—ranging from in-depth discussions on key asset classes to portfolio construction, asset allocation, risk considerations, vehicles, and more.
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How Alternatives Can Address Your 60/40 Portfolio Blues

A long-held mantra—that a diversified portfolio of public equities and bonds is the key to a successful retirement plan—is now being challenged by secular shifts taking place in financial markets today, including the end of the monetary printing press that started in 2008. What’s an investor to do? Lead Portfolio Manager Matt O’Mara tackles this question in our latest white paper.

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Why Alternatives in Your Retirement Portfolio

Watch Apollo CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss how alternatives might help investors address a unique challenge they’re facing today: How the end of a long period of loose monetary conditions—combined with other secular shifts taking place in financial markets today—have coalesced to challenge the long-held mantra that a 60/40 portfolio of public equities and bonds is the key to a successful retirement plan.

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Upcoming Events

On Demand: Alternative Investing Course

Session 2Alternative Investing Essentials Part Two
Now Available On Demand

Credits

4

CFP / IWI / CFA
CE Credits

Register Now

Topics

  • Real Estate
  • Infrastructure
  • Digital Assets
  • Hedge Funds
Session 3Practical Considerations
Now Available On Demand

Credits

2.5

CFP / IWI / CFA
CE Credits

Register Now

Topics

  • Commodities
  • Understanding Portfolio Construction
    • Asset Allocation
    • Risk Considerations
    • Fund Structures
    • Fees

On-Demand Classes

The Apollo Academy also offers additional CE-credit events on the discipline of alternatives investing as well as on key investing and economic top-of-mind topics, so you can keep your skills brushed up and your mind sharp for the ever-changing landscape of the capital markets.

Class 6Beyond Beta: How to Use Alternatives to Replace Public Equity
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, and Keith Black, Adjunct Faculty, University of Massachusetts, will discuss their views on how alternatives can be used to partially replace investors’ exposure to public equities. A Q&A session will follow the presentation.

    In this class, Matt and Keith cover:
    • What happened to alpha in public equity markets?
    • Can investors truly replace public equity with alts?
    • From theory to practice: What to consider when deploying an equity-replacement portfolio?
Class 5Real Estate: What Lies Ahead and Why?
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • Randy Anderson, PhD, Partner, Real Estate at Apollo, will discuss his views on what lies ahead for real estate investors—both private and public—in light of recent market corrections. The presentation will be followed by a Q&A session.

    In this class, Randy covers:
    • The state of the real estate market
    • How to search for value amid stressed public-market valuations
    • Secular trends driving opportunities in public and private real estate
Class 4Private Equity Investing Today: Dislocation Creates Opportunity
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • David Sambur and Matt Nord, both Partners and Co-Heads of Private Equity at Apollo, discuss their views on the private equity investment environment and how recent dislocations in capital markets have created an attractive entry point into the asset class today. The presentation will be followed by a Q&A session.

    In this class, David and Matt cover:
    • Why invest in private equity and how to unlock value?
    • State of PE investing: What happens when cheap money goes away?
    • Allocating to PE today: Why 2023 is likely to be a good vintage year
Class 3Private Credit: An Allocation Strategy for 2023
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • Jim Vanek, Co-Head of Apollo’s Global Performing Credit business, discusses his views on the current investment landscape for private credit and what it can mean for investors’ allocations in 2023 and beyond. The presentation will be followed by a Q&A session.

    In this class, Jim covers:
    • What’s the outlook for private credit in 2023?
    • What are current opportunities and entry points?
    • Why is private credit a key portfolio allocation strategy?
Class 22023 Economic and Capital Markets Outlook
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • Watch Apollo Chief Economist Torsten Sløk discuss his views on what’s in store for the economy and capital markets in 2023.

    In this class, Torsten covers:
    • The outlook for the global economy in the year ahead
    • What to expect from the Federal Reserve
    • Potential impacts on equity and fixed-income markets
Class 1Why Alternatives in Retirement Portfolios
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, discusses his views on why investing in alternatives matters to investors seeking to build wealth and save for retirement, especially at a time when traditional 60/40 portfolios of public equities and bonds are being challenged.

    In this class, Matt covers:
    • Secular trends impacting alternative investments
    • Incorporating alternatives into traditional allocations
    • Establishing a diversified alternatives portfolio

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Alternative Perspectives

Master the Basics

Apollo defines “alternatives” as an alternative to publicly traded stocks and bonds, seeking excess returns at every point along the risk-reward spectrum. We group our solutions in three categories: Equity, Hybrid (as defined as a mix of equity and debt), and Yield. Apollo’s introductory videos describe the basics of each alternative asset class. Taught by Keith Black, Adjunct Faculty at the University of Massachusetts, the videos cover the full spectrum of alternative asset classes (including venture capital and commodities, which Apollo’s solutions don’t currently address). They provide a broad understanding of the space for those seeking to invest in, or to augment, their exposure to alternatives.