Topics

• Real Estate
• Infrastructure
• Digital Assets
• Hedge Funds

Topics

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

Topics

• David Cohen, Partner on Apollo’s Infrastructure Team, analyzes the secular and macroeconomic forces fueling infrastructure demand and discusses an investment framework that, in his view, can create long-term value for infrastructure companies.
  
  In this class, David covers:
  • Why invest in infrastructure today?
  • Current macroeconomic and secular trends supporting infrastructure
  • The anatomy of modern private infrastructure investing and portfolio management
  • How infrastructure can impact the risk-return profile of a 60/40 portfolio

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

Topics

• Watch Torsten Sløk, Chief Economist at Apollo, discuss his views for what’s in store for the economy and capital markets in 2024.
  
  In this class, Torsten covers:
  • Outlook for inflation and interest rates
  • The most significant downside risks facing the economy
  • The outlook for the US consumer, corporates, and the banking sector
  • Implication for financial markets

Topics

• Andrew Kirby and David Cohen, Partners in Apollo’s Infrastructure Group, explain how a nuanced and disciplined infrastructure investment strategy can offer key attributes – including the potential for low correlation to the market cycle and inflation protection – to investors seeking safe harbor during times of market dislocation.
  
  In this class, Andrew and David cover:
  • The fundamental case for infrastructure investing
  • The risk/return benefits of an infrastructure-enhanced portfolio
  • The powerful tailwinds supporting infrastructure investment today
  • The infrastructure investors’ toolkit

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, 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