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.
Investing Across the Credit Cycle
Apollo leaders discuss how investors can think about risk and opportunity across the $40 trillion private credit market. Viewers will learn how Apollo’s platform approaches origination, risk management, capital deployment and credit cycle investing.
Private Equity Portfolios: Three Key Dimensions of Diversification
Apollo’s Bryn Gostin explains why private equity diversification today should go beyond simply owning multiple managers. Viewers will learn how manager mix, company size, sector exposure and concentration risk can shape more resilient private equity portfolios.
From Origination to Execution: How Integrated Platforms Drive Value in ABF
Chris Edson, Partner and Global Head of Origination at Apollo, and Bret Leas, Partner and Head of Asset-Backed Finance, join host Stewart Foley, CFA, to discuss the evolution of asset-backed finance, integrated origination platforms, and the growing role of ABF within institutional portfolios.
Real Estate Outlook with Brian Niles
Tony Charles, Head of Research and Strategy for Global Real Assets, recently sat down with Brian Niles, Co-Head of MSREI and Co-Head of NHREF to discuss the outlook for real estate and what it takes to succeed in today's complex environment.
Asset-Backed Finance in 2026: Scale Demands Discipline
Today, asset-backed finance is being applied across corporates, housing, consumers, digital infrastructure and governments globally. Its adoption has moved from theory to practice.
Convergence: The Integration and Evolution of Credit Markets
Brian Weinstein and John Cortese debate how the macro situation, liquidity trends and other factors are affecting allocations and investment decisions at a time of unprecedented change in global credit markets.
The Low Rate Environment Could Impact Products and Investment Portfolio Mix
Bob Huang of Morgan Stanley joins the InsuranceAUM.com podcast to discuss how a lower-rate environment could reshape insurance product innovation and portfolio strategy.
Lauren Hochfelder on Bloomberg The Close
Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, joined Bloomberg The Close to discuss market expectations for real estate, what’s ahead in senior housing and net lease investing. Lauren also addresses the manufacturing build out that is driving increased demand within industrial real estate, another major focus area for Morgan Stanley Real Estate Investing.
Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities
Erin Patterson of Manulife joins the podcast to discuss macroeconomic volatility, commercial real estate strategy, and how institutional investors are navigating today's evolving market.
The Evolving Role of Fixed Income in Insurance Investment Portfolios – Opportunities and Use-Cases in an Increasingly Multi-Asset World
Jeff Miller and Stephen “Fitz” Fitzsimmons of Morgan Stanley Investment Management discuss the evolving role of fixed income in insurance portfolios, from ALM optimization to opportunities in public and private credit.
Key Trends in Real Estate Investment with IREI
Hear Erin Patterson, our global co-head of research and strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.
The Outlook for Infrastructure as an Asset Class
How the fast-moving, opportunity-rich universe of infrastructure equity investment can provide resilience, predictability, and outperformance for insurance asset management in a rapidly changing world.