Apollo Global Management Investor Day Presentation Deck
November 2023, 119 slides
  1. Apollo Global Management
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platform origination deep dive | Apollo Global Management
forward looking statements and other important disclosures | Apollo Global Management
welcome remarks | Apollo Global Management
north star is focused on a singular goal what for whom provide excess returns to our clients on a risk adjusted basis a growing market driven by the need for alpha and retirement income | Apollo Global Management
key objectives for today presentation illuminate identify illustrate market trends leading to the proliferation of private credit uses of excess return to power build market share and split with other investors how origination drives excess return and creates value for shareholders | Apollo Global Management
platform origination deep dive agenda | Apollo Global Management
origination platform strategy | Apollo Global Management
key origination platform themes a | Apollo Global Management
what do origination platforms do for equity deployment debt deployment management fees syndication fees motors | Apollo Global Management
excess spread drives a flywheel effect for our retirement services business | Apollo Global Management
differentiated model positions us to manage private credit at scale | Apollo Global Management
clients are seeking fixed income replacement a | Apollo Global Management
generational shift away from traditional banking model traditional financing model strengths of the | Apollo Global Management
what is the new model for private credit | Apollo Global Management
some think of private credit as leveraged lending | Apollo Global Management
but we view private credit as a much market private credit | Apollo Global Management
private credit the private credit market is large we are focused on areas with attractive risk reward the majority of private credit across is investment grade origination ecosystem is primarily focused on asset backed finance | Apollo Global Management
asset backed finance historical loss performance | Apollo Global Management
key characteristics of asset backed finance | Apollo Global Management
asset backed finance franchise key differentiators of franchise business diversity flexibility | Apollo Global Management
has a demonstrated track record investing in asset backed credit residential mortgage billion | Apollo Global Management
what is an origination platform | Apollo Global Management
components of an origination platform platform building blocks finished product repeatable origination of yield assets with excess return on a risk adjusted basis track record | Apollo Global Management
what type of products do origination platforms offer | Apollo Global Management
definition of a platform investment traditional fund investments platform third party financing third parties | Apollo Global Management
platforms help us to manufacture excess spread in a world where alpha is scarce direct origination platforms me | Apollo Global Management
has spent years and billions of dollars building a platform origination ecosystem drivers of secular change | Apollo Global Management
origination platforms pace eus foundation aqua asset management | Apollo Global Management
portfolio comprised of sixteen individual origination platforms commercial trade finance equipment transport finance consumer residential strategies | Apollo Global Management
has built an attractive global ecosystem of asset backed originators on i | Apollo Global Management
has over employees involved in the origination platform ecosystem one | Apollo Global Management
how do we think about risk | Apollo Global Management
what are the key risks and what has gone wrong in the past liquidity risk credit risk near term impact longer term impact | Apollo Global Management
mitigating liquidity risk with long duration insurance liabilities traditional model strategy | Apollo Global Management
credit loss experience has been minimal over long periods of time platform track record it losses why have losses so low | Apollo Global Management
comprehensive risk monitoring for origination platforms | Apollo Global Management
where do we go from here | Apollo Global Management
platforms are an important component of our debt origination capabilities debt origination volume | Apollo Global Management
platforms are in different stages of the growth curve aum aum aum pace a atlas asset management | Apollo Global Management
the growth opportunity from scaling our existing portfolio is significant significant organic growth opportunity atlas of aum | Apollo Global Management
there are plenty of potential avenues of platform growth ahead be a to | Apollo Global Management
three key reasons institutions invest alongside us alignment track record risk reward of everything of nothing | Apollo Global Management
our business complements the banking system relationships in place today banks with likely more to come subs aqua | Apollo Global Management
the ecosystem benefits from participation across the board | Apollo Global Management
remains only a small part of the global credit ecosystem select financial company assets | Apollo Global Management
key | Apollo Global Management
financial | Apollo Global Management
is a leading specialty finance company serving the middle market yrs business highlights porto | Apollo Global Management
how did enter ecosystem | Apollo Global Management
competitive advantages scaled operations sourcing underwriting portfolio management proven management team with strong credit track record access to diversified and scalable funding | Apollo Global Management
manages a scaled and diversified portfolio of middle market loans | Apollo Global Management
strong credit track record | Apollo Global Management
scaled operating platform led by experienced senior management team | Apollo Global Management
industrial scale origination underwriting processes pipeline generated by team from | Apollo Global Management
