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.
Bringing a Portfolio Perspective to Improve Private Credit Outcomes
Jon McKeown of Northleaf Capital Partners joins the podcast to discuss how a portfolio-level approach can improve private credit outcomes and support better risk adjusted returns.
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 Equity Secondaries: Optimizing Through Portfolio Construction
Shane Feeney, Managing Director and Global Head of Secondaries at Northleaf Capital, shares how private equity secondaries work, why they offer strong risk‑adjusted returns, and how insurance investors can optimize portfolio construction in this evolving market.
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.
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.
Specialty Finance: Low-Correlation Opportunities Lie in Niche Segments
David Ross is the Managing Director & Head of Private Credit at Northleaf.
Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
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.