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Apollo Academy - Apollo AcademyApollo Academy - Apollo Academy Apollo.com Login Register Now The AcademyUpcoming Events Upcoming Events Learning Center New & UpdatedAlternative Investing Course 2.0Alternative Investing Essentials Part OnePrivate Equity, Venture Capital, Private CreditAlternative Investing Essentials Part TwoReal Estate, Infrastructure, Digital Assets, Hedge FundsPractical ConsiderationsAsset Allocation, Risk Considerations, Fund Structures, FeesIntroductory Videos View All Videos  Recent Classes & Videos• Clean Transition Investing: Going Where the Opportunities Are• 2024 Mid-Year Outlook: An Unstable Economic Equilibrium• Private Equity Secondaries: Liquidity Needs Can Create Opportunity• Flexibility Is Key: Investing Opportunistically in Private Credit• Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation• Building Resilience: Selecting the Right Assets for an Alternatives Portfolio• Private Credit: Unlocking Direct Lending Opportunities in 2024 View All Classes Alternative Perspectives Investment KnowledgeThe View from Apollo Investment Knowledge White Papers Expanding the Toolkit: How GP-Led Transactions Can Enhance Secondary Strategies September 5, 2024 The View From Apollo The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? September 20, 2024 Investment Knowledge White Papers Portfolio Allocation Views: The Search for Risk Premia August 9, 2024 The Daily Spark Read The Daily Spark BlogWant it delivered daily to your inbox? Subscribe Now The Daily Spark GDP Per Capita in Poland, Spain, and Italy September 24, 2024 The Daily Spark Sources of Growth in Denmark September 23, 2024 The Daily Spark Debanking Continues September 22, 2024 Register for Apollo Academy: Alternative Investing CourseLogin Search for: About Apollo Academy Upcoming Events Learning Center Alternative Perspectives The Daily Spark Register for Apollo Academy: Alternative Investing Course Login Clean Transition Investing: Going Where the Opportunities AreSept. 24, 2024 • 11:00 AM ET Alternative Investing Course 2.0 2024 Mid-Year Outlook: An Unstable Economic Equilibrium Private Equity Secondaries: Liquidity Needs Can Create Opportunity Flexibility Is Key: Investing Opportunistically in Private Credit Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation Building Resilience: Selecting the Right Assets for an Alternatives Portfolio Private Credit: Unlocking Direct Lending Opportunities in 2024 View All Classes Introductory Videos Alternative Investing Essentials Part One • Now Available On Demand Alternative Investing Essentials Part Two • Now Available On Demand Practical Considerations • Now Available On Demand Investment Knowledge The View from Apollo Search for: The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets?After the Fed Cut: What’s Next for the Economy and Financial Markets? Listen to Apollo Chief Economist Torsten Sløk discuss his views on what the recent rate cut by the US Federal Reserve means for the future of US growth and inflation. Also: What impact will lower rates have on financial markets?Listen NowClean Transition Investing: Going Where the Opportunities AreClean Transition Investing: Going Where the Opportunities Are The clean transition requires massive investment, presenting opportunities for private capital. Brad Fierstein and Joseph Romeo, Partners in Apollo’s Sustainability & Infrastructure Group, discuss the current investment landscape and deal flow across both debt and equity.Watch the ClassExpanding the Toolkit: How GP-Led Deals Can Enhance Secondary StrategiesExpanding the Toolkit: How GP-Led Deals Can Enhance Secondary Strategies Innovation has helped to destigmatize GP-led transactions, establishing the practice as a mainstream liquidity management tool for GPs today. In this paper, Apollo’s Sponsor & Secondary Solutions (S3) Team explores how GP-led deals can offer concentrated exposure to high-quality managers and assets, compounding the overall advantages of secondary strategies.Download the PaperPortfolio Allocation Views: The Search for Risk PremiaPortfolio Allocation Views: The Search for Risk Premia With rates still expected to stay “higher for longer,” risk premia in public equities and public fixed income is narrow. In our view, private markets can offer options, especially in private equity secondaries, large corporate direct lending, asset-backed finance, and other areas.Download the Paper  Listen to the PodcastFlexibility Is Key: Why Invest Opportunistically in Private CreditFlexibility Is Key: Why Invest Opportunistically in Private Credit Capital markets have, in our view, entered a new regime of higher volatility that can create attractive opportunities for investors who add flexibility to private credit portfolios. An opportunistic approach can lead to more diversified portfolios and higher risk-adjusted returns. We see attractive opportunities in private corporate credit, asset-backed finance, and dislocated credit.Download the Paper