InsuranceAUM.com
By InsuranceAUM.com
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Episodes: 100
Description
Tune in to the InsuranceAUM.com Podcast, hosted by Founder and Advisor, 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. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
| Episode | Date |
|---|---|
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Episode 366: Private Infrastructure Debt – Confidence with Discipline
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May 07, 2026 |
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Episode 365: Direct Lending: Sorting Signal from Noise
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May 04, 2026 |
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Episode 364: Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers
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Apr 20, 2026 |
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Episode 363: Repricing and Resurgence: The Evolution of Real Estate
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Apr 13, 2026 |
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Episode 362: What Now? Private Market Implications in Tumultuous Times
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Apr 06, 2026 |
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Episode 361: Blurring the Lines: How AI Is Redefining Fixed Income Boundaries
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Apr 02, 2026 |
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Episode 360: Global Fixed Income and Insurance Portfolios
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Mar 24, 2026 |
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Episode 359: Going Beyond Core: How Allocators are Tapping New CRE Debt Opportunities
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Mar 18, 2026 |
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Episode 358: High Yield Real Estate Lending: 2026 Outlook
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Feb 26, 2026 |
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Episode 357: Lessons from the Tranches: How to Pick Good Bonds in Securitized Credit
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Feb 23, 2026 |
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Episode 356: Power Plays: How Insurers Can Invest in the Energy Transition
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Feb 19, 2026 |
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Episode 355: Fraud Prevention in Private Asset-Backed Finance
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Feb 12, 2026 |
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Episode 354: Convergence: Navigating the Blurred Lines Between Public and Private Credit
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Feb 09, 2026 |
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Episode 353: Building Resilience Through Liquidity Optimization
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Feb 05, 2026 |
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Episode 352: Incorporating Tactical Asset Allocation into your Strategic Asset Allocation
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Jan 28, 2026 |
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Episode 350: Real Assets, Real Impact: Infrastructure in Modern Insurance Investing
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Jan 15, 2026 |
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Episode 349: Real Estate Secondaries: Opportunities for Insurers in Evolving Markets
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Jan 12, 2026 |
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Episode 348: Beyond Direct Lending: A New Era for Asset-Based Finance
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Jan 07, 2026 |
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Episode 347: Executive Spotlight: Meet The Institutes & Their CEO - Pete Miller
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Jan 05, 2026 |
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Episode 346: Gold's Enduring Tailwinds with Aakash Doshi
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Dec 29, 2025 |
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Episode 345: CLO BBs and Equity
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Dec 17, 2025 |
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Episode 344: Diversifying Within Structured Credit
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Dec 15, 2025 |
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Episode 343: Navigating Economic Currents: Shaping Insurance Investment Strategies
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Dec 12, 2025 |
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Episode 342: From “Known Unknowns” to Quantified Risks: Enhancing Portfolio Construction with Stress & Scenario Testing
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Dec 09, 2025 |
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Episode 341: Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities
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Dec 04, 2025 |
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Episode 340: Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF
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Dec 01, 2025 |
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Episode 339: Emerging Markets Debt - Investing in Stability Amongst an Ever-Changing Landscape
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Nov 24, 2025 |
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Episode 338: Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure
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Nov 21, 2025 |
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Episode 337: Backstage with Ares: Private Credit, Platforms & People
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Nov 19, 2025 |
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Episode 336: How Insurers Can Unlock Alpha Through Residential Whole Loans
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Nov 17, 2025 |
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Episode 335: The Low Rate Environment Could Impact Products and Investment Portfolio Mix
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Nov 13, 2025 |
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Episode 334: Key Themes for 2025 – Affordability, Land-light Models, and Demographics
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Nov 06, 2025 |
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Episode 333: The Future of Infrastructure: AI, Innovation, & Insurance Portfolio Strategy
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Nov 04, 2025 |
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Episode 332: Private Market's Death: Myths & Realities
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Oct 29, 2025 |
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Episode 331: Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities
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Oct 27, 2025 |
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Episode 330: Are Private Credit Hyperscalers a Ticking Time Bomb?
