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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 126: Macro Environment Impact on Middle Market Lending with Kevin Marchetti of Varagon Capital Partners
Kevin Marchetti is a Partner and Chief Risk Officer at Varagon Capital Partners.
Why Now’s the Time to Lean into Small Market Buyouts
When the economy shrinks, institutions tend to seek reassurance from larger, more established private equity fund managers. This comes at the expense of small, emerging and by extension, diverse managers, which some regard as riskier than their larger, “more proven” counterparts.
Building to Zero: Inflation Reduction Act, a platform for growth
In this episode of RPM, Bhavika Vyas, managing director and member of the Responsible Investing Team, as well as special guest Julio Friedmann, chief scientist at Carbon Direct, join co-host Maribel Yoo to discuss the Inflation Reduction Act of 2022 (IRA).
Nature-Based Investing: Suzanne Tavill
Nature provides the building blocks for civilization, arable soil, air and water filtration, ore and minerals for extraction, and economic and recreational opportunities. In almost any other context, you would expect to pay for these services. But with nature, we are wont to expect these things for nothing.
NAV Lending for Institutional Portfolios: Lisa Larsson
In this episode of RPM, Lisa Larsson, managing director on our portfolio management team, joins co-host Michael Venne to discuss the recently trending net asset value (NAV) lending.
Improving Access to Private Markets: Bob Long
Over the next five years, private capital assets under management are projected to grow from $10 trillion to $17 trillion. One of the leading reasons: the individual investor. In this episode of RPM, Bob Long, CEO of StepStone Private Wealth joins Michael Venne to discuss this trend.
The 2023 Private Equity Market Outlook: Aditya Raina and Laura White
In this episode of RPM, Aditya Raina and Laura White, two members of our Private Equity team, join co-host Maribel Yoo to discuss StepStone’s 2023 outlook for private equity.
The 2023 Private Debt Market Outlook: Ariel Goldblatt and Mark Tsang
In this episode of RPM, Ariel Goldblatt and Mark Tsang, senior members of our private debt team join co-host Maribel Yoo to discuss StepStone’s 2023 outlook for private debt.
VC Market Landscape ft. John Avirett
In this episode of RPM, we're talking about the venture capital ecosystem as we navigate this challenging economic environment. The bottom line: With the right market conditions, and venture capital’s ability to navigate volatile markets, perhaps now is the time to take a closer look at this strategy.
Data Valuation Engine: Qi Liu
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.
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.
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).