Financing the Global Industrial Renaissance with Apollo CEO Marc Rowan Marc Rowan is CEO of Apollo ...
TL;DR · AI Summary
Apollo CEO Marc Rowan discusses the company's journey, market strategies, and the role of AI in financing the industrial renaissance.
Key Takeaways
- Apollo Global Management has grown from an unemployed team to a $6 billion firm.
- Permanent capital and asset scarcity drive Apollo's investment strategy.
- AI will play a crucial role in financing the industrial renaissance.
Outline
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Overview of the conversation between Marc Rowan and David Haber.
Discussion on the origins of clean sheet thinking in the financial industry.
How Apollo Global Management transformed from an unemployed team to a $6 billion firm.
Strategies and milestones that led Apollo to its current status.
Explanation of Apollo's investment philosophy based on permanent capital and asset scarcity.
Innovations in daily pricing and new capital channels for private markets.
Financing the industrial renaissance through a blend of venture capital and credit.
Impact of AI on jobs and enterprise software.
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- Financing the Global Industrial Renaissance
Highlights
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Apollo Global Management has grown from an unemployed team to a $6 billion firm.
Permanent capital and asset scarcity drive Apollo's investment strategy.
AI will play a crucial role in financing the industrial renaissance.
Marc Rowan is CEO of Apollo Global Management, one of the most important financial institutions and the largest provider of retirement income in the world. In this conversation, he joins a16z's David Haber to https://t.co/ikOQkidBSj" / X
Financing the Global Industrial Renaissance with Apollo CEO Marc Rowan Marc Rowan is CEO of Apollo Global Management, one of the most important financial institutions and the largest provider of retirement income in the world. In this conversation, he joins a16z's David Haber to discuss the story of Apollo, the state of public and private markets, how the AI revolution will be financed, and more. 00:00 Intro 00:52 Drexel, Milken & the origins of "clean sheet thinking" 04:55 The Apollo origin story: From unemployed to $6 billion 08:46 How Apollo became a trillion-dollar firm 13:00 Permanent capital, origination & why assets are the scarce resource 16:08 Democratizing private markets: Daily pricing & new capital channels 22:04 Where venture meets credit: Financing the industrial renaissance 30:01 AI, enterprise software & which jobs will be replaced or enhanced 38:52 Moral leadership: UPenn, merit & doing right over easy 46:02 Apollo's culture: Playing to win & building to outlast the founder
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