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InsuranceAUM.com

English, Finance, 1 seasons, 179 episodes, 3 days 14 hours 52 minutes
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The Insurance AUM Journal podcast discusses a wide range of insurance asset management topics. We interview industry leaders and subject-matter experts from insurance companies and asset managers alike.
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Episode 200: Challenges and Opportunities in the Current PE Market with Northleaf Capital Partners’ Matt Shafer

Today's topic is a good one, challenges and opportunities in the current PE market. And we're joined by Matt Shafer, Managing Director, Head of Capital Solutions & US Private Equity at Northleaf Capital Partners.
26/02/202431 minutes 28 seconds
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Episode 199: Sustainable Infrastructure Credit: the time is now.

A multi-decade opportunity for Insurance Investment Portfolios Today's topic is sustainable infrastructure credit. The time is now a multi-decade opportunity for insurance investment portfolios, according to our guest, Jorge Camiña, partner, head of Denham Sustainable Infrastructure Credit.  
01/02/202425 minutes 25 seconds
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Episode 198: A Deep Dive into EMD with Aegon AM’s Jeff Grills

Today's topic is emerging markets debt, and we're joined by Jeff Grills, CFA, head of US cross markets and emerging markets debt at Aegon Asset Management.
29/01/202426 minutes 17 seconds
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Episode 197: Wellington Management’s 2024 Insurance Outlook

We have got a phenomenal podcast for you today. A four-time guest, four times, Tim Antonelli, Managing Director Insurance Multi-asset Strategist and Portfolio Manager at Wellington.
25/01/202431 minutes 2 seconds
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Episode 196: Tips for Ensuring a Smooth 2023 Annual Filing Process

A lot of you are going to really enjoy this podcast because it provides tips for ensuring a smooth year-end filing process. Our panelists include Sam Jones, who is a senior director of statutory reporting at SS&C Technologies; Amnon Levy, who is the founder and CEO of Bridgeway Analytics; and Scott Kurland, who's the managing director and head of SS&C's Insurance Solutions Group.
22/01/202433 minutes 11 seconds
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Episode 195: Infrastructure Equity with Manulife’s John Anderson

Today's topic is infrastructure equity and we're joined by John Anderson, Global Head of Corporate Finance and Infrastructure at Manulife Investment Management, and at John Hancock Life Insurance.
18/01/202431 minutes 19 seconds
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Episode 194: Residential Debt: A Diversified Income Stream to Write Home About

Today's topic is a good one. It's Residential Debt: A Diversified Income Stream to Write Home About, which I love the title. And we're joined by Eric Atlas, Head of US Residential Debt, Man GPM.
16/01/202430 minutes 47 seconds
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Episode 193: Executive Spotlight: Bill Pieroni, President and CEO of ACORD

We've got a terrific executive spotlight for you today. A repeat guest, someone who needs not much of an introduction. Bill Pieroni, CEO of ACORD.
12/01/202443 minutes 5 seconds
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Episode 192: Filling the Gap: The Case for Non-Sponsored Direct Lending

Today's topic is called Filling the Gap, the case for non-sponsored direct lending. And we're joined by Chris Rust, who's the co-head of European Credit Opportunities with 25 years in the industry with Ninety One.
10/01/202424 minutes 7 seconds
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Episode 191: What Insurers Need to Know about CECL – An Interview with SS&C’s Theresa Meawad

Today's topic is what insurers need to know about CECL. And we're joined today by Theresa Meawad, senior director and head of Solutions Consulting at SS&C EVOLV.
02/01/202426 minutes 4 seconds
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Episode 190: Opportunities in private debt secondaries

Today's topic you're really going to like. It's private credit secondaries, and we're joined by John Bohill, partner, private debt, at the StepStone Group.
20/12/202322 minutes 35 seconds
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Episode 189: Focusing on Real Estate’s Future with Pearlmark’s Steve Quazzo and Doug Lyons

Today's topic is CRE, and that is on a lot of people's minds right now we're joined by two and I'm happy to say Chicago-based experts in the field. Doug Lyons, managing principal of Pearlmark, responsible for the firm's capital markets and debt investment activities. And we're joined by Steve Quazzo, co-founder, CEO, and chair of the firm's Management Committee, and the PEP II Investment Committee.
18/12/202331 minutes 27 seconds
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Episode 188: Leading indicators: The next five years in direct lending

Today's topic is the next five years in direct lending, and it's become increasingly clear that the next five years in direct lending won't be the same as the last. And today, we're talking with Kevin Marchetti of Man Varagon to see what he's seeing in markets and what he thinks that the three to five years is going to look like.
15/12/202329 minutes 21 seconds
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Episode 187: Convertible Market Renaissance with IR+M’s Bill O’Neill

Today's topic is convertible bonds and we're joined by Bill O'Neill, principal senior portfolio manager and member of the Investment Committee at Income Research and Management.
13/12/202327 minutes 22 seconds
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Episode 186: CLOs: a critical market to insurance investors

We are joined today by Kevin Farley, Managing Director, Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.
11/12/202338 minutes 23 seconds
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Episode 185: Unlocking Forest Carbon Opportunities with Eric Cooperstrom

Today's topic is timberland and impact investing. We're joined today by Eric Cooperstrom, Managing Director of Impact Investing in Natural Climate Solutions at Manulife Investment Management.
08/12/202327 minutes 57 seconds
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Episode 184: Impact of higher rates and increased volatility on insurance investors with Cindy Beaulieu, CIO of Conning’s North American Operations

Today's topic is the impact of higher rates and increased volatility on insurance investors. And we're joined today by Cindy Beaulieu, CIO of Conning's North American operations.
06/12/202339 minutes 37 seconds
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Due Dilly Episode 2: CLO Perspectives Explored - Insights from Industry Expert Thomas Majewski of Eagle Point Credit

We have got a phenomenal podcast today. This is the second in our Due Dilly series where we bring an insurance CIO on to do a deep dive on an asset class. Today, we're joined by Joe Eppers, the Executive Vice President and Chief Investment Officer of Selective Insurance Group and Tom Majewski, Founder and Managing Partner of Eagle Point Credit Management.
04/12/202350 minutes 35 seconds
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Episode 182: Deep dive into institutional ETFs with Invesco’s Emily McKinley

Today's topic is institutional use of ETFs by insurance companies, and we're joined by Emily McKinley, Head of Institutional ETFs and Models at Invesco.
30/11/202324 minutes 29 seconds
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Episode 181: Executive Spotlight: Brian Roelke, President & Chief Investment Officer, Kuvare Asset Management

We have an executive spotlight, today, and we're very excited to have Brian Roelke, President and Chief Investment Officer of Kuvare Asset Management on with us.
28/11/202332 minutes 41 seconds
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Episode 180: Net Lease: The Intersection of Credit and Real Estate

Today's topic is net lease investments, and we're joined today by Sharon Kilmer, a managing director on TPG Angelo Gordon’s Net Lease Real Estate team. 
17/11/202320 minutes 23 seconds
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Episode 179: Don’t Make Taxes a Drag - Capturing After-Tax Alpha with Custom Equity Solutions

Today's topic is tax-advantaged equity and we're joined by Mary Lukic, Head of Tax-Advantaged Equity at Northern Trust Asset Management.
16/11/202320 minutes 31 seconds
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Episode 178: Opportunities from Bank Disclocation with Matt Bass, Head of Private Alternatives at AllianceBernstein

Today's topic is investment opportunities driven by US bank disruption, and we're joined today by Matthew Bass, head of private alternatives at AllianceBernstein.
14/11/202327 minutes
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Data centers: What is driving the surge in demand and how can insurance investors benefit?

