The View From Apollo

The View From Apollo


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

November 07, 2021

In today’s View from Apollo, we interview Geoff Strong and Dylan Foo, who oversee

infrastructure 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!)