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.
Repricing and Resurgence: The Evolution of Real Estate
Peter Braffman of GCM Grosvenor joins host Stewart Foley to discuss how repricing, capital flows, and operational performance are reshaping real estate investing for institutional and 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.
Real Assets, Real Impact: Infrastructure in Modern Insurance Investing
Scott Littman of GCM Grosvenor joins Stewart Foley to discuss infrastructure investing and its role in modern insurance portfolios.
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.
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.
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.
Private Credit Secondaries: Unlocking Opportunities for Insurers
Fred Pollock, CIO, and Steve McMillan, Head of Credit Research at GCM Grosvenor, explore the rise of private credit secondaries, discussing liquidity, pricing dynamics, and how insurers can access high-quality performing assets at a discount.
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.
Fixed Income Deep Dive: Understanding Private Placement Investments
Explore how private placements offer insurers higher yields, robust covenants, and long-term investment advantages in today’s market.
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.
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.