Apollo Global Management Investor Day Presentation Deck
Secular Tailwinds Will Help Drive Growth in Origination Volume
BANK SHARE REDUCING AMID
INCREASED REGULATORY PRESSURES...
...BUT DEMAND FOR CORPORATE
LENDING HAS FLOURISHED
54%
46%
82%
2000
18%
88%
12%
2006
Bank Share of
Leveraged Loans Market
2012
Source: Bank of America as of June 2021.
APOLLO INVESTOR DAY 2021
92%
8%
2018
86%
14%
88%
12%
90%
10%
2019 2020 LTM 2Q21
Non-Bank Share of
Leveraged Loans Market
($B)
4,500
4,000
3,500
3,000
2,500
2,000
1,500
1,000
500
Jan-00
Bank Loans
Jan-04
Jan-08
Leveraged Loans
Jan-12
Jan-16
Jan-20
Private Middle Market Direct Loans
●
Demand for alternative
sources of capital
continues to increase
●
• Apollo benefits
from flexible matched
●
capital with appropriate
duration and
risk appetite
2020 proved the
resilience of our model
90View entire presentation