Today's topic is investing in today's data center sector with Jeff Menz and Casey Miller, both Managing Directors of Portfolio Management at Principal Real Estate Investors.
08/11/202319 minutes 4 seconds
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Executive Spotlight: Betsy Ziegler, CEO of 1871

Betsy Ziegler can see the future. That's what I learned the first time we met when she was the keynote speaker at CFA Society Chicago. And I ran up to you like an excited kid and started talking with you, and you were kind enough to join us on our first podcast. And so I am thrilled to have Betsy Ziegler, who's the CEO of 1871, join us.
06/11/202322 minutes 19 seconds
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Distressed Credit and Special Situations with Paul Triggiani of Invesco

Today's topic is private distressed credit and special situations, and we're joined today by Paul Triggiani, Managing Director and Head of Distressed Credit and Special Situations at Invesco Private Credit.
03/11/202325 minutes 59 seconds
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Broad Street Consulting – The Godmothers of Insurance Asset Management Search

Welcome back. It's so nice to have you. And we are joined by two really special guests today known as the godmothers of insurance asset management search, none other than Margot DeMore and Milena Humplik of Broad Street Consulting Group.
01/11/202335 minutes 11 seconds
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Myth busting and impact investing in public fixed income with Nuveen’s Stephen Liberatore and Joseph Pursley

Welcome back. It's so nice to have you. Today's theme is myth busting within the fixed income universe, and I love this. This is going to be a great podcast and we're joined by Steve Liberatore, who is a senior managing director, Head of ESG Impact Investing Global Fixed Income at Nuveen. And we are also joined also by my good friend Joe Pursley, who is the head of Insurance the Americas at Nuveen.
30/10/202329 minutes 38 seconds
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Best Opportunities in Private Markets with Drew Schardt of Hamilton Lane

Today's topic is best opportunities in private markets. And we're joined by Drew Schardt, vice chairman, head of investment strategy, and head of direct private equity, as well as being a member of the investment and executive committees at Hamilton Lane. *figures are as of 6/30/23
27/10/202335 minutes 55 seconds
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Extending the Concept of Private Credit into Real Assets

Today's topic is real assets, private debt, and we're joined today by Matt Addesa, Private Market Specialist at DWS.
25/10/202326 minutes 58 seconds
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AEW: Insights and Opportunities in Real Estate Debt

Today's topic is CRE debt and our guest says that the opportunity set for CRE debt is among the most compelling that they've seen. And we're joined today by Dean Dulchinos, Head of Debt Portfolio Management, and Justin Pinckney, Head of PrivateDebt at AEW.
23/10/202334 minutes 35 seconds
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Today’s Risk Environment

We've got a really special guest for you today. By far, the most famous person we've ever had on this podcast, Juliette Kayyem. So just to give everyone an idea, Juliette, you are an on-air personality, CNN senior national security analyst, Pulitzer Prize finalist and contributing writer for The Atlantic and Boston's local NPR station. You have worked in government, you've been in the Obama administration. The accolades go on. You are also a professor at Harvard. You went to Harvard undergrad and grad, and you serve as the faculty chair of the Homeland Security and Security and Global Health Projects at Harvard's Kennedy School of Government.
22/10/202329 minutes 28 seconds
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Quality High Yield Offers Performance Resilience and Diversification

As you all know, bond yields have surged dramatically over the past year, and we're here to talk about leveraged credit, specifically the high yield bond market with Paul Massaro, head of Global High Yield Franchise, and a member of the senior management asset allocation committee at T. Rowe Price.
20/10/202323 minutes 48 seconds
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Emerging Markets Investing for Insurers with Pramol Dhawan, Head of Emerging Markets Portfolio Management at PIMCO

Today's topic is a good one. It's why emerging markets for insurance companies and we're joined by Pramol Dhawan, managing director and head of the EM portfolio management team and member of the investment committee at PIMCO.
18/10/202324 minutes 43 seconds
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Opportunities in Securitized

Today's topic is securitized markets. And I'm thrilled about this because I've got a background here, and halfway, I think I might be able to hold my own for a minute. So we're joined today by Dmitri Rabin, who is the Head of Securitized at Jennison Associates.
16/10/202331 minutes 20 seconds
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Passive Investing Doesn’t Exist in Fixed Income

Our guest today says passive bond investing does not exist. That would be Steve Booth, Head of Global Investment grade with T. Rowe Price.
11/10/202329 minutes 19 seconds
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Energy Transition Pathway: Investment Risks, Rewards and Unintended Consequences

Today's topic is energy transition pathway, investment risks, rewards, and unintended consequences. And we're joined today by Stu Porter, who's the founder of Denham Capital.
09/10/202329 minutes 47 seconds
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Executive Spotlight: Randy Brown, Chief Investment Officer, Sun Life & Head of Insurance Asset Management at SLC Management

Welcome back. This podcast is an executive spotlight and it's brought to you by PGIM Fixed Income. Thanks for joining us, and today's guest is a good friend from a long time ago, Randy Brown, who is the Chief Investment Officer for Sun Life and the Head of Insurance Asset Management at SLC Management.
05/10/202336 minutes 9 seconds
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Don’t Call it a Comeback – Private Equity Secondaries with Adam Freda of 50 South Capital

Today's topic is private equity secondaries and we're joined today by Adam Freda, managing director at 50 South Capital.
02/10/202329 minutes 51 seconds
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The Em-ification of DM with Peter Kent

Welcome back. We're very happy to have you. And today's topic is the EMification of DM and we're joined by Pete Kent who's a Portfolio Manager and Co-head of Emerging Market Fixed Income at Ninety One.
21/09/202329 minutes 25 seconds
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Private ABS with Aegon Asset Management’s Jim Baskin and Transamerica Life’s Ryan Patterson

Today's topic is private structured finance and in parallel, demystifying the relationship and collaboration between Aegon Asset Management and Transamerica Life. I'm glad we're going to do that because it's going to help me understand it better too. We are joined by two very accomplished insurance professionals, Ryan Patterson, who is the head of investment strategy at Transamerica and has been with Transamerica since 2012. And Jim Baskin, head of private structured finance at Aegon Asset Management and has been with the firm since 1996
18/09/202330 minutes 42 seconds
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Global Private Placements Deconstructed

Thanks for joining us. And today's topic is private placement fixed income, and we're joined by Alex Alston, whose division director and co-head of private placements at Macquarie Asset Management.
14/09/202325 minutes 41 seconds
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Role of Sustainable Infrastructure in Private Credit with Brad Dyslin and Erik Kirsh (current/former CIO Aflac Global Investments) and Justin DeAngelis (Partner, Denham Capital)

