📧 Communication

meeting

Communication Details

From
To
Apollo Management Apollo
Subject
Business Outlook
Message Content

Meeting with Josh Harris and Martin Kelly regarding growth opportunities, tax impacts, and fund performance.

📄 Source Document

HOUSE_OVERSIGHT_026634.jpg
ESTATE Collection
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Document Summary

This document is a financial analyst report by Michael Carrier, CFA, detailing a recent meeting with Apollo Global Management executives Josh Harris and Martin Kelly. The report discusses the optimistic post-election business outlook under a Trump administration, potential tax reform impacts on the private equity sector, and growth projections for Apollo's funds, specifically Fund VIII and Fund IX. The document bears a House Oversight Bates stamp, suggesting it was part of a congressional investigation.

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