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.
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.
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.
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.
Alexey Teplukhin of Blue Owl Capital joins the podcast to discuss how data centers and digital infrastructure are powering AI, what’s driving demand, and the implications for investors.
AI may drive a $7 trillion to $10 trillion economic expansion over the next decade, potentially adding 10% to global GDP, according to various market predictions.
Olaolu Aganga is U.S. Chief Investment Officer at Mercer, and Stephanie Thomas is a Senior Investment Consultant at Mercer.
Andy Blocker is the Global Head of Public Policy and Strategic Partnerships at Invesco.
On April 10, Howard Marks opened Oaktree Conference 2024 in Los Angeles with a deep dive into his sea change thesis, exploring the broad implications for the investment world. You can now watch an excerpt of this talk.
Ken Musick is the Deputy Chief Investment Officer at EquiTrust Life Insurance Company and Matt Biver is Co-Founder and CEO at Grandview Analytics.
Mary Lukic is the Head of Tax-Advantaged Equity at Northern Trust Asset Management.
Jeff Menz and Casey Miller are Managing Directors of Portfolio Management at Principal Real Estate Investors.
Pramol Dhawan is the Managing Director and Head of the Emerging Markets Portfolio Management Team at PIMCO.
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