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.
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.
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.
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.
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.
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.
Incorporating Tactical Asset Allocation into your Strategic Asset Allocation
Kerry O’Brien and Harold Myers of MetLife Investment Management discuss how insurers integrate tactical asset allocation within long-term strategic frameworks while maintaining discipline, governance, and capital efficiency.
Convergence: The Integration and Evolution of Credit Markets
Brian Weinstein and John Cortese debate how the macro situation, liquidity trends and other factors are affecting allocations and investment decisions at a time of unprecedented change in global credit markets.