We've got a good one for you today, the heavyweight edition. Today we're going to be talking about the role of sustainable infrastructure in private credit. And in particular, how it applies in an insurance framework. And we're joined by a serious panel here. We've got Brad Dyslin, who is the executive vice president and global chief investment officer, and also president of Aflac Asset Management. And we're also joined by the person who was in the seat prior to you, we've got Eric Kirsch, who is the former executive vice president, global chief investment officer, and president of Aflac Asset Management. And last but certainly not least, we're joined by Justin DeAngelis, who is the partner and co-head of sustainable infrastructure at Denham Capital. 
12/09/202331 minutes 46 seconds
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Investing in Emerging Market Debt Using a Mosaic Approach

Today's topic is Emerging Market Fixed Income, and we're joined today by Polina Kurdyavko, who is the head of emerging market debt and BlueBay senior portfolio manager at RBC Global Asset Management.
28/08/202329 minutes 53 seconds
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Buying and Selling Private Secondaries with Jeff Leathers of Tap

Today's topic is buying and selling private funds in secondary markets. We're joined by Jeff Leathers, who is the co-founder and CEO of Tap. Tap is an electronic trading platform for private funds.
24/08/202321 minutes 9 seconds
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Executive Spotlight - Christine Todd, CIO of Arch Capital Group

My name's Stewart Foley. I'll be your host. I was born and raised in Missouri, and I saw an antique Mark Twain cigar box, and the slogan was, "Known to everyone, liked by all." And that is very appropriate for our guest today. We are joined by Christine Todd, who's the Chief Investment Officer of the Arch Capital Group.
21/08/202334 minutes 36 seconds
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Executive Spotlight - Peggy Gartin, CIO at AAA-The Auto Club Group

This is the InsuranceAUM.com podcast, where we're having as much fun with insurance asset management as our flimsy BCAR scorer will allow. Today, we have a very special guest. We have a CIO spotlight with our good friend, Peggy Gartin.
18/08/202329 minutes 57 seconds
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An intro to the inefficient world of Portfolio Debt Securities with Dan Spinner of Eagle Point

Today we welcome Dan Skinner of Eagle Point Credit, who is a Senior Principal and Portfolio Manager and is responsible for the firm's defensive income strategy that invests in portfolio debt securities. 
14/08/202326 minutes 49 seconds
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EM Corporates with Elisabeth Colleran of Loomis Sayles

We're joined today by Elisabeth Colleran, who's a vice president of Loomis Sayles and a portfolio manager for the emerging market debt portfolios. So that is today's topic, EMD and EM corporates in particular.
11/08/202326 minutes 33 seconds
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Asset-Backed Lending in a Higher Rate Environment

There's been a steady march to private assets by insurance companies for sure, and asset backed lending is certainly a part of that. Now, we're in a little bit of a higher interest rate environment and we've got a repeat guest today, Connell Hasten, partner at Victory Park Capital is here to talk about asset backed lending in a higher rate environment.
09/08/202320 minutes 24 seconds
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US Commercial Real Estate Equity with Invesco’s Dan Kubiak

We are talking today about US commercial real estate, which is a fantastic topic and super important right now as we're seeing questions abound, particularly around office real estate. We're joined by Dan Kubiak, who's the managing director and portfolio manager at Invesco Real Estate US Income Strategy, a role he has had since 2013.
07/08/202325 minutes 21 seconds
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Capturing Alpha in the Secondary Market through GP-Led Transactions

Welcome back. Lots of people are talking about secondaries these days and that there's value there, and I'm very happy to be talking about that exact topic today called ‘Capturing Alpha in the Secondary Market Through GP-Led Transactions’.
03/08/202337 minutes 28 seconds
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Due Dilly Episode 1: Private Structured Credit with TJ Durkin of Angelo Gordon

Welcome to another edition of the InsuranceAUM.com Podcast. This one is a little different because it is the first of a new podcast series called Due Dilly. And as most of you know, due dilly is slang for due diligence, which is defined as the research and analysis of a company organization done in preparation for a business transaction such as a merger or purchase of securities. We're joined by John Patin, who will be talking with Angelo Gordon's TJ Durkin on Private Structured Credit.
31/07/202337 minutes 23 seconds
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The Capital Midwest Fraud Detection podcast featuring Tod McDonald and Chris McCall from Valid8

I'm Stewart Foley. I'll be your host. In the immortal words of Monty Python, "And now for something completely different." Today, we're going to talk about fraud and how you catch it using very advanced, high-tech software. We're joined today by Tod McDonald and Chris McCall from Valid8.
21/07/202330 minutes 30 seconds
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Executive Spotlight: Ken McCullum, Executive Vice President and Chief Risk Officer of the Principal Financial Group

Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley. I'll be your host. We're very happy to be joined today by Ken McCullum, Executive Vice President and Chief Risk Officer of the Principal Financial Group. 
18/07/202323 minutes 40 seconds
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ETF Use by Insurers, with Ben Woloshin of SSGA and Raghu Ramachandran of S&P Dow Jones Indices

In 2022, insurance company holdings in Exchange Traded Funds experienced a significant drop of over 23% or $11 billion. That is the first drop of its kind since insurers began investing in ETFs in 2004. And that's what we're going to talk about today: insurance companies and their use of ETFs. We're joined by Ben Woloshin who is the head of SPDR Insurance at SSGA and Raghu Ramachandran, who is the Head of US Insurance Asset Channel at S&P Dow Jones Indices.
10/07/202327 minutes 5 seconds
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Preferred ETFs, with Rohan Reddy of Global X ETFs

Welcome back. We're so happy to have you. Today we're going to be talking about preferred stocks. And we're joined today by Rohan Reddy, director of research for Global X ETFs.
07/07/202323 minutes 31 seconds
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State of the States with Conning’s Karel Citroen

Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley. I'll be your host. Today's topic is a very good one for almost any insurance company, municipal bonds. Municipal bonds make up about 10% of all insurance holdings, but significantly higher for P&C. And we're joined today by Karel Citroen, Managing Director and Head of Municipal Credit Research at Conning.
29/06/202323 minutes 48 seconds
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David Golub of Golub Capital on Private Credit

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. We've got a great podcast for you today on private credit, and we're joined by the president of Golub Capital, David Golub.
20/06/202322 minutes 32 seconds
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Energy, Cleantech, and the Insurance Industry with Sara Chamberlain and Jason Blumberg of the Energy Foundry

All right, welcome back. Thanks for joining us. We've got a great podcast for you today, talking about energy in cleantech and how it impacts the insurance industry. And we are joined by the co-founders of Energy Foundry, Sara Chamberlain and Jason Blumberg.
15/06/202332 minutes 41 seconds
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Steve Evans of Artemis.bm Explains the ILS Market

Welcome back, we've got a great one for you today, insurance-linked securities. That's a class that I don't really know well and I'm looking forward to learning all about it from Steve Evans who's the owner and Editor-in-Chief of Artemis and Reinsurance News.
12/06/202328 minutes 27 seconds
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Global Private Markets through a PRISM with Nalaka De Silva of abrdn

