Apollo Global Management Investor Day Presentation Deck
Validation of the Path We've Chosen is All Around Us
IF RETIREMENT SERVICES IS TRULY A 'LESS VALUABLE' BUSINESS, WHY ARE OTHERS PILING IN?
New Initiative: Insurance
Blackstone Investor Day
SEPTEMBER 2018
Ares Insurance Solutions - Aspida
>> AIS provides asset management, capital solutions and corporate development services to Ares' modern life and annuity platform
Subadvised
By Ares
31%
$2.7B
AIS Managed Aspida AUM¹
●
$38 Trillion
Insurance Addressable Market
As of June 30, 2021 See Endnotes for additional important information
AM
Corporation into Day 2021-Not for Publication or Detribution
Subadvised
by 3rd Party
69%
APOLLO INVESTOR DAY 2021
145
1
2
3
s
ASPIDA
Blackstone
Aspida's Annuity Platform Growth Strategy
Primary Origination
Reinsurance
M&A Activity
ARES
Enormous Potential to Expand Insurance Solutions
LARGE ADDRESSABLE MARKET & OPPORTUNITY
49%
US
51%
Non-US
Source Carylanayas of globaurace opp
guarantee these projectors will materials
14%
86%
Life & Annuity Non-Life
Ares Investor Day
AUGUST 2021
We estimate the global market
for potential transactions to
further leverage our Insurance
capabilities exceeds
$2 TN+
Carlyle Investor Day
FEBRUARY 2021
sped Europe and developed APAC market. There are
Insurance Solutions is a
natural extension of our
credit business
3
THE GLOBAL ATLANTIC ACQUISITION
INCREASES OUR OPPORTUNITY SET
FEE RELATED EARNINGS | DISTRIBUTABLE EARNINGS | BOOK VALUE PER SHARE
KKR Investor Day
APRIL 2021
53
Brookfield Investor Day
SEPTEMBER 2021
148View entire presentation