Apollo Global Management Investor Day Presentation Deck
June 2022, 157 slides
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retirement services business update | Apollo Global Management
forward looking statements and important disclosures | Apollo Global Management
forward looking statements and important disclosures | Apollo Global Management
retirement services business update agenda | Apollo Global Management
welcome remarks | Apollo Global Management
has continued to thrive amid merger with | Apollo Global Management
merger benefits are even clearer and more tangible growth accelerant owning asset origination better client proposition new product opportunities full alignment drives shareholder value creation increased internal collaboration enhanced capital efficiency flexibility | Apollo Global Management
today presentation will illuminate a variety of investor focus areas regarding focus area net | Apollo Global Management
business overview investment philosophy | Apollo Global Management
was established amid financial dislocation and has navigated the past decade exceptionally well a | Apollo Global Management
and have achieved many milestones together | Apollo Global Management
retirement services benefitting from strong secular billion | Apollo Global Management
we serve a growing and increasingly retirement population | Apollo Global Management
the industry has returned of market cap to shareholders over the last decade | Apollo Global Management
potentially leaving them exposed in times of stress | Apollo Global Management
private sources are providing the capital backstop for retirees | Apollo Global Management
is very well capitalized a | Apollo Global Management
substantial available capital embedded growth | Apollo Global Management
business is simple what does do | Apollo Global Management
balance sheet is straightforward | Apollo Global Management
generates attractive net spread | Apollo Global Management
what do you need to understand about this business key to success is asset yield consistency over heroism quality transparency predictable liabilities aga a mel | Apollo Global Management
team is one of the industry experienced senior leadership in addition to deep bench of talented executives across the business team members | Apollo Global Management
provides strategic advantages to | Apollo Global Management
full alignment amplifies profitability potential of asset origination | Apollo Global Management
outperforms on numerous key metrics | Apollo Global Management
organic growth capability is market leading | Apollo Global Management
prices to a target spread regardless of market backdrop | Apollo Global Management
high returns attract third party capital to finance growth mid teens | Apollo Global Management
has a disciplined investment philosophy | Apollo Global Management
high quality asset portfolio generates excess return gay | Apollo Global Management
manufacturing asset spread in a low spread world | Apollo Global Management
tactical areas of differentiation within asset portfolio structured securities commercial real estate downside protected alternatives portfolio | Apollo Global Management
portfolio spotlight alternative investments | Apollo Global Management
alts portfolio performance has been strong and durable as a | Apollo Global Management
key observations of business | Apollo Global Management
growth engine | Apollo Global Management
has various channels from which to generate inflows organic growth inorganic growth | Apollo Global Management
vast opportunity in current markets | Apollo Global Management
diversity of organic channels allows for the ability to pivot | Apollo Global Management
pricing discipline across channels an | Apollo Global Management
retail annuities | Apollo Global Management
retail products offer downside protected returns in a tax efficient format | Apollo Global Management
increasing diversity of retail distribution is a strategic advantage | Apollo Global Management
pension group annuities business highlights key drivers | Apollo Global Management
has an established track record in pension group annuities | Apollo Global Management
pension group annuity market is only just reaching scale trillion | Apollo Global Management
industry pensions fully funded for first time since | Apollo Global Management
funding agreements | Apollo Global Management
is among the issuers in the market | Apollo Global Management
flow reinsurance | Apollo Global Management
merger can strengthen distribution product capabilities retail distribution pension group annuities reinsurance expansion new product creation | Apollo Global Management
is a solutions provider to the industry organic growth inorganic growth | Apollo Global Management
disciplined approach to inorganic growth enables us to identify best opportunities fits strategy risk profile pricing | Apollo Global Management
numerous advantages allow us to structure win win solutions partner | Apollo Global Management
how does the current macro backdrop impact growth outlook impact of rising interest rates and declining equity markets | Apollo Global Management
the market opportunity for retirement services is global japan japan a | Apollo Global Management
liability underwriting risk profile | Apollo Global Management
what is retirement services | Apollo Global Management
originates low cost long dated funding year | Apollo Global Management
liability risk profile is limited due to focus on simple spread based products | Apollo Global Management
key to success is appropriately pricing risk key risk considerations when originating new funding | Apollo Global Management
