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.
Investing Across the Credit Cycle
Apollo leaders discuss how investors can think about risk and opportunity across the $40 trillion private credit market. Viewers will learn how Apollo’s platform approaches origination, risk management, capital deployment and credit cycle investing.
Private Equity Portfolios: Three Key Dimensions of Diversification
Apollo’s Bryn Gostin explains why private equity diversification today should go beyond simply owning multiple managers. Viewers will learn how manager mix, company size, sector exposure and concentration risk can shape more resilient private equity portfolios.
From Origination to Execution: How Integrated Platforms Drive Value in ABF
Chris Edson, Partner and Global Head of Origination at Apollo, and Bret Leas, Partner and Head of Asset-Backed Finance, join host Stewart Foley, CFA, to discuss the evolution of asset-backed finance, integrated origination platforms, and the growing role of ABF within institutional portfolios.
Who is Winning the US-China AI Race?
Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
Asset-Backed Finance in 2026: Scale Demands Discipline
Today, asset-backed finance is being applied across corporates, housing, consumers, digital infrastructure and governments globally. Its adoption has moved from theory to practice.
Convergence: The Integration and Evolution of Credit Markets
Brian Weinstein and John Cortese debate how the macro situation, liquidity trends and other factors are affecting allocations and investment decisions at a time of unprecedented change in global credit markets.
Convergence with Armen Panossian, Raghav Khanna, and Danielle Poli
How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conversation, Armen Panossian (Co-CEO and Head of Performing Credit), Raghav Khanna (Co-Portfolio Manager, Strategic Credit), and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the implications of the liquid-private credit convergence.
Emerging Markets Debt - Investing in Stability Amongst an Ever-Changing Landscape
Siddharth Dahiya of Aberdeen Investments joins Stewart Foley to explore how insurers can navigate the evolving opportunities and risks in emerging market debt.
Emerging Market Equities: CapEx, Chips, and a Charging China
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.
The Rise of Liability Management Exercises: The Changing Face of Restructurings with Oaktree’s Ross Rosenfelt
Oaktree’s Ross Rosenfeld joins the InsuranceAUM.com Podcast to discuss the rise of liability management exercises and what it means for restructuring and distressed investing.
Supply and Demand with Wayne Dahl and Suzana Perić
In the latest episode of The Insight: Conversations, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl (Co-Portfolio Manager, Global Credit) and Suzana Perić (Managing Director, Sourcing & Origination) as they discuss topics from the recently published Oaktree Credit Quarterly 1Q2025: Gridlock.
Emerging markets equities: Game on or game over?
In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.