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.
Commercial Mortgage Loans: Building Around the Insurance Balance Sheet
Morris Chen, Portfolio Manager and Head of CMBS & CRE Debt Investments at DoubleLine Capital, and Robert Stanbrook, Portfolio Manager for the firm's CRE Loan Platform, join the InsuranceAUM.com Podcast to discuss the role of commercial mortgage loans in insurance portfolios.
Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out
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.
Real Estate Outlook with Brian Niles
Tony Charles, Head of Research and Strategy for Global Real Assets, recently sat down with Brian Niles, Co-Head of MSREI and Co-Head of NHREF to discuss the outlook for real estate and what it takes to succeed in today's complex environment.
Who is Winning the US-China AI Race?
Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
Repricing and Resurgence: The Evolution of Real Estate
Peter Braffman of GCM Grosvenor joins host Stewart Foley to discuss how repricing, capital flows, and operational performance are reshaping real estate investing for institutional and insurance investors.
Channel 11: The Land of Pain - Part Deux
DoubleLine Portfolio Manager Ken Shinoda breaks down the “Land of Pain” in March across equities, commodities and fixed income, reviewing market performance with an eye on risk management, global allocation, duration strategy and where opportunities might emerge as markets reprice risk.
Blurring the Lines: How AI Is Redefining Fixed Income Boundaries
Rachel Campbell and Kristoff Nelson of Income Research and Management discuss how AI-driven data center investment is reshaping fixed income markets, credit dynamics, and portfolio strategy.
Going Beyond Core: How Allocators are Tapping New CRE Debt Opportunities
Justin Pinckney of AEW joins the podcast to discuss how allocators are moving beyond core commercial real estate debt into alternative sectors, emerging opportunities, and evolving risk strategies.
RPM Ep. 55 | Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2025 House Views on the state of the real estate market.
High Yield Real Estate Lending: 2026 Outlook
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.
AI Use Cases
StepStone’s Qi Liu provides an overview of how AI is being used within SPI by StepStone to streamline data organization and support investment analysis.
Real Estate Secondaries: Opportunities for Insurers in Evolving Markets
Michelle Creed and Min Zhou of Ares Management join Stewart Foley to discuss the evolution of real estate secondaries and their role in today’s private markets.