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Apollo Global Management (APO) investor relations material
Apollo Global Management Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs U.S. Financial Services Conference summary10 Dec, 2025
Market outlook and private credit trends
2025 is expected to be a record year, with strong momentum projected into 2026 based on origination and fundraising activity.
Private credit is often misunderstood; it's a broad term covering various asset classes, and the market is experiencing a de-risking trend as investors shift from equities to private credit for more stable returns.
Defaults in private credit are expected but are less risky compared to equities and public high yield; the market's focus is on alternatives and relative value.
Regulatory stress testing and media scrutiny are influencing perceptions, but most private credit within financial institutions is investment grade.
Origination and growth strategy
Origination is the primary driver of growth, with recent volumes and spreads exceeding five-year targets in just one year.
Three origination channels: platform-based granular risk, direct corporate origination, and partnerships with banks, focusing on long-dated, investment-grade, project-based assets.
Collaboration with banks is expanding, with over 20 areas of joint origination, emphasizing the importance of asset origination over capital raising.
The AI and infrastructure boom is fueling demand for capital, but risk management focuses on lease-up risk rather than renewal risk due to high uncertainty in energy and compute projections.
Fundraising and client demand
Institutional, retail/wealth, insurance, and traditional asset managers are all increasing demand for private assets, with new markets emerging such as 401(k) plans.
Fundraising is now seen as a derivative of origination capacity; sustaining and growing origination ensures continued fundraising success.
Wealth channel flows are strong, with a focus on quality, less-levered products; the trend is expected to continue with a shift toward buying exposures rather than individual products.
Traditional asset managers and insurance companies are seeking private assets for higher returns, with origination capacity becoming the main bottleneck.
Scaling origination to meet demand
Mitigating AI/data center renewal risk
How will private markets become more tradable?
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Next Apollo Global Management earnings date
Q4 20254 Feb, 2026
Next Apollo Global Management earnings date
Q4 20254 Feb, 2026
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Frequently asked questions
Drivers of growth and returns
Apollo Global Management is a leading investment management firm that operates on a global scale. Specializing in alternative investments such as private equity, credit, and real estate, Apollo has built a strong reputation in the financial industry. With a focus on delivering attractive returns for its clients, the company employs a rigorous investment approach, leveraging its extensive industry knowledge and vast network.
Apollo is active in a highly competitive industry. Some of the most notable competitors to Apollo include behemoths of the industry such as Blackstone, as well as companies like The Carlyle Group and KKR.
Apollo's edge
Apollo's expertise lies in identifying unique investment opportunities and deploying capital strategically to generate value. As a trusted partner to institutional investors, corporations, and individuals, Apollo Asset Management is recognized for its commitment to innovation, disciplined investment strategies, and a track record of success in the ever-evolving financial landscape.
A three-headed spear
In private equity, Apollo focuses on identifying potential investment opportunities in companies across industries and geographies. Through a combination of deep industry knowledge, rigorous due diligence, and active management, Apollo aims to create value and generate attractive returns for its investors. The firm actively engages with portfolio companies to implement strategic initiatives, improve operational efficiency, and drive long-term growth.
In credit investments, Apollo capitalizes on its expertise in distressed assets, leveraged loans, and structured credit. The firm analyzes credit risks, seeks out mispriced opportunities, and structures investment vehicles to provide attractive risk-adjusted returns. Apollo's credit team employs a flexible and opportunistic approach, allowing them to invest in a wide range of credit instruments, including corporate debt and high-yield bonds. Apollo also has a significant presence in the real estate sector. The firm invests in various real estate assets, including residential, commercial, hospitality, and infrastructure.
Different client types
Apollo has a diverse client base consisting of three main types of customers. Firstly, institutional investors such as pension funds and endowments seek Apollo's expertise to achieve their long-term investment objectives. Secondly, corporations and businesses turn to Apollo for strategic advice, capital solutions, and investment partnerships. Lastly, Apollo serves high-net-worth individuals and families, providing tailored investment solutions to preserve and grow their wealth. This diversified client base contributes to Apollo's revenue streams, as it allows the firm to generate income from management fees, carried interest, advisory services, and performance-based incentives across various asset classes and investment strategies.
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