Watch: Fireside chat with Scott Kleinman, Co-President of Apollo Global Management

Note: This interview was recorded at Livewire Live 2024 on Tuesday 17 September 2024. 

Apollo Global Management is a private equity and alternatives giant that manages US$696 billion. Scott Kleinman is responsible for Apollo’s revenue-generating and investing business and is a leadership team member.

Kleinman joined Livewire Live 2024 via live video from New York, which provided a unique opportunity to hear directly from one of the world’s most influential and respected investors.

In this fireside chat, Kleinman explained why he believes markets are getting ahead of themselves with rate cut expectations, where he sees value across markets, and some of the ways Apollo is investing to gain exposure to mega themes such as digital transformation, the energy transition, and ageing populations.

Time codes

• 0:00 - Introduction
• 4:05 - The investing outlook
• 7:58 - Public versus private market valuations
• 10:45 - Why is the IPO market subdued?
• 13:23 - Mega themes Apollo is attracted to
• 15:57 - Apollo’s investment in Intel
• 19:08 - Energy policy in America
• 23:50 - How Apollo invests in the energy transition
• 25:36 - Retirement income in Australia

Investment Theme

5 investment themes attracting this $1 trillion firm's attention

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Apollo Global Management is a high-growth alternative asset manager seeking to provide its clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three business strategies: equity, hybrid, and yield. Find out how Australian investors can access Apollo here.