The View from Apollo

Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of private credit markets, current opportunities, and the outlook for the asset class. Disclaimer: This podcast was recorded on March 10, 2023. Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or implied, with respect to the accuracy, reasonableness, or completeness of any of the statements made during this podcast, including, but not limited to, statements obtained from third parties. Opinions, estimates and projections constitute the current judgment of the speaker as of the date indicated. They do not necessarily reflect the views and opinions of Apollo and are subject to change at any time without notice. Apollo does not have any responsibility to update this podcast to account for such changes. There can be no assurance that any trends discussed during this podcast will continue. Statements made throughout this podcast are not intended to provide, and should not be relied upon for, accounting, legal or tax advice and do not constitute an investment recommendation or investment advice. Investors should make an independent investigation of the information discussed during this podcast, including consulting their tax, legal, accounting or other advisors about such information. Apollo does not act for you and is not responsible for providing you with the protections afforded to its clients. This podcast does not constitute an offer to sell, or the solicitation of an offer to buy, any security, product or service, including interest in any investment product or fund or account managed or advised by Apollo. Certain statements made throughout this podcast may be “forward-looking” in nature. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking information. As such, undue reliance should not be placed on such statements. Forward-looking statements may be identified by the use of terminology including, but not limited to, “may”, “will”, “should”, “expect”, “anticipate”, “target”, “project”, “estimate”, “intend”, “continue” or “believe” or the negatives thereof or other variations thereon or comparable terminology.

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In the latest episode of “The View from Apollo” our Chief Economist, Dr. Torsten Slok, speaks with Philip Mintz, a Partner and co-head of Apollo’s Real Estate business. Tune in to hear Torsten and Philip’s thoughts on the state of the market today as the Federal Reserve and other key global central banks continue to tighten monetary conditions, changing public and private real estate valuations after massive dislocations in capital markets, their views on distressed investing, and much more.

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Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Matt O’Mara, Partner and Portfolio Manager here at Apollo. In this episode you’ll hear Torsten and Matt’s thoughts on why investors should be moving beyond the public markets and incorporating alternatives into their investment portfolios. Is the 60/40 portfolio dead? Tune in to find out.

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Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Jim Vanek, Partner and Co-Head of Global Performing Credit at Apollo. In this episode you’ll hear Torsten and Jim’s insights on opportunities in private credit and how rising interest rates are impacting the private lending market.

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Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed: The current macroeconomic environment The likelihood of a recession How elevated inflation is likely to impact monetary policy over the next few quarters, and Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.

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Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets. Hear Torsten’s views on: · Expediting investment cycles and fundraising in private equity · Four factors primarily driving higher inflation · Getting constructive on commodities and green energy · The capital markets’ reaction to rising interest rates · An end to global monetary easing (for now)? · Three broad themes when considering investment opportunities

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In this episode of The View from Apollo, we interview Dave Stangis, Partner at Apollo, and our Chief Sustainability Officer. You’ll hear Dave’s views on: How financial services firms are implementing (and measuring) sustainable practices How ESG and clean energy capital commitments fit into Apollo’s investment process How asset managers are staying ahead of changing regulations and pledges The impact of COVID on sustainability considerations, and Where Apollo is seizing opportunities in the space

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In this episode of The View from Apollo, we interview Susan Arthur, CEO of CareerBuilder, and Billy Milam, CEO of EmployBridge, two of Apollo funds’ portfolio companies. You’ll hear their views on: -The current state of the labor market, employment rates, and inflation -How Covid and technology are shaping talent management -The Great Resignation, and -How volatility and geopolitical risks are impacting American jobs

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In this episode of The View from Apollo, we interview Matt Michelini, a Senior Partner at Apollo, head of our Asia-Pacific business and co-head of our Hybrid Value business. You’ll hear Matt’s views on: How Apollo is following its contrarian instincts in capitalizing on an exodus of capital from the insurance sector How our traditional investment origination capabilities work with our insurance business Apollo’s recent investments in Asia-Pacific financial services companies The influence of regulatory change on Apollo’s insurance businesses globally Matt’s thoughts on global opportunities in 2022 and beyond

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In this episode of The View from Apollo, we interview Philip Mintz, one of the co-leaders of Apollo’s real estate investment division in the United States and Asia. You’ll hear Philip’s views on: How Apollo tries to manage inflation risk in real estate portfolios The precariousness of the Chinese real estate market Why India is an underappreciated real estate investment market Compelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciences How COVID-related back-to-work plans are impacting urban commercial real estate And whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole)

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In today’s View from Apollo, we interview Geoff Strong and Dylan Foo, who oversee infrastructure investing at Apollo. You’ll hear their views on: How Apollo tries to manage inflation risk in its infrastructure portfolio The expanding definition of “infrastructure” as an asset class, which used to mean airports and highways but now includes renewable energy and de-carbonization Why Apollo favors financial risks over commodity price and business cycle risks How a rigorous focus on capital structure distinguishes Apollo from the rest of the infrastructure investing pack How Apollo’s infrastructure team managed to keep conducting due diligence even amid a pandemic (hint: drones!) Disclaimer: The merger between Apollo Global Management, Inc. (“Apollo”) and Athene Holding Ltd. is expected to close in Q1 2022, subject to, among other things, the expiration or termination of the applicable antitrust waiting periods, other antitrust and regulatory approvals, stockholder approvals, and other customary closing conditions. References to Apollo’s insurance business herein may mean Apollo in its role as an investment manager and/or sub-advisor with respect to the investment of insurance assets. Certain information contained herein may be “forward-looking” in nature. Due to various risks and uncertainties, actual events or results or the actual performance of funds affiliated with Apollo may differ materially from those reflected or contemplated in such forward-looking information. As such, undue reliance should not be placed on such information. Forward-looking statements may be identified by the use of terminology including, but not limited to, “may”, “will”, “should”, “expect”, “anticipate”, “target”, “project”, “estimate”, “intend”, “continue” or “believe” or the negatives thereof or other variations thereon or comparable terminology.

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Welcome to The View from Apollo, a podcast hosted by Dr. Torsten Slok, Chief Economist at Apollo Global Management, where we discuss current macroeconomic trends and break down how they’ll impact investors.

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