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.
Ahead Of The Curve
Sam Kaplan, Rates and Securitized Portfolio Manager at Jennison Associates, discusses yield curve normalization, Fed policy, and positioning portfolios in today’s market.
Investment Grade Securitized Market Update
Dmitri Rabin of Jennison Associates shares insights on the investment-grade securitized markets, including MBS, ABS, CLOs, and CMBS, with a focus on relative value, risk dynamics, and insurance portfolios.
Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Asset-Based Lending for Insurers with PIMCO’s Kris Kraus, Portfolio Manager & Co-Head of Specialty Finance
This episode covers the definition and scope of specialty finance, its rapid growth since the Global Financial Crisis (GFC), and why some feel it remains a compelling investment opportunity.
Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
Extending the Concept of Private Credit into Real Assets
Matt Addesa is a Private Market Specialist at DWS.
Emerging Markets Investing for Insurers with Pramol Dhawan, Head of Emerging Markets Portfolio Management at PIMCO
Pramol Dhawan is the Managing Director and Head of the Emerging Markets Portfolio Management Team at PIMCO.
Opportunities in Securitized
Dmitri Rabin is the Head of Securitized at Jennison Associates.
Investment Grade Market Update with Jake Gaul, CIO of Jennison Fixed Income
Jake Gaul is the Chief Investment Officer at Jennison Fixed Income.
Unlocking Value in Corporate Special Situations with Jamie Weinstein, Portfolio Manager and Head of Corporate Special Situations at PIMCO
Exploring corporate special situations and private credit opportunities for insurance investors in today’s evolving credit landscape.
Liquidity and Volatility in the Bond Market with Shilpa Lakhani, Head of Portfolio Management-Fixed Income Solutions at DWS
Join host Stewart Foley as he discusses bond market liquidity, volatility, and strategies for navigating today’s challenging macro environment.
Sorting through the income opportunity among private, junior capital credits DWS and Northwestern Mutual Capital
In this episode of the InsuranceAUM Podcast, host Stewart Foley dives into private credit, junior capital, and innovative yield solutions. Learn how private market opportunities, diversification, and longstanding relationships shape investment strategies for insurance portfolios.