Today, we have a very, very good topic. We are going to be talking about global private markets and we're joined today by Nalaka De Silva, Head of Private Market Solutions at abrdn.
05/06/202327 minutes 25 seconds
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Global Fixed Income and More with Arif Husain, Fixed Income CIO of T. Rowe Price

Welcome back to another edition of the InsuranceAUM.com podcast. Today's topic is a good one, global fixed income, huge allocation by most any insurance company. We are joined today by Arif Husain, head of international fixed income and CIO at T. Rowe Price. For standard performance and other important information, please click here:  Dynamic Global Bond Strategy Highlight Returns based on Dynamic Global Bond (USD Hedged) Composite. The Global Unconstrained Bond Strategy/Composite is advertised and marketed under the Dynamic Global Bond Strategy/Composite designation outside of Canada, but should be referred to as the Global Unconstrained Bond Strategy/Composite in Canada.
29/05/202331 minutes 24 seconds
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How can they not know which one’s the brake or the gas? with Mike Ashton, The Inflation Guy

My name's Stewart Foley, and I'll be your host. Today we are joined by a repeat guest, a special guest, Mike Ashton of Enduring Investments, otherwise known as The Inflation Guy.
26/05/202328 minutes 47 seconds
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CRE Distressed Investing with Tony Crooks, AEW, Jack Gay, Nuveen, and Reid Liffmann, Angelo Gordon

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, and I'll be your host. Today we're going to talk about CRE and CRE distressed investing. Our guests are Tony Crooks of AEW, Jack Gay of Nuveen, and Reid Liffmann of Angelo Gordon.
24/05/202323 minutes 12 seconds
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The CMBS Market with Jim Gubitosi, Co-CIO of IR&M

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, I'll be your host. We're very happy to have you. Today's topic is CMBS and commercial real estate. We're joined today by Jim Gubitosi, co-CIO of Income Research and Management.
22/05/202323 minutes 6 seconds
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Private Markets Today with Tom Keck of StepStone Group

My name's Stewart Foley, I'll be your host. We are talking about private markets today with Tom Keck, partner and head of research and portfolio management at the StepStone Group.
19/05/202329 minutes 25 seconds
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Mastering Municipal Securities with Jim Jackson, Co-CIO of Victory Income Investors

Welcome to another edition of the insuranceaum.com Podcast. My name's Stewart Foley. I'll be your host. I'm back with you on an asset class that is near and dear to my heart. We are talking about municipal securities with Jim Jackson, Co-CIO of Victory Income Investors.
17/05/202327 minutes 15 seconds
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Benefits of Proprietary Technology for Insurance Clients

We have a great podcast today, talking about the evolution of technology in the institutional asset management arena. And we're joined by John Gidman, who's the COO of Loomis, Sayles & Company. 
15/05/202333 minutes 19 seconds
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Investment Grade Market Update with Jake Gaul, CIO of Jennison Fixed Income

My name's Stewart Foley. I'll be your host. Investment grade fixed income is overwhelmingly the largest asset class held by most insurance companies, and it's a topic that's always front and center for our listeners. And today we're going to be talking about public credit with Jake Gaul, CIO of Jennison Fixed Income.
12/05/202323 minutes 16 seconds
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Executive Spotlight: Shawn Robinson, Partner, Credit and Co-Head of Private Fixed Income at Apollo

Welcome to another edition of the insuranceaum.com podcast. My name's Stewart Foley, I'll be your host. Welcome back to another executive spotlight. We have got a good one for you today. Shawn Robinson, partner at Apollo who works within private IG and corporate solutions.
10/05/202324 minutes 58 seconds
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Navigating the current preferred and capital securities landscape

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. Welcome back. Today's topic is preferred and capital securities. And we're joined by Phil Jacoby, Executive Director and Chief Investment Officer of Spectrum, a wholly-owned subsidiary of Principal.
08/05/202325 minutes 11 seconds
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Direct Lending Masterclass with Trevor Clark, Managing Partner at Twin Brook Capital Partners

Welcome to another edition of the InsuranceAUM.com Podcast. Our host Stewart Foley is joined in this episode by Trevor Clark – head of Angelo Gordon’s middle market direct lending business, Twin Brook Capital Partners – to discuss the world of direct lending.
05/05/202330 minutes 21 seconds
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Invesco’s Kevin Egan on Senior Secured Loans

My name's Stewart Foley, I'll be your host. Today's topic is senior secured loans and we're joined by Kevin Egan, Senior Portfolio Manager and Co-Head of Credit Research at Invesco.
03/05/202324 minutes 29 seconds
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Trends in US Insurers’ Ownership Structure and the Evolving Regulatory Landscape with Scott White and Amnon Levy

Welcome to another edition of the InsuranceAUM.com podcast. I am Stewart Foley, I'll be your host. Everybody's been asking us to have a regulator on, and we finally have one. Today I'm thrilled to be bringing you a very good topic, and a great panel on our podcast. The topic of conversation is ‘trends in US insurers' ownership structure, in the evolving regulatory landscape.’
01/05/202330 minutes 20 seconds
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Macro Environment Impact on Middle Market Lending with Kevin Marchetti of Varagon Capital Partners

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley and I'll be your host. Today's topic is a very good one. How is the macro environment impacting middle market lending? And we are joined today by Kevin Marchetti, Partner and Chief Risk Officer of Varagon.
27/04/202323 minutes 45 seconds
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Investing Across the Credit Spectrum with Bryan Krug, Managing Director and Portfolio Manager on the Artisan Partners Credit Team

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, and I'll be your host. Today, we're talking about investing across the credit spectrum with Bryan Krug, Managing Director and Portfolio Manager on the Artisan Partners Credit Team.
24/04/202322 minutes 48 seconds
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Executive Spotlight: Phil Titolo, Head of Direct Private Investments at MassMutual

We have got a great podcast for you today, a guest that many of you're going to know, very smart money in the room. Phil Titolo, who's the head of Direct Private Investments at MassMutual.
18/04/202326 minutes 59 seconds
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Gold on Gold with Max Gold, Head of Gold Strategies at State Street Global Advisors

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley and I'll be your host. We've got a good one for you today. We're talking about gold, an asset class that's often misunderstood, with Max Gold, the head of Gold Strategies at State Street Global Advisors.
14/04/202332 minutes 41 seconds
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Climate and Energy Transition in Emerging Markets with Matt Christ, PM at Ninety One

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley; I'll be your host. And today we're talking about climate and energy transition in emerging markets with Matt Christ, Managing Principle and Head of the Transition Debt Strategy for Ninety One.
06/04/202326 minutes 18 seconds
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Executive Spotlight: Patrizio M. Urciuoli, Head of Strategy and Asset Allocation for Liberty Mutual Investments

