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.
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.
Private Market's Death: Myths & Realities
Hamilton Lane’s Mario Giannini joins the InsuranceAUM.com Podcast to discuss the myths and realities of private markets, including private equity performance, the rise of private credit, and AI’s growing role in investment strategy.
Good PIK vs. Bad PIK
One of the hottest topics in private credit right now is paid-in-kind interest, also known as PIK. Managing Director of Direct Credit Investments Emily Nomeir discusses the benefits and potential challenges of PIK for private markets investors.
An Update on the Residential Mortgage Market and Insurance Company Involvement
Justin Mahoney, Co-Founder of Shelter Growth Capital, joins the InsuranceAUM.com Podcast to discuss the residential mortgage market, insurance company involvement, and why RMLs are gaining traction as a high-quality, scalable asset class for insurers.
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.
Best Practices for Portfolio Construction in Private Assets
Key practices for insurance investors constructing private asset portfolios. Explore strategies, risks, and data-driven insights to optimize allocation with Hamilton Lane experts.
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.
Due Dilly Episode 3: Mutual of Omaha and Shelter Growth Capital – A Partnership in Residential Loan Investing
Justin Mahoney is the Co-Founder and Senior Portfolio Manager at Shelter Growth Capital Partners, and Bryan Lentz is the Director of Public and Private Structured Securities at Mutual of Omaha Insurance Companies.
CMLs in 2024: A repriced market with attractive opportunities?
Greg Michaud is the Head of Real Estate Finance at Voya.
Best Opportunities in Private Markets with Drew Schardt of Hamilton Lane
Drew Schardt is the Vice Chairman, Head of Investment Strategy, and Head of Direct Private Equity at Hamilton Lane.