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.
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.
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.
The State of GP-Led Secondaries with Matt Jones, Co-Managing Partner of TPG GP Solutions
Matt Jones of TPG joins the podcast to discuss the evolution, structure, and risk-return dynamics of GP-led secondaries in today’s private markets.
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.
The Future of Real Estate Debt: Uncovering Hidden Investment Opportunities
Exploring real estate credit opportunities and market trends, with insights on how insurers can navigate evolving dynamics in asset-backed lending.
Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Current Perspectives on Securitized Credit
Jean-Marc Breaux is the Sector Portfolio Manager, Fixed Income Division at T. Rowe Price.
Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
Net Lease: The Intersection of Credit and Real Estate
Sharon Kilmer is a Managing Director on TPG Angelo Gordon’s Net Lease Real Estate team, specializing in mission-critical industrial properties.
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.
Opportunities in Securitized
Dmitri Rabin is the Head of Securitized at Jennison Associates.