Podcast Center
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.
Private Infrastructure Debt – Confidence with Discipline
Patrick Manseau, CFA, of MetLife Investment Management joins the InsuranceAUM.com Podcast to discuss infrastructure debt, digital infrastructure, and underwriting discipline in today’s market.
Direct Lending: Sorting Signal from Noise
Ron Kantowitz explains how to separate signal from noise in direct lending, from AI concerns to portfolio construction and market volatility.
Building Resilience Through Liquidity Optimization
Peter Schenck, Head of Liquidity Distribution at Northern Trust Asset Management, joins Stewart Foley to discuss how insurers are rethinking cash as a strategic tool in today’s market.
Incorporating Tactical Asset Allocation into your Strategic Asset Allocation
Kerry O’Brien and Harold Myers of MetLife Investment Management discuss how insurers integrate tactical asset allocation within long-term strategic frameworks while maintaining discipline, governance, and capital efficiency.
What’s Shaping Insurance Asset Allocations in 2026 and Beyond
Welcome to Compound Insights, a podcast by CFA Society in New York. I'm your host Gary Farber. Today, we're very fortunate to have with us Peter Miller of Invesco.
Beyond the Bank: The Insurance Approach to CRE Loans
David Politano, Head of Debt Strategies at MetLife Investment Management, shares how insurers approach CRE lending differently from banks and CMBS, offering insights into market trends, risk, and long-term value.
Exploring IG Private Asset-Based Finance and Strategic Allocation in Health Insurance
Frank Melaccio of Horizon Blue Cross Blue Shield of New Jersey and Jason Young of MetLife Investment Management discuss investment-grade private credit and asset-based finance in health insurance portfolios.
Senior Loans: A Closer Look For Insurers
Kevin Egan, CPA of Invesco, joins the InsuranceAUM.com Podcast to discuss senior loans, their resilience, and what insurers should know about this evolving asset class.
Real Estate Credit: Cutting Through the Noise
Charlie Rose of Invesco Real Estate discusses commercial real estate debt, bridge lending, global market trends, and where insurers may find opportunity in today’s environment.
Opportunities in Public Markets: Finding Relative Value in Fixed Income
Matt Brill, Head of North America Investment Grade Credit at Invesco, discusses finding value in fixed income, credit sector opportunities, and how insurance investors can navigate timing risk in today's evolving bond market.
The Dividend Edge: Balancing Yield & Risk in Insurance Portfolios
Michael Hunstad and Jeff Sampson of Northern Trust Asset Management join the InsuranceAUM.com Podcast to explore how dividend strategies can help insurers balance yield, risk, and total return in today’s evolving equity market.
The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions
Anwiti Bahuguna, PhD, CIO of Global Asset Allocation at Northern Trust Asset Management, explores Northern Trust’s 10-year capital market assumptions, macro themes like AI-driven productivity and energy transition, and what they could mean for insurers’ asset allocation decisions.