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.
At the Intersection of ABS, CLOs & Private Credit – Know What You Own
Paul Norris of American Century joins Stewart Foley for a practical discussion on securitized markets, covering ABS, CLOs, ABF private credit, and how insurers can assess income, risk, and relative value.
Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers
Michael Timms, Co-Head of Fund Finance at Bayview Asset Management, discusses the evolution of fund finance into a broader ecosystem of investment solutions. He explores how insurers can allocate across different segments of the fund finance market and why it represents a structural opportunity for insurance portfolios.
Demystifying the Alphabet Soup of Securitized Opportunities
Paul Norris of American Century joins Stewart Foley for a practical discussion on securitized markets, covering ABS, CLOs, ABF private credit, and how insurers can assess income, risk, and relative value.
How Insurers Can Unlock Alpha Through Residential Whole Loans
Nancy Mueller Handal, CIO at Bayview Asset Management, joins the InsuranceAUM.com podcast to share her perspective on how insurers can access alpha through residential loans and asset-based finance, drawing on decades of structured credit experience.
Key Themes for 2025 – Affordability, Land-light Models, and Demographics
Robert Clark, CIO of Domain Real Estate Partners, joins Stewart Foley to discuss homebuilders in 2025, covering affordability, land-light models, and the evolving role of insurance capital in real estate finance.
Are Non-Traditional ABS Uniquely Suited to Insurers’ Needs?
Joyce Huang and Paul Norris of American Century Investments discuss why opportunistic securitized assets may offer insurers high‑yield potential with stronger credit quality and diversification benefits.
The Evolution of Home Building: Land Banking, Affordability, and Market Resilience
Bob Clark is the Chief Investment Officer of Domain Real Estate Partners and a Founding Partner of DW Partners