historical growth in managed commitments and proven leadership in industry | Apollo Global Management
diversified scaled funding sources | Apollo Global Management
highly consistent spread generation over time | Apollo Global Management
economic model | Apollo Global Management
multiple levers of downside protection direct lending strategy franchise platform | Apollo Global Management
generates substantial investments for affiliated insurance companies | Apollo Global Management
product set positioned within vast segments of financing | Apollo Global Management
key | Apollo Global Management
wheels | Apollo Global Management
wheels is a leading fleet management company | Apollo Global Management
created through complementary synergistic combinations wheels | Apollo Global Management
a best in class management team with deep industry | Apollo Global Management
fleet management companies are critical partners for corporations vie i | Apollo Global Management
strong growth profitability across economic cycles wheels gross profit | Apollo Global Management
wheels is the leader at the unique intersection of vast markets automotive finance vehicle acquisition disposals vehicle maintenance services business fleet logistics ante lenis | Apollo Global Management
wheels has a strong competitive position year operating history leading scale with global reach wide vendor network built over decades advanced logistics and technology systems | Apollo Global Management
high quality and highly diversified customer base nature of relationships | Apollo Global Management
long term relationships developed from business critical service offering clients by length of relationship | Apollo Global Management
wheels generates strong investment grade asset origination volume highlights | Apollo Global Management
long track record demonstrates credit loss experience average charge offs of less than since wheels | Apollo Global Management
key wheels | Apollo Global Management
minute break | Apollo Global Management
atlas partners | Apollo Global Management
atlas partners is a leading asset backed finance platform yrs | Apollo Global Management
atlas was built on a business with a strong track record launched in following a successful year track record | Apollo Global Management
atlas launched as a scaled platform with infrastructure and people in place atlas team business support functions | Apollo Global Management
asset backed credit is the lifeblood of global businesses and consumers a atlas | Apollo Global Management
atlas is a finance company that lends to other finance companies bank thy | Apollo Global Management
providing originators with flexible capital at favorable attachment point | Apollo Global Management
asset backed credit is a growing and diverse market | Apollo Global Management
atlas offers a full suite of lending solutions to originators product set large client set with broad asset class coverage | Apollo Global Management
vertical integration leads to less leakage and excess return per unit of risk | Apollo Global Management
atlas portfolio is inherently high grade and low risk key portfolio billion | Apollo Global Management
atlas portfolio is structurally protected with near zero loss rates i a very low historical impairments and rat a | Apollo Global Management
atlas serves as the ideal partner to banks credit funds and borrowers | Apollo Global Management
select atlas case studies showcase breadth of capabilities | Apollo Global Management
key | Apollo Global Management
translating origination to earnings power | Apollo Global Management
revisiting key strategic benefits of merger today focus | Apollo Global Management
origination platforms help drive alpha and earnings proprietary asset origination alpha generation for clients increasing earnings power ace a | Apollo Global Management
originated assets have multiple homes across originated asset | Apollo Global Management
illustrative allocation for an originated asset we want of everything and of nothing i | Apollo Global Management
origination creates several avenues of earnings generation fee related earnings spread related earnings management fees on debt equity syndication a through a deployment distribution teens roe asset yield | Apollo Global Management
illustrative example of value creation from a single platform | Apollo Global Management
origination is fueling growth in fee related revenues yield management fees capital solutions fees mix | Apollo Global Management
origination enables continued growth in third party yield business | Apollo Global Management
originated assets also provide alpha to investment portfolio originated assets within | Apollo Global Management
our platform origination model is highly synergistic and capital efficient platform | Apollo Global Management
investment into our platform ecosystem has been substantial of equity invested to date | Apollo Global Management
alts portfolio is an efficient and strategically aligned source of capital | Apollo Global Management
platform equity ownership evolves as the businesses scale initial investment scale business diversify ownership | Apollo Global Management
three distinct pillars driving our capital solutions business origination capital markets syndication | Apollo Global Management
capital solutions facilitates deployment activity across the platform | Apollo Global Management
breadth of deployment activity driving increasing and durable fee generation | Apollo Global Management
five key from today presentation | Apollo Global Management
a panel | Apollo Global Management
appendix speaker biographies | Apollo Global Management
speaker bios | Apollo Global Management
speaker bios continued | Apollo Global Management
important information definitions | Apollo Global Management
reconciliation of to non financial measures | Apollo Global Management
definitions | Apollo Global Management
definitions continued | Apollo Global Management
definitions continued | Apollo Global Management
important information | Apollo Global Management
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