Podcasts by InsuranceAUM.com

Episode 187: Convertible Market Renaissance with IR+M’s Bill O’Neill from 2023-12-13T00:11

Today's topic is convertible bonds and we're joined by Bill O'Neill, principal senior portfolio manager and member of the Investment Committee at Income Research and Management.

Episode 186: CLOs: a critical market to insurance investors from 2023-12-11T00:31

We are joined today by Kevin Farley, Managing Director, Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.

Episode 185: Unlocking Forest Carbon Opportunities with Eric Cooperstrom from 2023-12-08T00:36

Today's topic is timberland and impact investing. We're joined today by Eric Cooperstrom, Managing Director of Impact Investing in Natural Climate Solutions at Manulife Investment Management.

Episode 184: Impact of higher rates and increased volatility on insurance investors with Cindy Beaulieu, CIO of Conning’s North American Operations from 2023-12-06T00:56

Today's topic is the impact of higher rates and increased volatility on insurance investors. And we're joined today by Cindy Beaulieu, CIO of Conning's North American operations.

Due Dilly Episode 2: CLO Perspectives Explored - Insights from Industry Expert Thomas Majewski of Eagle Point Credit from 2023-12-04T00:19

We have got a phenomenal podcast today. This is the second in our Due Dilly series where we bring an insurance CIO on to do a deep dive on an asset class. Today, we're joined by Joe Eppers, the ...

Episode 182: Deep dive into institutional ETFs with Invesco’s Emily McKinley from 2023-11-30T00:49

Today's topic is institutional use of ETFs by insurance companies, and we're joined by Emily McKinley, Head of Institutional ETFs and Models at Invesco.

Episode 181: Executive Spotlight: Brian Roelke, President&Chief Investment Officer, Kuvare Asset Management from 2023-11-28T00:39

We have an executive spotlight, today, and we're very excited to have Brian Roelke, President and Chief Investment Officer of Kuvare Asset Management on with us.

Episode 180: Net Lease: The Intersection of Credit and Real Estate from 2023-11-17T11:24:36

Today's topic is net lease investments, and we're joined today by Sharon Kilmer, a managing director on TPG Angelo Gordon’s Net Lease Real Estate team. 

Episode 179: Don’t Make Taxes a Drag - Capturing After-Tax Alpha with Custom Equity Solutions from 2023-11-16T07:00:33

Today's topic is tax-advantaged equity and we're joined by Mary Lukic, Head of Tax-Advantaged Equity at Northern Trust Asset Management.

Episode 178: Opportunities from Bank Dislocation with Matt Bass, Head of Private Alternatives at AllianceBernstein from 2023-11-14T07:23:25

Today's topic is investment opportunities driven by US bank disruption, and we're joined today by Matthew Bass, head of private alternatives at AllianceBernstein.

Episode 177: Data centers: What is driving the surge in demand and how can insurance investors benefit? from 2023-11-08T02:28

Today's topic is investing in today's data center sector with Jeff Menz and Casey Miller, both Managing Directors of Portfolio Management at Principal Real Estate Investors.

Episode 176: Executive Spotlight: Betsy Ziegler, CEO of 1871 from 2023-11-06T02:36

Betsy Ziegler can see the future. That's what I learned the first time we met when she was the keynote speaker at CFA Society Chicago. And I ran up to you like an excited kid and started talking...

Episode 175: Distressed Credit and Special Situations with Paul Triggiani of Invesco from 2023-11-03T00:00

Today's topic is private distressed credit and special situations, and we're joined today by Paul Triggiani, Managing Director and Head of Distressed Credit and Special Situations at Invesco Pri...

Episode 174: Broad Street Consulting – The Godmothers of Insurance Asset Management Search from 2023-11-01T00:18

Welcome back. It's so nice to have you. And we are joined by two really special guests today known as the godmothers of insurance asset management search, none other than Margot DeMore and Milen...

Episode 173: Myth busting and impact investing in public fixed income with Nuveen’s Stephen Liberatore and Joseph Pursley from 2023-10-30T00:22

Welcome back. It's so nice to have you. Today's theme is myth busting within the fixed income universe, and I love this. This is going to be a great podcast and we're joined by Steve Liberatore,...

Episode 172: Best Opportunities in Private Markets with Drew Schardt of Hamilton Lane from 2023-10-27T00:25

Today's topic is best opportunities in private markets. And we're joined by Drew Schardt, vice chairman, head of investment strategy, and head of direct private equity, as well as being a member...

Episode 171: Extending the Concept of Private Credit into Real Assets from 2023-10-25T00:29

Today's topic is real assets, private debt, and we're joined today by Matt Addesa, Private Market Specialist at DWS.

Episode 170: AEW: Insights and Opportunities in Real Estate Debt from 2023-10-23T00:57

Today's topic is CRE debt and our guest says that the opportunity set for CRE debt is among the most compelling that they've seen. And we're joined today by Dean Dulchinos, Head of Debt Portfoli...

Episode 169: Today’s Risk Environment with Juliette Kayyem from 2023-10-22T00:13

We've got a really special guest for you today. By far, the most famous person we've ever had on this podcast, Juliette Kayyem. So just to give everyone an idea, Juliette, you are an on-air persona...

