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Fortune

Shawn Tully, Sheryl Estrada

Apollo’s Marc Rowan actually paid attention in actuarial studies—and what he learned is helping turn his firm into a $1 trillion business

Marc Rowan Apollo Athene Leon Black Insurance

Marc Rowan, chief executive officer of Apollo Global Management LLC (Credit: Bess Adler—Bloomberg/Getty Images)

Good morning. Fortune senior correspondent Shawn Tully here.

Recently I spent time in the Manhattan offices of Apollo Global Management working on an in-depth look into CEO Marc Rowan’s ideas about where the investment world is heading. Nicknamed inside Apollo as “the professor,” Rowan, who is “slight of build and sporting an open-collared white shirt, describes his strategy with a kind of quiet, cartesian logic.” As I wrote for Fortune:

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