will a significant amount of consumers surrender their policies in a rising interest rate environment considerations for impact of rising interest rates on annuity surrenders structural protections fee averse consumers suitability high predictability | Apollo Global Management
industry annuity surrender activity highly stable and predictable | Apollo Global Management
activity has been predictable within a narrow range | Apollo Global Management
lapse is only bad for a small subset of the portfolio of net reserve liabilities driving spread related earnings | Apollo Global Management
impact of assumptions are extremely manageable | Apollo Global Management
will be impacted by accounting change coming in | Apollo Global Management
asset risk framework stress results | Apollo Global Management
risk management is embedded in everything we do | Apollo Global Management
an experienced risk team manages a robust governance limit framework supporting risk appetite | Apollo Global Management
robust layered risk governance for investment risk mao | Apollo Global Management
strategy is to pursue yield through illiquidity and complexity without adding incremental credit risk | Apollo Global Management
losses on held by life insurers exceed losses of structured credit holdings under fed stress scenario | Apollo Global Management
portfolio focuses on investment grade securities with downside protection | Apollo Global Management
asset stress testing methodology is conservative compared to historical experience | Apollo Global Management
stress assumptions in historical context | Apollo Global Management
stress test results muted by one year of earnings | Apollo Global Management
management actions mitigate losses and capital strain in stress | Apollo Global Management
examples of active portfolio management for the last market crisis | Apollo Global Management
minimal credit losses historically and during stress | Apollo Global Management
asset class spotlight structured credit | Apollo Global Management
deep dive into structured credit portfolio net invested assets | Apollo Global Management
provide a critical source of capital to the us corporate sector son | Apollo Global Management
finance provides a critical source of capital to support consumer spending | Apollo Global Management
why is structured credit an attractive asset class for and capital to earn structural protections that divert cash to support debt in periods of stress | Apollo Global Management
markets have experienced a wholesale change since the financial crisis industry issuance by collateral type industry investor base by type card auto | Apollo Global Management
structured credit terms have changed since the financial crisis | Apollo Global Management
anatomy illustrates structural benefits | Apollo Global Management
overview of portfolio | Apollo Global Management
portfolio comprised of well diversified underlying assets | Apollo Global Management
portfolio has significant credit enhancement to withstand default rates far in excess of historical events | Apollo Global Management
two year what we said and what happened | Apollo Global Management
overview of asset backed securities portfolio | Apollo Global Management
case study wheels big iss | Apollo Global Management
case study continued wheels fleet financing facility | Apollo Global Management
historical structured credit impairments compare favorably to public of the same rating | Apollo Global Management
asset class spotlight commercial real estate | Apollo Global Management
commercial mortgage loan allocation benefits from industry leading platform direct origination business relationship lender asset management lending volume and aum select borrower relationships | Apollo Global Management
why is commercial mortgage debt an attractive asset class for focus on senior positions in capital structure by hard assets real estate is a hedge to inflation bespoke investments with less volatility attractive yields wide of investment grade | Apollo Global Management
rigorous commercial mortgage loan origination process | Apollo Global Management
overview of portfolio | Apollo Global Management
diversified and high quality portfolio by position rate and geography type by underlying property type | Apollo Global Management
performance during periods of stress | Apollo Global Management
case studies storage and hospitality | Apollo Global Management
financial overview capital management | Apollo Global Management
profitability captured within retirement services business segment | Apollo Global Management
is recurring predictable and sustainable through the cycle | Apollo Global Management
spread related earnings and fee related earnings are highly correlated | Apollo Global Management
financial model is straightforward | Apollo Global Management
components of spread related earnings | Apollo Global Management
key question how do rising interest rates impact or billion or billion or billion million | Apollo Global Management
organic growth profile is best in class | Apollo Global Management
growing assets and earnings with efficient capital deployment gross invested outlook | Apollo Global Management
enhances capital efficiency | Apollo Global Management
and strengthens our earnings power illustrative earnings model illustrative future state supports | Apollo Global Management
generates significant capital to fund growth a | Apollo Global Management
sources and uses of capital | Apollo Global Management
do credit ratings matter for business | Apollo Global Management
has spent years diligently building its franchise and financial strength | Apollo Global Management
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