Welcome to another edition of The InsuranceAUM.com Podcast. My name's Stewart Foley and I'll be your host. There's a lot of smart money in the insurance asset management industry, but none smarter than Liberty Mutual Investments. And we are joined today by Patrizio Urciuoli, who is the Head of Strategy and Asset Allocation at Liberty Mutual Investments.
03/04/202336 minutes 10 seconds
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Liquidity Matters: A Panel of Experts’ Discussion

Warren Buffet famously said, "You can't tell who's swimming naked, until the tide goes out." My interpretation of that comment was he was referring to liquidity. Liquidity has become a major topic in this week's news. We've had the failure of Silicon Valley Bank, we've had Credit Suisse in significant distress, First Republic, and many others. And we have a very, very stacked panel today to talk about liquidity and how it impacts insurance companies.
21/03/202344 minutes 35 seconds
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BDC Bond Masterclass with Radcliffe Capital Management’s Steve Katznelson

Welcome to another edition of the InsuranceAUM.com Podcast. This is the Ice Bowl edition. We've just gotten our power back on after an ice storm last night in Chicago, and we are joined today by Steve Katznelson, the founder and CIO of Radcliffe Capital Management.
09/03/202321 minutes 47 seconds
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2023 Insurance Asset Management Technology and Investment Outlook with SS&C’s Scott Kurland

Thanks for joining us for another edition of the InsuranceAUM.com podcast. Today's topic is a very important one to insurance companies, and that is technology. And how it can improve things dramatically in the investment operation of an insurance company. We are joined today by Scott Kurland, Managing Director of SS&C Technologies' Insurance Solutions Group. I have learned so much about SS&C and look forward to learning some more.
06/03/202327 minutes 22 seconds
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An Interview with Nicos Scordis: A Leading Academic’s Insights on Insurance Asset Management

Welcome to another edition of the InsuranceAUM.com podcast. We have got a good one for you today. We are joined by a very well-regarded academic who has written a great deal on insurance asset management. Today, our guest is Nicos Scordis, Professor and the John R. Cox Ace Limited Chair of Risk and Insurance in the St. John's University Greenberg School of Risk, Insurance, and Actuarial Science.
02/03/202337 minutes 57 seconds
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Opportunities in EM Debt with Tom Smith of MetLife Investment Management

Welcome to another edition of the InsuranceAUM.com podcast. We are very happy to have Tom Smith back from MetLife Investment Management. Tom is a repeat guest on the show. You're here to talk about emerging market debt.
28/02/202320 minutes 12 seconds
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The Private Credit Landscape with with Bill Bohnsack, President of Oak Hill Advisors

Welcome to another edition of the InsuranceAUM.com Podcast. We're thrilled to have you back and this is a good one today. We are talking about private credit with Bill Bohnsack, President of Oak Hill Advisors.
13/02/202334 minutes 10 seconds
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Conning’s Risk Assessment Survey of US Insurers, an Interview with Matt Reilly and Scott Hawkins

Welcome back. Thanks for listening. We are talking about a very important Risk Management Survey today that's been done by Conning. And we're joined by Matt Riley and Scott Hawkins.
09/02/202331 minutes 5 seconds
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Inflation, Labor Markets, and the Fed featuring Mike Ashton, the Inflation Guy

Welcome, welcome, welcome to another edition of the insuranceaum.com podcast. I'm joined today by Mike Ashton, the Inflation Guy.
06/02/202330 minutes 25 seconds
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2023 Insurance Outlook with Wellington Management’s Tim Antonelli

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host, and I'm joined today by Tim Antonelli, Insurance Strategist and Portfolio Manager, and Managing Director at Wellington Management.
01/02/202325 minutes 11 seconds
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Executive Spotlight: Lale Topcuoglu, Managing Director, Head of Credit for Swiss Re Management

Welcome to another edition of the InsuranceAUM.com podcast. My name is Stewart Foley, I'll be your host. And I am joined today by a very special guest, Lale Topcuoglu, Head of Credit, Managing Director at Swiss Re.
26/01/202332 minutes 37 seconds
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Private Structured Credit Masterclass with TJ Durkin of Angelo Gordon

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley and I'll be your host. We're talking about ABS, mortgages, and specialty finance with TJ Durkin of Angelo Gordon. TJ, welcome.
19/01/202324 minutes 59 seconds
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Maura Cunningham, CEO and Founder of Rock The Street, Wall Street

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, I'll be your host. And today's topic is financial literacy for young women in high schools across the United States, and we're joined by the founder and CEO, Maura Cunningham from Rock The Street, Wall Street.
16/01/202330 minutes 58 seconds
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Talking MBS, Govies, and Agencies with Jake Remley of IR&M

Mortgages make up about 30% of the core bond market. It is a massive holding for most any insurance company, and we are going to have a very in-depth conversation today about the mortgage market. My name's Stewart Foley, I'll be your host, and this is the InsuranceAUM.com Podcast. I'm joined today by Jake Remley, Senior Portfolio Manager and Principal at Income Research and Management.
09/01/202325 minutes 48 seconds
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The 5 Investment Data Challenges with Phil Dauer of Grandview Analytics

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley. I'm your host. I'm going to be joined today by Phil Dauer of Grandview Analytics, and we are going to be talking about five investment data challenges for insurers.
05/01/202327 minutes 56 seconds
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Executive Spotlight: Waymond Harris, Senior Vice President and Treasurer of Blue Cross Blue Shield of Michigan and President of Bricktown Capital

Welcome to another edition of the insuranceaum.com podcast. My name's Stewart Foley, I'll be your host. And today we have a CIO spotlight with a very special guest, Waymond Harris, Senior Vice President, and Treasurer of Blue Cross Blue Shield of Michigan.
27/12/202230 minutes 59 seconds
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Executive Spotlight: TC Wilson of The Doctors Company

Welcome to another edition of the InsuranceAUM.com podcast. Today we are on a CIO spotlight with T.C. Wilson of The Doctors Company.
19/12/202234 minutes 9 seconds
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Unlocking Value in Corporate Special Situations with Jamie Weinstein, Portfolio Manager and Head of Corporate Special Situations at PIMCO

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley, I'll be your host. And today we're talking about the compelling opportunities in the corporate credit market and we're joined by Jamie Weinstein, managing director, portfolio manager, and head of corporate special situations at PIMCO.
14/12/202224 minutes 35 seconds
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NAICs Treatment of CLOs with Angela Best and Francisco Paez of MetLife Investment Management

Welcome to another edition of the InsuranceAUM.com podcast. My name is Stewart Foley, I'll be your host. And today we're talking about the pending changes the NAIC is proposing for the capital treatment of CLOs. We're joined by two experts today from MetLife Investment Management - Angela Best, director of CLO Research, and Francisco Paez, head of structured products research at MetLife Investment Management.
08/12/202223 minutes 37 seconds
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ETF Masterclass with Ben Woloshin and Brad Kotler of SSGA

Insurance companies are using ETFs more than ever before, and that's our topic today. Thanks for joining us, my name's Stewart Foley, I'm your host of the InsuranceAUM.com podcast, and I'm joined by Ben Woloshin and Brad Kotler, of State Street Global Advisors.
05/12/202233 minutes 4 seconds
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Liquidity and Volatility in the Bond Market with Shilpa Lakhani, Head of Portfolio Management-Fixed Income Solutions at DWS

