Topics

• In this class, Matt O’Mara, Partner, Co-Head, Apollo Aligned Alternatives, explains why periods of lofty valuations on public stocks and bonds can represent an attractive entry point to private markets. A Q&A session will follow the presentation.
  
  In this class, Matt will cover:
  • The implications of soaring valuations for public equities and fixed income
  • Possible challenges for 60/40 portfolio allocations
  • The potential benefits of private assets, which have historically outperformed following periods of elevated public equity valuations and interest rates