Building Alts Businesses

Ben grows alternative asset managers across asset classes and products. He has particular expertise in helping alts managers navigate opportunities in wealth, insurance, permanent capital, and partnerships with traditional asset managers.

Transaction Experience

Select transactions I worked on as an investor or advisor (deal type in parenthesis):

  • Athene Asset Management (Merger / re-org) - Led workstreams of Apollo’s largest merger/re-org prior to 2022

  • PK AirFinance (Asset Sale) - Led workstream of Apollo and Athene purchase transaction of GE Capital’s PK AirFinance (ABF)

  • Sun Edison’s C&I unit (Bankruptcy Sale / Spinout) - Developed due diligence, integration, and retention plan for 363 Sale of energy transition private credit direct lender, buyside

  • Calgon Carbon (NYSE: CCC) (Buyout) - Advised foreign purchaser on its take-private of U.S. industrials firm

  • Lucra, Inc. (Venture Capital) - Invested in peer-to-peer sports betting app

My Background

 

I am an investor and business builder interested in areas experiencing significant change or growth. I worked with some of the world’s largest traditional and alternative asset managers as well as top 10 North American insurance carriers and banks to develop growth strategies and transform their businesses. Before business school at Stanford, I was the youngest director at Apollo, a large alternative asset manager.

My work at Apollo introduced me to the world of alternative asset management, financial institutions, and investing in complexity. Prior to that, I advised on M&A transactions as a consultant.

I also enjoy researching and writing about capital structure. For example, I wrote “How Do Zombies Stay Alive,” a 30-page report on corporate distress and its links to debt markets. I regularly publish on a variety of topics related to financial markets.

 

Consultant,
Financial institutions

2021 – Present

Investor,
The MBA Fund

2020 – 2021

Director,
Apollo Global Management

2017 – 2020

Consultant and Venture Investor,
Mercer

2015 – 2017

Master of Business Administration,
Stanford Graduate School of Business

2022

Bachelor of Arts
Columbia University

2015