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.
Finding Signal in Private Markets Noise
Bob Sharma, CFA discusses how insurance investors can separate signal from noise across private markets, portfolio strategy, and an increasingly complex macro environment.
RPM Ep. 58 | Implementation Framework With Miguel Sosa and David Robbins
In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.
RPM Ep. 57 | Power, planets and the abyss — How AI, space, and the deep sea are shaping private markets
Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.
Blurring the Lines: How AI Is Redefining Fixed Income Boundaries
Rachel Campbell and Kristoff Nelson of Income Research and Management discuss how AI-driven data center investment is reshaping fixed income markets, credit dynamics, and portfolio strategy.
RPM Ep. 56 | The case for emerging managers with Ted Panarese and Aditya Fontana-Raina
In this episode of RPM, Ted Panarese and Aditya Fontana-Raina, New York-based Partners on our private equity team, join co-host Anna Marcus to explore whether emerging managers truly represent a disproportionate source of risk, or if the opportunity has been mischaracterized.
RPM Ep. 55 | Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2025 House Views on the state of the real estate market.
AI Use Cases
StepStone’s Qi Liu provides an overview of how AI is being used within SPI by StepStone to streamline data organization and support investment analysis.
Rpm Ep. 54 | Private Equity Discipline in Uncertain Conditions With Lisa Larsson and Akash Chitrey
In this episode of RPM, Lisa Larsson, a New York-based Partner on StepStone’s Portfolio Management team, and Akash Chitrey, a La Jolla-based Senior Associate on the same team, join co-host Anna Marcus to discuss private equity liquidity and valuations, using data to show how private equity really creates and sustains value, even amid uncertain macro conditions.
RPM Ep. 53 | Diversifying your Asia Exposure with Zhiyao Ma and Hansong Qu
In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone’s Asia Private Equity team, join co-host Anna Marcus to discuss the investment case for Japan and India and why these markets may be top of mind for investors looking at China +1 alternatives.
Investment Risk: Ex-Ante Influence for Ex-Post Impact
Allysen Mattison, Director of Investment Risk and Vice Chair of the Investment Committee at Income Research & Management, shares her insights on managing fixed income risk, from interest rate sensitivity to downside risk and tracking error.
Rpm Ep. 52 | Why Private Debt is Well-suited for Evergreen Fund Structures
In this episode of RPM, Fabian Körzendörfer, a Zurich-based Partner on StepStone’s Private Debt team, joins co-host Michael Venne to discuss the benefits of private debt and why the asset class fits well with evergreen fund structures.
RPM Ep. 51 | Now is the Time for Infrastructure Secondaries With Tim Rees
In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum.