Why Brookfield And Peers Followed Apollo Into Insurance (NYSE:APO)

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We will start with an ultralaconic recap of the first installment of this series. Please read “How Brookfield and peers make money…” if something in the following section is not clear to you. Building on this recap, I

Berkhire's float vs cash plus bonds

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Athene's organic inflows

Company’s presentation

Athene's stable spread

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Athene's spread outperformance

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Athene's balance sheet

Company’s presentation

Athene's fixed-income portfolio

Company’s presentation