logo

Search

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.

thumbnail

Growth Equity ft. John Coelho

StepStone
July 29, 2022

In this episode of RPM, we’re talking about growth equity with partner John Coelho. However you define “growth,” its champions regard it as a proverbial Goldilocks that offers VC upside with buyout-type risk (1:01). After analyzing 25,000+ private equity deals in SPI, we found that growth delivered a higher multiple than VC and lower loss rates than buyouts (11:05). This was especially true of investments in the software sector, which for several years has been the fastest growing and best performing sector in private equity. Since growth equity companies tend to be profitable and less reliant upon leverage, we find them to be particularly attractive during periods of market uncertainty (13:21).

Episode 88: A Bank Loan Approach to Insurance Mandates

T. Rowe Price
July 28, 2022

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.

Episode 83: CIO Spotlight: Leena Punjabi, CIO at F&G Annuities & Life

Leena Punjabi
July 05, 2022

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.

Episode 71: 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

Bain Capital
April 13, 2022

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.

Episode 68: How Real Estate Equity and ESG Converge in an Insurer’s Portfolio

MetLife Investment Management
March 21, 2022

In this episode of the InsuranceAUM Podcast, host Stewart Foley explores the convergence of real estate equity and ESG in insurers’ portfolios. From RBC changes to inflation hedging and sustainability strategies, discover how real estate offers opportunities for long-term performance and positive impact.

Episode 65: Private Real Estate Debt with Invesco’s Charlie Rose

Invesco
January 31, 2022

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley dives into the world of private real estate debt. Explore how these transactions come together, the evolving role of private real estate debt in insurance portfolios, and what this asset class offers in a low-yield environment.

Episode 64: Secondaries Investing for Insurance Companies

Ares Management
January 27, 2022

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley dives into the secondaries market, exploring its rapid growth, unique value propositions, and how it fits into insurance portfolios.

thumbnail

Episode 53: Producing Investment Income through GP Stake Investing

Alderwood Capital
September 02, 2021

Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the growing market of GP stake investing, its income potential, and its relevance to insurance investors with insights from industry experts.

thumbnail

Episode 41: ACORD President and CEO Bill Pieroni Discusses ACORD’s US P&C Value Creation Study

Bill Pieroni
April 19, 2021

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.

thumbnail

Episode 40: CIO Spotlight: Joseph Eppers from Selective Insurance

Joseph Eppers
April 15, 2021

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.

Episode 39: CIO Spotlight: Nick Martowski of MagMutual: What to do about equities in insurance company portfolios

Nick Martowski
April 12, 2021

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?

Episode 34: EMD: An overlooked potential source of yield for insurance investors

Mitch He
February 26, 2021

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.

Clear Selection

Ѐ Ё Ђ Ѓ Є Ѕ І Ї Ј Љ Њ Ћ Ќ Ѝ Ў Џ А Б В Г Д Е Ж З И Й К Л М Н О П Р С ΄ ΅ Ά · Έ Ή Ί Ό Ύ Ώ ΐ Α Β Γ Δ Ε Ζ Η Θ Ι Κ Λ Μ Ν Ξ Ο Π Ρ Ё Ђ Ѓ Є Ѕ І Ї Ј Љ Њ Ћ Ќ Ў Џ А Б В Г Д Е Ж З И Й К Л М Н О П Р С Т У Ф Х Ц Ч Ш Ā ā Ă ă Ą ą Ć ć Ĉ ĉ Ċ ċ Č č Ď ď Đ đ Ē ē Ĕ ĕ Ė fi fl œ æ ß