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.
Mike Ashton is the CEO or Enduring Investments, Bill Poutsiaka is the former CIO of AIG's P&C business, Geoff Cornell is the former CIO of Corebridge, and Amnon Levy is the CEO of Bridgeway Analytics.
Dr. Nicos Scordis is a professor and holds the prestigious John R. Cox Ace Limited Chair of Risk and Insurance at St. John’s University.
Welcome to another edition of the InsuranceAUM.com podcast. I'm joined today by Tim Antonelli, insurance strategist and portfolio manager, and managing director at Wellington.
Exploring the NAIC’s proposed changes to CLO capital charges and what they mean for insurance investors.
Join host Stewart Foley on the InsuranceAUM.com Podcast as he explores the complexities of Investment Management Agreements in insurance asset management.
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley explores dividend strategies and their role in driving income, managing risk, and combating inflation for insurance investors.
In this episode of RPM, Qi Liu from our data, science and engineering team discusses one of our newest tools – the daily valuation engine (DVE). Typically, private market investors must wait anywhere from two to four months after quarter end to see how the value of their portfolios has changed; DVE, as the name implies, allows them to make this estimate well before general partners report.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore navigating market volatility, inflation, and investment strategies for insurance portfolios.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the nuances of floating-rate bank loans, high-yield credit, and the dynamics of rising rates with insights tailored to insurance investment professionals.
Join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast as we discuss the opportunities and challenges in the rapidly evolving Asian insurance market, including regulation, private assets, and ESG trends.
In this episode of RPM, we’re talking about the direct and indirect effects of the war in Ukraine. While private markets may have relatively little direct exposure to Russia, Ukraine, Poland and Belarus (2:00), measuring the indirect effects is more difficult. In some instances, the higher prices and price inflation that the war may effect could provide a tailwind to some asset classes (10:40). Because private market valuations lag behind those of public markets, investors often wonder what the latter portends for the former. In short, private equity valuations fall half as much as their public equity counterparts; in private debt, market value declines have been 5x or greater than subsequent credit losses (12:56). All that is to say that an allocation to private markets can add stability to a portfolio.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the evolving role of Schedule BA assets, the rise of private credit, and key regulatory considerations shaping insurance investment portfolios.
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