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.
Deal Debrief: Fosber
On this episode of Deal Debrief, we unpack Brookfield’s acquisition of Fosber, a global leader in machinery used to produce corrugated packaging—an essential part of modern logistics.
Beyond Direct Lending: A New Era for Asset-Based Finance
Brookfield’s John Roglieri and Remo Plunkett join the InsuranceAUM.com podcast to discuss how private asset-based finance is creating new opportunities for insurers seeking to diversify beyond direct lending.
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.
Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities
Erin Patterson of Manulife joins the podcast to discuss macroeconomic volatility, commercial real estate strategy, and how institutional investors are navigating today's evolving market.
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.
Key Trends in Real Estate Investment with IREI
Hear Erin Patterson, our global co-head of research and strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.
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.
The Outlook for Infrastructure as an Asset Class
How the fast-moving, opportunity-rich universe of infrastructure equity investment can provide resilience, predictability, and outperformance for insurance asset management in a rapidly changing world.
Insurers are creatively investing in a growing asset class: natural capital
Insurers facing increasing regulatory and public pressure to manage climate-related risks are seeking to allocate their invested assets in ways that can support sustainability, the energy transition, and even nature itself through natural capital.
The Power of Patient Capital: Navigating Private Credit Through Market Cycles
Join host Stewart Foley, CFA on the InsuranceAUM.com Podcast as we explore direct lending, sponsored finance, and middle market private equity, with insights into private credit opportunities for insurance investors.
The Future of Real Estate: Trends and Strategies with Maggie Coleman
Join host Stewart Foley on the InsuranceAUM.com Podcast as he discusses real estate investing trends, challenges, and opportunities.
Demystifying Real Estate Credit
Host Stewart Foley explores the dynamic world of real estate debt with the head of Brookfield’s Real Estate Credit Group, covering market trends, key opportunities, and valuable career advice.