The View From Apollo
Apollo Global Management
The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives.
Episodes
Mentioned books
Dec 7, 2021 • 28min
Capitalizing on Opportunity in the Insurance Ecosystem
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 sectorHow our traditional investment origination capabilities work with our insurance businessApollo’s recent investments in Asia-Pacific financial services companiesThe influence of regulatory change on Apollo’s insurance businesses globallyMatt’s thoughts on global opportunities in 2022 and beyond
Nov 29, 2021 • 33min
Real Estate in 2021: A Global Opportunity
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 portfoliosThe precariousness of the Chinese real estate marketWhy India is an underappreciated real estate investment marketCompelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciencesHow COVID-related back-to-work plans are impacting urban commercial real estateAnd whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole)
Nov 5, 2021 • 39sec
The View From Apollo Trailer
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.
