John Zito - Inside Apollo - [Invest Like the Best, EP.426]

My guest today is John Zito. John is the Co-President of Apollo Global Management. He shares how they've quietly built one of the most important financial institutions of our time, originating over $250 billion annually. John's thesis on the convergence of private and public markets - and Apollo's positioning to capture 100% of client portfolios rather than just alternatives allocations - offers a fascinating glimpse into where institutional investing is heading. We discuss the cultural and strategic elements that drive John, Apollo’s merger with Athene, the idea of artistry at scale, and the evolution of capital markets. Please enjoy my conversation with John Zito.

For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠ here.⁠⁠⁠

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠).

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:05:55) The Rise of Apollo and Credit Markets

(00:08:05) Innovations in Asset Management

(00:11:42) The Role of the US in Global Capital Markets

(00:15:26) The Future of Asset Management and Investment Strategies

(00:21:03) The Impact of Interest Rates on Investment

(00:25:27) Apollo's Business Model and Growth

(00:25:17) The Changing Landscape of Private Markets

(00:46:03) Apollo's Culture and Vision

(00:47:54) The Importance of Company Culture

(00:52:52) The Future of Private and Public Markets

(00:57:50) Building a Great Origination Platform

(01:02:03) Exciting Deals and Personal Stories

(01:14:47) The Role of AI and Future Opportunities

(01:22:16) Maintaining Company Culture Amidst Change

(01:24:06) The Kindest Thing Anyone Has Ever Done For John