Topics

• Andrew Kirby and David Cohen, Partners in Apollo’s Infrastructure Group, explain how a nuanced and disciplined infrastructure investment strategy can offer key attributes – including the potential for low correlation to the market cycle and inflation protection – to investors seeking safe harbor during times of market dislocation.

  In this class, Andrew and David cover:

  • The fundamental case for infrastructure investing
  • The risk/return benefits of an infrastructure-enhanced portfolio
  • The powerful tailwinds supporting infrastructure investment today
  • The infrastructure investors’ toolkit

Topics

• Apollo Chief Economist Torsten Sløk presents his views on the current economic environment and what it means for capital markets in the second half of the year.

  In this class, Torsten covers:

  • The outlook for growth, inflation, and interest rates
  • The state of credit and banking conditions
  • What’s in store for capital markets