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.
Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out
Greg Michaud and Stefanie Stewart of Voya Investment Management discuss why commercial mortgages continue to offer compelling relative value, strong underwriting opportunities, and attractive risk-adjusted returns for insurance investors.
High Yield Real Estate Lending: 2026 Outlook
Bill Maclay, Portfolio Manager at Fidelity, joins the podcast to explore how insurers are navigating high yield real estate debt, construction lending, and credit risk in 2026.
Ahead Of The Curve
Sam Kaplan, Rates and Securitized Portfolio Manager at Jennison Associates, discusses yield curve normalization, Fed policy, and positioning portfolios in today’s market.
Investment Grade Securitized Market Update
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.
Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team
Tim Gill and Juan Tavarez of Fidelity Investments join the podcast to discuss opportunities in emerging market corporates and how insurance investors can navigate risk and find value.
Growth Has Consequences: Direct Lending at Scale
Audie Apple, Head of Equity Capital Formation at Fidelity Direct Lending, joins the podcast to discuss the rapid growth of direct lending, structural market shifts, and what investors need to watch as the asset class scales.
Plugging into the Energy Transition Opportunity
Edward Levin, Managing Director and Co-Head of Direct Infrastructure at Voya Investment Management, joins the InsuranceAUM.com Podcast to break down the energy transition opportunity, offering insight into renewable infrastructure financing, evolving demand drivers, and why bipartisan support keeps the sector resilient.
Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing
Christine Thorpe of Fidelity Investments explores core fixed income, market trends, and sector positioning with Fidelity Investments.
High Yield Real Estate Lending: Navigating the Shifting Landscape
Explore the state of high-yield real estate lending with insights into private capital, middle-market opportunities, and Fidelity’s real estate debt strategies.
Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Navigating Private Credit and Alts: Insights with Chris Lyons of Voya IM
Chris Lyons is the Head of Private Fixed Income and Alternatives at Voya Investment Management
Building Flexible Multi-sector Portfolios
Jeffrey Hobbs is the Head of Insurance Portfolio Management at Voya Investment Management.