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.
At the Intersection of ABS, CLOs & Private Credit – Know What You Own
Paul Norris of American Century joins Stewart Foley for a practical discussion on securitized markets, covering ABS, CLOs, ABF private credit, and how insurers can assess income, risk, and relative value.
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.
Demystifying the Alphabet Soup of Securitized Opportunities
Paul Norris of American Century joins Stewart Foley for a practical discussion on securitized markets, covering ABS, CLOs, ABF private credit, and how insurers can assess income, risk, and relative value.
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.
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.
Are Non-Traditional ABS Uniquely Suited to Insurers’ Needs?
Joyce Huang and Paul Norris of American Century Investments discuss why opportunistic securitized assets may offer insurers high‑yield potential with stronger credit quality and diversification benefits.
Zombie Securitizations and Tail Risks: Understanding Fixed Income Challenges
Jake Remley, CFA, is a senior portfolio manager at Income Research & Management.
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.
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.
Opportunities in Securitized
Dmitri Rabin is the Head of Securitized at Jennison Associates.