Welcome to another edition of the InsuranceAUM.com podcast. Today's topic is liquidity and volatility conditions in the bond market. And we are joined today by Shilpa Lakhani, Head of Fixed Income Portfolio Solutions in the Americas for DWS
01/12/202223 minutes 15 seconds
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IG Corporate Credit with Matt Daly of Conning

Investment grade corporate credit, that's the topic of the day. My name's Stewart Foley, I'll be your host. This is the InsuranceAUM.com podcast and I'm joined today by Matt Daly at Conning, Head of Corporate and Municipal Teams.
28/11/202221 minutes 26 seconds
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How to Invest in Private Credit with Bob Morgan, Executive Vice President and Managing Director at 50 South Capital

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. And today we're talking about private credit with Bob Morgan, managing director and chairman of the investment committee at 50 South Capital, part of Northern Trust.
21/11/202226 minutes 37 seconds
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Executive Spotlight: Nazar Alobaidat, Chief Investment Officer of Enstar

Welcome to another edition of the InsuranceAUM.com podcast, the home of insurance asset management with Nazar Alobaidat, Chief Investment Officer of Enstar.
17/11/202228 minutes 17 seconds
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Rip Reeves, Chief Investment Officer and Treasurer at AEGIS Insurance Services

Welcome to another edition of the InsuranceAUM.com podcast. My name’s Stewart Foley. I’m your host and today we have a very special guest, the soon-to-retire CIO at Aegis, Rip Reeves. So this, Rip, is going to be a podcast. This is your life. 
14/11/202230 minutes 13 seconds
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Emerging Market Corporate Debt with Vic Harling, Head of Emerging Market Corporate Debt at Ninety One

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley, I'm your host, and today's topic is Emerging Market Corporate Debt with Vic Harling, the Head of Emerging Market Corporate Debt at Ninety One.
09/11/202232 minutes 53 seconds
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Executive Spotlight: Jelani Fenton, Founder and CEO of Safari

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley. I'm your host, joined today by Jelani Fenton, founder and CEO of Safari.
03/11/202230 minutes 1 second
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Executive Spotlight: Aaron Diefanthaler, Chief Investment Officer & Treasurer of RLI Corp

Welcome to another edition of the CIO Spotlight. My name's Stewart Foley, I'm your host. This is the InsuranceAUM.com podcast and we are joined by a very good friend, Aaron Diefenthaler of RLI.
31/10/202230 minutes 41 seconds
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What Really Drives Inflation with Mike Ashton, The Inflation Guy

Welcome to another edition of the InsuranceAUM.com podcast. I am joined today by Mike Ashton, the inflation guy of Enduring Investments.
24/10/202228 minutes 57 seconds
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Benchmark Snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles

Benchmarking for insurance companies has been a problem for many, many years. And today we're going to talk about something called benchmark snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles.
17/10/202235 minutes 2 seconds
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An In-Depth Guide to Maritime Finance with EnTrust Global’s Svein Engh

Maritime finance is the topic of the day. Asset-backed lending is the strategy. We're joined by Svein Engh, Senior Managing director, and portfolio manager at EnTrust Global.
10/10/202227 minutes 26 seconds
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Why Impact Investing Goes Beyond Green Bonds

Impact investing is certainly a hot topic with insurers these days, but what does impact investing mean? We're joined by Matt Lawton, portfolio manager in the Fixed Income Division at T. Rowe Price. He manages Global Impact Credit Strategy and co-manages the US Investment Grade Corporate Bond Strategy. Matt, you're a vice president and member of the Investment Advisory Committee for the Corporate Income, New Income, and Ultra Short-Term Bond Funds, and you're also a vice president of the Short Term Bond Fund. Welcome and thanks for being on.
03/10/202231 minutes 55 seconds
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Best Practices for IMA’s with Ed Toy

Every insurance asset management outsourcing involves an IMA an Investment Management Agreement, or it's supposed to. I've been in this business a long time and I've never spent more than a second thinking about that document. But I had a recent conversation with our guest who told me there's quite a bit of interesting things that happen in an IMA. And so I said, "Man, that would be a great podcast. How about coming on?" So I'm very happy to welcome our guest Ed Toy, senior manager, investment specialist at Risk and Regulatory Consulting.
26/09/202232 minutes 6 seconds
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Dividend income: Customizing and thinking tactically

We're here to talk about dividend strategies today, with Lance Humphrey of Victory Capital, Lance is a senior portfolio manager there.
20/09/202231 minutes 24 seconds
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Pending Changes for the Capital Treatment of CLOs

Welcome to a special edition of the InsuranceAUM.com podcast. Today's topic is very timely. It is the potential changes in capital charge treatment for CLOs, and we're joined by two experts today that are going to help us understand the issues at hand. Amnon Levy, CEO of Bridgeway Analytics, led the revision of the C1 factors with both the NAIC and ACLI, and Kevin Croft, professor of practice at Drake University and director of the Kelley Institute for Insurance Innovation. 
09/09/202238 minutes 48 seconds
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CIO Spotlight: Cameron Black, CFA, CAIA, CFP of BCBS Arizona

We always have a great time on the CIO Spotlight. We're very happy to be joined by Cameron Black, chief investment officer and treasurer of Blue Cross Blue Shield of Arizona.
30/08/202229 minutes 45 seconds
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The Regulatory Savant - An Interview With Amnon Levy of Bridgeway Analytics

If you know anything about insurance asset management, you know that regulation is a major factor in everything insurance investment professionals do. We are joined by a true expert in insurance asset management regulation, and we're going to learn a lot today. So, Amnon Levy of Bridgeway Analytics, welcome.
16/08/202238 minutes 6 seconds
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Senior Secured Middle Market Lending - A Credit-Focused Approach for Insurers

The flow of funds to private assets is undeniable in the insurance space. We are talking today about private debt, and more specifically, senior secured sponsored middle market lending. And we're joined by Kevin Marchetti, founding partner and chief risk officer at Varagon Capital.
11/08/202223 minutes 10 seconds
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IG Private Credit: Managing through Change

Everybody knows that there's a big flow of funds to private assets. Eight months ago, everybody was talking about maximizing yield and eight months later, everybody's talking about risk management. So today we have a very good podcast for you on investment-grade private credit, and we're joined by Sara McCrady and Michael Kelleher from Securian Asset Management.
04/08/202222 minutes 57 seconds
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A Bank Loan Approach to Insurance Mandates

Real bond yields are on the rise for the first time in ages, and we're here to talk about leveraged credits, specifically floating-rate bank loans with Paul Massaro, head of Global High Yield and lead portfolio manager for Floating-Rate Strategies at T. Rowe Price.
28/07/202223 minutes 57 seconds
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Opportunities and challenges in the Asian insurance market

The Asian insurance market is one that has always fascinated me. One that is growing rapidly. One that is very different than the US insurance marketplace. That's our topic today. We're very fortunate to be joined by Max Davies, CFA, insurance strategist at The Client Group at Wellington Management.
19/07/202225 minutes 59 seconds
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Asset-backed Lending Masterclass with Victory Park Capital

Insurance companies are buying private assets like never before, and asset-backed lending is one of those areas. We're joined today by Connell Haston, partner and head of the Insurance Services Platform at Victory Park Capital.
18/07/202218 minutes 9 seconds
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Crypto and UST: What Happened?

