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Podcast Center

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.

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RPM Ep. 51 | Now is the Time for Infrastructure Secondaries With Tim Rees

StepStone
July 11, 2025

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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StepStone Real Estate 2025 US Research Outlook

StepStone
February 28, 2025

We are pleased to present StepStone Real Estate’s 2025 US Research Outlook webinar which provides a brief recap of 2024 and the outlook for 2025. While we focus on US property market fundamentals, we ...

StepStone

RPM—Ep. 41 | Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight

StepStone
June 07, 2024

In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss ou...

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Data Valuation Engine: Qi Liu

StepStone
September 09, 2022

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.

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Christian Frei: Geopolitical Uncertainty

StepStone
June 17, 2022

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.

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