How Alternatives Can Address Your 60/40 Portfolio Blues A long-held mantra—that a diversified portfolio of public equities and bonds is the key to a successful retirement plan—is now being challenged by secular shifts taking place in financial markets today, including the end of the monetary printing press that started in 2008. What’s an investor to do? Lead Portfolio Manager Matt O’Mara tackles this question in our latest white paper. READ THE WHITE PAPER Why Alternatives in Your Retirement Portfolio Watch Apollo CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss how alternatives might help investors address a unique challenge they’re facing today: How the end of a long period of loose monetary conditions—combined with other secular shifts taking place in financial markets today—have coalesced to challenge the long-held mantra that a 60/40 portfolio of public equities and bonds is the key to a successful retirement plan. WATCH THE VIDEO WATCH THE VIDEO Upcoming Events On Demand: Alternative Investing Course 2.0 Session 1 Alternative Investing Essentials Part OneNow Available On Demand Credits 4 CFP / IWI / CFACE Credits Register Now Topics Understanding Capital Markets Private Equity & Venture Capital Private Credit Session 2Alternative Investing Essentials Part TwoNow Available On Demand Credits 4 CFP / IWI / CFACE Credits Register Now Topics Real Estate Infrastructure Digital Assets Hedge Funds Session 3Practical ConsiderationsNow Available On Demand Credits 2.5 CFP / IWI / CFACE Credits Register Now Topics Commodities Understanding Portfolio Construction Asset Allocation Risk Considerations Fund Structures Fees On-Demand Classes The Apollo Academy also offers additional CE-credit events on the discipline of alternatives investing as well as on key investing and economic top-of-mind topics, so you can keep your skills brushed up and your mind sharp for the ever-changing landscape of the capital markets. Class 17 Clean Transition Investing: Going Where the Opportunities AreNow On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Brad Fierstein and Joseph Romeo, Partners in Apollo’s Sustainability & Infrastructure Group, discuss their views on the landscape for clean transition investing and why an opportunistic approach across asset classes can be particularly important today. The presentation will be followed by a Q&A. In this class, Brad and Joseph cover: How current funding shortfalls in the category can create investment opportunities The importance of investing across the capital stack What to consider when allocating to clean transition Class 16 2024 Mid-Year Outlook: An Unstable Economic EquilibriumNow On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Watch Torsten Sløk, Chief Economist at Apollo, discuss his views on what’s in store for the economy and capital markets in the second half of 2024.In this class, Torsten covers: The lagged effects of the Fed’s rate hikes The dramatic economic tailwind generated by the Fed “pivot” The outlook for the US consumer, corporates, and the banking sector The outlook for inflation and interest rates Implications for financial markets Class 15 Private Equity Secondaries: Liquidity Needs Can Create OpportunityNow On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Konnin Tam, Co-Head of Apollo’s S3 Sponsor & Secondary Solutions business, discusses the evolution, current landscape, and the growing opportunities in private equity secondaries. The presentation will be followed by a Q&A session.In this class, Konnin covers: The growth of PE secondaries Key drivers for secondaries today How a liquidity-challenged market environment can create opportunities The role of secondaries in private investment portfolios Class 14 Flexibility Is Key: Investing Opportunistically in Private CreditNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Akila Grewal, Partner, Global Head of Credit Product, makes the case for a multi-asset approach to investing in private credit, how it can enhance outcomes, and what role it plays in private market portfolios. The presentation will be followed by a Q&A session. In this class, Akila covers: Current state and outlook for private credit Creating opportunistic private credit portfolios Tactical allocation among asset classes, including corporate and asset backed Class 13 Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid DislocationNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Scott Weiner, Apollo’s Global Head of Real Estate Credit, explores the environment in commercial real estate (CRE) and how dislocation has created a potentially attractive opportunity for private credit investors to provide financing. The presentation will be followed by a Q&A session.In this class, Scott covers: How CRE is much more than just office The key drivers for CRE debt today Lending opportunities created by market dislocation Class 12 Building Resilience: Selecting the Right Assets for an Alternatives PortfolioNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics