The View From Apollo Origination: The $40 Trillion Engine of Private Credit
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Oct 6, 2025 Chris Edson, Global Head of Origination at Apollo, delves into the booming private credit market, revealing how Apollo's innovative origination engine is transforming access to capital. He discusses the rising demand for customized financing solutions and the growing importance of longer-duration funding. Edson highlights the opportunity across a $40 trillion market and shares insights into how private credit benefits investors with higher yields. He also expresses excitement about collaborative solutions and the evolving landscape of origination.
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Match Funding To Borrower Needs
- Offer customized financing when borrowers need staged draws, confidentiality, or supply-chain buffers.
- Structure deals to match cashflow needs and avoid forcing borrowers into standard public formats.
Why Private Credit Can Outperform
- Private credit often yields higher returns and shows lower losses than public bonds due to direct diligence and stronger documentation.
- Collateral, negotiated covenants, and amortization provide additional downside protection versus public markets.
The Broader $40 Trillion Opportunity
- The private credit opportunity spans far beyond leveraged corporate loans to a roughly $40 trillion market across many asset types.
- It includes trade finance, CRE, mortgages, consumer finance, equipment, aircraft, and investment- and high-grade corporate lending.