Market Trends & Dynamics - The availability of capital in private markets allows companies to invest for the long term and avoid being driven by quarterly earnings [2] - The future may see large manufacturing consumer companies remaining private [3] - There could be an index of private companies alongside the S&P 500 index [5] Investment Opportunities & Potential Risks - Private markets allow companies to obtain massive amounts of debt and equity to finance their business plans without accessing public markets [2] - Future defense companies are likely to remain private [3] - There is potential for a hundred industrial companies to remain private, offering investment opportunities [4] Regulatory Environment & Market Access - Some suggest democratizing private markets by encouraging companies to go public and reducing regulations around being public [1] - Increased transparency, market making, liquidity, and access in private markets are anticipated [5] - Current administration's steps are seen as potentially leading towards increased access to private markets [5]

Apollo and Liverpool @LFC epitomize the global sports boom, with the biggest teams finding ways to generate more reliable revenue streams, writes @PaulJDavies (via @opinion) https://t.co/vBOzLaWnLE ...

If it can be tokenized, it’s on Solana 🪙- Stocks from xStocks, Superstate, & Remora- Treasury funds from BlackRock, Franklin Templeton, & VanEck- Private credit from Apollo & Maple- r3 bringing $10B in RWAs to Solana https://t.co/cntL3mkhZO ...

You've said that our whole idea of managing wealth of investing is essentially broken or certainly misguided. What do you mean by that. And more importantly, when did you first start seeing the true potential of this market.So, I do think it's broken and it's not just people have overlooked it, but we we have to think about what happened along the way. Um 2008 to me was the seminal moment when everything changed and things started to become clear because if you think about the large private capital firms, n ...

Group 1 - Air Lease, an aircraft leasing firm, is being acquired for $7.4 billion, indicating a trend of consolidation in the airplane-renting industry [1][2] - The acquisition is led by Japan's Sumitomo and SMBC Aviation Capital, along with asset managers Apollo and Brookfield, offering shareholders $65 per share, which is an 8% premium over the previous closing price [2] - The total valuation of Air Lease, including debt, is approximately $28.2 billion [2] Group 2 - The aircraft leasing sector has seen a significant increase in rental rates due to a shortage of aircraft caused by the Covid pandemic and supply chain issues, with rates reaching record highs for both new and older models [3] - The ownership share of the aircraft leasing business has grown from 51% in 2009 to 58% currently, although growth has slowed as some airlines have become profitable and are now purchasing their own planes [4] - Airlines are reassessing their capacity plans due to an oversupply of flights affecting fares and profits, exemplified by Spirit Airlines filing for Chapter 11 bankruptcy protection for the second time in less than a year [5] Group 3 - The take-private deal is expected to enhance the scale of the involved companies, with Air Lease operating a fleet of 495 planes as of the second quarter [6] - Air Lease ranks as the fifth-largest aircraft lessor, and the deal is anticipated to close in the first half of 2026, with the new company to be based in Dublin [6] - The acquisition is viewed as a cost-effective strategy for market growth in the aircraft leasing industry [6]

Global finance is moving onchain, fast.@Securitize has tokenized $72.9M+ in assets on Polygon, deployed by some of the biggest names in finance, like BlackRock BUIDL, Apollo ACRED, and Hamilton Lane SCOPE. https://t.co/LSVJaHTiPsEthereum (@ethereum):0/ Exploring how tokenization on Ethereum can reach its full potential.A guest thread by @carlosdomingo of @Securitize.2025 will likely be remembered as the year of tokenization.Today, we’re looking at why that is and how we can accelerate that future. https://t ...

[Music] It is time by the post and then the lightning round is over. Are you ready ski with Mike Bike in California. Mike Jim, thanks for taking my call.Of course, Mike. What. Yeah.What are your thoughts on Robin Hood. All right, Robin Hood's had an extraordinary move. And usually when you have the extraordinary moves, you got to let it kind of calm down a little.So I say let it calm down, but don't forget it's an ups. Let's go to Ike in Georgia. Ike, extraordinary booya start today.What's going on. Not muc ...

We're a few moments away this morning from Fed Chair Powell's speech at the Fed Symposium in Jackson Hole. Let's bring in Apollo's global management chief economist Torstson joins us here at Post9. Happy Friday.It's good to have you with us, especially today. I mean, we we look at your charts every day. You clearly have some sympathy for the conundrum the Fed finds itself in.>> Yeah, because on the one hand, inflation is going up and as Sarah was just saying, anecdotes in this earning season have certainly ...

Core Viewpoint - LendingTree, Inc. has successfully closed a $475 million credit facility, which includes a $400 million five-year Term Loan B and a $75 million revolving credit facility, enhancing its financial structure and operational flexibility [1][2][3] Financing Details - The new financing replaces the existing Term Loan B due 2028 and the loan agreement with Apollo, providing significant benefits to the company's capital structure [1][2] - The facility is led by Bank of America and Truist Securities, offering a simplified and cost-efficient debt profile [2] - Key terms include interest rates of SOFR + 450 basis points for the term loan and SOFR + 350 basis points for the revolver, with a potential 25-basis point reduction upon achieving a B2 rating from Moody's [6] Strategic Implications - The refinancing is viewed as a strategic move to strengthen the balance sheet, allowing the company to pursue growth opportunities and enhance long-term shareholder value [3] - The new facility reduces restrictive covenants, including the removal of minimum cash and AEBITDA requirements, and restores the ability to repurchase shares and make strategic investments [6] - The proceeds will be used for refinancing existing debt and general corporate purposes, enhancing liquidity and operational flexibility [6]

Private capital manager Apollo has engineered a fascinating trade for its insurance unit, Athene. It's a slightly scary exercise in financial origami, writes @PaulJDavies (via @opinion) https://t.co/D4Xt9d96na ...