Topics

• Real Estate
• Infrastructure
• Digital Assets
• Hedge Funds

Topics

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

Topics

• Olivia Wassenaar, Head of Sustainable Investing, and Jonathan Silver, Chair of Apollo’s Global Climate Council, discuss the challenges of deep decarbonization and the clean transition, as well as the unprecedented array of opportunities to be found investing in this overarching theme.
  
  In this class, Olivia and Jonathan cover:
  • The impact and cost of climate change
  • The unprecedented investment opportunity of the clean transition
  • The case for a dedicated clean-transition sleeve in a portfolio

Topics

• Apollo Chief Economist Torsten Sløk presents his views on the current economic environment and what it means for capital markets in the second half of the year.
  
  In this class, Torsten covers:
  • The outlook for growth, inflation, and interest rates
  • The state of credit and banking conditions
  • What’s in store for capital markets

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?

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

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

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?

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

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