Building tomorrow's private market portfolio | In conversation with Marc Rowan, CEO of Apollo Global Management

In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving and why it's becoming central to the future of long-term investing.The discussion also explores the shift from 'return on capital' to 'return of capital,' the risks building beneath the surface of rising allocations, and what's keeping senior decision-makers up at night. For institutional investors navigating an increasingly complex and uncertain environment, Marc's insights provide a clear-eyed view into what it takes to lead and allocate with conviction.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

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