Apollo Investor Presentation – November 2022
Investor Presentation
Forward Looking Statements & Other Important Disclosures
This presentation may contain forward-looking statements that are within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). These statements include, but are not limited to, discussions related to
References in this presentation to "AAM" are to
This presentation contains information regarding Apollo's financial results that is calculated and presented on the basis of methodologies other than in accordance with accounting principles generally accepted in
measures"). Refer to slides at the end of this presentation for the definitions of Adjusted Segment Income ("ASI"), Adjusted Net Income ("ANI"), Fee Related Earnings ("FRE"), Spread Related Earnings ("SRE") and Principal Investing Income ("PII"), non-
GAAP measures presented herein, and reconciliations of GAAP financial measures to the applicable non-GAAP measures.
This presentation is for informational purposes only and not intended to and does not constitute an offer to subscribe for, buy or sell, the solicitation of an offer to subscribe for, buy or sell or an invitation to subscribe for, buy or sell any securities, products or services, including interests in the funds, vehicles or accounts sponsored or managed by Apollo (each, an "
Information contained herein is as of
Apollo makes no representation or warranty, express or implied, as to the fairness, accuracy, reasonableness or completeness of the information contained herein, including, but not limited to, information obtained from third parties. Unless otherwise specified, information included herein is sourced from and reflects the views and opinions of Apollo Analysts. Certain information contained in these materials has been obtained from sources other than Apollo. While such information is believed to be reliable for purposes used herein, no representations are made as to the accuracy or completeness thereof and Apollo does not take any responsibility for such information. This presentation may contain trade names, trademarks and service marks of companies which (i) neither Apollo nor Apollo Funds own or (ii) are investments of Apollo or one or more Apollo Funds. We do not intend our use or display of these companies' trade names, trademarks or service marks to imply a relationship with, or endorsement or sponsorship of us by, such companies. Certain information contained in the presentation discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice. This presentation is not complete and the information contained herein may change at any time without notice. Apollo does not have any responsibility to update the presentation to account for such changes. The information contained herein is not intended to provide, and should not be relied upon for, accounting, legal or tax advice or investment recommendations.
Past performance is not necessarily indicative of future results and there can be no assurance that Apollo or any
Information contained herein may include information with respect to prior investment performance of one or more Apollo funds or investments, including gross and/or net internal rates of retu("IRR") and gross and/or net multiple of investment cost ("MOIC"). Information with respect to prior performance, while a useful tool in evaluating investment activities, is not necessarily indicative of actual results that may be achieved for unrealized investments. The realization of such performance is dependent upon many factors, many of which are beyond the control of Apollo. Aggregated retuinformation is not reflective of an investable product, and as such does not reflect the returns of any
Please refer to the slides at the end of this presentation for additional important information.
2
Apollo is a High-Growth Alternative Asset Manager with 30+ Years of Investing Expertise
|
Yield |
Hybrid |
Equity |
|
$373B |
$57B |
$94B |
|
AUM |
AUM |
AUM |
|
300+ investment professionals |
100+ investment professionals |
280+ investment professionals |
Select Offerings
|
High |
Accord/Accord+ |
European Principal Finance |
|||||||||
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Investment |
Hybrid Value |
Impact |
|||||||||
|
Revolver Strategy |
Infrastructure Opportunities |
Real Estate Equity |
|||||||||
|
Structured Credit |
Opportunistic Credit |
Traditional Private Equity |
|||||||||
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Total Return |
|||||||||||
|
|
|||||||||||
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Institutional |
Retail |
Capital Markets |
Retirement Services |
||||||||
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Note: As of |
3 |
Elevating and Maintaining Culture Creates the Best Home for Talent
Top talent voting with their feet
|
New |
||
|
Satisfaction |
Turnover |
+3751 |
Best Place to work for
LGBTQ equality
|
Voted one of |
Employee-led affinity networks: |
|
"America's most responsible companies" |
Pride, AWE, AVAN, Family |
|
In 2021 and 2022 by |
Network, MOSAIC |
Enterprise Headcount
2,5282
1,602
Signatory to the
United Nations Principles for
|
Note: Employment metrics as of |
4 |
Strong Senior Leadership with Best-in-Class Corporate Governance
|
Firm Leadership |
Best-in-Class Governance |
|
|
|
|
|
|
||
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CEO |
Co-President |
Co-President |
CEO, Athene |
||
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Management Committee |
|||||
|
16 |
Members |
29 |
Years of industry |
||
|
experience on average |
|||||
Business Committee
|
Individuals across |
Years of industry |
|
|
Yield, Hybrid |
||
|
experience on average |
||
|
22 & Equity |
27 |
|
1 Share 1 Vote Structure
Enhanced Corporate Governance
with Two Thirds Independent Board
Independent
Chair of the Board
|
Note: Employment metrics as of |
5 |
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