InsuranceAUM.com
InsuranceAUM.com
Stewart Foley
The InsuranceAUM.com podcast is rated #1 for insurance investment professionals. We bring you industry leaders talking about today’s most pressing topics, asset classes, regulatory issues, and risk management. We also interview people who we think are doing good things for the world including increasing financial literacy with young people. And, we always try to have a little fun along the way!
Episode 190: Opportunities in private debt secondaries
Today's topic you're really going to like. It's private credit secondaries, and we're joined by John Bohill, partner, private debt, at the StepStone Group.
Dec 20, 2023
22 min
Episode 189: Focusing on Real Estate’s Future with Pearlmark’s Steve Quazzo and Doug Lyons
Today's topic is CRE, and that is on a lot of people's minds right now we're joined by two and I'm happy to say Chicago-based experts in the field. Doug Lyons, managing principal of Pearlmark, responsible for the firm's capital markets and debt investment activities. And we're joined by Steve Quazzo, co-founder, CEO, and chair of the firm's Management Committee, and the PEP II Investment Committee.
Dec 18, 2023
31 min
Episode 188: Leading indicators: The next five years in direct lending
Today's topic is the next five years in direct lending, and it's become increasingly clear that the next five years in direct lending won't be the same as the last. And today, we're talking with Kevin Marchetti of Man Varagon to see what he's seeing in markets and what he thinks that the three to five years is going to look like.
Dec 15, 2023
29 min
Episode 187: Convertible Market Renaissance with IR+M’s Bill O’Neill
Today's topic is convertible bonds and we're joined by Bill O'Neill, principal senior portfolio manager and member of the Investment Committee at Income Research and Management.
Dec 13, 2023
27 min
Episode 186: CLOs: a critical market to insurance investors
We are joined today by Kevin Farley, Managing Director, Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.
Dec 11, 2023
38 min
Episode 185: Unlocking Forest Carbon Opportunities with Eric Cooperstrom
Today's topic is timberland and impact investing. We're joined today by Eric Cooperstrom, Managing Director of Impact Investing in Natural Climate Solutions at Manulife Investment Management.
Dec 8, 2023
27 min
Episode 184: Impact of higher rates and increased volatility on insurance investors with Cindy Beaulieu, CIO of Conning’s North American Operations
Today's topic is the impact of higher rates and increased volatility on insurance investors. And we're joined today by Cindy Beaulieu, CIO of Conning's North American operations.
Dec 6, 2023
39 min
Due Dilly Episode 2: CLO Perspectives Explored - Insights from Industry Expert Thomas Majewski of Eagle Point Credit
We have got a phenomenal podcast today. This is the second in our Due Dilly series where we bring an insurance CIO on to do a deep dive on an asset class. Today, we're joined by Joe Eppers, the Executive Vice President and Chief Investment Officer of Selective Insurance Group and Tom Majewski, Founder and Managing Partner of Eagle Point Credit Management.
Dec 4, 2023
50 min
Episode 182: Deep dive into institutional ETFs with Invesco’s Emily McKinley
Today's topic is institutional use of ETFs by insurance companies, and we're joined by Emily McKinley, Head of Institutional ETFs and Models at Invesco.
Nov 30, 2023
24 min
Episode 181: Executive Spotlight: Brian Roelke, President & Chief Investment Officer, Kuvare Asset Management
We have an executive spotlight, today, and we're very excited to have Brian Roelke, President and Chief Investment Officer of Kuvare Asset Management on with us.
Nov 28, 2023
32 min
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