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.
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.
Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
Sustainable Infrastructure Credit: the time is now.
Jorge Camiña is a Partner and the Head of Denham Sustainable Infrastructure Credit.
Opportunities in Securitized
Dmitri Rabin is the Head of Securitized at Jennison Associates.
Energy Transition Pathway: Investment Risks, Rewards and Unintended Consequences
Stu Porter is the Founder of Denham Capital.
Role of Sustainable Infrastructure in Private Credit with Brad Dyslin and Eric Kirsh (current/former CIO Aflac Global Investments) and Justin DeAngelis (Partner, Denham Capital)
Brad Dyslin is the Executive Vice President, Global Chief Investment Officer, and President of Aflac Asset Management.
How can they not know which one’s the brake or the gas? with Mike Ashton, The Inflation Guy
Michael Ashton is the CEO of Enduring Investments.
Investment Grade Market Update with Jake Gaul, CIO of Jennison Fixed Income
Jake Gaul is the Chief Investment Officer at Jennison Fixed Income.
Inflation, Labor Markets, and the Fed featuring Mike Ashton, the Inflation Guy
Mike Ashton is "The Inflation Guy," an Inflation Consultant and Expert.
What Really Drives Inflation with Mike Ashton, The Inflation Guy
Explore inflation dynamics and economic trends with host Stewart Foley on the InsuranceAUM.com Podcast. Gain insights into the Fed’s policy approach, the yield curve, and the metrics shaping today’s markets.