人事变动 - Apollo宣布行业资深人士Harry Seekings将于2024年3月11日起担任基础设施联席主管[1] - Seekings将与可持续性和基础设施主管Olivia Wassenaar共同工作[1] - Seekings在InfraRed Capital Partners担任多个领导职务，拥有超过25年行业经验[3] 公司业务 - Apollo的基础设施业务拥有七位合伙人和25名投资专业人员，专注于中市场企业和资产[2] - Apollo是一家高增长的全球替代资产管理公司，资产管理业务专注于三种投资策略：收益、混合和股权[4]

Apollo Global Management, Inc. (NYSE:APO) Q4 2023 Earnings Conference Call February 8, 2024 8:30 AM ET Company Participants Noah Gunn - MD & Global Head, IR in New York Marc Rowan - Co-Founder, CEO & Director Scott Kleinman - Co-President, Apollo Asset Management Inc. & Director Martin Kelly - CFO & Partner Conference Call Participants William Katz - TD Cowen Glenn Schorr - Evercore ISI Alexander Blostein - Goldman Sachs Group Michael Davitt - Autonomous Research Benjamin Budish - Barclays Bank Michael Brow ...

财务表现 - Apollo Global Management Inc. 2023年第四季度营收为7.95亿美元，同比增长9.1%[1] - 每股收益为1.91美元，较去年同期的1.42美元有所增长[1] - 公司总资产管理规模为6510亿美元，略低于分析师平均预期的6587.7亿美元[4]

智通财经APP获悉，周四美股盘前，阿波罗全球管理(APO.US)公布了利润超预期的第四季度业绩，原因是利率上升提振了这家另类资产管理公司不断增长的信贷和保险业务。 财报显示，该公司Q4调整后净利润激增31%，达到11.8亿美元，合每股1.91美元，高于分析师平均预期的1.72美元。营收翻了一倍多，达到110.5亿美元。管理资产规模增长19%，至6510亿美元。 首席执行官Marc Rowan在声明中表示：“在2023年动荡的市场背景下，阿波罗正在全力以赴。” 阿波罗正受益于利率上升和投资者对私人信贷的需求。目前，该公司正安然度过私募股权交易撮合行业普遍低迷的时期。该公司管理的资产中有80%以上是信贷和混合业务。 随着阿波罗的第十只旗舰私募股权基金开始投资，与费用相关的收益增长了16%，达到4.57亿美元，缓解了其资本解决方案部门费用收入下降18%的影响。 反映该公司Athene保险业务盈利能力的息差相关收益增长7.2%，至7.48亿美元。Athene的净投资息差(即投资收益)增长了6%，达到9.59亿美元，固定收益的收益抵消了Athene投资组合中股票投资的下滑。 另外，阿波罗在第四季度募集了300亿美元的私 ...

私人信贷市场发展 - 2023年，私人信贷迅速成为华尔街最受欢迎的投资类别之一[1] - 阿波罗全球和阿瑞斯管理等公司将这一市场从2010年的2500亿美元发展到现在[2] 私人信贷资产类别风险 - 私人信贷资产类别存在风险，不易投资[5] - 无法在Robinhood上找到私人信贷基金[5]

Investors with an interest in Financial - Investment Management stocks have likely encountered both Patria Investments (PAX) and Apollo Global Management Inc. (APO) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, ...

NEW YORK--(BUSINESS WIRE)--25madison, a leading venture platform, today announced the launch of 25m Evolve, in partnership with funds managed by Apollo (NYSE: APO), a leading global alternative investment manager. 25m Evolve is an enterprise software venture studio dedicated to incubating AI-native applications. 25m Evolve incubations will leverage the latest advancements in artificial intelligence to help companies, including Apollo Funds’ portfolio companies, adapt to an ever-changing digital landscape, ...

MOBILE, Ala., Jan. 10, 2024 (GLOBE NEWSWIRE) -- TeleVox, the industry-leading provider of omnichannel patient relationship management platforms, is proud to announce the expansion of its solutions to support the United States military overseas. Now available in facilities in 13 areas outside the continental U.S., TeleVox offers timely and reliable SMS, email, and voice services to help ease the burden of booking medical appointments and accessing referrals for military members stationed abroad. Recognizing ...

LOS ANGELES--(BUSINESS WIRE)--Jason Howard, an alternatives industry veteran known for investing in and advising General Partners (“GPs”), announced today the launch of New Catalyst Strategic Partners (“New Catalyst” or the “Firm”). New Catalyst is an independent alternative investment firm that provides seed and growth capital to emerging, developing and diverse firms (i.e., “Next Generation GPs”) led by experienced investors. The New Catalyst platform offers Next Generation GPs with a range of solutions, ...

Gabelli金融服务机会基金 - Gabelli金融服务机会基金是一只主动管理的交易所交易基金，成立不到两年，表现非常出色[1] - Gabelli金融服务机会基金ETF自成立以来表现优异，回报率高于标普500指数和标普500金融部门[9] - Gabelli金融服务机会基金的前十大持仓公司中，W.R. Berkley Corp.被称为“迷你伯克希尔哈撒韦”，具有低PE和高预期盈利增长率[27] ETF优势 - 主动管理的ETF相比传统的开放式共同基金有优势，并且越来越受欢迎[2] - ETF的优势之一是可以在股市开市时轻松交易，而开放式共同基金则在市场收盘时定价[4] - ETF可能具有税收优势，取决于投资方式[5] 公司分析 - W.R. Berkley提供财产和意外保险，股票的高EPS增长率可能会使其长期表现良好[29] - Sykes的策略是利用对咨询和资产管理服务需求增长的机会，将财富从婴儿潮一代转移到年轻一代[18] - Sykes强调Gabelli金融服务机会基金虽然专注于金融领域，但是具有多样化[32]