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.
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.
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.
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.
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.
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.
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.
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.
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.
Capitalizing on the Shift in Private Credit: Strategies for Insurance Companies
Armen Panossian is the co-CEO and Head of Performing Credit at Oaktree Capital.
Capturing the benefits of Infrastructure Debt
Hadley Peer Marshall is the Managing Director, Co-Head of Infrastructure Debt and Structured Solutions Strategies, and CFO at Brookfield Asset Management, and Eric Wittleder is the Managing Director of Infrastructure at Brookfield Asset Management.