Cryptocurrency. That's the topic today with a repeat guest, Paul Foley. There's a lot going on, a lot of talk in crypto land, and the first question is, I think the hardest, which is UST - What is it? And then, what happened?
14/07/202224 minutes 45 seconds
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Infrastructure for Insurers - A Deep Dive with Macquarie Asset Management

Thank you for joining another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley. I'm your host. And today, we're going to be talking about infrastructure in insurers with Nick Coxon, Tom Danielsen, and Marc Mercurio from Macquarie.
11/07/202227 minutes 29 seconds
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CIO Spotlight: Leena Punjabi, CIO at F&G Annuities & Life

Welcome to another edition of the Insurance AUM Podcast, and today we're going to be talking with the newly appointed sole CIO of F&G Life, Leena Punjabi.
05/07/202227 minutes 45 seconds
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Kids These Days: Perspectives From New Graduates

Kids these days. As a 57 year old adult, every time I hear that, I stop listening. Because as a professor, I have found this following generation to be simply outstanding. And I am proud to be joined today by two fellow University of Missouri alumni, Trey Lucas, and Truman Webb.
27/06/202228 minutes 46 seconds
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The Evolution of Direct Lending with Invesco’s Ronald Kantowitz

Today, we're talking about private debt and specifically direct lending. It's an area where a lot of funds are flowing and we're joined by Invesco's Ron Kantowitz, who's a managing director and head of private debt.
13/06/202236 minutes 30 seconds
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Saving Lives by Walking and Talking with Amy Kartheiser

Welcome to a special edition of the insuranceaum.com podcast. My name's Stewart Foley, and I'm your host. And I'm joined by a good friend named Amy Kartheiser.
10/06/202227 minutes 22 seconds
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Why private real estate debt can benefit insurance investors

Insurance companies need yield. That is not a news flash. Private real estate debt offers a good alternative to significant yield enhancement. Here to talk about both private and public real estate debt is Kirloes Gerges, Managing Director, Portfolio Manager, Principal Real Estate Debt and Scott Carson, Director, Portfolio Manager, Principal Real Estate Investors. Welcome guys. Thanks for being on the show.
07/06/202234 minutes 17 seconds
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New Option for Trading Options: An interview An Interview with Watershed Technologies’ Gavin Rowe

40 million. That's the number of options contracts that are traded every day. That number has doubled from just two years ago. The options market is a very effective means of risk management and it is going crazy. I am so happy to be joined by Gavin Rowe, CEO of Watershed Technologies, who's going to give us a dissertation on options, and options trading. 
31/05/202241 minutes 52 seconds
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Inflation and the Fallacy of Composition, an Interview with Mike Ashton, The Inflation Guy

Now a day goes by that we're not hearing about inflation in the headlines, and that's why we've gotten Mike Ashton, the inflation guy back on with us. Mike, thanks for being on.  
27/05/202231 minutes 22 seconds
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The future of net zero energy in real estate and why insurers should consider single family rentals

In this episode of the Insurance AUM Podcast, we speak with Anthony Cazazian, of the Man Group, about single family rentals and the future of net zero energy in real estate. “We particularly have been focused on single-family rentals as it has been a newer asset class from an institutional investment perspective. And, we believe that allows us to utilize some of our expertise and skillsets in a different way and allows us to deliver outsized returns to our investors.”
23/05/202230 minutes 33 seconds
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A US insurer’s roadmap for navigating the new RBC regs – An interview with Wellington Management’s Tim Antonelli

Changes in the regulatory environment for insurance companies have massive implications. We are here to talk about the most recent changes with Tim Antonelli of Wellington Management.
16/05/202232 minutes 15 seconds
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Climate change tops insurers’ agenda

"We've seen a real acceleration in the last two years of insurance companies looking to embrace sustainability."  
28/04/202228 minutes 32 seconds
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Focus on the Fish Tank, Not Just the Fish - An Interview with VSECU’s Robert Miller

"So the same is true in the area of diversity, equity and inclusion is that you really need to focus on the fish tank, the culture of your organization and the environment that you want to foster and cultivate so that you can create a welcoming and inclusive environment for a number of different perspectives in your organization, which will make your organization stronger over time."
25/04/202231 minutes 54 seconds
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Rising Rates Pushing Investors Back to Core Bonds

"...what we're seeing in the way we're positioning those portfolios is core bonds are back in. They're back incrementally more in favor. And so that is certainly advantageous because you're not having to stretch quite as much today to get the exact same yields that you were just only a year or two ago."
20/04/202233 minutes 7 seconds
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Former NAMIC CEO Chuck Chamness Reflects on Nearly 30 Years of Serving the Mutual Insurance Industry and Speaks on His New Role at Bain Capital Insurance

“The great news about the insurance industry is almost any skillset can be utilized successfully with a good long career in the industry. If you're a financial type, there are a ton of roles in that area, dealing with the kinds of things you talk about in your podcast and your listeners do every day. If you are an underwriter or you're analytical, if you're a claims person who likes to deal with people and help solve problems, deal with the system, the judicial system, where some things are resolved, a lot of opportunities there.”
13/04/202237 minutes 6 seconds
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Diversity: By Revelation or Revolution

"...But, to the industry's credit, we're also seeing change happen now by revelation, because now the industry is recognizing, okay, this is not just the right thing to do, but this is actually a beneficial thing to do. We can actually improve outcomes for clients, for our firm, for the folks that we work with, by being more inclusive and intentional in our decision-making. So we got here by way of revolution, but where we're going to go, it has to be because of revelation."
11/04/202227 minutes 30 seconds
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Exploring Inflation Drivers Today with Mike Ashton, The Inflation Guy

In this episode of the Insurance AUM Podcast, we speak with Michael Ashton, the Inflation Guy, about inflation drivers in today's market.
31/03/202229 minutes 36 seconds
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How Real Estate Equity and ESG Converge in an Insurer’s Portfolio

“Real estate investments can offer insurance companies portfolio diversification benefits and a hedge against inflation. Recently, lower risk based capital requirements should also allow for an increase in insurance companies’ allocations to real estate investments”. -Sara Queen, Head of Real Estate Equity Strategies
21/03/202232 minutes 9 seconds
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CyberSecurity Today with Rear Admiral Danelle Barrett (Ret.)

