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.
Quarterly Views from First Eagle Direct Lending Team: 1Q26
Michelle Handy, chief investment officer of direct lending at Napier Park Global Capital, explains why she believes that recent tensions in private credit reflect cyclical stress—not a structural breakdown in the asset class—and why these concerns reinforce the importance of manager selection, underwriting, diversification and understanding how vehicle structures impact liquidity.
RPM Ep. 57 | Power, planets and the abyss — How AI, space, and the deep sea are shaping private markets
Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.
2025 Takeaways and Forward Look to 2026 US Direct Lending Market
Garrett Stephen, Senior Managing Director, Co-Head of Origination at Napier Park Global Capital talks to CJ Doherty, Director of Market Analysis at LSEG LPC, about private credit in 2025 and what is in store for 2026. "I'd say on the AI side, it's really a big focus at the business level for us on making sure that we're implementing AI more broadly within our work streams to stay ahead of the curve,” Stephen said. "If you have a large workforce and maybe not every individual within that workforce is productive, and you can utilize technology to make your core employees more productive, that potentially could cause some of that workforce to decline in those mature or declining businesses."
Rpm Ep. 52 | Why Private Debt is Well-suited for Evergreen Fund Structures
In this episode of RPM, Fabian Körzendörfer, a Zurich-based Partner on StepStone’s Private Debt team, joins co-host Michael Venne to discuss the benefits of private debt and why the asset class fits well with evergreen fund structures.
RPM—Ep. 49 | The future of responsible investing with Suzanne Tavill and Brooke Latham
This episode of RPM features Suzanne Tavill, Partner and Head of Responsible Investment at StepStone, in conversation with Brooke Latham, Head of Sustainability at the NATO Innovation Fund. They explore what it means to invest responsibly in dual-use technologies, with a focus on the evolving concept of “responsible use.”
RPM—Ep. 42 | Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic
In this episode of RPM, Richard Schmidt, Senior Analyst, Private Debt, and Jovan Samardzic, Managing Director, Private Debt Research, join co-host Michael Venne to discuss the state of the private debt market.
RPM—Ep.38 | Real estate secondaries with Jeff Giller and Margaret McKnight
In this episode of RPM, co-host Maribel Yoo hands the mic to Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, to interview Jeff Giller, Partner Head of StepStone Real Estate, about our recent whitepaper, Bull market for real estate secondaries.
Opportunities in private debt secondaries
John Bohill is a Partner of Private Debt at the StepStone Group.
RPM—Ep.33 | Private Debt Secondaries with John Bohill
In this episode of RPM, John Bohill, a partner on our private debt team, joins co-host Michael Venne to discuss the rapid growth and evolution of private debt’s secondary market.
RPM—Ep.32 | Fabian Körzendörfer: Relative Attractiveness of Direct Lending
As bond yields have risen, some investors have been questioning whether direct lending (DL) offers the same value proposition as it once did, but yields are only part of the equation.
Private Markets Today with Tom Keck of StepStone Group
Tom Keck is the partner and head of research and portfolio management at StepStone Group.
Jeff Giller and Margaret McKnight: Spring 2023 Real Estate House Views
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate join co-host Maribel Yoo to discuss our recently released Spring 2023 House Views.