Episode 168: Quality High Yield Offers Performance Resilience and Diversification from 2023-10-20T00:31

As you all know, bond yields have surged dramatically over the past year, and we're here to talk about leveraged credit, specifically the high yield bond market with Paul Massaro, head of Global...

Episode 167: Emerging Markets Investing for Insurers with Pramol Dhawan, Head of Emerging Markets Portfolio Management at PIMCO from 2023-10-18T00:39

Today's topic is a good one. It's why emerging markets for insurance companies and we're joined by Pramol Dhawan, managing director and head of the EM portfolio management team and member of the...

Episode 166: Opportunities in Securitized from 2023-10-16T00:05

Today's topic is securitized markets. And I'm thrilled about this because I've got a background here, and halfway, I think I might be able to hold my own for a minute. So we're joined today by D...

Episode 165: Passive Investing Doesn’t Exist in Fixed Income from 2023-10-11T00:00

Our guest today says passive bond investing does not exist. That would be Steve Booth, Head of Global Investment grade with T. Rowe Price.

Episode 164: Energy Transition Pathway: Investment Risks, Rewards and Unintended Consequences from 2023-10-09T00:50

Today's topic is energy transition pathway, investment risks, rewards, and unintended consequences. And we're joined today by Stu Porter, who's the founder of Denham Capital.

Episode 163: Executive Spotlight: Randy Brown, Chief Investment Officer, Sun Life&Head of Insurance Asset Management at SLC Management from 2023-10-05T00:41

Welcome back. This podcast is an executive spotlight and it's brought to you by PGIM Fixed Income. Thanks for joining us, and today's guest is a good friend from a long time ago, Randy Brown, wh...

Episode 162: Don’t Call it a Comeback – Private Equity Secondaries with Adam Freda of 50 South Capital from 2023-10-02T00:20

Today's topic is private equity secondaries and we're joined today by Adam Freda, managing director at 50 South Capital.

Episode 161: The Em-ification of DM with Peter Kent from 2023-09-21T00:36

Welcome back. We're very happy to have you. And today's topic is the EMification of DM and we're joined by Pete Kent who's a Portfolio Manager and Co-head of Emerging Market Fixed Income at Nine...

Episode 160: Private ABS with Aegon Asset Management’s Jim Baskin and Transamerica Life’s Ryan Patterson from 2023-09-18T07:13:27

Today's topic is private structured finance and in parallel, demystifying the relationship and collaboration between Aegon Asset Management and Transamerica Life. I'm glad we're going to do that...

Global Private Placements Deconstructed from 2023-09-14T08:04:56

Thanks for joining us. And today's topic is private placement fixed income, and we're joined by Alex Alston, whose division director and co-head of private placements at Macquarie Asset Manageme...

Role of Sustainable Infrastructure in Private Credit with Brad Dyslin and Eric Kirsh (current/former CIO Aflac Global Investments) and Justin DeAngelis (Partner, Denham Capital) from 2023-09-12T09:14:29

We've got a good one for you today, the heavyweight edition. Today we're going to be talking about the role of sustainable infrastructure in private credit. And in particular, how it applies in ...

Investing in Emerging Market Debt Using a Mosaic Approach from 2023-08-28T00:43

Today's topic is Emerging Market Fixed Income, and we're joined today by Polina Kurdyavko, who is the head of emerging market debt and BlueBay senior portfolio manager at RBC Global Asset Manage...

Buying and Selling Private Secondaries with Jeff Leathers of Tap from 2023-08-24T07:02:34

Today's topic is buying and selling private funds in secondary markets. We're joined by Jeff Leathers, who is the co-founder and CEO of Tap. Tap is an electronic trading platform for private fun...

Executive Spotlight - Christine Todd, CIO of Arch Capital Group from 2023-08-21T00:55

My name's Stewart Foley. I'll be your host. I was born and raised in Missouri, and I saw an antique Mark Twain cigar box, and the slogan was, "Known to everyone, liked by all." And that is very ...

Executive Spotlight - Peggy Gartin, CIO at AAA-The Auto Club Group from 2023-08-18T14:54:51

This is the InsuranceAUM.com podcast, where we're having as much fun with insurance asset management as our flimsy BCAR scorer will allow. Today, we have a very special guest. We have a CIO spot...

An intro to the inefficient world of Portfolio Debt Securities with Dan Spinner of Eagle Point Credit from 2023-08-14T00:21

Today we welcome Dan Skinner of Eagle Point Credit, who is a Senior Principal and Portfolio Manager and is responsible for the firm's defensive income strategy that invests in portfolio debt sec...

EM Corporates with Elisabeth Colleran of Loomis Sayles from 2023-08-11T00:31

We're joined today by Elisabeth Colleran, who's a vice president of Loomis Sayles and a portfolio manager for the emerging market debt portfolios. So that is today's topic, EMD and EM corporates...

Asset-Backed Lending in a Higher Rate Environment from 2023-08-09T00:23

There's been a steady march to private assets by insurance companies for sure, and asset backed lending is certainly a part of that. Now, we're in a little bit of a higher interest rate environm...

