The Minutes of Marc Rowan on banking https://minutesof.com/marc-rowan/on/banking/ Everything Marc Rowan has said on banking: 4 verbatim quotes between April 2022 and April 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:33 +0000 Rowan explains banks excel at short-term lending while Apollo excels at long-term lending backed by retirement https://minutesof.com/q/6c27c404-d65d-408d-a112-216f5b5943be/ https://minutesof.com/q/6c27c404-d65d-408d-a112-216f5b5943be/ “And if you think about people like us, we borrow really long because we back retirement liabilities. And institutions, pension funds, endowments, sovereign wealth funds, they borrow really long.” — CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 banking Rowan says the banking system is in the best shape he has seen in his 42-year career. https://minutesof.com/q/aa611c37-6e62-48e7-943b-fd39a65063dc/ https://minutesof.com/q/aa611c37-6e62-48e7-943b-fd39a65063dc/ “I think it's in the best shape I've ever seen it in my forty two years of professional career.” — Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 banking Rowan predicts regional banking business models will fundamentally transform within five years. https://minutesof.com/q/74e61093-c0c0-413e-816a-f7bb604f584a/ https://minutesof.com/q/74e61093-c0c0-413e-816a-f7bb604f584a/ “I'll be shocked if five years from now the business model of a regional bank looks like what they do today.” — Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 banking Rowan sees enormous opportunity in Asia where banks represent 90% of corporate capital versus 25% in the US. https://minutesof.com/q/e9f0bce4-0438-47df-9e7e-88e95ab3c009/ https://minutesof.com/q/e9f0bce4-0438-47df-9e7e-88e95ab3c009/ “The banking system is 25% of all corporate capital. In Europe it's 65%. In Asia I think it's 90%.” — David Rubenstein Wed, 20 Apr 2022 11:09:09 +0000 banking