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.
Recent headlines suggest the private credit market is beginning to crumble; however, the asset class isn't a monolith. Look further downmarket, and a far more resilient story emerges.
Tas Hasan, Managing Partner & COO, and Nelson Pereira, Director of Insurance Investor Partnerships at Deerpath Capital, discuss how insurers are accessing lower and middle market direct lending and the structural advantages of this growing segment of private credit.
Sam Kaplan, Rates and Securitized Portfolio Manager at Jennison Associates, discusses yield curve normalization, Fed policy, and positioning portfolios in today’s market.
Dmitri Rabin of Jennison Associates shares insights on the investment-grade securitized markets, including MBS, ABS, CLOs, and CMBS, with a focus on relative value, risk dynamics, and insurance portfolios.
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
Dmitri Rabin is the Head of Securitized at Jennison Associates.
Jake Gaul is the Chief Investment Officer at Jennison Fixed Income.
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