US Commercial Real Estate Equity with Invesco’s Dan Kubiak from 2023-08-07T00:08

We are talking today about US commercial real estate, which is a fantastic topic and super important right now as we're seeing questions abound, particularly around office real estate. We're joi...

Capturing Alpha in the Secondary Market through GP-Led Transactions from 2023-08-03T00:42

Welcome back. Lots of people are talking about secondaries these days and that there's value there, and I'm very happy to be talking about that exact topic today called ‘Capturing Alpha in the S...

Due Dilly Episode 1: Private Structured Credit with TJ Durkin of Angelo Gordon from 2023-07-31T00:26

Welcome to another edition of the InsuranceAUM.com Podcast. This one is a little different because it is the first of a new podcast series called Due Dilly...

The Capital Midwest Fraud Detection podcast featuring Tod McDonald and Chris McCall from Valid8 from 2023-07-21T00:36

I'm Stewart Foley. I'll be your host. In the immortal words of Monty Python, "And now for something completely different." Today, we're going to talk about fraud and how you catch it using very ...

Executive Spotlight: Ken McCullum, Executive Vice President and Chief Risk Officer of the Principal Financial Group from 2023-07-18T00:11

Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley. I'll be your host. We're very happy to be joined today by Ken McCullum, Executive Vice President and Chief Risk Off...

ETF Use by Insurers, with Ben Woloshin of SSGA and Raghu Ramachandran of S&P Dow Jones Indices from 2023-07-10T00:36

In 2022, insurance company holdings in Exchange Traded Funds experienced a significant drop of over 23% or $11 billion. That is the first drop of its kind since insurers began investing in ETFs ...

Preferred ETFs, with Rohan Reddy of Global X ETFs from 2023-07-07T00:41

Welcome back. We're so happy to have you. Today we're going to be talking about preferred stocks. And we're joined today by Rohan Reddy, director of research for Global X ETFs.

State of the States with Conning’s Karel Citroen from 2023-06-29T00:43

Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley. I'll be your host. Today's topic is a very good one for almost any insurance company, municipal bonds. Municipal bo...

David Golub of Golub Capital on Private Credit from 2023-06-20T00:19

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. We've got a great podcast for you today on private credit, and we're joined by the preside...

Energy, Cleantech, and the Insurance Industry with Sara Chamberlain and Jason Blumberg of the Energy Foundry from 2023-06-15T00:17

All right, welcome back. Thanks for joining us. We've got a great podcast for you today, talking about energy in cleantech and how it impacts the insurance industry. And we are joined by the co-...

Steve Evans of Artemis.bm Explains the ILS Market from 2023-06-12T00:18

Welcome back, we've got a great one for you today, insurance-linked securities. That's a class that I don't really know well and I'm looking forward to learning all about it from Steve Evans who...

Global Private Markets through a PRISM with Nalaka De Silva of abrdn from 2023-06-05T07:16:06

Today, we have a very, very good topic. We are going to be talking about global private markets and we're joined today by Nalaka De Silva, Head of Private Market Solutions at abrdn.

Global Fixed Income and More with Arif Husain, Fixed Income CIO of T. Rowe Price from 2023-05-29T00:12

Welcome back to another edition of the InsuranceAUM.com podcast. Today's topic is a good one, global fixed income, huge allocation by most any insurance company. We are joined today by Arif Husa...

How can they not know which one’s the brake or the gas? with Mike Ashton, The Inflation Guy from 2023-05-26T00:31

My name's Stewart Foley, and I'll be your host. Today we are joined by a repeat guest, a special guest, Mike Ashton of Enduring Investments, otherwise known as The Inflation Guy.

CRE Distressed Investing with Tony Crooks, AEW, Jack Gay, Nuveen, and Reid Liffmann, Angelo Gordon from 2023-05-24T00:27

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, and I'll be your host. Today we're going to talk about CRE and CRE distressed investing. Our guests are Tony ...

The CMBS Market with Jim Gubitosi, Co-CIO of IR&M from 2023-05-22T01:12

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, I'll be your host. We're very happy to have you. Today's topic is CMBS and commercial real estate. We're join...

Private Markets Today with Tom Keck of StepStone Group from 2023-05-19T02:29

My name's Stewart Foley, I'll be your host. We are talking about private markets today with Tom Keck, partner and head of research and portfolio management at the StepStone Group.

Mastering Municipal Securities with Jim Jackson, Co-CIO of Victory Income Investors from 2023-05-17T00:14

Welcome to another edition of the insuranceaum.com Podcast. My name's Stewart Foley. I'll be your host. I'm back with you on an asset class that is near and dear to my heart. We are talking abou...

Benefits of Proprietary Technology for Insurance Clients from 2023-05-15T01:22

We have a great podcast today, talking about the evolution of technology in the institutional asset management arena. And we're joined by John Gidman, who's the COO of Loomis, Sayles & Company. ...

Investment Grade Market Update with Jake Gaul, CIO of Jennison Fixed Income from 2023-05-12T00:43

My name's Stewart Foley. I'll be your host. Investment grade fixed income is overwhelmingly the largest asset class held by most insurance companies, and it's a topic that's always front and cen...

