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 (in millions) Net income (loss) available to AHL common shareholders Non-operating adjustments Investment gains (losses), net of offsets Change in fair values of derivatives and embedded derivatives - FIAS, net of offsets Integration, restructuring and other non- operating expenses Stock compensation expense Income tax (expense) benefit - non-operating Less: Total non-operating adjustments Adjusted operating income (loss) available to common shareholders Less: Change in fair value of Apollo investment, net of tax Adjusted operating income available to common shareholders excluding AOG Consolidated average net invested assets ex. Apollo investment APOLLO INVESTOR DAY 2021 RECONCILIATION OF NET INCOME (LOSS) AVAILABLE TO AHL COMMON SHAREHOLDERS TO ADJUSTED OPERATING INCOME AVAILABLE TO COMMON SHAREHOLDERS EXCLUDING AOG (QUARTERLY) $ $ 3Q'18 623 (53) 376 (2) (3 (66) 252 371 $ 371 $ $ 99,603 4Q'18 (104) (114) (288) (4) (3) 65 (344) 240 240 $ 109,423 $ $ 1Q'19 708 458 (27) (1) (3) (6) 421 287 287 $ 112,402 $ $ 2Q'19 720 $ 417 (57) (11) (3) 4 350 370 370 $ 115,221 $ 3Q'19 276 166 (117) (34) (3 21 33 243 243 $ 118,905 $ $ Quarterly 4Q'19 432 (47) 136 (24) (3) (19) 43 389 389 $ 115,986 1Q'20 $ (1,065) $ (1,139) 65 (4) (10) 131 (957) (108) (239) 131 $ 118,919 $ $ 2Q'20 824 $ 775 (405) (9) (27) 334 490 372 118 $ 126,510 $ 3Q'20 622 346 72 (1) (97) 320 302 (81) 383 $ 138,797 $ 4Q'20 1,065 526 33 3 (55) 507 558 113 445 $ 145,251 $ $ 1Q'21 578 (605) 488 (45) (8) (170) 748 (19) 767 $ 151,644 2Q'21 $ LA 1,382 517 (68) (11) (1) (55) 382 1,000 373 627 $ 156,753
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