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.
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.
Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities
Gianluca Minella of InfraRed Capital Partners joins Stewart Foley to discuss how insurers are increasing allocations to infrastructure equity and why the asset class is gaining momentum.
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.
2025 Mid-Year: Checking In, Looking Ahead
In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.
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.
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.
Best practices: strategic asset allocation in an evolving regulatory environment
Louis Pelosi is Managing Director of Client Solutions at SLC Management’s Global Insurance Group.
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.