Issue No. 43Week ending Sunday, October 25, 2026645 episodes · 2842 articles
The Throughline ↓
The Podcast Summary.

10+ hours of podcasts, in 5 minutes.

Guest

Olivia Wassenaar

Olivia Wassenaar appears in 1 full episode we cover on The Infrastructure Investor Podcast. Below is what each conversation covered, with a key takeaway per article. Every quote in the articles is verbatim and timestamped to the source video.

1 episodecovered
5 articleswith timestamped quotes
Private EquityThe Infrastructure Investor Podcast

Apollo's deal-first, 'no walls' playbook for infra investing

Bruno Alves interviews Olivia Wassenaar, head of Apollo's infrastructure group, on how the firm grew its infrastructure platform to $155 billion deployed over five years. Wassenaar explains Apollo's deal-first, 'no walls' operating culture, its opportunistic approach to mid- and large-cap transactions, and how it deploys flexible capital across equity and structured credit. She also outlines Apollo's macro investment themes across power and transport, conservative 30-35% LTV leverage profile, and non-prescriptive portfolio construction.

  • Apollo Global Management expanded its infrastructure platform to $155 billion deployed over five years while keeping leverage conservative at a 30% to 35% loan-to-value ratio. Read →
  • Apollo deployed $155 billion across its infrastructure platform over five years while keeping portfolio loan-to-value ratios conservative at 30% to 35%. Read →
  • Apollo deployed $155 billion across infrastructure over five years by operating without internal walls between private equity, credit, real estate, and infrastructure. Read →
  • Apollo built a platform deploying $155 billion over five years by abandoning rigid subsector target allocations at fund inception. Read →
  • Apollo deployed $155 billion across infrastructure over five years, combining opportunistic mid- and large-cap equity underwriting with structured credit. Read →
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