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
Well, there's two things that stand out to me.
And one is again this focus on understanding that they can create a lot of value through the balance sheet, not necessarily just the income statement.
How a company is capitalized, what the sources of the capital is can really drive returns.
The second is Apollo sees
a hairy or complex or dirty situation.
And it doesn't go to their too hard pile.
They want to dig in.
And I think Apollo is very open about they use a lot of consultants.
They parachute people in to understand what's going on.
And I think whereas other asset managers, because they have a lot of capital to deploy and because there's pulled in a lot of directions, that some of those more difficult situations end up being a pass and it leaves this great white space for Apollo to come in.
into these really complex situations that again, they're willing to do, even sometimes if there's some reputational risk attached to it.
Sure.
In the spirit of these repeating cycles, the
2008-2009 is another one of those situations where the fallout creates a huge opportunity, not just for Apollo, but for all the alternative asset managers.
And again, there was already a strong tailwind behind alternatives.
And 2008-2009.
just adds fuel to the fire of people looking for what look like uncorrelated returns in private markets.
These firms at this point have gotten really large, both in terms of assets but in terms of people.
And they have these founders that have a lot of their wealth tied up in these basically general partnerships.
The GP business at scale starts to become a bit of a liability and it's really talent heavy.
Showing 161–180 of 537 · page 9 of 27
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