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Marc Rowan

Co-Founder, CEO & Chairman of the Board, Apollo Global Management

Search every verified Marc Rowan interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Marc Rowan, co-founder and CEO of Apollo Global Management, discussed long-term capital deployment and structural economic forces at a September 2026 panel with other financial leaders. He identified AI innovation, geopolitics and trade, demographic shifts, and fiscal discipline as key factors, and noted that the U.S. faces political choices regarding deficits, adding that change is unlikely until a financial event forces it. He also commented on energy constraints, saying the U.S. is "moving quickly" to address a lack of new energy infrastructure built over the past 25 years. On Apollo's second-quarter 2026 earnings call, Rowan reported that total AUM reached $1.05 trillion with $60 billion in inflows. He stated that the firm is "pushing hard on a double A" credit rating to distinguish itself from peers, and argued that firms failing to adapt to industry changes will be left behind. In a June 2026 interview, Rowan said the business is "idea constrained" rather than capital constrained, and discussed his leadership philosophy of being authentic and continuously challenging himself on new technology. At a March 2026 philanthropy event, he said that October 7th "shattered a lot of mistaken beliefs" about institutions and allies, and urged individual responsibility in Jewish communal efforts, while also noting discomfort in discussing Jewish communal power.

Recent appearances

Verified interview transcripts

Notable quotes

“We're talking about choices. The US is in a great position because it has a choice. These are political choices to run a deficit. We have the tools necessary to continue to grow the economy and reduce our deficit, but it requires change. We're not going to change until there's a financial incentive. Read that as a financial event that causes us to change. But of the large countries, I would much rather run our hand o”

“I think we can say AI works. The fundamental change in our organizations by the marginal cost of software being driven into next to nothing has made whole businesses possible. Discover as possible ways we organize. Totally possible. What we don't know is what the return on spend will be. So I think we have to separate the two. And so I look at the leverage that the economy has to it. Ten companies now are 50% of the ”

“We have a massive amount of government debt and massive amounts of inefficiency. We will likely not address them until a crisis moment. What should that look like? Why should we wait for that crisis moment to plan? We also have the means to fix this. We have the tools to fix it. We have the ideas to fix it. It's all about change and accepting change.”

“I don't think our business is capital constrained. I think we're idea constrained. It sounds so obvious, but it wasn't obvious at the time because our industry had been capital-constrained forever. Most of the energy was consumed in raising money. And what I said is, 'If you find a good idea today, it will go in a fund, it'll go on a balance sheet, it'll be syndicated, be co-invested. There's someone who will want a ”

“We have a massive amount of government debt and massive amounts of inefficiency. We will likely not address them until a crisis moment. What should that look like? Why should we wait for that crisis moment to plan? We also have the means to fix this. We have the tools to fix it. We have the ideas to fix it. It's all about change and accepting change.”

“I don't think our business is capital constrained. I think we're idea constrained. It sounds so obvious, but it wasn't obvious at the time because our industry had been capital-constrained forever. Most of the energy was consumed in raising money. And what I said is, 'If you find a good idea today, it will go in a fund, it'll go on a balance sheet, it'll be syndicated, be co-invested. There's someone who will want a ”

Other executives at Apollo Global Management

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