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.
Steady by Choice, Powerful by Design: The Case for Actively Managed Core Fixed Income
A disciplined, yield-driven, relative-value approach can turn a core fixed income strategy into a compounding engine of income, stability, and durable alpha across market cycles.
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.
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.
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.
From “Known Unknowns” to Quantified Risks: Enhancing Portfolio Construction with Stress & Scenario Testing
Tobias Gummersbach of New England Asset Management joins the InsuranceAUM Podcast to discuss how stress and scenario testing can strengthen insurance portfolio strategy.
Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure
Alexey Teplukhin of Blue Owl Capital joins the podcast to discuss how data centers and digital infrastructure are powering AI, what’s driving demand, and the implications for investors.
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.
Insurance Industry Investment Highlights
Each year NEAM delves into statutory filing data to analyze trends and insights from the insurance industry’s prior year of investment data. Watch our video to learn more about what is covered for P&C insurers and Life insurers in our articles on the 2024 filings.
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.