Hunter Hopcroft
speaker
537 appearances
1 recordings
1 series
first heard Mar 2025
last heard Mar 2025
Hunter Hopcroft’s voice in public audio — every appearance, attributed to the second.
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Appearances
This is a five, six hour investor day.
It's got a 300-page deck that accompanies it.
And it so clearly reflects just decades of thought and visioning by Rowan about what he wanted to make Apollo.
It's around this time that Apollo is beginning to socialize the idea of merging with Athene.
And this is really where we get into Apollo today as an alternative asset manager with an insurance arm that is fully on the balance sheet.
So yeah, in fact in 2022, Financial Times runs a headline, Apollo Athene, the New Berkshire Hathaway.
The headline ends with a question mark.
So I think we've seen many times where this type of headline can be a curse.
But Athene is really a different animal.
This was another opportunistic trade for Apollo that turned into a full-fledged business.
And in fact, we were speaking earlier.
A lot of Apollo's success seems to come from them getting into a jam and then figuring out a very creative, financially engineered way to get out of it.
And I think Athene is really no different.
So Athene begins its life as an Iowa based insurer called American Equity Life.
And here I think we have to do the quick insurance industry primer, another very complex industry.
Please,
It has a historical, recent historical role in the alternative space, and it helps illustrate why Apollo's approach was so bold.
Okay, so insurance, everyone's basically familiar with the business model.
People pay premiums, the insurer invests those premiums, and those investments help support liabilities that come from the insurance product being sold.
there is a spectrum of insurance liabilities from somewhat simple to complex.
Showing 241–260 of 537 · page 13 of 27
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