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.
RPM Ep. 55 | Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2025 House Views on the state of the real estate market.
AI Use Cases
StepStone’s Qi Liu provides an overview of how AI is being used within SPI by StepStone to streamline data organization and support investment analysis.
Securitized Credit 101: Understanding the Balance Sheet Behind Structured Finance
In this episode of Perspectives, Client Portfolio Manager Phil Gioia sits down with Portfolio Manager Andrew Hsu to demystify the securitization process and address common misconceptions around transparency in securitized markets.
2026 Credit Market Outlook: Boring, Choppy or Hot?
In this 2026 Credit Market Outlook round table, DoubleLine’s Phil Gioia moderates a wide-ranging discussion with Portfolio Managers Robert Cohen, Ken Shinoda and Morris Chen, exploring how shifting macroeconomic dynamics, valuations and emerging structural themes – most notably AI-driven capital investment – are shaping today’s credit landscape.
Rpm Ep. 54 | Private Equity Discipline in Uncertain Conditions With Lisa Larsson and Akash Chitrey
In this episode of RPM, Lisa Larsson, a New York-based Partner on StepStone’s Portfolio Management team, and Akash Chitrey, a La Jolla-based Senior Associate on the same team, join co-host Anna Marcus to discuss private equity liquidity and valuations, using data to show how private equity really creates and sustains value, even amid uncertain macro conditions.
Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF
DoubleLine’s Andrew Hsu and Fifi Wong join the InsuranceAUM Podcast to explore how insurers can build resilient portfolios through structured credit, ABS, and asset-based finance.
Looking at Possibility for a Steeper Yield Curve, Says Jeffrey Gundlach
DoubleLine founder and CEO Jeffrey Gundlach joins CNBC's "Closing Bell" to discuss Federal Reserve chairman Jerome Powell's remarks after the central bank’s Federal Open Market Committee lowered its benchmark overnight borrowing rate to a range of 3.75%-4%.
Perspectives: Matching Liabilities With Opportunity: Fixed Income Strategies for Insurers
DoubleLine’s Phil Gioia, Client Portfolio Manager, sits down with Paul Schroeder, Relationship Manager for Insurance Clients, to discuss the evolving landscape of insurance asset management.
Ken Shinoda: Bond Positioning in a Cautious Fed Era
DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg TV following the FOMC’s 25-basis-point rate cut to share insights on the Fed’s cautious approach, the outlook for rate cuts and how fiscal risks are shaping the Treasury curve. Shinoda highlights opportunities on the short end of the curve, warns against reaching for yield amid tight credit spreads, and underscores the value of high-quality assets like agency MBS. He also discusses systemic risk concerns, private credit vulnerabilities, and the potential impact of an end to quantitative tightening.
RPM Ep. 53 | Diversifying your Asia Exposure with Zhiyao Ma and Hansong Qu
In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone’s Asia Private Equity team, join co-host Anna Marcus to discuss the investment case for Japan and India and why these markets may be top of mind for investors looking at China +1 alternatives.
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. 51 | Now is the Time for Infrastructure Secondaries With Tim Rees
In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum.