Marc Rowan (Apollo Co-Founder) 2009 Full Speech: Economy, Contrarian Investing & Success Secrets скачать в хорошем качестве

Marc Rowan (Apollo Co-Founder) 2009 Full Speech: Economy, Contrarian Investing & Success Secrets

A 2009 speech and Q&A session with Apollo cofounder (and now CEO), Marc Rowan. Hosted by the Jewish Enrichment Center. Gain invaluable insights from Marc Rowan, Co-Founder of Apollo Global Management, in this full speech and Q&A session from 2009. Rowan shares his profound experiences on navigating the economy, his unique contrarian investment philosophy, and the principles that paved his road to success in the demanding world of finance. Discover Marc Rowan's journey from his early career challenges, including his time at Drexel Burnham, to co-founding one of the world's leading alternative investment firms. This talk delves into crucial topics such as identifying distressed opportunities, the psychology of market expectations, the importance of ethical conduct in business, strategies for work-life balance, and his firm's rigorous investment decision-making process. Essential viewing for aspiring entrepreneurs, investors, and anyone interested in leadership and resilience during times of economic uncertainty. KEY IDEAS: 00:02:15 Early Career: Drexel Burnham & Navigating Market Chaos 00:03:12 Entrepreneurial Leap: Starting an M&A Boutique 00:03:40 The Genesis of Apollo: Founding His Investment Firm 00:04:37 Core Philosophy: Contrarian Thought & Distressed Investing 00:05:37 Case Study: The "Rare Medium" Story on Market Expectations 00:07:58 Perception vs. Reality: How Expectations Define Success 00:08:52 Economic Landscape (2009): Challenges for Pension Funds 00:12:26 Balancing Act: The Importance of Work-Life Harmony 00:13:41 Giving Back: Insights on Charitable Involvement (Youth Renewal Fund) 00:16:00 Strategy in Action: Capitalizing on Distressed Opportunities 00:20:36 Philanthropy: The Dynamics of Charitable Giving 00:31:37 Economic Forecast (as of 2009): Outlook for 2010 00:32:55 Understanding Cycles: Perspective on the Economy 00:36:50 Investment Process: The Role of Internal Debate & Diligence 00:39:19 Risk Management: Prioritizing Downside Protection 00:46:11 Growth Mindset: Learning Crucial Lessons from Investment Mistakes 00:52:24 Long-Term View: Maintaining Balance Throughout a Demanding Career 00:55:33 Guiding Principles: The Critical Role of Ethics in Business 00:56:18 Navigating Dilemmas: Maintaining Vigilance in Ethical Situations 00:57:27 Global Business: Experiences and Insights from the Middle East "Marc J. Rowan, a founding partner of Apollo Management, L.P., a private investment partnership that manages a series of institutional funds focused on complex equity investments, leveraged buyouts and corporate reorganizations spoke at Reunion on Tuesday, May 19th, 2009. Marc discussed the economy and his road to success." Archive: https://web.archive.org/web/20170711202859... Transcript: https://aletteraday.substack.com/p/letter-...