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.
Finding Signal in Private Markets Noise
Bob Sharma, CFA discusses how insurance investors can separate signal from noise across private markets, portfolio strategy, and an increasingly complex macro environment.
DoubleLine Minutes: Return of the Bond Vigilantes
DoubleLine’s Eric Dhall and Mark Kimbrough review a volatile week when stocks hit a new high before selling off as Treasury yields rose sharply. Listeners will hear their views on inflation pressure, bond vigilantes, Fed expectations and key economic data to watch.
April Views from First Eagle Global Value Team
Portfolio Manager and Head of the Global Value team Matt McLennan explains why the conflict in Iran has abruptly reversed the “Goldilocks” scenario that markets had priced in and how gold has been efficiently pricing in the risk of war and renewing its role as a monetary reserve.
RPM Ep. 58 | Implementation Framework With Miguel Sosa and David Robbins
In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.
Private Infrastructure Debt – Confidence with Discipline
Patrick Manseau, CFA, of MetLife Investment Management joins the InsuranceAUM.com Podcast to discuss infrastructure debt, digital infrastructure, and underwriting discipline in today’s market.
RPM Ep. 57 | Power, planets and the abyss — How AI, space, and the deep sea are shaping private markets
Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.
What Now? Private Market Implications in Tumultuous Times
Drew Schardt of Hamilton Lane shares insights on navigating private markets amid volatility, evolving risks, and shifting investment opportunities.
Private Chat — Doing the Safety Dance in the Lower Middle Market
Recent headlines suggest the private credit market is beginning to crumble; however, the asset class isn't a monolith. Look further downmarket, and a far more resilient story emerges.
Power Plays: How Insurers Can Invest in the Energy Transition
Neda Vakilian of Actis and David Swift of General Atlantic discuss how growth equity and infrastructure strategies tied to energy transition and enabling infrastructure may complement traditional insurance allocations in a market increasingly driven by electrification, AI demand, and energy security.
Asset-Backed Finance in 2026: Scale Demands Discipline
Today, asset-backed finance is being applied across corporates, housing, consumers, digital infrastructure and governments globally. Its adoption has moved from theory to practice.
Fraud Prevention in Private Asset-Backed Finance
Joel Hart of Victory Park Capital joins the InsuranceAUM.com Podcast to discuss fraud risk in asset-backed finance, private credit due diligence, and how disciplined risk management helps protect insurance investor capital.