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.
Asset-Based Lending for Insurers with PIMCO’s Kris Kraus, Portfolio Manager & Co-Head of Specialty Finance
This episode covers the definition and scope of specialty finance, its rapid growth since the Global Financial Crisis (GFC), and why some feel it remains a compelling investment opportunity.
UK Commercial Real Estate – Lending into the Recovery
Martin Barnwell is the Investment Director on the commercial real estate lending team at Aberdeen.
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.
CMLs in 2024: A repriced market with attractive opportunities?
Greg Michaud is the Head of Real Estate Finance at Voya.
Infrastructure Equity with Manulife’s John Anderson
John Anderson is the Global Head of Corporate Finance and Infrastructure at Manulife Investment Management and John Hancock Life Insurance.
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.
Unlocking Forest Carbon Opportunities with Eric Cooperstrom
Eric Cooperstrom is the Managing Director of Impact Investing in Natural Climate Solutions at Manulife Investment Management.
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.
Extending the Concept of Private Credit into Real Assets
Matt Addesa is a Private Market Specialist at DWS.
Private Markets Made Human | Breaking Ground on Private Real Estate Investing
What is the value of investing in private real estate? And how does it compare to publicly listed REITs? Learn about private real estate investing and how it has the potential to produce attractive returns with low volatility and act as an inflation hedge to diversify your portfolio.
Energy Transition Pathway: Investment Risks, Rewards and Unintended Consequences
Stu Porter is the Founder of Denham Capital.
Pathways Podcast: Infrastructure valuation: New tools for the toolkit
Valuations for private infrastructure investment have long been murky and at times challenging to compare to other asset types. Using a large dataset of more than 1,000 transactions, Macquarie research has derived a time series of private infrastructure valuations to gain new insights.