Executive Spotlight: Shawn Robinson, Partner, Credit and Co-Head of Private Fixed Income at Apollo from 2023-05-10T00:41

Welcome to another edition of the insuranceaum.com podcast. My name's Stewart Foley, I'll be your host. Welcome back to another executive spotlight. We have got a good one for you today. Shawn R...

Navigating the Current Preferred and Capital Securities Landscape with Phil Jacoby, Executive Director and CIO of Spectrum from 2023-05-08T00:40

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. Welcome back. Today's topic is preferred and capital securities. And we're joined by Phil Jac...

Direct Lending Masterclass with Trevor Clark, Managing Partner at Twin Brook Capital Partners from 2023-05-05T00:08

Welcome to another edition of the InsuranceAUM.com Podcast. Our host Stewart Foley is joined in this episode by Trevor Clark – head of Angelo Gordon’s middle market direct lending business, Twin...

Invesco’s Kevin Egan on Senior Secured Loans from 2023-05-03T11:11:37

My name's Stewart Foley, I'll be your host. Today's topic is senior secured loans and we're joined by Kevin Egan, Senior Portfolio Manager and Co-Head of Credit Research at Invesco.

Trends in US Insurers’ Ownership Structure and the Evolving Regulatory Landscape with Scott White and Amnon Levy from 2023-05-01T00:23

Welcome to another edition of the InsuranceAUM.com podcast. I am Stewart Foley, I'll be your host. Everybody's been asking us to have a regulator on, and we finally have one. Today I'm thrilled ...

Macro Environment Impact on Middle Market Lending with Kevin Marchetti of Varagon Capital Partners from 2023-04-27T00:24

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley and I'll be your host. Today's topic is a very good one. How is the macro environment impacting middle market ...

Investing Across the Credit Spectrum with Bryan Krug, Managing Director and Portfolio Manager on the Artisan Partners Credit Team from 2023-04-24T00:20

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, and I'll be your host. Today, we're talking about investing across the credit spectrum with Bryan Krug, Manag...

Executive Spotlight: Phil Titolo, Head of Direct Private Investments at MassMutual from 2023-04-18T00:41

We have got a great podcast for you today, a guest that many of you're going to know, very smart money in the room. Phil Titolo, who's the head of Direct Private Investments at MassMutual.

Gold on Gold with Max Gold, Head of Gold Strategies at State Street Global Advisors from 2023-04-14T09:45:44

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley and I'll be your host. We've got a good one for you today. We're talking about gold, an asset class that's oft...

Climate and Energy Transition in Emerging Markets with Matt Christ, PM at Ninety One from 2023-04-06T10:20:37

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley; I'll be your host. And today we're talking about climate and energy transition in emerging markets with Matt ...

Executive Spotlight: Patrizio M. Urciuoli, Head of Strategy and Asset Allocation for Liberty Mutual Investments from 2023-04-03T07:12:51

Welcome to another edition of The InsuranceAUM.com Podcast. My name's Stewart Foley and I'll be your host. There's a lot of smart money in the insurance asset management industry, but none smart...

Liquidity Matters: A Panel of Experts’ Discussion from 2023-03-21T08:27:34

Warren Buffet famously said, "You can't tell who's swimming naked, until the tide goes out." My interpretation of that comment was he was referring to liquidity. Liquidity has become a major top...

BDC Bond Masterclass with Radcliffe Capital Management’s Steve Katznelson from 2023-03-09T00:45

Welcome to another edition of the InsuranceAUM.com Podcast. This is the Ice Bowl edition. We've just gotten our power back on after an ice storm last night in Chicago, and we are joined today by...

2023 Insurance Asset Management Technology and Investment Outlook with SS&C’s Scott Kurland from 2023-03-06T00:43

Thanks for joining us for another edition of the InsuranceAUM.com podcast. Today's topic is a very important one to insurance companies, and that is technology. And how it can improve things dra...

An Interview with Nicos Scordis: A Leading Academic’s Insights on Insurance Asset Management from 2023-03-02T00:29

Welcome to another edition of the InsuranceAUM.com podcast. We have got a good one for you today. We are joined by a very well-regarded academic who has written a great deal on insurance asset m...

Opportunities in EM Debt with Tom Smith of MetLife Investment Management from 2023-02-28T00:45

Welcome to another edition of the InsuranceAUM.com podcast. We are very happy to have Tom Smith back from MetLife Investment Management. Tom is a repeat guest on the show. You're here to talk ab...

The Private Credit Landscape with with Bill Bohnsack, President of Oak Hill Advisors from 2023-02-13T00:00

Welcome to another edition of the InsuranceAUM.com Podcast. We're thrilled to have you back and this is a good one today. We are talking about private credit with Bill Bohnsack, President of Oak...

Conning’s Risk Assessment Survey of US Insurers, an Interview with Matt Reilly and Scott Hawkins from 2023-02-09T10:42

Welcome back. Thanks for listening. We are talking about a very important Risk Management Survey today that's been done by Conning. And we're joined by Matt Riley and Scott Hawkins.

Inflation, Labor Markets, and the Fed featuring Mike Ashton, the Inflation Guy from 2023-02-06T00:40

Welcome, welcome, welcome to another edition of the insuranceaum.com podcast. I'm joined today by Mike Ashton, the Inflation Guy.

2023 Insurance Outlook with Wellington Management’s Tim Antonelli from 2023-02-01T08:48:58

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host, and I'm joined today by Tim Antonelli, Insurance Strategist and Portfolio Manager, and Man...

Executive Spotlight: Lale Topcuoglu, Managing Director, Head of Credit for Swiss Re Management from 2023-01-26T00:03

Welcome to another edition of the InsuranceAUM.com podcast. My name is Stewart Foley, I'll be your host. And I am joined today by a very special guest, Lale Topcuoglu, Head of Credit, Managing D...

Private Structured Credit Masterclass with TJ Durkin of Angelo Gordon from 2023-01-19T00:44

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley and I'll be your host. We're talking about ABS, mortgages, and specialty finance with TJ Durkin of Angelo Gord...

Maura Cunningham, CEO and Founder of Rock The Street, Wall Street from 2023-01-16T00:29

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, I'll be your host. And today's topic is financial literacy for young women in high schools across the United ...

Talking MBS, Govies, and Agencies with Jake Remley of IR&M from 2023-01-09T00:05

Mortgages make up about 30% of the core bond market. It is a massive holding for most any insurance company, and we are going to have a very in-depth conversation today about the mortgage market...

The 5 Investment Data Challenges with Phil Dauer of Grandview Analytics from 2023-01-05T13:38:03

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley. I'm your host. I'm going to be joined today by Phil Dauer of Grandview Analytics, and we are going to be tal...

Executive Spotlight: Waymond Harris, Senior Vice President and Treasurer of Blue Cross Blue Shield of Michigan and President of Bricktown Capital from 2022-12-27T07:09:58

Welcome to another edition of the insuranceaum.com podcast. My name's Stewart Foley, I'll be your host. And today we have a CIO spotlight with a very special guest, Waymond Harris, Senior Vice P...

Executive Spotlight: TC Wilson of The Doctors Company from 2022-12-19T00:38

Welcome to another edition of the InsuranceAUM.com podcast. Today we are on a CIO spotlight with T.C. Wilson of The Doctors Company.

Unlocking Value in Corporate Special Situations with Jamie Weinstein, Portfolio Manager and Head of Corporate Special Situations at PIMCO from 2022-12-14T07:22:06

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley, I'll be your host. And today we're talking about the compelling opportunities in the corporate credit market...

NAICs Treatment of CLOs with Angela Best and Francisco Paez of MetLife Investment Management from 2022-12-08T07:01:42

Welcome to another edition of the InsuranceAUM.com podcast. My name is Stewart Foley, I'll be your host. And today we're talking about the pending changes the NAIC is proposing for the capital t...

ETF Masterclass with Ben Woloshin and Brad Kotler of SSGA from 2022-12-05T09:15:51

Insurance companies are using ETFs more than ever before, and that's our topic today. Thanks for joining us, my name's Stewart Foley, I'm your host of the InsuranceAUM.com podcast, and I'm joine...

Liquidity and Volatility in the Bond Market with Shilpa Lakhani, Head of Portfolio Management-Fixed Income Solutions at DWS from 2022-12-01T06:35:51

Welcome to another edition of the InsuranceAUM.com podcast. Today's topic is liquidity and volatility conditions in the bond market. And we are joined today by Shilpa Lakhani, Head of Fixed Inco...

IG Corporate Credit with Matt Daly of Conning from 2022-11-28T00:50

Investment grade corporate credit, that's the topic of the day. My name's Stewart Foley, I'll be your host. This is the InsuranceAUM.com podcast and I'm joined today by Matt Daly at Conning, Hea...

How to Invest in Private Credit with Bob Morgan, Executive Vice President and Managing Director at 50 South Capital from 2022-11-21T00:48

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. And today we're talking about private credit with Bob Morgan, managing director and chairm...

Executive Spotlight: Nazar Alobaidat, Chief Investment Officer of Enstar from 2022-11-17T00:57

Welcome to another edition of the InsuranceAUM.com podcast, the home of insurance asset management with Nazar Alobaidat, Chief Investment Officer of Enstar.

Rip Reeves, Chief Investment Officer and Treasurer at AEGIS Insurance Services from 2022-11-14T00:34

Welcome to another edition of the InsuranceAUM.com podcast. My name’s Stewart Foley. I’m your host and today we have a very special guest, the soon-to-retire CIO at Aegis, Rip Reeves. So this, R...

Emerging Market Corporate Debt with Vic Harling, Head of Emerging Market Corporate Debt at Ninety One from 2022-11-09T00:51

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley, I'm your host, and today's topic is Emerging Market Corporate Debt with Vic Harling, the Head of Emerging Ma...

Executive Spotlight: Jelani Fenton, Founder and CEO of Safari from 2022-11-03T00:53

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley. I'm your host, joined today by Jelani Fenton, founder and CEO of Safari.

Executive Spotlight: Aaron Diefanthaler, Chief Investment Officer&Treasurer of RLI Corp from 2022-10-31T00:31

Welcome to another edition of the CIO Spotlight. My name's Stewart Foley, I'm your host. This is the InsuranceAUM.com podcast and we are joined by a very good friend, Aaron Diefenthaler of RLI.

What Really Drives Inflation with Mike Ashton, The Inflation Guy from 2022-10-24T00:03

Welcome to another edition of the InsuranceAUM.com podcast. I am joined today by Mike Ashton, the inflation guy of Enduring Investments.

Benchmark Snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles from 2022-10-17T00:45

Benchmarking for insurance companies has been a problem for many, many years. And today we're going to talk about something called benchmark snapping with Erik Troutman, Senior Insurance Strateg...

An In-Depth Guide to Maritime Finance with EnTrust Global’s Svein Engh from 2022-10-10T08:57:57

Maritime finance is the topic of the day. Asset-backed lending is the strategy. We're joined by Svein Engh, Senior Managing director, and portfolio manager at EnTrust Global.

Why Impact Investing Goes Beyond Green Bonds from 2022-10-03T00:57

Impact investing is certainly a hot topic with insurers these days, but what does impact investing mean? We're joined by Matt Lawton, portfolio manager in the Fixed Income Division at T. Rowe Pr...

Best Practices for IMA’s with Ed Toy from 2022-09-26T07:06:23

Every insurance asset management outsourcing involves an IMA an Investment Management Agreement, or it's supposed to. I've been in this business a long time and I've never spent more than a seco...

Dividend income: Customizing and thinking tactically from 2022-09-20T14:38:35

We're here to talk about dividend strategies today, with Lance Humphrey of Victory Capital, Lance is a senior portfolio manager there.

Pending Changes for the Capital Treatment of CLOs from 2022-09-09T10:10:43

Welcome to a special edition of the InsuranceAUM.com podcast. Today's topic is very timely. It is the potential changes in capital charge treatment for CLOs, and we're joined by two experts toda...

CIO Spotlight: Cameron Black, CFA, CAIA, CFP of BCBS Arizona from 2022-08-30T00:12

We always have a great time on the CIO Spotlight. We're very happy to be joined by Cameron Black, chief investment officer and treasurer of Blue Cross Blue Shield of Arizona.

The Regulatory Savant - An Interview With Amnon Levy of Bridgeway Analytics from 2022-08-16T00:33

If you know anything about insurance asset management, you know that regulation is a major factor in everything insurance investment professionals do. We are joined by a true expert in insurance...

Senior Secured Middle Market Lending - A Credit-Focused Approach for Insurers from 2022-08-11T00:59

The flow of funds to private assets is undeniable in the insurance space. We are talking today about private debt, and more specifically, senior secured sponsored middle market lending. And we'r...

IG Private Credit: Managing through Change from 2022-08-04T00:23

Everybody knows that there's a big flow of funds to private assets. Eight months ago, everybody was talking about maximizing yield and eight months later, everybody's talking about risk manageme...

Rising Rates Pushing Investors Back to Core Bonds from 2022-04-20T14:20

"...what we're seeing in the way we're positioning those portfolios is core bonds are back in. They're back incrementally more in favor. And so that is certainly advantageous because you're not ...

Former NAMIC CEO Chuck Chamness Reflects on Nearly 30 Years of Serving the Mutual Insurance Industry and Speaks on His New Role at Bain Capital Insurance from 2022-04-13T02:28

“The great news about the insurance industry is almost any skillset can be utilized successfully with a good long career in the industry. If you're a financial type, there are a ton of roles in ...

Diversity: By Revelation or Revolution from 2022-04-11T02:05

"...But, to the industry's credit, we're also seeing change happen now by revelation, because now the industry is recognizing, okay, this is not just the right thing to do, but this is actually ...

Exploring Inflation Drivers Today with Mike Ashton, The Inflation Guy from 2022-03-31T05:35

In this episode of the Insurance AUM Podcast, we speak with Michael Ashton, the Inflation Guy, about inflation drivers in today's market.

How Real Estate Equity and ESG Converge in an Insurer’s Portfolio from 2022-03-21T02:13

“Real estate investments can offer insurance companies portfolio diversification benefits and a hedge against inflation. Recently, lower risk based capital requirements should also allow for an ...

CyberSecurity Today with Rear Admiral Danelle Barrett (Ret.) from 2022-03-07T04:15

Tax Equity&ESG Investing – Discover the Dual Benefits from 2022-02-07T09:46:34

Leverage cash reserved for tax payments to attain your company’s ESG goals

Private Real Estate Debt with Invesco’s Charlie Rose from 2022-01-28T08:58:49

Secondaries Investing for Insurance Companies from 2022-01-26T16:00

Crypto Assets - The Emergence of a New Asset Class from 2022-01-21T11:19:41

A New Perspective on ESG from 2022-01-06T10:38:02

Sorting through the income opportunity among private, junior capital credits DWS and Northwestern Mutual Capital from 2021-12-17T07:53:09

EM Constitutions: Vital to Developing Ideas from 2021-12-14T13:46:53

Driving Change for Women in Insurance from 2021-11-18T13:02:13

Inflation: Transitioning to Troubling from Transitory from 2021-11-01T08:39:33

CLOs Remain Attractive in a Difficult Market from 2021-10-29T10:05:44

Diversity, Equity, Inclusion&Belonging Roundtable: The Importance of DEI&B from 2021-10-20T09:04:34

Everybody is talking about DEI&B and how this fits into the insurance asset management industry. Sarah Marshock (Wellington Management) facilitates today's discussion of DEI&B with Margaret Milk...

Middle Market Direct Lending – A Solution to the Search for Yield? from 2021-10-06T13:38:37

Commercial Mortgage Loans: the ABCs of CML from 2021-10-05T07:35:04

Producing Investment Income through GP Stake Investing from 2021-09-01T07:40:09

Producing Investment Income through GP Stake Investing

Real estate investing re-imagined in a post pandemic world. from 2021-08-27T07:59:23

Real estate investing re-imagined in a post-pandemic world.

Conning’s Paul Norris Demystifies Esoteric ABS from 2021-07-09T10:07:36

Conning’s Paul Norris Demystifies Esoteric ABS

Outsourced Trading Explained with Meghan Siripurapu of Meraki Global Advisors from 2021-06-25T07:37:48

Outsourced Trading Explained with Meghan Siripurapu of Meraki Global Advisors

Fixed Income ETFs: Passing the test and making more sense from 2021-06-18T09:03:55

Fixed Income ETFs: Passing the test and making more sense 

The Compelling Story of Asia Credit from 2021-05-27T07:54:50

The Compelling Story of Asia Credit

The Long and Winding Road: Opportunities and Challenges Facing Insurance Companies from 2021-05-21T10:11:53

The Long and Winding Road: Opportunities and Challenges Facing Insurance Companies

The Changes Happening on Schedule BA from 2021-05-19T08:49:06

The Changes Happening on Schedule BA

Where’s the value in Crypto? from 2021-05-17T07:59:25

Where’s the value in Crypto?

Spark Change with Grace Reyes of The Investment Diversity Exchange from 2021-05-12T07:48:06

Spark Change with Grace Reyes of The Investment Diversity Exchange

Meet Michael Ashton - The Inflation Guy from 2021-05-03T08:48:14

Meet Michael Ashton - The Inflation Guy

Exploring opportunities in IG Private Credit with Chris Gudmastad from 2021-04-29T08:04:05

Exploring opportunities in IG Private Credit with Chris Gudmastad  

ACORD President and CEO Bill Pieroni Discusses ACORD’s US P&C Value Creation Study from 2021-04-16T07:40:45

ACORD President and CEO Bill Pieroni Discusses ACORD’s US P&C Value Creation Study

CIO Spotlight: Joseph Eppers from Selective Insurance from 2021-04-14T11:02:17

CIO Spotlight: Joseph Eppers from Selective Insurance

CIO Spotlight: Nick Martowski of MagMutual: What to do about equities in insurance company portfolios from 2021-04-09T11:28:17

CIO Spotlight: Nick Martowski of MagMutual: What to do about equities in insurance company portfolios

Opportunities across the private credit spectrum from 2021-04-05T08:02:17

Listen to three seasoned professionals cover the entire spectrum of the private credit markets and why they are a good fit for insurers looking to pick up yield.

Loomis Sayles Multi-Asset Credit Portfolio: Global Diversification Across Credit-Focused Sectors from 2021-03-31T07:29:13

Return of the MAC - perspectives on multi-asset credit with Andrea DiCenso of Loomis Sayles

How the Principles for Responsible Investment (PRI) helps insurers get started and make progress in ESG integration from 2021-03-25T11:45:28

How the Principles for Responsible Investment (PRI) helps insurers get started and make progress in ESG integration

Compensation in the Asset Management Industry from 2021-03-09T09:39:07

Keith Robinson has spent decades helping asset managers design compensation programs.  He talks about the key components of best-in-class compensation, or “rewards” plans in the industry.

EMD: An overlooked potential source of yield for insurance investors from 2021-03-08T08:27

EMD: An overlooked potential source of yield for insurance investors

Meet Mitch He, CIO of Chesapeake Employers Insurance from 2021-02-23T14:17:48

Meet Mitch He, CIO of Chesapeake Employers Insurance

Meet The Helper Bees: Long-term Care Insurtech Disruptor with CEO Dr. Char Hu from 2021-02-14T09:53:50

A company called “The Helper Bees” doesn’t exactly ring “insuretech” but Dr. Hu’s company is disrupting the long-term care industry and creating winners all around.

Meet Karyn Williams: The Queen of Risk from 2020-12-18T07:03:32

Karyn Williams thinks that we need to talk about risk differently.  More simply — in terms we all understand.  She has built a world-class, independent risk platform and turned traditional mean-...

Real Estate Investing in the Wake of COVID-19 from 2020-12-17T06:41:53

Real estate is one of the asset class most obviously impacted by the COVID-19 Pandemic.  David Roth, Partner and Head of Real Estate Private Equity at Ares Management, separates winners from los...

Putting COVID-19 in the Rearview Mirror: Outlook for Insurance Industry from 2020-12-16T07:07:02

Bill and Peter talk about markets in a post-COVID-19 world including the likely impact from all the monetary and fiscal stimuli put in place to soften the pandemic’s economic blows.  They also b...

The balancing act of managing equity risk with Securian Asset Management’s Craig Stapleton from 2020-12-11T08:40:28

Craig Stapleton makes the case for a permanent allocation to an equity stabilization strategy using hard data to challenge traditional views of the relationship between risk and return.  Craig’s...

Multi-Asset Solutions from a Recovering Actuary with T. Rowe Price’s Lowell Yura from 2020-12-09T07:23:14

The term “solutions” can mean a lot of things to a lot of different people. In this podcast, Lowell Yura, Head of Multi-Asset Solutions at T. Rowe Price, explores what makes their solutions both...

Exploring Opportunities in Emerging Markets from 2020-12-07T07:11:20

Emerging Market Debt is one of the most talked about asset classes in fixed income today.  Tom Smith brings his decades of experience and gives us a master class on the current state of the mark...

On the Mind: Thoughts On Topical Investment Issues Across the Industry from 2020-11-30T08:54:28

Join Andrew and me where we discuss current investment issues facing insurers, the regulatory environment and the likely direction of fund flows as we move forward.  His engaging personality and...

An Entirely New Risk Paradigm - Northern Trust Asset Management Presents The Risk Report from 2020-11-23T09:55:03

Michael Hunstad presents his group’s seminal work that turns the age-old paradigm for risk measurement on its head.

Managing in a Pandemic: Lessons Learned&Next Steps from 2020-11-17T10:55:42

Cindy Beaulieu, a Managing Director and Portfolio Manager at Conning where she is responsible for managing large life insurance general account portfolios as well as pension assets for instituti...

CIO Viewpoint: Nico Santini of ProSight Specialty Insurance from 2020-11-10T06:25:17

Nico Santini has managed insurance assets at NEAM Group (GR-NEAM) a leading third-party, insurance-centric specialty manager.  He has recently moved into the CIO spot at ProSight Specialty Insur...

Does Equity Have a Place in Your Portfolio? With T. Rowe Price’s John Linehan from 2020-10-12T06:31:12

Assets under management quoted are as of 6/30/20

Grace Vandecruze: From Homeless to Millionaire from 2020-09-03T09:38:31

Grace is a remarkable woman who is highly accomplished in the world of insurance M&A and valuation.  She is also an author of the book Homeless to Millionaire:  6 Ways to UPLIFT your Financial A...

Do the Fundamental Things Apply with Wellington's Tim Antonelli from 2020-08-17T09:08:46

Tim Antonelli is one of the industry's leading multi-asset strategists.  He talks about the markets post-COVID 19 and how insurers can find value to meet their investment goals.  

Insurtech: Telematic insurance with Robert Smithson, Founder and CEO of Just Insure from 2020-08-10T12:50:36

If you think insurance is boring then you haven't listened to Robert Smithson.  Have a listen!

Telematic Insurance with Robert Smithson, Just Insure Founder and CEO from 2020-08-10T12:46:30

If you think insurance is boring then you haven't heard Robert Smithson.  Insurtech is blowing up and Robert is right out front.  

Telematics Insurance with Robert Smithson, CEO of Just Insure from 2020-07-16T14:31:40

Robert Smithson is the founder and CEO of Just Insure, a telematics insurance company.  Robert is very engaging and brings a bright, new perspective to automobile insurance.  Please like us and ...

Street View with Loop Capital's Anthony Chukumba from 2020-06-26T14:57:23

Anthony Chukumba is back fresh off a CNBC appearance talking about Wall St. vs. Main St.; tech companies, personal finance tips among other things.  He's a great guest and we're thrilled to have...

On the Desk: Talking ETFs with Mike Cafiero and Aaron Kehoe from 2020-06-23T09:10:14

Mike and Aaron are back to talk about current ETF, credit and structured market trends from the trading desk at Brownstone.  It's a rapid-fire episode that gets right to the important issues in ...

Meet Sanjay Chawla, CIO of FM Global from 2020-06-23T09:08:29

Sanjay Chawla is a savvy investor whose background is atypical in the insurance GA space.  He ran corporate pension plans for most of his career before coming to FM Global.  The company is very ...

Meet the Silver Lining's Bestie: Margaret Resce Milkint, Managing Partner of The Jacobson Group from 2020-06-15T11:59:30

Margaret is the ultimate optimist in these uncertain times.  She is a true leader in the insurance industry focusing special attention on diversity and inclusion.  Margaret shares how her own st...

Before, During and After COVID 19 with Loop Capital's Chris Mier from 2020-05-21T10:54:24

Chris Mier, Loop Capital's well-regarded Chief Economist, talks about the economy before, during, and after COVID 19.  Chris has an easy, practical way of discussing complex economic topics that...

On the Desk: Talking ETFs with Brownstone's Mike Cafiero and Aaron Kehoe from 2020-05-11T16:27:53

Mike and Aaron are both ETF industry vets.  They talk about what they've seen over in the market both long and in the age of COVID 19.

Michael “Mike” Cafiero serves as a Director of Mult...

Retail and COVID 19 with Anthony Chukumba of Loop Capital from 2020-04-24T14:01:47

Anthony Chukumba covers Specialty Hardlines Retailers for Loop Capital Markets. Mr. Chukumba has covered Specialty Hardlines Retailers for over twelve years as a senior equity analyst most recen...

Insurance AUM Journal Podcast Trailer from 2020-03-09T07:23:59