
 The View From Apollo
 The View From Apollo Can Alternatives Replace Public Equity?
 Aug 1, 2023 
 Listen to Matt O'Mara and Keith Black discuss the concept of public equity replacement. They explore the reasons why investors should consider alternatives, the benefits of a portfolio of private assets, and the performance of an equity replacement portfolio. They also discuss the importance of liquidity in investments and the challenges faced by smaller investors. The speakers share personal experiences and give recommendations on artistic endeavors and upcoming events. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5 
 Introduction 
 00:00 • 2min 
 Equity Replacement: An Alternative to Public Equity 
 01:42 • 8min 
 Performance and Analysis of an Equity Replacement Portfolio 
 09:46 • 2min 
 Investors, Liquidity, and Equity Replacement Portfolios 
 12:14 • 5min 
 Personal experiences with activities, recommendations, and upcoming events 
 17:29 • 4min 
