Marc Rowan on how Apollo’s differentiated strategy was built for this moment.
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As private equity evolves and advantages in the middle market become less reliable, scale, specialization and portfolio construction are becoming key drivers of performance in a more competitive environment.
How back-to-basics value creation can drive alpha in 2026 and beyond.
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This podcast was originally released by Barron's on May 22, 2025.
On the At Barron’s podcast, Marc Rowan breaks down the structural shifts reshaping investing, why private markets are no longer the “alternative,” and how Apollo’s differentiated strategy and long duration capital were built for this moment.
“To the extent investors want alpha, and most investors do, they have had to step outside of public markets.”
Marc Rowan, CEO of Apollo Global Management
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