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.
Overlooked Opportunities: IG Emerging Markets Debt
Mark Hughes and Kevin Ritter, CFA charterholders and Co-Heads of Emerging Market Debt at PPM America, unpack overlooked opportunities in investment-grade emerging market debt.
RPM—Ep. 49 | The future of responsible investing with Suzanne Tavill and Brooke Latham
This episode of RPM features Suzanne Tavill, Partner and Head of Responsible Investment at StepStone, in conversation with Brooke Latham, Head of Sustainability at the NATO Innovation Fund. They explore what it means to invest responsibly in dual-use technologies, with a focus on the evolving concept of “responsible use.”
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.
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.
Public and Private Asset-Backed Markets: A Symbiotic Relationship
Connell Hasten of Victory Park Capital and Sukh Grewal of Janus Henderson explore the intersection of public and private asset-backed markets, sharing how insurers can leverage both for liquidity, yield, and efficient deployment.
Emerging Markets Debt: the Aftershocks of Liberation Day
In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.
Opportunities in Public Markets: Finding Relative Value in Fixed Income
Matt Brill, Head of North America Investment Grade Credit at Invesco, discusses finding value in fixed income, credit sector opportunities, and how insurance investors can navigate timing risk in today's evolving bond market.
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.
Private Markets Portfolio Construction for Insurers
Toby True, Partner on the Investment Strategy and Risk Management Team at Adams Street Partners, joins host Stewart Foley on the InsuranceAUM.com Podcast as we dive into private market portfolio construction, illiquidity risk, and data-driven insights for insurers.
Fund Finance: Evolution, Insights, & Opportunities
Shelley Morrison, Head of Fund Finance at Aberdeen Investments, joins the InsuranceAUM.com Podcast to discuss the evolution of fund finance, its appeal to insurers, and Aberdeen’s disciplined, client-focused approach to this growing asset class.
Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing
Christine Thorpe of Fidelity Investments explores core fixed income, market trends, and sector positioning with Fidelity Investments.
Discovering New Opportunities For Yield And Safety In The Municipal Bond Market
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore new opportunities for yield and safety in the municipal bond market with Insight Investment experts.