Learning Center

On Demand: Alternative Investing Course

Designed specifically for financial professionals, the course features three sessions with engaging classes that will cover in-depth discussions on key asset classes, portfolio construction, asset allocation, vehicles, fees, and more. The program is complimentary and offers continuing-education (CE) credits.

Session 2Alternative Investing Essentials Part Two
Now Available On Demand

Credits

4

CFP / IWI / CFA
CE Credits

Topics

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

Credits

2.5

CFP / IWI / CFA
CE Credits

Topics

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

On-Demand Classes

Class 11Private Credit:
Unlocking Direct Lending Opportunities in 2024
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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
Class 102024 Economic and Capital Markets Outlook: What’s Next After the “Fed Pivot”?
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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
Class 9Infrastructure Investing in Times of Structural Change
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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
Class 8Clean Transition Investing: An Unprecedented Opportunity
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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
Class 7Mid-Year Economic and Capital Markets Outlook
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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

Credits

1

CFP / IWI / CFA
CE Credit

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

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

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

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

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

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

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.