The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Held up
Rowan: Apollo investment grade private products will offer daily pricing by June
“And so, we're starting with our investment grade private suite of products, and we will be daily estimated value by June 30.”
Marc Rowan May 27, 2026 ▶ 17:55 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
Assertion Supported
Rowan: Credit makes up 80% of Apollo's assets, private equity only 10%
“80% of the assets under management are credit, and the vast majority of that is investment grade. And the other two hundred billion, or 20% of it, half of it is what we call hybrid equity, partner-like equity, and half of it is traditional private equity in a …”
Marc Rowan May 27, 2026 ▶ 9:21 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
Prediction Held up
Rowan: Apollo is committed to establishing a second headquarters
“But we are committed to a second headquarters. We want access to a second talent pool.”
Marc Rowan May 27, 2026 ▶ 28:39 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
Assertion Supported
Rowan: Apollo Global Management manages over $1 trillion in assets
“The firm today is a little bit over a trillion dollars in assets under management, which is just a measure.”
Marc Rowan May 27, 2026 ▶ 9:09 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
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