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Oct 24, 2025 |
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Episode 329: Lessons Learned from a Reformed Insurance CIO
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Oct 22, 2025 |
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Episode 328: Beyond the Bank: The Insurance Approach to CRE Loans
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Oct 20, 2025 |
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Episode 327: Opportunities and Benefits of Lower Middle Market Direct Lending
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Oct 16, 2025 |
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Episode 326: Exploring IG Private Asset-Based Finance and Strategic Allocation in Health Insurance
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Oct 14, 2025 |
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Episode 325: The Regulation Recap
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Oct 07, 2025 |
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Episode 324: Ahead Of The Curve
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Sep 30, 2025 |
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Episode 323: Beyond Yield: Private Credit, PBR & the Need for Enhanced SAA
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Sep 26, 2025 |
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Episode 322: The Changing Landscape in Emerging Market Investing
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Sep 23, 2025 |
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Episode 321: The Rise of Liability Management Exercises: The Changing Face of Restructurings with Oaktree’s Ross Rosenfelt
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Sep 18, 2025 |
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Episode 320: Senior Loans: A Closer Look For Insurers
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Sep 16, 2025 |
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Episode 319: Inside Real Estate: CRE Strategies for Insurance Investors
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Sep 11, 2025 |
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Episode 318: The Evolving Role of Fixed Income in Insurance Investment Portfolios – Opportunities and Use-Cases in an Increasingly Multi-Asset World
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Sep 09, 2025 |
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Episode 317: Bringing a Portfolio Perspective to Improve Private Credit Outcomes
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Aug 25, 2025 |
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Episode 316: Investment Grade Securitized Market Update
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Aug 21, 2025 |
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Episode 315: Investment Risk: Ex-Ante Influence for Ex-Post Impact
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Aug 18, 2025 |
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Episode 314: Innovation in Asset Management
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Aug 14, 2025 |
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Episode 313: Real Asset Credit: Opportunities for Insurers in Real Estate and Infrastructure Debt Investing
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Aug 11, 2025 |
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Episode 312: Enhancing Insurance Portfolios Through Private and Alternative IG
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Aug 04, 2025 |
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Episode 310: Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team
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Jul 28, 2025 |
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Episode 309: NAV Finance: Differentiated Capital Efficiencies for Insurers
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Jul 23, 2025 |
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Episode 308: Real Estate Credit: Cutting Through the Noise
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Jul 21, 2025 |
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Episode 307: Growth Has Consequences: Direct Lending at Scale
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Jul 18, 2025 |
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Episode 306: The Death of Public Credit Has Been Highly Exaggerated
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Jul 16, 2025 |
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Episode 305: Executive Spotlight: Siddharth Chakravarty – Director of Investments at Coaction Specialty
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Jul 14, 2025 |
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Episode 304: Current Asset-Based Private Credit Insights
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Jul 10, 2025 |
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Episode 303: The State of GP-Led Secondaries with Matt Jones, Co-Managing Partner of TPG GP Solutions
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Jul 07, 2025 |
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Episode 302: Executive Spotlight: Seth D. Rosenthal, CFA - Chief Investment Officer at Academy Asset Management
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Jun 25, 2025 |
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Episode 301: Derivatives Applications in Investment Management
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Jun 23, 2025 |
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Episode 300: Overlooked Opportunities: IG Emerging Markets Debt
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Jun 16, 2025 |
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Episode 299: Private Credit Secondaries: Unlocking Opportunities for Insurers
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Jun 04, 2025 |
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Episode 298: Public and Private Asset-Backed Markets: A Symbiotic Relationship
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May 29, 2025 |
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Episode 297: CRE Debt: Insights, Trends & Capital Efficiency
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May 15, 2025 |
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Episode 296: AM Best’s Insurance Industry Outlooks and Potential Impact on Investment Risk
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May 12, 2025 |
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Episode 295: Opportunities in Public Markets: Finding Relative Value in Fixed Income
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May 07, 2025 |
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Episode 294: Insurance and ABF – What’s All the Hype About?
|
May 05, 2025 |
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Episode 293: Private Equity Secondaries: Optimizing Through Portfolio Construction
|
Apr 29, 2025 |
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Episode 292: Private Markets Portfolio Construction for Insurers
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Apr 21, 2025 |
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Episode 291: Fund Finance: Evolution, Insights, & Opportunities
|
Apr 17, 2025 |
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Episode 290: An Update on the Residential Mortgage Market and Insurance Company Involvement
|
Apr 09, 2025 |
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Episode 289: The Dividend Edge: Balancing Yield & Risk in Insurance Portfolios
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Apr 07, 2025 |
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Episode 288: Executive Spotlight: Eric Partlan, CFA, CAIA, Chief Investment Officer at MassMutual
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Apr 01, 2025 |
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Episode 287: The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions
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Mar 25, 2025 |
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Episode 285: Plugging into the Energy Transition Opportunity
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Mar 17, 2025 |
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Episode 284: Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing
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Mar 14, 2025 |
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Episode 283: Leadership Excellence: Attracting and Retaining Top Talent in Insurance Asset Management
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Mar 12, 2025 |
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Episode 282: Discovering New Opportunities For Yield And Safety In The Municipal Bond Market
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Mar 10, 2025 |
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Episode 281: How Can BDCs Be Used to Optimize Direct Lending?
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Mar 06, 2025 |
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Episode 280: The Right Way to Invest in Emerging Market Debt
|
Mar 04, 2025 |
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Episode 279: Overview Of the Private Equity Market: Today’s Changing Landscape
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Feb 27, 2025 |
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Episode 278: Understanding Secondary Markets: A Conversation with Nate Walton of Ares
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Feb 24, 2025 |
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Episode 277: Breaking Down Evergreen Funds: Flexibility, Transparency, and Performance
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Feb 21, 2025 |
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Episode 276: Navigating the Evolution of Asset Finance and Opportunistic Credit with Centerbridge
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Feb 19, 2025 |
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Episode 275: StepStone Insights: Demystifying Venture Capital for Insurance Portfolio Managers
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Feb 14, 2025 |
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Episode 273: Going back to First Principals in a Brave New World
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Feb 10, 2025 |
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Episode 272: The Art of Credit Underwriting: Lessons from OHA and Missouri Teachers
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Feb 05, 2025 |
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Episode 271: Direct Lending Decoded: Macquarie's Strategic Approach to Middle Market Investing
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Feb 03, 2025 |
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Episode 270: Asset-Based Finance Public Versus Private, A Guide to Adult Swimming
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Jan 30, 2025 |
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Episode 269: Asset-Based Finance (ABF): Building Resilient Portfolios for Insurers
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Jan 28, 2025 |
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Episode 268: The Power of Patient Capital: Navigating Private Credit Through Market Cycles
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Jan 14, 2025 |
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Episode 267: Real Estate Debt Markets: Finding Value in Market Dislocations
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Jan 09, 2025 |
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Episode 265: The Cyclical Nature of Real Estate Debt
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Dec 20, 2024 |
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Episode 264: The Future of Real Estate: Trends and Strategies with Maggie Coleman
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Dec 18, 2024 |
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Episode 263: Navigating the Economic Landscape: Tariffs, Productivity, and the Future of US Growth
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Dec 16, 2024 |
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Episode 262: Secondaries Offer Liquidity Opportunity for Well-Informed Investors With Competitive Edge
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Dec 13, 2024 |