{
  "docId": "019de075-7330-778d-8e76-b44b6d8e94b9",
  "docSlug": "a1c920a09647410aa9e388831233e860",
  "documentTitle": "Apollo Global Management | Investor Presentation Deck | 44 slides",
  "authorId": "apollo-global-management",
  "authorName": "Apollo Global Management",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 19,
  "pageCount": 44,
  "prevPage": 18,
  "nextPage": 20,
  "slideType": "why_now",
  "function": "argue_timing",
  "density": "dense",
  "nDataPoints": 1,
  "notes": "Uses the 'March of Progress' evolutionary iconographic metaphor to frame market development.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de075-7330-778d-8e76-b44b6d8e94b9/19",
  "deckHref": "/decks/019de075-7330-778d-8e76-b44b6d8e94b9",
  "deckJsonHref": "/decks/019de075-7330-778d-8e76-b44b6d8e94b9.json",
  "deckAnchorHref": "/decks/019de075-7330-778d-8e76-b44b6d8e94b9#slide-19",
  "components": [
    {
      "bbox": {
        "h": 0.05,
        "w": 0.94,
        "x": 0.03,
        "y": 0.85
      },
      "kind": "callout",
      "text": "Apollo’s asset-backed finance business will seek to provide access to what we believe to be a ~$20 trillion+ opportunity",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a0636d59-162f-41f6-914d-7475e7a7d2cc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.94,
        "x": 0.03,
        "y": 0.24
      },
      "kind": "diagram",
      "text": "Timeline of private credit evolution from Post-GFC to Today",
      "attrs": null,
      "subkind": "timeline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4fc243c8-cfdd-4646-8170-e54534581d6d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.94,
        "x": 0.03,
        "y": 0.925
      },
      "kind": "disclaimer",
      "text": "Represents the views and opinions of Apollo Analysts. Subject to change at any time without notice. For discussion purposes only. 1. Source: SIFMA, JP Morgan, Apollo Analysts, Financial Stability Board report on total private financial assets originated and held by non-banks, as of Q2 2022. 2. ABF has not yet closed and there can be no guarantee or assurance that this fund will close in the future.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "002d6954-482a-47c9-9869-63028cc711ac",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.22,
        "w": 0.76,
        "x": 0.12,
        "y": 0.57
      },
      "kind": "image",
      "text": "Evolutionary march of progress graphic",
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "88db2c8d-beaa-49e3-8e76-a787ef8d1740",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.75,
        "x": 0.03,
        "y": 0.13
      },
      "kind": "title",
      "text": "Structural shifts in bank capital have created opportunities for alternative lenders to provide origination",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "beceddc7-4165-45a5-b1bc-6972752de750",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.75,
        "x": 0.03,
        "y": 0.07
      },
      "kind": "title",
      "text": "Asset-Backed Origination: A Natural Evolution for Private Credit",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a703f91e-0f27-4bdd-8dc8-e525c2844745",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "metaphor-analogy",
      "slug": null,
      "matchId": "6eb0461a-6459-4651-bd8c-912c3f1c2128",
      "evidence": "Uses the 'March of Progress' evolutionary iconographic metaphor to frame market development.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 25,
      "from": 17,
      "beatId": "fb8ee599-7f60-4dd0-b95a-fb89478728c9",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "Slides 17-25 outline Apollo's growth strategy.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 19,
      "from": 10,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "fddf0bad-3d1b-44fd-bec2-8a3e1d9852ca",
      "evidence": "Slides 10-19 discuss the market opportunity and Apollo's readiness.",
      "position": 1,
      "objective": "Why is now the right time for Apollo's growth strategy?",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.7,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}