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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.

Dan-Pallone-Bio-Picture

Episode 286: Resident Expertise - Advice for Insurers Investing in Residential Mortgage Loans

SS&C Technologies
March 21, 2025

Dan Pallone, Managing Director at SS&C Technologies, joins the InsuranceAUM.com Podcast to break down the residential mortgage loan (RML) market, highlighting key trends, opportunities for insurers, and the operational considerations needed to scale efficiently into this asset class.

Margot DeMore

Episode 283: Leadership Excellence: Attracting and Retaining Top Talent in Insurance Asset Management

Broad Street Consulting Group
March 12, 2025

Milena Humplik and Margot DeMore, co-founders of Broad Street, join the InsuranceAUM.com Podcast to discuss career transitions, leadership, and talent trends in insurance asset management—from both sides of the desk.

Barbara-Arnold

Episode 274: Tips and Tools for Staying Current with NAIC Statutory Filings

SS&C Technologies
February 12, 2025

Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the evolving landscape of NAIC statutory reporting, discussing portfolio complexity, regulatory changes, and strategies for optimizing compliance and efficiency in insurance investment reporting.

SS&C

Episode 234: Avoiding Negative Yield: Flexible Co-Sourcing Models for Insurance Investment Operations

SS&C Technologies
August 15, 2024

Scott Kurland is the Managing Director at SS&C Technologies, heading the insurance solutions team.

SS&C

Episode 196: Tips for Ensuring a Smooth 2023 Annual Filing Process

SS&C Technologies
January 22, 2024

Sam Jones is a Senior Director of Statutory Reporting at SS&C Technologies, Amnon Levy is the Founder and CEO of Bridgeway Analytics, and Scott Kurland is the Managing Director and Head of SS&C’s Insurance Solutions Group.

SS&C

Episode 191: What Insurers Need to Know about CECL – An Interview with SS&C’s Theresa Meawad

SS&C Technologies
January 01, 2024

Theresa Meawad is the Senior Director and Head of Solutions Consulting at SS&C EVOLV, part of SS&C Technologies.

Broad-Street-WEB

Episode 174: Broad Street Consulting – The Godmothers of Insurance Asset Management Search

Broad Street Consulting Group
November 01, 2023

Margot DeMore and Milena Humplik are the co-founders and managing partners of Broad Street Consulting Group.

SS&C

Episode 118: 2023 Insurance Asset Management Technology and Investment Outlook with SS&C’s Scott Kurland

SS&C Technologies
March 06, 2023

Scott Kurland is the Managing Director of SS&C Technologies’ Insurance Solutions Group.

Episode 104: Executive Spotlight: Nazar Alobaidat, Chief Investment Officer of Enstar

Nazar Alobaidat
November 17, 2022

Join host Stewart Foley as he explores portfolio strategy, ESG integration, and market volatility with Nazar Alobaidat, CIO of Enstar Group.

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