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.
April Views from First Eagle Global Value Team
Portfolio Manager and Head of the Global Value team Matt McLennan explains why the conflict in Iran has abruptly reversed the “Goldilocks” scenario that markets had priced in and how gold has been efficiently pricing in the risk of war and renewing its role as a monetary reserve.
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. 58 | Implementation Framework With Miguel Sosa and David Robbins
In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.
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.
What Now? Private Market Implications in Tumultuous Times
Drew Schardt of Hamilton Lane shares insights on navigating private markets amid volatility, evolving risks, and shifting investment opportunities.
RPM Ep. 56 | The case for emerging managers with Ted Panarese and Aditya Fontana-Raina
In this episode of RPM, Ted Panarese and Aditya Fontana-Raina, New York-based Partners on our private equity team, join co-host Anna Marcus to explore whether emerging managers truly represent a disproportionate source of risk, or if the opportunity has been mischaracterized.
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.
Quarterly Views from First Eagle Global Value Team: 4Q25
In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why he believes investors are embracing opportunities beyond the US as secular forces provide durable support for fundamentals in Europe and Asia, and how the direction of US interest rates and the US dollar may influence returns in 2026.
January Views from First Eagle Global Value Team
Deputy Head and Portfolio Manager of the Global Value team Julien Albertini explains why the team remains focused on risk amid widespread complacency and how a disciplined, bottom-up approach focused on quality businesses helps to manage risk and build resilience.
Quarterly Views from First Eagle Municipal Credit Team: 4Q25
John Miller, head and chief investment officer of the Municipal Credit team, shares his outlook on Fed policy and inflation heading for 2026, and explains how sound fundamentals and attractive valuation potentially set the stage for a strong muni rebound as technical headwinds begin to ease.
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."