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The Allocation: Private Markets for the Total Portfolio Podcast Transcripts

Apollo Global Management · 59 episodes with transcripts

Private markets have moved from a portfolio complement to a core role. The question is no longer whether to invest, but how to allocate with precision. From credit to equity and everything in between, The Allocation focuses on specific asset classes and market outlooks.

Spoken has transcripts of 59 The Allocation: Private Markets for the Total Portfolio episodes, with the speakers named. The newest listed here is from October 14, 2026.

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Latest The Allocation: Private Markets for the Total Portfolio transcripts

Cycle, Structure, Selection: Private Equity Portfolios for Today’s Market

October 14, 2026

Diana Sands (0:04)

Hello, and welcome to another episode of The Allocation. I'm Diana Sands with Apollo Global Management. And today, I am very pleased to be joined by Bryn Gostin. Bryn and I are here to chat all things private equity. So Bryn's going to give us a bit of a state of the world so far in 2026 Bryn, this is great to see…

Bryn Gostin (0:48)

Glad to be back, Diana. Activity here to date has rebounded in terms of deals executed and exited. It's certainly not an exuberant market, but even when we look at the numbers and unpack them a little bit more, it's probably more of a story of volume vs. count, meaning that the marketplace is favoring larger…

And this incremental resourcing requirement, to me, exists across all three phases of the private equity ownership cycle. If you think about it on the buy, when you're purchasing or requiring a business, if you look at the data in 2026, the deal cost index is relatively high. So if the deal cost index is high, teams…

Diana Sands (3:16)

So Bryn feels like we're in a healthier place, but it still is a challenging market, whether that's deal cost, whether that's how to drive at growth in the particular business, how to drive at exits. What are you hearing from your LPs today?

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