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.
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.
Lessons Learned from a Reformed Insurance CIO
Mark Rose, Insurance Solutions Specialist at T. Rowe Price and former CIO of Argo Group, joins the InsuranceAUM.com podcast to share lessons from his time in the CIO seat—and what he’s learned on the asset manager side.
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.
NAV Finance: Differentiated Capital Efficiencies for Insurers
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.
Dry Powder: The Private Equity Podcast
Republished from Bain and Company - We ask a leading provider of NAV loans about the enthusiasm and the skepticism around a growing trend.
Navigating the Economic Landscape: Tariffs, Productivity, and the Future of US Growth
Join host Stewart Foley on the InsuranceAUM.com Podcast for expert insights into macroeconomic trends, including trade, fiscal policy, and the Fed's rate trajectory.
Zombie Securitizations and Tail Risks: Understanding Fixed Income Challenges
Jake Remley, CFA, is a senior portfolio manager at Income Research & Management.
NAV Finance Steps Into the Mainstream
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.
Current Perspectives on Securitized Credit
Jean-Marc Breaux is the Sector Portfolio Manager, Fixed Income Division at T. Rowe Price.
NAV Finance 101 with Oaktree Capital
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.
Convertible Market Renaissance with IR+M's Bill O'Neill
Bill O'Neill is Principal Senior Portfolio Manager and a member of the Investment Committee at Income Research and Management.
Quality High Yield Offers Performance Resilience and Diversification
Paul Massaro is the Head of Global High Yield Franchise and a member of the Senior Management Asset Allocation Committee at T. Rowe Price.