Private Credit Debate: Kelleher vs Rowan
Update: 2025-11-05
Description
In a heated debate, UBS's Colm Kelleher warns of systemic risk in the insurance industry due to lack of regulation and over-reliance on small rating agencies. Apollo's Marc Rowan counters, arguing that the real issue is businesses moving assets to unregulated jurisdictions. Rowan emphasizes the importance of underwriting quality over public vs. private credit, highlighting Apollo's investment-grade balance sheet. Ares' Michael Arougheti echoes Rowan's sentiments, dismissing structural risks in credit and stressing the majority of the industry maintains high standards and appropriate risk management.
The Daily News Now! — Every city. Every story. AI-powered.
Hosted on Acast. See acast.com/privacy for more information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
