Matt O'Mara

Matt O’Mara, a partner at Apollo and co-head of Apollo Aligned Alternatives, shares insights on navigating the current economic landscape. He discusses the challenges posed by high public market valuations and how they impact traditional investment strategies, particularly the 60/40 portfolio. O'Mara argues for a strategic shift towards private markets for better diversification and returns. The conversation also touches on the implications of declining globalization, emphasizing how these changes could affect future investment dynamics.

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.