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.
The 2023 Private Debt Market Outlook: Ariel Goldblatt and Mark Tsang
In this episode of RPM, Ariel Goldblatt and Mark Tsang, senior members of our private debt team join co-host Maribel Yoo to discuss StepStone’s 2023 outlook for private debt.
Private Structured Credit Masterclass with TJ Durkin of Angelo Gordon
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore structured credit opportunities, including ABS, mortgages, and specialty finance, for insurance asset managers.
Opportunity set for European Private Credit: US vs. European Direct Lending
Today's topic is the European credit market and how it compares to the US. We're joined by two experts today, Chris Parisi and Andrew McCullagh of Hayfin Capital Management.
Unlocking Value in Corporate Special Situations with Jamie Weinstein, Portfolio Manager and Head of Corporate Special Situations at PIMCO
Exploring corporate special situations and private credit opportunities for insurance investors in today’s evolving credit landscape.
How to Invest in Private Credit with Bob Morgan, Executive Vice President and Managing Director at 50 South Capital
Join host Stewart Foley as he explores strategies, risks, and opportunities in private credit investing with 50 South Capital’s tailored approach.
Data Valuation Engine: Qi Liu
In this episode of RPM, Qi Liu from our data, science and engineering team discusses one of our newest tools – the daily valuation engine (DVE). Typically, private market investors must wait anywhere from two to four months after quarter end to see how the value of their portfolios has changed; DVE, as the name implies, allows them to make this estimate well before general partners report.
Senior Secured Middle Market Lending - A Credit-Focused Approach for Insurers
Join host Stewart Foley on the InsuranceAUM.com Podcast for a deep dive into private debt and sponsor-backed middle market lending, exploring its appeal for insurance portfolios.
IG Private Credit: Managing through Change
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley explores the evolving landscape of investment-grade private credit with insights from the team at Securian Asset Management.
Asset-backed Lending Masterclass with Victory Park Capital
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the role of asset-backed lending in insurance portfolios, discussing loan structures, risk management, and market trends in private credit.
Christian Frei: Geopolitical Uncertainty
In this episode of RPM, we’re talking about the direct and indirect effects of the war in Ukraine. While private markets may have relatively little direct exposure to Russia, Ukraine, Poland and Belarus (2:00), measuring the indirect effects is more difficult. In some instances, the higher prices and price inflation that the war may effect could provide a tailwind to some asset classes (10:40). Because private market valuations lag behind those of public markets, investors often wonder what the latter portends for the former. In short, private equity valuations fall half as much as their public equity counterparts; in private debt, market value declines have been 5x or greater than subsequent credit losses (12:56). All that is to say that an allocation to private markets can add stability to a portfolio.
The Evolution of Direct Lending with Invesco’s Ronald Kantowitz
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the evolution of direct lending and its role in today’s private debt markets.
Ryan Ramsey: Agriculture
In this episode of RPM, we’re talking about one of the oldest industries in the world—Agriculture. From inflation concerns (4:15) and the boom in venture-capital-backed technologies (12:46) to the rise of natural capital (15:40) and the democratization of private markets (21:30), “Ag” is having a moment. Joining us to discuss these topics and more is Ryan Ramsey, a principal on our infrastructure & real assets team based in Sydney.