Apollo Global Management Investor Day Presentation Deck slide image

Apollo Global Management Investor Day Presentation Deck

Reconciliation of GAAP to Non-GAAP Financial Measures ATHENE RECONCILIATION OF TOTAL INVESTMENTS INCLUDING RELATED PARTIES TO NET INVESTED ASSETS (in millions) Total investments including related parties Derivative assets Cash and cash equivalents (including restricted cash) Accrued investment income Payables for collateral on derivatives Reinsurance funds withheld and modified coinsurance VIE and VOE assets, liabilities and noncontrolling interest Unrealized (gains)/losses Ceded policy loans Net investment receivables (payables) Allowance for credit losses Total adjustments to arrive at invested assets Gross invested assets ACRA noncontrolling interest Net invested assets APOLLO INVESTOR DAY 2021 Quarterly 2Q'21 $ 194,509 (4,151) 8,726 1,010 (3,890) (1,699) (281) (5,960) (179) 328 338 (5,758) 188,751 (27,937) $ 160,814 RECONCILIATION OF INVESTMENT FUNDS INCLUDING RELATED PARTIES TO NET ALTERNATIVE INVESTMENTS (in millions) Investment funds including related parties Nonredeemable preferred stock included in equity securities CLO and ABS equities included in trading securities Investment in Apollo Investment funds within funds withheld at interest Royalties and other assets included in other investments Unrealized (gains)/losses and other adjustments Total adjustments to arrive at alternative investments Gross alternative investments ACRA noncontrolling interest Net alternative investments Quarterly 2Q'21 $ $ 7,483 226 1,160 (1,730) 1,646 (76) (32) 1,194 8,677 (846) 7,831 RECONCILIATION OF TOTAL LIABILITIES TO NET RESERVE LIABILITIES (in millions) Total liabilities Long-term debt Derivative liabilities Payables for collateral on derivatives and securities to repurchase Funds withheld liability Other liabilities Reinsurance ceded receivables Policy loans ceded Other Total adjustments to arrive at reserve liabilities Gross reserve liabilities ACRA noncontrolling interest Net reserve liabilities Quarterly 2Q'21 $ 193,878 (2,468) (214) (3,890) (437) (2,413) (4,627) (179) (7) (14,235) 179,643 (26,871) $152,772
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