Apollo Global Management | Results Presentation Deck | 44 slides

Apollo Global Management · 2023-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
Includes dividend amounts and conference call details.summarize
Open slide detailBeat · Attention
03
Standard corporate disclosure slide.other
04
front_matter
05
Includes a disclaimer regarding non-GAAP financial information and reconciliation.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Logic Chain
06
Includes segment-level revenue and expense breakdowns, as well as EPS calculations.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Logic Chain
07
Includes a footnote regarding dividend policy.summarize
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Logic Chain
08
The slide uses a table structure to compare targets vs results, with directional arrows indicating performance relative to expectations.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Logic Chain
09
The table includes footnotes regarding the Athene merger and specific expense inclusions.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Logic Chain
10
Includes footnotes explaining normalization methodology for alternative investment income and other notable items.analyze_data
11
transition
Open slide detailBeat · Segment Details
12
Includes footnotes regarding non-compensation expenses and per-share comparability.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
13
The slide uses stacked bar charts to decompose AUM by asset class (Yield, Hybrid, Equity) and by entity (Athene, Athora, Other).analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
14
The chart uses stacked bars to distinguish between Asset Management and Retirement Services, with specific callouts for 'inorganic' inflows.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
15
Includes a footnote detailing the composition of AUM as of 4Q'22.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
16
Includes detailed reconciliation of Spread Related Earnings to Normalized Spread Related Earnings.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
17
The chart highlights a ~16x growth in inflows over the period. Includes a callout box detailing drivers for each segment.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
18
The slide uses a combination of a grouped bar chart for earnings and a multi-line chart for investment spreads to illustrate financial performance.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
19
Includes two waterfall-bridge charts showing the movement of net spreads from 3Q'22 to 4Q'22.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
20
The slide uses a donut chart to break down the portfolio composition and two text-heavy sections to explain the strategic rationale.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
21
The slide uses a combination of a bar chart for historical averages and a grouped bar chart for quarterly volatility comparison.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
22
Includes footnotes regarding PII compensation ratio expectations and per share comparability.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
23
The slide uses donut charts to visualize the composition of three different AUM/capital categories.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
24
The slide uses a table for performance returns and a waterfall chart for the fee bridge.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
25
Includes footnotes 1-6 detailing financial metrics and ratings.analyze_data
Open slide detailBeat · Segment DetailsLoop · Golden Circle
26
appendix
Open slide detailBeat · Appendix
27
Includes detailed footnotes explaining the components of inflows, outflows, realizations, and market activity, as well as specific strategy-level definitions.analyze_data
Open slide detailBeat · Appendix
28
Includes footnotes 1-8 detailing specific financial definitions and reconciliation references.analyze_data
Open slide detailBeat · Appendix
29
Includes detailed footnotes regarding share issuance and repurchase programs.analyze_data
Open slide detailBeat · Appendix
30
appendix
Open slide detailBeat · Appendix
31
Includes footnotes explaining vintage year, IRR calculation, and fund exclusions.analyze_data
Open slide detailBeat · Appendix
32
The slide shows a significant increase in total assets from 4Q'21 to 4Q'22, primarily driven by the addition of Retirement Services assets.analyze_data
Open slide detailBeat · Appendix
33
The table shows a significant increase in liabilities and total equity/liabilities between 4Q'21 and 4Q'22, likely due to the inclusion of Retirement Services.analyze_data
Open slide detailBeat · Appendix
34
Includes footnotes 1-4 explaining specific adjustments.analyze_data
Open slide detailBeat · Appendix
35
Includes detailed footnotes explaining adjustments for equity-based compensation, transaction charges, and tax-related items.analyze_data
Open slide detailBeat · Appendix
36
Contains two distinct reconciliation tables: one for revenue and one for share counts.analyze_data
Open slide detailBeat · Appendix
37
The table shows adjustments for investment gains/losses, stock compensation, and other non-operating items.analyze_data
Open slide detailBeat · Appendix
38
The slide contains two distinct financial reconciliation tables.analyze_data
Open slide detailBeat · Appendix
39
Standard financial disclosure slide found in investor presentations.other
Open slide detailBeat · Appendix
40
Standard financial disclosure slide defining key performance metrics.other
Open slide detailBeat · Appendix
41
This is a standard appendix slide providing technical definitions for financial reporting.appendix
Open slide detailBeat · Appendix
42
This is a standard disclosure slide found in financial investor presentations.other
Open slide detailBeat · Appendix
43
other
Open slide detailBeat · Appendix
44
other
Open slide detailBeat · Appendix