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.
Due Dilly Episode 3: Mutual of Omaha and Shelter Growth Capital – A Partnership in Residential Loan Investing
Justin Mahoney is the Co-Founder and Senior Portfolio Manager at Shelter Growth Capital Partners, and Bryan Lentz is the Director of Public and Private Structured Securities at Mutual of Omaha Insurance Companies.
RPM—Ep.40 | Uncovering hidden value in European private equity with Akhilan, Thomas and Carlos
In this episode of RPM, Akhilan Nesaratnam, Thomas Dupont and Carlos Sahuquillo from our private equity team in London join co-host Michael Venne to discuss Europe’s private equity landscape. The conversation surrounds common misconceptions about Europe’s investment opportunities, unpacking four key European sectors and the topics of our recent papers: European small and middle market buyouts, the Nordic region, European growth equity and European healthcare.
Residential Debt: A Diversified Income Stream to Write Home About
Eric Atlas is the Head of US Residential Debt at Man Global Private Markets (GPM), part of the Man Group.
Net Lease: The Intersection of Credit and Real Estate
Sharon Kilmer is a Managing Director on TPG Angelo Gordon’s Net Lease Real Estate team, specializing in mission-critical industrial properties.
Don’t Call it a Comeback – Private Equity Secondaries with Adam Freda of 50 South Capital
Adam Freda is the Managing Director at 50 South Capital.
Private ABS with Aegon Asset Management’s Jim Baskin and Transamerica Life’s Ryan Patterson
Ryan Patterson is the Head of Investment Strategy at Transamerica, and Jim Baskin is the Head of Private Structured Finance at Aegon Asset Management.
Buying and Selling Private Secondaries with Jeff Leathers of Tap
Jeff Leathers is the Co-Founder and CEO of Tap, an electronic trading platform for private funds.
US Commercial Real Estate Equity with Invesco’s Dan Kubiak
Dan Kubiak is Managing Director and Portfolio Manager at Invesco Real Estate US Income Strategy.
Capturing Alpha in the Secondary Market through GP-Led Transactions
Paul Sanabria and Jeff Hammer are Senior Managing Directors and Global Co-Heads of Secondaries at Manulife Investment Management.
Invesco’s Kevin Egan on Senior Secured Loans
Kevin Egan is the Senior Portfolio Manager and Co-Head of Credit Research at Invesco.
Macro Environment Impact on Middle Market Lending with Kevin Marchetti of Varagon Capital Partners
Kevin Marchetti is a Partner and Chief Risk Officer at Varagon Capital Partners.
Why Now’s the Time to Lean into Small Market Buyouts
When the economy shrinks, institutions tend to seek reassurance from larger, more established private equity fund managers. This comes at the expense of small, emerging and by extension, diverse managers, which some regard as riskier than their larger, “more proven” counterparts.