In this class, Matt O’Mara, Partner, Insurance Solutions Group, discusses his views on how alternative investments can be used to help mitigate portfolio volatility at a time of rising market volatility and increased correlation among asset classes. A Q&A session will follow the presentation.In this class, Matt covers: Why traditional portfolio diversification strategies are becoming less effective, and how alternatives can help tackle the issue How not all alternatives are created equal, and traits that can be attractive when seeking exposure to alts The importance of factors—such as cash-flow generation and valuation—in private markets and how they can make alternative portfolios more resilient Class 11Private Credit: Unlocking Direct Lending Opportunities in 2024Now Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Jim Vanek, Co-Head of Apollo’s Global Performing Credit business, discusses his views on the market environment for private credit and the key drivers for the asset class in 2024.In this class, Jim covers: Overview of rates, spreads, and expectations for the new year Outlook for risk/return levels for private debt Why he believes large corporate direct origination offers a particularly attractive opportunity Class 102024 Economic and Capital Markets Outlook: What’s Next After the “Fed Pivot”?Now Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Watch Torsten Sløk, Chief Economist at Apollo, discuss his views for what’s in store for the economy and capital markets in 2024.In this class, Torsten covers: Outlook for inflation and interest rates The most significant downside risks facing the economy The outlook for the US consumer, corporates, and the banking sector Implication for financial markets Class 9Infrastructure Investing in Times of Structural ChangeNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Andrew Kirby and David Cohen, Partners in Apollo’s Infrastructure Group, explain how a nuanced and disciplined infrastructure investment strategy can offer key attributes – including the potential for low correlation to the market cycle and inflation protection – to investors seeking safe harbor during times of market dislocation.In this class, Andrew and David cover: The fundamental case for infrastructure investing The risk/return benefits of an infrastructure-enhanced portfolio The powerful tailwinds supporting infrastructure investment today The infrastructure investors’ toolkit Class 8Clean Transition Investing: An Unprecedented OpportunityNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Olivia Wassenaar, Head of Sustainable Investing, and Jonathan Silver, Chair of Apollo’s Global Climate Council, discuss the challenges of deep decarbonization and the clean transition, as well as the unprecedented array of opportunities to be found investing in this overarching theme.In this class, Olivia and Jonathan cover: The impact and cost of climate change The unprecedented investment opportunity of the clean transition The case for a dedicated clean-transition sleeve in a portfolio Class 7Mid-Year Economic and Capital Markets OutlookNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Apollo Chief Economist Torsten Sløk presents his views on the current economic environment and what it means for capital markets in the second half of the year.In this class, Torsten covers: The outlook for growth, inflation, and interest rates The state of credit and banking conditions What’s in store for capital markets Class 6Beyond Beta: How to Use Alternatives to Replace Public EquityNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, and Keith Black, Adjunct Faculty, University of Massachusetts, discuss their views on how alternatives can be used to partially replace investors’ exposure to public equities. A Q&A session will follow the presentation.In this class, Matt and Keith cover: What happened to alpha in public equity markets? Can investors truly replace public equity with alts? From theory to practice: What to consider when deploying an equity-replacement portfolio? Class 5Real Estate: What Lies Ahead and Why?Now Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Randy Anderson, PhD, Partner, Real Estate at Apollo, will discuss his views on what lies ahead for real estate investors—both private and public—in light of recent market corrections. The presentation will be followed by a Q&A session. In this class, Randy covers: The state of the real estate market How to search for value amid stressed public-market valuations Secular trends driving opportunities in public and private real estate Class 4Private Equity Investing Today: Dislocation Creates OpportunityNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics David Sambur and Matt Nord, both Partners and Co-Heads of Private Equity at Apollo, discuss their views on the private equity investment environment and how recent dislocations in capital markets have created an attractive entry point into the asset class today. The presentation will be followed by a Q&A session. In