Apollo CEO: Private Markets, Investment Alpha and Risk Management
In Good Company with Nicolai Tangen
00:00
Navigating Asset Management and Investor Returns
This chapter explores the crucial balance between generating assets and delivering returns for publicly listed companies, emphasizing a unique investment philosophy focused on valuation and alpha. It discusses the risks associated with passive asset management and the importance of maintaining alignment with clients while fostering a strong organizational culture. The conversation also addresses current market dynamics, including geopolitical risks and the implications of excessive indexing on investment strategies.
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