Apollo Global Management | Results Presentation Deck | 41 slides — playbook

Apollo Global Management | Results Presentation Deck | 41 slides

Apollo Global Management · 2024-02

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

3

coverage by narrative range · generated from this deck JSON

Narrative range 29 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Financials 16 slides 100% 16/16 slides 100% 16/16 slides · 79 hits

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6.3% 1/16 slides

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100% 16/16 slides · 29 hits 100% 16/16 slides Segment Details 10 slides 100% 10/10 slides 100% 10/10 slides · 52 hits

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10% 1/10 slides

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100% 10/10 slides · 22 hits 100% 10/10 slides Investment Performance 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits

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100% 3/3 slides · 8 hits 100% 3/3 slides

Slide inventory

41

every slide · same image gating as the playbook

01

front_matter

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02

summarize

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03

other

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04

front_matter

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05

Includes GAAP and non-GAAP financial metrics, AUM, and business drivers for 4Q'23 and FY'23.summarize

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06

Includes a footnote regarding a one-time tax benefit in 4Q'23 and FY'23.analyze_data

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07

Includes financial metrics for FRE, SRE, AUM, origination volume, capital raising, buybacks, and dividends.summarize

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08

Includes a footnote regarding HoldCo interest and financing costs.analyze_data

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09

The table provides a reconciliation of earnings excluding notable items, with a footnote explaining the change in reporting methodology starting Q4 2023.analyze_data

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10

transition

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Includes footnotes regarding Fund X catch-up fees and non-compensation expenses.analyze_data

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12

The slide uses stacked bar charts to show growth trends from 4Q'21 to 4Q'23.analyze_data

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13

Includes breakdown of organic vs inorganic inflows in specific bars.analyze_data

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14

Includes retrospective adjustments for LDTI accounting standards.analyze_data

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15

The slide uses a dual-chart layout to demonstrate the correlation between inflows and earnings.analyze_data

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16

Includes two waterfall-bridge charts showing the movement of net spreads from 3Q'23 to 4Q'23.analyze_data

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17

Includes a footnote explaining the negative investment income in 4Q'23 due to SPAC liquidations.analyze_data

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18

The slide uses donut charts to visualize the composition of three different AUM/Dry Powder metrics.analyze_data

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19

Includes a table of gross returns and a waterfall chart for financial reconciliation.analyze_data

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20

Includes footnotes 1-5 detailing financial definitions and ratings.analyze_data

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21

appendix

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22

Contains detailed footnotes explaining inflows, outflows, realizations, and specific strategy-level adjustments.analyze_data

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23

Includes footnote regarding strategic third-party sidecar vintage and ownership changes.analyze_data

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24

Includes detailed footnotes regarding ADIP ownership and retroactive adjustments.analyze_data

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25

Includes detailed footnotes explaining adjustments, share issuance, and repurchase program details.analyze_data

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26

appendix

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27

Includes footnotes explaining methodology for IRR and fund exclusions.analyze_data

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28

Data presented in millions of dollars.analyze_data

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29

Financial data presented in millions of dollars.analyze_data

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30

Includes detailed footnotes explaining specific line items like equity-based profit sharing and transaction-related charges.analyze_data

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31

Includes footnotes explaining specific adjustments related to equity-based compensation, transaction costs, and retirement services.analyze_data

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32

Contains four distinct sub-tables detailing revenue adjustments, asset management investments, net investments, and accrued performance fee receivables.analyze_data

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33

The table shows adjustments for investment gains/losses, insurance liabilities, integration expenses, stock compensation, and non-controlling interests.analyze_data

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34

analyze_data

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35

This slide provides technical definitions for Segment Income (SI), Fee Related Earnings (FRE), Spread Related Earnings (SRE), Principal Investing Income (PII), other

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36

This is a standard financial disclosure slide providing technical definitions for key performance metrics.other

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37

This is a standard appendix slide providing definitions for technical terms like PFEAUM, ACRA, ADIP, and various financial ratios.appendix

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38

appendix

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appendix

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40

Contains numbered disclosures clarifying financial reporting definitions and transaction details.appendix

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41

other

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