In the CEO Perspectives Podcast, Mick Dempsey, President of Mercer Investments and Retirement business, sits down with some of the leading decision-makers who may be reshaping the investment landscape, unpacking their latest thinking on markets, strategy, and the future of capital allocation.

From macroeconomic volatility and geopolitical risk to structural shifts in private markets, we go beyond the headlines to explore what’s keeping decision-makers up at night and what it means for institutional investors navigating complexity at scale.

In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers his perspective on how this model is evolving and why it’s becoming central to the future of long-term investing.

The discussion also explores the shift from ‘return on capital’ to ‘return of capital,’ the risks building beneath the surface of rising allocations, and what’s keeping senior decision-makers up at night. For institutional investors navigating an increasingly complex and uncertain environment, Marc’s insights provide a clear-eyed view into what it takes to lead and allocate with conviction.