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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.
Key Trends in Real Estate Investment with IREI
Hear Erin Patterson, our global co-head of research and strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.
How Insurers Are Navigating Volatile Markets
As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Matt Armas, who share findings from their 14th annual Global Insurance Survey, discuss how insurers are adapting to economic challenges and opportunities.
The Outlook for Infrastructure as an Asset Class
In a recent asset management roundtable, our Global Head of Corporate Finance and Infrastructure John C.S. Anderson discussed the benefits of a well-diversified infrastructure portfolio that can deliver exciting opportunity alongside demonstrated protection against volatile economic cycles.
Insurers are creatively investing in a growing asset class: natural capital
Insurers facing increasing regulatory and public pressure to manage climate-related risks are seeking to allocate their invested assets in ways that can support sustainability, the energy transition, and even nature itself through natural capital.
Episode 292: Private Markets Portfolio Construction for Insurers
Toby True, Partner on the Investment Strategy and Risk Management Team at Adams Street Partners, joins host Stewart Foley on the InsuranceAUM.com Podcast as we dive into private market portfolio construction, illiquidity risk, and data-driven insights for insurers.
The Case for Private Credit
How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages, and structured products research in Goldman Sachs Research, discuss the risks and opportunities.
Podcast: Why AI’s Venture Opportunity May Be Era Defining
AI may drive a $7 trillion to $10 trillion economic expansion over the next decade, potentially adding 10% to global GDP, according to various market predictions.
Podcast: Why the Core-Mid Market May Be Private Credit’s Sweet Spot
Adams Street’s definition of the core mid-market comprises companies with an enterprise value from $150 million and $800 million, and EBITDA ranging from $20 million to $100 million.
Episode 268: The Power of Patient Capital: Navigating Private Credit Through Market Cycles
Join host Stewart Foley, CFA on the InsuranceAUM.com Podcast as we explore direct lending, sponsored finance, and middle market private equity, with insights into private credit opportunities for insurance investors.
Episode 264: The Future of Real Estate: Trends and Strategies with Maggie Coleman
Join host Stewart Foley on the InsuranceAUM.com Podcast as he discusses real estate investing trends, challenges, and opportunities.
Episode 262: Secondaries Offer Liquidity Opportunity for Well-Informed Investors With Competitive Edge
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the benefits of private equity secondaries for insurance investors. Learn how this asset class offers shorter durations, predictable cash flows, and compelling risk-adjusted returns.
Episode 244: Risk, Opportunity, and Flexibility in Today's Credit Market: Jason Walker of Manulife CQS
Jason Walker is the Co-Chief Investment Officer at Manulife CQS.