The View Beyond: Embracing complexity, unlocking alpha in value-driven private equity

Can investors uncover opportunity where others see complexity? As higher interest rates and greater market uncertainty reshape the private equity landscape, disciplined investing, value creation, and a focus on realising and returning capital are becoming increasingly important drivers of returns.

In this episode, Bill Fong, Head of the Alternatives Specialists Team for Asia and the Middle East at Julius Baer, speaks with Matt Nord, Partner and Co-Head of Private Equity at Apollo Global Management. Together, they discuss Apollo's value-driven investment philosophy, drawing on examples of complex corporate carve-outs, take-private transactions, and business transformations to illustrate how value can be created throughout the investment lifecycle. They also explore the role of AI in enhancing operations, the importance of disciplined capital deployment and distributions, and the opportunities emerging across today's global private markets.

Note:
This podcast is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, product or service.

• (00:00) - Introduction: Private equity in today’s market
• (01:03) - How volatility creates opportunities
• (01:40) - Finding value beyond market valuations
• (08:21) - Identifying value in misunderstood businesses
• (11:57) - Driving value through operations and scale
• (17:22) - AI as a tool for operational improvement
• (20:52) - The importance of capital returns and exit discipline
• (27:15) - Emerging opportunities across global markets