Topics

• Brad Fierstein and Joseph Romeo, Partners in Apollo’s Sustainability & Infrastructure Group, discuss their views on the landscape for clean transition investing and why an opportunistic approach across asset classes can be particularly important today. The presentation will be followed by a Q&A. 

  In this class, Brad and Joseph cover:

  • How current funding shortfalls in the category can create investment opportunities
  • The importance of investing across the capital stack
  • What to consider when allocating to clean transition

Topics

• Watch Torsten Sløk, Chief Economist at Apollo, discuss his views on what’s in store for the economy and capital markets in the second half of 2024.

  In this class, Torsten covers:

  • The lagged effects of the Fed’s rate hikes
  • The dramatic economic tailwind generated by the Fed “pivot”
  • The outlook for the US consumer, corporates, and the banking sector
  • The outlook for inflation and interest rates
  • Implications for financial markets

Topics

• Konnin Tam, Co-Head of Apollo’s S3 Sponsor & Secondary Solutions business, discusses the evolution, current landscape, and the growing opportunities in private equity secondaries. The presentation will be followed by a Q&A session.

  In this class, Konnin covers:

  • The growth of PE secondaries
  • Key drivers for secondaries today
  • How a liquidity-challenged market environment can create opportunities
  • The role of secondaries in private investment portfolios

Topics

• Akila Grewal, Partner, Global Head of Credit Product, makes the case for a multi-asset approach to investing in private credit, how it can enhance outcomes, and what role it plays in private market portfolios. The presentation will be followed by a Q&A session.

  In this class, Akila covers:

  • Current state and outlook for private credit
  • Creating opportunistic private credit portfolios
  • Tactical allocation among asset classes, including corporate and asset backed

Topics

• Scott Weiner, Apollo’s Global Head of Real Estate Credit, explores the environment in commercial real estate (CRE) and how dislocation has created a potentially attractive opportunity for private credit investors to provide financing. The presentation will be followed by a Q&A session.

  In this class, Scott covers:

  • How CRE is much more than just office
  • The key drivers for CRE debt today
  • Lending opportunities created by market dislocation

Topics

• In this class, Matt O’Mara, Partner, Insurance Solutions Group, discusses his views on how alternative investments can be used to help mitigate portfolio volatility at a time of rising market volatility and increased correlation among asset classes. A Q&A session will follow the presentation.

  In this class, Matt covers:

  • Why traditional portfolio diversification strategies are becoming less effective, and how alternatives can help tackle the issue
  • How not all alternatives are created equal, and traits that can be attractive when seeking exposure to alts
  • The importance of factors—such as cash-flow generation and valuation—in private markets and how they can make alternative portfolios more resilient

Topics

• Jim Vanek, Co-Head of Apollo’s Global Performing Credit business, discusses his views on the market environment for private credit and the key drivers for the asset class in 2024.

  In this class, Jim covers:

  • Overview of rates, spreads, and expectations for the new year
  • Outlook for risk/return levels for private debt
  • Why he believes large corporate direct origination offers a particularly attractive opportunity