How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview

Patrick O'Shaughnessy sits down with John Zito, a key leader at Apollo, to explore how the $800 billion asset manager is reshaping capital markets. The conversation covers Apollo's innovative approach to credit origination, their role in major deals, the evolution of private markets, and how they're positioning for the AI infrastructure boom. Zito shares insights on building origination platforms, navigating complex restructurings, and Apollo's culture of innovation in an industry undergoing massive structural change. TIMESTAMPS: 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing #Apollo #PrivateCredit #AssetManagement #CapitalMarkets #PrivateEquity #Credit #AlternativeInvestments #FinancialServices #InvestLikeTheBest Presented by Ramp: https://ramp.com/business-cards?utm_s Sponsored by AlphaSense and Ridgeline: https://www.alpha-sense.com/invest/ https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc