Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Jennifer Taylor of State Street Investment Management joins the podcast to discuss emerging market debt, sovereign vs. corporate risk, and why a beta-first strategy may offer advantages in today’s policy-driven environment.
Oaktree’s Ross Rosenfeld joins the InsuranceAUM.com Podcast to discuss the rise of liability management exercises and what it means for restructuring and distressed investing.
Rich Hill of Principal Real Estate shares insights on commercial real estate strategies, risk-adjusted returns, and sector trends for insurance portfolios.
Jeff Miller and Stephen “Fitz” Fitzsimmons of Morgan Stanley Investment Management discuss the evolving role of fixed income in insurance portfolios, from ALM optimization to opportunities in public and private credit.
Dmitri Rabin of Jennison Associates shares insights on the investment-grade securitized markets, including MBS, ABS, CLOs, and CMBS, with a focus on relative value, risk dynamics, and insurance portfolios.
Hear Erin Patterson, our global co-head of research and strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.
Bryan Donohoe and Brent Canada of Ares Management discuss real asset credit opportunities for insurers, from resilient infrastructure debt to durable real estate credit strategies.
Joyce Huang and Paul Norris of American Century Investments discuss why opportunistic securitized assets may offer insurers high‑yield potential with stronger credit quality and diversification benefits.
Tim Gill and Juan Tavarez of Fidelity Investments join the podcast to discuss opportunities in emerging market corporates and how insurance investors can navigate risk and find value.
Charlie Rose of Invesco Real Estate discusses commercial real estate debt, bridge lending, global market trends, and where insurers may find opportunity in today’s environment.
In this episode, John Sherman of Polen Capital explains why public credit still deserves a place in institutional portfolios—and how it compares to the booming private credit market.
In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and w...
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