this class, David and Matt cover: Why invest in private equity and how to unlock value? State of PE investing: What happens when cheap money goes away? Allocating to PE today: Why 2023 is likely to be a good vintage year Class 3Private Credit: An Allocation Strategy for 2023Now Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Jim Vanek, Co-Head of Apollo’s Global Performing Credit business, discusses his views on the current investment landscape for private credit and what it can mean for investors’ allocations in 2023 and beyond. The presentation will be followed by a Q&A session. In this class, Jim covers: What’s the outlook for private credit in 2023? What are current opportunities and entry points? Why is private credit a key portfolio allocation strategy? Class 22023 Economic and Capital Markets OutlookNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Watch Apollo Chief Economist Torsten Sløk discuss his views on what’s in store for the economy and capital markets in 2023. In this class, Torsten covers: The outlook for the global economy in the year ahead What to expect from the Federal Reserve Potential impacts on equity and fixed-income markets Class 1Why Alternatives in Retirement PortfoliosNow Available On Demand Credits 1 CFP / IWI / CFACE Credit Register Now Topics Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, discusses his views on why investing in alternatives matters to investors seeking to build wealth and save for retirement, especially at a time when traditional 60/40 portfolios of public equities and bonds are being challenged. In this class, Matt covers: Secular trends impacting alternative investments Incorporating alternatives into traditional allocations Establishing a diversified alternatives portfolio The Daily Spark The Daily Spark GDP Per Capita in Poland, Spain, and Italy September 24, 2024 The IMF is forecasting that in a few years GDP per capita in Poland will be higher than in Spain…Read More The Daily Spark Sources of Growth in Denmark September 23, 2024 The pharma industry currently accounts for about 70% of GDP growth in Denmark, see chart below. Source: Statistics Denmark, Apollo…Read More The Daily Spark Debanking Continues September 22, 2024 Long-term loans to corporates are moving away from being financed by overnight deposits to instead being financed by the long-term…Read More Want it delivered daily to your inbox? SUBSCRIBE NOW Alternative Perspectives Investment Knowledge White Papers Expanding the Toolkit: How GP-Led Transactions Can Enhance Secondary Strategies September 5, 2024 Innovation has helped to destigmatize GP-led transactions, establishing the practice as a mainstream liquidity management tool for GPs today…Read More The View From Apollo The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? September 20, 2024 Listen to Apollo Chief Economist Torsten Sløk discuss his views on what the recent rate cut by the US Federal…Read More Investment Knowledge White Papers Portfolio Allocation Views: The Search for Risk Premia August 9, 2024 With rates still expected to stay “higher for longer,” risk premia in public equities and public fixed income is narrow…Read More Master the Basics Apollo defines “alternatives” as an alternative to publicly traded stocks and bonds, seeking excess returns at every point along the risk-reward spectrum. We group our solutions in three categories: Equity, Hybrid (as defined as a mix of equity and debt), and Yield. Apollo’s introductory videos describe the basics of each alternative asset class. Taught by Keith Black, Adjunct Faculty at the University of Massachusetts, the videos cover the full spectrum of alternative asset classes (including venture capital and commodities, which Apollo’s solutions don’t currently address). They provide a broad understanding of the space for those seeking to invest in, or to augment, their exposure to alternatives. Live Today! Clean Transition Investing: Going Where the Opportunities Are11:00AM ETJoin Now! Privacy Notice Terms of Use Forward-Looking Statements © Apollo Global Management, Inc. All Rights Reserved. The Apollo Academy is for informational and educational purposes only and nothing contained herein should be taken as investment advice or a recommendation to enter into any transaction. They are not an invitation by or on behalf of Apollo to any person to buy or sell any security or to adopt any investment strategy, and shall not form the basis of, nor may it accompany nor form part of, any right or contract to buy or sell any security or to adopt any investment strategy. There is no guarantee that the views and opinions expressed in this website will come to pass. For additional information, please see the disclaimers included in each piece of content or the legal page of our website here. NOTICE: This browser does not have Javascript enabled. Please enable Javascript in order to use all features of the site.enusen-US1727226014https://apolloacademy.com

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