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
Apollo was really broken the mold here by basically saying that fundraising is no longer an issue.
And so I think the way that they are going to be valued is
closer to a bank, albeit an unregulated one, in terms of the spread related earnings and how much spread
the market is offering them and for Apollo specifically, how much spread they're able to originate.
And then I think in the fullness of time to known unknown is where credit losses settle out for this type of activity.
And so Apollo has really changed the mold in terms of how at least they are being valued as they've successfully found the exit ramp from perpetual capital raising.
I think the biggest theme here
And Rowan is finding his way to speak to this is we have been referring to this entire episode as
alternative asset managers.
But increasingly they're not so alternative.
And I think that these businesses that started out that were going to occupy
a niche part of the market have come to dominate a growing and growing, perhaps even plurality of the market, and their business models are in the period of evolving from being something that was
an alternative to something that is the financial market.
Sure.
Yes, I think
for most people that were participants in financial markets for this area, you're right.
Apollo has this reputation of they're gonna roll up their sleeves and fight.
I think that's something else that
the Rowan era is trying to determine and trying to work through how much of that to work on sloughing off and how much of that to retain because
Apollo still very much has this reputation of being very smart, again, drawn to complexity, willing to take on a difficult situation, which makes them
Showing 481–500 of 537 · page 25 of 27
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