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.
Host Stewart Foley discusses career insights, investment strategies, and the next chapter of retirement and teaching at LSU with a soon-to-retire insurance CIO.
Host Stewart Foley explores how a platform is addressing the insurance industry’s talent gap by connecting diverse job seekers with meaningful career opportunities.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we discuss Treasuries, alternatives, and ESG challenges in insurance asset management. Discover key strategies for building resilient portfolios and navigating today’s investment landscape.
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 a special edition of the InsuranceAUM.com Podcast as he explores potential changes to the capital treatment of CLOs with industry experts.
Join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast as we spotlight the career journey of Leena Punjabi, CIO of F&G Annuities & Life, and discuss leadership, diversity, and navigating the evolving insurance industry.
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.
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Chuck Chamness, former CEO of NAMIC, and Matt Popoli, Global Head of Bain Capital Insurance, to explore mutual insurance companies, surplus notes, and evolving capital strategies in the insurance industry.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the role of Acord in the insurance industry, insights from the P&C Value Creation Study, and key investment trends among insurers.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the key challenges facing insurance CIOs today. From navigating liquidity risk to assessing value in fixed income markets, we dive into the complexities of asset allocation in a low-rate environment.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the role of equities in insurance company portfolios. Allocation, diversification, and risk management—what’s the right approach in today’s market?
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore investment opportunities, risk management, and asset allocation strategies in a low-yield environment. Discover insights on market trends, private assets, and the evolving role of technology in insurance portfolios.
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