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.
What Now? Private Market Implications in Tumultuous Times
Drew Schardt of Hamilton Lane shares insights on navigating private markets amid volatility, evolving risks, and shifting investment opportunities.
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.
The Future of Infrastructure: AI, Innovation, & Insurance Portfolio Strategy
Mansi Patel and Jeff Matthews of Principal Asset Management join the InsuranceAUM.com podcast to discuss how AI, energy transition, and infrastructure trends are shaping insurance portfolio strategy.
Private Market's Death: Myths & Realities
Hamilton Lane’s Mario Giannini joins the InsuranceAUM.com Podcast to discuss the myths and realities of private markets, including private equity performance, the rise of private credit, and AI’s growing role in investment strategy.
Inside Real Estate: CRE Strategies for Insurance Investors
Rich Hill of Principal Real Estate shares insights on commercial real estate strategies, risk-adjusted returns, and sector trends for insurance portfolios.
Good PIK vs. Bad PIK
One of the hottest topics in private credit right now is paid-in-kind interest, also known as PIK. Managing Director of Direct Credit Investments Emily Nomeir discusses the benefits and potential challenges of PIK for private markets investors.
Best Practices for Portfolio Construction in Private Assets
Key practices for insurance investors constructing private asset portfolios. Explore strategies, risks, and data-driven insights to optimize allocation with Hamilton Lane experts.
Uncovering value in investment grade private credit
Michael Zorich, CFA, is the Managing Director and Head of Investment Grade Private Credit at Principal Asset Management.
CIO Spotlight: Michael Goosay, CIO and Global Head of Fixed Income at Principal Asset Management
Michael Goosay is the CIO and Global Head of Fixed Income at Principal Asset Management.
CLOs: a critical market to insurance investors
Kevin Farley is the Managing Director and Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.
Data centers: What is driving the surge in demand and how can insurance investors benefit?
Jeff Menz and Casey Miller are Managing Directors of Portfolio Management at Principal Real Estate Investors.