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Podcast Center
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.
Episode 91: The Regulatory Savant - An Interview With Amnon Levy of Bridgeway Analytics
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore navigating market volatility, inflation, and investment strategies for insurance portfolios.
Episode 90: Senior Secured Middle Market Lending - A Credit-Focused Approach for Insurers
Join host Stewart Foley on the InsuranceAUM.com Podcast for a deep dive into private debt and sponsor-backed middle market lending, exploring its appeal for insurance portfolios.
Episode 89: IG Private Credit: Managing through Change
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley explores the evolving landscape of investment-grade private credit with insights from the team at Securian Asset Management.
Growth Equity ft. John Coelho
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
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 87: Opportunities and challenges in the Asian insurance market
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.
Episode 86: Asset-backed Lending Masterclass with Victory Park Capital
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the role of asset-backed lending in insurance portfolios, discussing loan structures, risk management, and market trends in private credit.
Episode 85: Crypto and UST: What Happened?
Join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast as we unpack the collapse of UST and the risks of algorithmic stablecoins, along with the broader implications for the cryptocurrency market.
Episode 83: CIO Spotlight: Leena Punjabi, CIO at F&G Annuities & Life
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 82: Kids These Days: Perspectives From New Graduates
Join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast as we explore career journeys, networking insights, and the transition from college to careers in insurance and investment banking.
Christian Frei: Geopolitical Uncertainty
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.
Episode 81: The Evolution of Direct Lending with Invesco’s Ronald Kantowitz
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the evolution of direct lending and its role in today’s private debt markets.