Podcast Center

Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.

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Quarterly Views from First Eagle Direct Lending Team: 1Q26

First Eagle Investments
05/13/26

Michelle Handy, chief investment officer of direct lending at Napier Park Global Capital, explains why she believes that recent tensions in private credit reflect cyclical stress—not a structural breakdown in the asset class—and why these concerns reinforce the importance of manager selection, underwriting, diversification and understanding how vehicle structures impact liquidity.

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2025 Takeaways and Forward Look to 2026 US Direct Lending Market

First Eagle Investments
01/15/26

Garrett Stephen, Senior Managing Director, Co-Head of Origination at Napier Park Global Capital talks to CJ Doherty, Director of Market Analysis at LSEG LPC, about private credit in 2025 and what is in store for 2026. "I'd say on the AI side, it's really a big focus at the business level for us on making sure that we're implementing AI more broadly within our work streams to stay ahead of the curve,” Stephen said. "If you have a large workforce and maybe not every individual within that workforce is productive, and you can utilize technology to make your core employees more productive, that potentially could cause some of that workforce to decline in those mature or declining businesses."

Dan Graham, Partner, 17Capital Podcast

NAV Finance: Differentiated Capital Efficiencies for Insurers

17Capital
07/23/25
Episode: 309
with Dane Graham

Dane Graham of 17Capital discusses the rise of NAV finance, why it’s gaining traction with insurers, and how it fits into the broader private credit market.

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NAV Finance Steps Into the Mainstream

17Capital
07/25/24

NAV finance used to be a niche, little known corner of debt capital markets, but over the past 10 years it has evolved into a firmly established part of the private markets ecosystem.

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NAV Finance 101 with Oaktree Capital

17Capital
03/07/24

Listen here to the latest episode of The Insight by Oaktree Capital for an in-depth conversation about NAV finance, a rapidly growing segment of the private credit landscape, with the co-founder Pierre-Antoine de Selancy. He explains what NAV finance is, why it has become so popular, and why its growth is likely to accelerate in the coming years.

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