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.
Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers
Michael Timms, Co-Head of Fund Finance at Bayview Asset Management, discusses the evolution of fund finance into a broader ecosystem of investment solutions. He explores how insurers can allocate across different segments of the fund finance market and why it represents a structural opportunity for insurance portfolios.
Convergence: Navigating the Blurred Lines Between Public and Private Credit
Chris Gudmastad of Loomis Sayles joins the InsuranceAUM.com Podcast to discuss the growing convergence of public and private credit and what it means for insurers.
How Insurers Can Unlock Alpha Through Residential Whole Loans
Nancy Mueller Handal, CIO at Bayview Asset Management, joins the InsuranceAUM.com podcast to share her perspective on how insurers can access alpha through residential loans and asset-based finance, drawing on decades of structured credit experience.
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.
Asset-Based Finance Public Versus Private, A Guide to Adult Swimming
Join host Stewart Foley on the InsuranceAUM.com Podcast as we dive into the complexities of public vs. private asset-based finance, exploring liquidity, risk, and due diligence considerations for insurance investors.
Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Structured Settlements and Smart Systems: A Deep Dive with Independent Life and Loomis Sayles
Erik Troutman is the co-head of the Institutional Advisory Group at Loomis Sayles, and Dave Adams is the Chief Investment Officer at Independent Life.
Fact vs. Fiction? Tackling the Tough Questions about EM Corporates for Insurers
Elizabeth Colleran, CFA is the Emerging Markets Portfolio Manger & Credit Strategist at Loomis Sayles.
Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
Opportunities in Securitized
Dmitri Rabin is the Head of Securitized at Jennison Associates.
EM Corporates with Elisabeth Colleran of Loomis Sayles
Elisabeth Colleran is a Vice President at Loomis, Sayles & Company.