The Next Horizon

Apollo: An Era of Transformation

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Transcript: Apollo: An Era of Transformation

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Jim Zelter: The Global Industrial Renaissance encompasses many industries, from technology to defense, to industrial onshoring around the globe This will be the greatest amount of capital expenditures spent in really the last 50 to 100 years in the US, but also around the globe. It really is the economic driver of the next 20 years.

[Title Card]

An Era of Transformation

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Apollo Logo

Headquarters: New York City

Employees: 5,700

Assets Under Management: $1.03 Trillion

[LOWER THIRD: Jim Zelter, President, Apollo Global Management]

Jim Zelter: Many investment-grade companies, you don't just need to raise capital for two or three years. You may need to raise capital for 10, 20 years. And so we're incredibly relevant to every kind of credit conversation around the globe.

[Graphic with Text on Screen: Capital demands could be between $75-$100 Trillion over the next decade plus. Source: Apollo Global Management]

[LOWER THIRD: Tim O'Hara, Head of Banking, Wells Fargo Corporate & Investment Banking]

Tim O’Hara: Wells Fargo is really well positioned to meet the opportunity of this moment of a supercycle of investment, in large part because of the relationships that have been built over decades.

Jim Zelter: Clients benefit from the Apollo-Wells Fargo relationship because we are able to bring a broader set of solutions collectively, than we are individually. With clients walking away saying, "That was a unique solution that you brought to the table for us."

Tim O’Hara: Wells Fargo recently worked with Apollo on a significant financing for a Broadcom joint venture. We worked together to create something that really is the first of its kind. It's probably gonna serve as a model for other financings that will follow it.

[Graphic with Text on Screen: Bloomberg: Apollo's $35 Billion AI Chip Credit Deal Is Set To Begin Trading]

Jim Zelter: I use the expression, "We're at the corner of first and main," because on one side, we have companies around the globe that are looking at financing solutions. And on the other side, we have investors looking for retirement solutions.

Tim O’Hara: Seeing the power of putting trusted relationships, collaboration and outstanding execution capabilities to create excellent solutions for clients has been very gratifying.

Jim Zelter: All of these things tie into a responsibility of making the future more robust and more durable for America.

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Wells Fargo

Corporate & Investment Banking

Wells Fargo Corporate & Investment Banking (CIB) and Wells Fargo Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts. © 2026 Wells Fargo & Company.

The world is in the midst of a Global Industrial Renaissance, with capital needs expected to surpass $90 trillion. As companies seek more flexible, creative financing solutions, Apollo Global Management is helping finance this era of growth alongside leading partners like Wells Fargo.

Driving economic growth

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Transcript: Driving economic growth

Jim Zelter: The Global Industrial Renaissance encompasses many industries. The size and scale of the capital needs are unprecedented. It really is the economic driver of the next 20 years.

[Graphic with text on screen: Capital demands could be between $75-100 Trillion. Source: Apollo Global Management]

[LOWER THIRD: Jim Zelter President Apollo Global Management]

Apollo is the engine that's driving this economic growth around the globe in partnership with Wells Fargo. Over the last five to 10 years, both firms have evolved dramatically. We are able to bring a broader set of solutions collectively than we are individually.

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Wells Fargo Corporate & Investment Banking

Jim Zelter, President, Apollo Global Management

A longstanding relationship

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Transcript: A longstanding relationship

Wells Fargo and Apollo have had a longstanding relationship that goes back decades.

[LOWER THIRD: Tim O'Hara, Head of Banking, Wells Fargo Corporate & Investment Banking]

Apollo has grown their business broadly beyond private equity to now where last year they surpassed a trillion dollars in AUM for the first time. What's rewarding to me most personally is that Wells Fargo is in a position where we are a leading provider of capital markets and advisory solutions to the companies and firms that are driving investment activity in the U.S. and globally.

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Wells Fargo

Corporate & Investment Banking

Tim O’Hara, Head of Banking, Wells Fargo Corporate and Investment Banking

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