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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.
Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team
Tim Gill and Juan Tavarez of Fidelity Investments join the podcast to discuss opportunities in emerging market corporates and how insurance investors can navigate risk and find value.
Growth Has Consequences: Direct Lending at Scale
Audie Apple, Head of Equity Capital Formation at Fidelity Direct Lending, joins the podcast to discuss the rapid growth of direct lending, structural market shifts, and what investors need to watch as the asset class scales.
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.
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.
Episode 284: Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing
Christine Thorpe of Fidelity Investments explores core fixed income, market trends, and sector positioning with Fidelity Investments.
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 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 257: High Yield Real Estate Lending: Navigating the Shifting Landscape
Explore the state of high-yield real estate lending with insights into private capital, middle-market opportunities, and Fidelity’s real estate debt strategies.
Podcast: Quality is Critical in Co-Investments Amid Volatility
In this podcast, Dave Brett, Partner & Head of Co-Investments, and Michael Taylor, Partner, Co-Investments, discuss dynamics that are influencing the co-investments market with Thomas Kim, Senior ...
Episode 225: Building Resilience – The Power of Private Credit in Insurance Portfolios
Bill Sacher is a Partner & Head of Private Credit and Fred Chung is a Partner & Head of Credit Underwriting at Adams Street Partners.