The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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a16z 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
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
a16z Assertion Supported
Rowan: Tech and industrial giants dominate private investment grade issuance
“But if you think of the largest issuers of private investment grade, it's Intel, it's Air France, it's EDF, it's AT&T, it's Meta, it's BP Energy, and so on, and you're hearing lots of public companies.”
Marc Rowan May 27, 2026 ▶ 20:12 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
a16z Assertion Contradicted
Rowan: 30% of private equity capital went to enterprise software last decade
“30% of the private equity industry over the past decade has been devoted to enterprise software.”
Marc Rowan May 27, 2026 ▶ 33:41 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
a16z Assertion Contradicted
Rowan: Top 10 stocks account for nearly 50% of S&P 500
“10 stocks right now in the US are nearly 50% of the S&P, and they're all levered to the same trend.”
Marc Rowan May 27, 2026 ▶ 10:44 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
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
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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