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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.

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Episode 156: Buying and Selling Private Secondaries with Jeff Leathers of Tap

Tap
August 24, 2023

Jeff Leathers is the Co-Founder and CEO of Tap, an electronic trading platform for private funds.

Episode 149: Capturing Alpha in the Secondary Market through GP-Led Transactions

Manulife Investment Management
August 03, 2023

Paul Sanabria and Jeff Hammer are Senior Managing Directors and Global Co-Heads of Secondaries at Manulife Investment Management.

Episode 128: Invesco’s Kevin Egan on Senior Secured Loans

Invesco
May 03, 2023

Kevin Egan is the Senior Portfolio Manager and Co-Head of Credit Research at Invesco.

Episode 126: Macro Environment Impact on Middle Market Lending with Kevin Marchetti of Varagon Capital Partners

Man Varagon
April 27, 2023

Kevin Marchetti is a Partner and Chief Risk Officer at Varagon Capital Partners.

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Why Now’s the Time to Lean into Small Market Buyouts

StepStone
March 27, 2023

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.

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NAV Lending for Institutional Portfolios: Lisa Larsson

StepStone
March 07, 2023

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.

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The 2023 Private Equity Market Outlook: Aditya Raina and Laura White

StepStone
February 14, 2023

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.

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The 2023 Private Debt Market Outlook: Ariel Goldblatt and Mark Tsang

StepStone
January 30, 2023

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.

Episode 105: How to Invest in Private Credit with Bob Morgan, Executive Vice President and Managing Director at 50 South Capital

Northern Trust Asset Management
November 22, 2022

Join host Stewart Foley as he explores strategies, risks, and opportunities in private credit investing with 50 South Capital’s tailored approach.

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VC Market Landscape ft. John Avirett

StepStone
October 24, 2022

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.

Episode 90: Senior Secured Middle Market Lending - A Credit-Focused Approach for Insurers

Man Varagon
August 11, 2022

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.

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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).

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