07/03/202236 minutes 3 seconds
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Tax Equity & ESG Investing – Discover the Dual Benefits

Leverage cash reserved for tax payments to attain your company’s ESG goals
07/02/202228 minutes 36 seconds
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Private Real Estate Debt with Invesco’s Charlie Rose

28/01/202231 minutes 42 seconds
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Secondaries Investing for Insurance Companies

26/01/202238 minutes 1 second
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Crypto Assets - The Emergence of a New Asset Class

21/01/202230 minutes
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A New Perspective on ESG

06/01/202232 minutes 50 seconds
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Sorting through the income opportunity among private, junior capital credits DWS and Northwestern Mutual Capital

17/12/202138 minutes 43 seconds
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EM Constitutions: Vital to Developing Ideas

14/12/202125 minutes 19 seconds
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Driving Change for Women in Insurance

18/11/202133 minutes 34 seconds
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Inflation: Transitioning to Troubling from Transitory

01/11/202134 minutes 28 seconds
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CLOs Remain Attractive in a Difficult Market

29/10/202123 minutes 27 seconds
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Diversity, Equity, Inclusion & Belonging Roundtable: The Importance of DEI&B

Everybody is talking about DEI&B and how this fits into the insurance asset management industry. Sarah Marshock (Wellington Management) facilitates today's discussion of DEI&B with Margaret Milkint (Diversified Search Group), Grace Reyes (TIDE), Laura Beebe (Farm Bureau Financial Services), and Gia Clarke (Insurance AUM Journal).
20/10/202143 minutes 14 seconds
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Middle Market Direct Lending – A Solution to the Search for Yield?

06/10/202132 minutes 42 seconds
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Commercial Mortgage Loans: the ABCs of CML

05/10/202124 minutes 47 seconds
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Producing Investment Income through GP Stake Investing

Producing Investment Income through GP Stake Investing
01/09/202133 minutes 12 seconds
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Real estate investing re-imagined in a post pandemic world.

Real estate investing re-imagined in a post-pandemic world.
27/08/202124 minutes 53 seconds
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Conning’s Paul Norris Demystifies Esoteric ABS

Conning’s Paul Norris Demystifies Esoteric ABS
09/07/202126 minutes 54 seconds
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Outsourced Trading Explained with Meghan Siripurapu of Meraki Global Advisors

Outsourced Trading Explained with Meghan Siripurapu of Meraki Global Advisors
25/06/202123 minutes 58 seconds
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Fixed Income ETFs: Passing the test and making more sense

Fixed Income ETFs: Passing the test and making more sense 
18/06/202131 minutes 35 seconds
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The Compelling Story of Asia Credit

The Compelling Story of Asia Credit
27/05/202129 minutes 24 seconds
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The Long and Winding Road: Opportunities and Challenges Facing Insurance Companies

The Long and Winding Road: Opportunities and Challenges Facing Insurance Companies
21/05/202136 minutes 22 seconds
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The Changes Happening on Schedule BA

The Changes Happening on Schedule BA
19/05/202129 minutes 3 seconds
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Where’s the value in Crypto?

Where’s the value in Crypto?
17/05/202132 minutes 54 seconds
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Spark Change with Grace Reyes of The Investment Diversity Exchange

Spark Change with Grace Reyes of The Investment Diversity Exchange
12/05/202117 minutes 53 seconds
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Meet Michael Ashton - The Inflation Guy

Meet Michael Ashton - The Inflation Guy
03/05/202136 minutes 37 seconds
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Exploring opportunities in IG Private Credit with Chris Gudmastad

Exploring opportunities in IG Private Credit with Chris Gudmastad  
29/04/202117 minutes 54 seconds
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ACORD President and CEO Bill Pieroni Discusses ACORD’s US P&C Value Creation Study

ACORD President and CEO Bill Pieroni Discusses ACORD’s US P&C Value Creation Study
16/04/202136 minutes 53 seconds
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CIO Spotlight: Joseph Eppers from Selective Insurance

CIO Spotlight: Joseph Eppers from Selective Insurance
14/04/202123 minutes 2 seconds
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CIO Spotlight: Nick Martowski of MagMutual: What to do about equities in insurance company portfolios

CIO Spotlight: Nick Martowski of MagMutual: What to do about equities in insurance company portfolios
09/04/202123 minutes 48 seconds
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Opportunities across the private credit spectrum

Listen to three seasoned professionals cover the entire spectrum of the private credit markets and why they are a good fit for insurers looking to pick up yield.
05/04/202124 minutes 35 seconds
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Loomis Sayles Multi-Asset Credit Portfolio: Global Diversification Across Credit-Focused Sectors

Return of the MAC - perspectives on multi-asset credit with Andrea DiCenso of Loomis Sayles
31/03/202122 minutes 3 seconds
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How the Principles for Responsible Investment (PRI) helps insurers get started and make progress in ESG integration

How the Principles for Responsible Investment (PRI) helps insurers get started and make progress in ESG integration
25/03/202127 minutes 56 seconds
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Compensation in the Asset Management Industry

Keith Robinson has spent decades helping asset managers design compensation programs.  He talks about the key components of best-in-class compensation, or “rewards” plans in the industry.
09/03/202121 minutes 42 seconds
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EMD: An overlooked potential source of yield for insurance investors

EMD: An overlooked potential source of yield for insurance investors
08/03/202125 minutes 58 seconds
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Meet Mitch He, CIO of Chesapeake Employers Insurance

Meet Mitch He, CIO of Chesapeake Employers Insurance
23/02/202121 minutes 56 seconds
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Meet The Helper Bees: Long-term Care Insurtech Disruptor with CEO Dr. Char Hu

A company called “The Helper Bees” doesn’t exactly ring “insuretech” but Dr. Hu’s company is disrupting the long-term care industry and creating winners all around.
14/02/202122 minutes 32 seconds
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Meet Karyn Williams: The Queen of Risk

Karyn Williams thinks that we need to talk about risk differently.  More simply — in terms we all understand.  She has built a world-class, independent risk platform and turned traditional mean-variance approaches on their head.  This is Part 1 of a series on risk management.  Meet Karyn Williams, the Queen of Risk.
18/12/202030 minutes 48 seconds
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Real Estate Investing in the Wake of COVID-19

Real estate is one of the asset class most obviously impacted by the COVID-19 Pandemic.  David Roth, Partner and Head of Real Estate Private Equity at Ares Management, separates winners from losers and gives a compelling vision for real estate’s road ahead.  Disclaimer These materials are neither an offer to sell, nor the solicitation of an offer to purchase, any security, the offer and/or sale of which can only be made by definitive offering documentation. Any offer or solicitation with respect to any securities that may be issued by any investment vehicle (each, an “Ares Fund”) managed or sponsored by Ares Management LLC or any of its subsidiary or other affiliated entities (collectively, “Ares Management”) will be made only by means of definitive offering memoranda, which will be provided to prospective investors and will contain material information that is not set forth herein, including risk factors relating to any such investment.  Any such offering memoranda wi
17/12/202025 minutes 29 seconds
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Putting COVID-19 in the Rearview Mirror: Outlook for Insurance Industry

Bill and Peter talk about markets in a post-COVID-19 world including the likely impact from all the monetary and fiscal stimuli put in place to soften the pandemic’s economic blows.  They also bring some very interesting perspectives on the insurance industry, both life and P&C, and how COVID-19 may impact their respective industry’s going forward.  
16/12/202027 minutes 6 seconds