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Podcast: Critical thinking
Episode: Building tomorrow's private market portfolio | In conversation with Marc Rowan, CEO of Apollo Global Management
Description: In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving and why it's becoming central to the future of long-term investing.The discussion also explores the shift from 'return on capital' to 'return of capital,' the risks building beneath the surface of rising allocations, and what's keeping...