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Critical thinking
Mercer
119 episodes
3 weeks ago
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 ...
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Investing
Business
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All content for Critical thinking is the property of Mercer and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
Show more...
Investing
Business
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Going global: How real estate is evolving in institutional portfolios
Critical thinking
11 minutes
7 months ago
Going global: How real estate is evolving in institutional portfolios
In this episode, Alan Synnott, Mercer’s Global Head of Real Assets, is joined by Anne Koeman-Sharapova and Simon James to explore how institutional investors are repositioning their real estate allocations in light of market resets and evolving sector dynamics. They discuss why real estate remains a core private markets asset, where valuation corrections have opened potential opportunities, trends they are seeing across different geographies and sectors, and how global diversification of real...
Critical thinking
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 ...