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.
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.
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.
Explore the state of high-yield real estate lending with insights into private capital, middle-market opportunities, and Fidelity’s real estate debt strategies.
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