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.
Repricing and Resurgence: The Evolution of Real Estate
Peter Braffman of GCM Grosvenor joins host Stewart Foley to discuss how repricing, capital flows, and operational performance are reshaping real estate investing for institutional and insurance investors.
Blurring the Lines: How AI Is Redefining Fixed Income Boundaries
Rachel Campbell and Kristoff Nelson of Income Research and Management discuss how AI-driven data center investment is reshaping fixed income markets, credit dynamics, and portfolio strategy.
Real Assets, Real Impact: Infrastructure in Modern Insurance Investing
Scott Littman of GCM Grosvenor joins Stewart Foley to discuss infrastructure investing and its role in modern insurance portfolios.
Investment Risk: Ex-Ante Influence for Ex-Post Impact
Allysen Mattison, Director of Investment Risk and Vice Chair of the Investment Committee at Income Research & Management, shares her insights on managing fixed income risk, from interest rate sensitivity to downside risk and tracking error.
The State of GP-Led Secondaries with Matt Jones, Co-Managing Partner of TPG GP Solutions
Matt Jones of TPG joins the podcast to discuss the evolution, structure, and risk-return dynamics of GP-led secondaries in today’s private markets.
Private Credit Secondaries: Unlocking Opportunities for Insurers
Fred Pollock, CIO, and Steve McMillan, Head of Credit Research at GCM Grosvenor, explore the rise of private credit secondaries, discussing liquidity, pricing dynamics, and how insurers can access high-quality performing assets at a discount.
The Future of Real Estate Debt: Uncovering Hidden Investment Opportunities
Exploring real estate credit opportunities and market trends, with insights on how insurers can navigate evolving dynamics in asset-backed lending.
Zombie Securitizations and Tail Risks: Understanding Fixed Income Challenges
Jake Remley, CFA, is a senior portfolio manager at Income Research & Management.
Convertible Market Renaissance with IR+M's Bill O'Neill
Bill O'Neill is Principal Senior Portfolio Manager and a member of the Investment Committee at Income Research and Management.
Net Lease: The Intersection of Credit and Real Estate
Sharon Kilmer is a Managing Director on TPG Angelo Gordon’s Net Lease Real Estate team, specializing in mission-critical industrial properties.
The CMBS Market with Jim Gubitosi, Co-CIO of IR&M
Jim Gubitosi is the co-CIO of Income Research and Management.
Direct Lending Masterclass with Trevor Clark, Managing Partner at Twin Brook Capital Partners
Direct Lending Masterclass: Dive into direct lending with expert insights, strategies, and trends to sharpen your skills in targeting lower-middle markets.