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.
Repricing and Resurgence: The Evolution of Real Estate
Peter Braffman of GCM Grosvenor joins host Stewart Foley to discuss how repricing, capital flows, and operational performance are reshaping real estate investing for institutional and insurance investors.
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.
Real Assets, Real Impact: Infrastructure in Modern Insurance Investing
Scott Littman of GCM Grosvenor joins Stewart Foley to discuss infrastructure investing and its role in modern insurance portfolios.
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.
Private Credit Secondaries: Unlocking Opportunities for Insurers
Fred Pollock, CIO, and Steve McMillan, Head of Credit Research at GCM Grosvenor, explore the rise of private credit secondaries, discussing liquidity, pricing dynamics, and how insurers can access high-quality performing assets at a discount.
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.
Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
Don't Make Taxes a Drag - Capturing After-Tax Alpha with Custom Equity Solutions
Mary Lukic is the Head of Tax-Advantaged Equity at Northern Trust Asset Management.
Opportunities in Securitized
Dmitri Rabin is the Head of Securitized at Jennison Associates.