The View From Apollo
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From Inflation to Incentive Plans: Managing Risk in an Infrastructure Portfolio

In today’s View from Apollo, we interview Geoff Strong and Dylan Foo, who overseeinfrastructure investing at Apollo.You’ll hear their views on:* How Apollo tries to manage inflation risk in its infrastructure portfolio* The expanding definition of “infrastructure” as an asset class, which used to mean airports and* highways but now includes renewable energy and de-carbonization* Why Apollo favors financial risks over commodity price and business cycle risks* How a rigorous focus on capital structure distinguishes Apollo from the rest of the infrastructure* investing pack* How Apollo’s infrastructure team managed to keep conducting due diligence even amid a* pandemic (hint: drones!)

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