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Martin Kelly

CFO & Partner, Apollo Global Management

Search every verified Martin Kelly interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Martin Kelly, CFO of Apollo Global Management, participated in the firm’s Q1 2026, Q3 2025, and Q2 2025 earnings calls. During these calls, he discussed the company’s financial performance and strategic outlook. Kelly stated that the firm expects roughly 75% of its fee-related revenue growth in 2026 to come from existing businesses and prior-year deployment, with the remainder from new initiatives such as Apollo Sports Capital and Aora’s pending acquisition of PIC. He also projected that fee-related earnings would equal spread-related earnings by 2028, a year earlier than previously anticipated. On the calls, Kelly addressed market conditions and regulatory topics. He described the investment-grade private credit market as a $38 trillion opportunity driven by a global industrial renaissance, and characterized the focus on leveraged lending as a “failure of imagination.” He noted that the firm is originating new business at 130 basis points of spread, consistent with historical returns, and that it is pivoting toward less commoditized products. Kelly also emphasized the need for greater transparency in fund pricing, citing the launch of estimated daily value for Apollo’s investment-grade fixed-income products.

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