The Minutes of Marc Rowan on growth forecast https://minutesof.com/marc-rowan/on/growth-forecast/ Everything Marc Rowan has said on growth forecast: 5 verbatim quotes from July 2021, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:33 +0000 Rowan forecasts Apollo's yield business will double from $330 billion to roughly $600-700 billion in five year https://minutesof.com/q/bd6263dd-6a3a-4842-b827-66c1113c6c0b/ https://minutesof.com/q/bd6263dd-6a3a-4842-b827-66c1113c6c0b/ “And the ability to get it to $607,100,000,000,000, it sounds massive, but in the context of the markets in which they participate, it's just not all that big.” — Bloomberg Live Thu, 15 Jul 2021 20:01:59 +0000 growth forecast Rowan forecasts hybrid business will grow 2.5 to 3 times from $30 billion in five years. https://minutesof.com/q/c5f493c5-3a6e-4b9d-b1e8-761623948bc1/ https://minutesof.com/q/c5f493c5-3a6e-4b9d-b1e8-761623948bc1/ “That's a $30,000,000,000 business. I think that business will be two and a half to three times its size in the next five years.” — Bloomberg Live Thu, 15 Jul 2021 20:01:59 +0000 growth forecast Rowan says Apollo's yield business will double from $330 billion today to twice that size in five years. https://minutesof.com/q/728090b7-6820-4df1-80f2-1e99b490d7dc/ https://minutesof.com/q/728090b7-6820-4df1-80f2-1e99b490d7dc/ “We are in, as I sometimes say, the fixed income replacement business. We're $330,000,000,000 today. Five years from now, that'll be twice its size.” — Bloomberg Live Thu, 15 Jul 2021 15:56:20 +0000 growth forecast Rowan commits Apollo will grow 15% or more cash-on-cash annually, calling that strong performance. https://minutesof.com/q/599b83a6-7af6-4bab-8ddf-4df5b1e69d6d/ https://minutesof.com/q/599b83a6-7af6-4bab-8ddf-4df5b1e69d6d/ “And what we've told the street is we will grow our business 15 plus cash on cash year over year. And I think that's really good.” — Bloomberg Live Thu, 15 Jul 2021 15:56:20 +0000 growth forecast Rowan forecasts Apollo's hybrid business will grow from $30 billion to $75-90 billion in five years. https://minutesof.com/q/80d58b08-9dd7-440f-85ef-3fbbb1fda241/ https://minutesof.com/q/80d58b08-9dd7-440f-85ef-3fbbb1fda241/ “That's a $30,000,000,000 business. I think that business will be two and a half to three times its size in the next five years.” — Bloomberg Live Thu, 15 Jul 2021 15:56:20 +0000 growth forecast