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.
Channel 11: The Land of Pain - Part Deux
DoubleLine Portfolio Manager Ken Shinoda breaks down the “Land of Pain” in March across equities, commodities and fixed income, reviewing market performance with an eye on risk management, global allocation, duration strategy and where opportunities might emerge as markets reprice risk.
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.
Global Fixed Income and Insurance Portfolios
Brendan Murphy and Jim Kaniclides of Insight Investment join the InsuranceAUM.com podcast to discuss global fixed income opportunities, hedged yields, diversification, and how insurers can incorporate non-U.S. bonds into core portfolios.
Going Beyond Core: How Allocators are Tapping New CRE Debt Opportunities
Justin Pinckney of AEW joins the podcast to discuss how allocators are moving beyond core commercial real estate debt into alternative sectors, emerging opportunities, and evolving risk strategies.
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.
RPM Ep. 56 | The case for emerging managers with Ted Panarese and Aditya Fontana-Raina
In this episode of RPM, Ted Panarese and Aditya Fontana-Raina, New York-based Partners on our private equity team, join co-host Anna Marcus to explore whether emerging managers truly represent a disproportionate source of risk, or if the opportunity has been mischaracterized.
Channel 11: Skynet or OPEC? What Keeps You Up at Night?
February delivered a sharp rotation across global markets, and in this episode of Channel 11, DoubleLine Portfolio Manager Ken Shinoda breaks down what’s driving the shift.
RPM Ep. 55 | Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2025 House Views on the state of the real estate market.
High Yield Real Estate Lending: 2026 Outlook
Bill Maclay, Portfolio Manager at Fidelity, joins the podcast to explore how insurers are navigating high yield real estate debt, construction lending, and credit risk in 2026.
What’s Next for Insurance Regulation?
In this interview, the Honorable Scott A. White, Virginia Insurance Commissioner and President of the National Association of Insurance Commissioners (NAIC), offers candid insights into the evolving regulatory landscape, the key industry challenges faced in 2025, and emerging priorities for 2026.
Lessons from the Tranches: How to Pick Good Bonds in Securitized Credit
Noah Funderburk, Portfolio Manager and Director of Securitized Credit at Pioneer Investments, shares lessons from the tranches on pricing risk, navigating structure, and understanding what truly drives returns in securitized credit.
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.