The Minutes of Marc Rowan on origination https://minutesof.com/marc-rowan/on/origination/ Everything Marc Rowan has said on origination: 6 verbatim quotes between July 2021 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:32 +0000 Rowan reports Q2 originations of $74 billion, excluding Broadcom which was the sector's largest ever originati https://minutesof.com/q/52d4bc1c-210d-47af-8873-0c715227d9b4/ https://minutesof.com/q/52d4bc1c-210d-47af-8873-0c715227d9b4/ “Origination here was a very strong quarter, 74,000,000,000. Just to give you some perspective, that does not include Broadcom, the largest origination in our sector ever, or a number of others.” — i101 Tue, 04 Aug 2026 22:00:07 +0000 origination Rowan states $50 billion of signed deals will benefit future quarters and pipeline is at record strength. https://minutesof.com/q/842aba7c-cee7-4b11-87ef-cb99faec4989/ https://minutesof.com/q/842aba7c-cee7-4b11-87ef-cb99faec4989/ “$50,000,000,000 of signed and announced in Q2 will benefit coming quarters. The pipeline has never been stronger” — i101 Tue, 04 Aug 2026 22:00:07 +0000 origination Rowan predicts illiquidity and structuring premiums will disappear as public and private markets converge, lea https://minutesof.com/q/47712060-d58b-4ec1-83e3-202469a1197d/ https://minutesof.com/q/47712060-d58b-4ec1-83e3-202469a1197d/ “if I'm right and we're right that public and private are going to converge to some extent, illiquidity premium, structuring premium, they're going to disappear.” — Apollo Global Management Wed, 09 Oct 2024 14:53:15 +0000 origination Rowan argues that excess returns in private credit come from origination capacity, not from illiquidity premiu https://minutesof.com/q/cc69e8a1-467c-4b30-96eb-653dc0310fd0/ https://minutesof.com/q/cc69e8a1-467c-4b30-96eb-653dc0310fd0/ “I believe excess return comes from origination. The capacity of an investor, someone like us, and we're not the only ones who do this, who can go out and work with a company and solve their unique issues and make the commitment and structure and take the whole thing down and originate a credit.” — CNBC Television Fri, 20 Sep 2024 13:38:12 +0000 origination Rowan reveals Apollo has invested nearly $8 billion and employs 4,000 people dedicated solely to credit origin https://minutesof.com/q/d657ce3b-a43a-4142-9857-e7981ebc8b6d/ https://minutesof.com/q/d657ce3b-a43a-4142-9857-e7981ebc8b6d/ “And for us, we are very focused on scaling origination. We've spent nearly $8,000,000,000. We have 4,000 people who wake up every day, and all they do is origination.” — CNBC Television Fri, 20 Sep 2024 13:38:12 +0000 origination Rowan says origination strategy earns 150 to 200 basis points premium at near investment-grade level. https://minutesof.com/q/acede883-9e60-478d-a744-c8c8ff3a2865/ https://minutesof.com/q/acede883-9e60-478d-a744-c8c8ff3a2865/ “And if you could earn 150 to 200 basis points more in origination at a very safe near investment grade level, that's a business we want to build.” — Bloomberg Live Thu, 15 Jul 2021 20:01:59 +0000 origination