About Us

Our Values

  • At InsuranceAUM.com, we are committed to creating a stigma-free workplace and breaking down the stigma that surrounds mental illness. We believe in promoting mental health awareness and support our employees and partners in their mental health journeys.
  • We are also passionate about advancing Diversity, Equity, and Inclusion (DE&I) efforts in our industry. We actively support and advocate for diversity in all its forms, recognizing that diverse perspectives and experiences help us build a stronger, more inclusive community.
  • In addition, we are proud to be a signatory of the Principles for Responsible Investment (PRI) and support the efforts of insurance and asset management companies to combat climate change. We believe in the power of sustainable investing to create positive change and are committed to doing our part to protect the planet for future generations.

Our Platform

  • InsuranceAUM.com - At InsuranceAUM.com, we strive to be the premier educational and professional development platform for insurance investment professionals. Our mission is to provide valuable content to a closed community of institutional investors. We believe in publishing with a purpose, offering thought-provoking articles, whitepapers, podcasts, and webcasts that are carefully curated to meet the unique needs of our audience. Whether you're a seasoned insurance asset manager or just starting out in the industry, InsuranceAUM.com is the go-to source for cutting-edge insights.
  • InsuranceAUM.com Podcasts - Tune in to the InsuranceAUM.com Podcast for insightful conversations between our Managing Partner and distinguished professionals in the insurance asset management industry. Our weekly podcasts feature CIOs, asset managers, and other industry experts sharing their perspectives on the latest trends and issues in the field. You can find our podcasts in the Podcast Center and through other popular distribution channels (Podbean | Google Podcasts | Apple Podcasts | Spotify | Pandora). Don't miss out on these engaging discussions that offer valuable insights for insurance investors and asset managers alike.
  • Insurance Investment Leaders' Symposium - This is a must-attend event for insurance asset owners. It is a unique opportunity to network with your peers and gain valuable insights from industry leaders. Our symposium brings together top executives and thought leaders in insurance asset management for engaging discussions and informative presentations. This is your chance to collaborate with the best and brightest minds in the field, learn about best practices, and stay up-to-date on the latest trends.

Our Team

InsuranceAUM.com is a small team of professionals located primarily in the United States and the United Kingdom. Led by Managing Partner and Founder Stewart Foley, our team brings a wealth of experience and expertise to the insurance asset management industry.

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Stewart J. Foley, CFA

Managing Partner

Stewart Foley, CFA is the Founder and Managing Partner of Insurance AUM, the number one resource for insurance investment professionals, providing thought leadership, podcasts, and both live and in-person events. Leveraging his extensive experience in the finance and insurance sectors, Stewart has built Insurance AUM into an industry authority for over 60 leading insurance asset management firms, providing insights, industry knowledge, and a community for the world’s smartest asset management leaders.

The Insurance AUM podcast, launched in 2020, has featured more than 200 top investment executives and multi-industry leaders, has achieved 75,000 downloads, and has an audience in over 50 countries. Stewart and Insurance AUM bring together the most respected industry executives in an annual Insurance Investment Leader’s Symposium at University of Chicago, online community collaboratives, and niche industry events. 

Stewart has served as CIO, portfolio manager, and investment consultant for specialized third-party asset management firms. He has taught Finance, Risk Management, and Insurance at both the undergraduate and graduate levels and actively impacted the placement of over 200 finance graduates through his support of recruitment events and mentorship.  

Stewart holds an MBA from the University of Chicago’s Booth School of Business, graduated with Honors from the University of Missouri with a BSBA in Finance, and is a CFA Charter holder. 

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Lynde OBrien

Chief Marketing Officer

Lynde O’Brien is the Chief Marketing Officer of InsuranceAUM.com. Lynde is a results-oriented executive with over 20 years of experience in Digital Marketing and Communications and Customer Experience, primarily in the Health Insurance industry. She excels at building, mentoring, and growing cross-functional business teams and brings extensive, award-winning experience designing, developing, and implementing B2C and B2B marketing programs. She is skilled at campaign management, omni-channel delivery, and analytics systems. 

Lynde earned her B.S. in Social Science from University of California, Berkeley, and Executive Leadership and Digital Marketing Strategies, Data, Automation, and AI certificates from Northwestern University, Kellogg School of Management. She is also a graduate of the Deloitte University, CMO Academy.

Lynde is an avid tennis player, yogini, and amateur School of Rock musician.

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Lindsay Mickles

Digital Marketing Manager

As a seasoned communicator with a passion for connecting across borders, Lindsay thrives in diverse cultural landscapes, bringing a wealth of international experience to every endeavor. With an MA in Intercultural Communication from the University of the West of England, Lindsay possesses a keen understanding of fostering inclusive team environments and driving organizational success through collaboration. With a Bachelor's degree in Visual Communication from Ohio University complementing her academic pursuits, Lindsay is equipped with a unique blend of creativity and strategic acumen.

 

Lindsay's journey has taken her through various roles, from serving as a Digital Marketing Manager at InsuranceAUM.com to freelancing as a versatile writer, editor, and virtual assistant. Lindsay holds certificates in Email Marketing from HubSpot Academy, Foundations of Project Management from Google Career Certificates, and Digital Marketing from the Digital Marketing Institute, underscoring Lindsay's commitment to staying at the forefront of industry trends.

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Jennifer Myers

Executive Assistant

Jennifer Myers serves as the Executive Assistant to the leadership team, where she focuses on seamless and efficient communication across all departments, prompt email correspondence, and optimizing operational processes. Additionally, she serves as the Podcast Booking Agent for Insurance AUM, ensuring a smooth scheduling process for each speaker.  With a background as a Credit Analyst managing communications for 15 national company branches, Jennifer brings a wealth of experience in maintaining efficiency, accuracy, and reliability. In her spare time, Jennifer enjoys renovating her century-old home, traveling and planning to achieve her dream of owning a 100 acre property with goats, peacocks, and horses.

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Madeline Burke

Head of Client Success

Madie joined the Insurance AUM team in early October. Madie grew up in the Chicago area and currently lives in Oak Park, Illinois. She has a degree in Business Administration from Arizona State University. She is responsible for maintaining relationships with clients to ensure satisfaction and foster loyalty. She is also responsible for drafting and maintaining our membership agreements. She will be featured on our Focused podcast, interviewing well-known professionals in the insurance asset management industry. In her spare time, she enjoys yoga and spending time with family and friends.

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Angela Berkley

Graphic Designer

Angela Berkley is a graphic designer with 21+ years of design and global marketing management experience. Angela has served as a corporate Creative and Marketing Director working on countless projects, leading design teams for various for-profit and nonprofit clients as well as managing international marketing campaigns. She prides herself on being extremely detail-oriented and appreciative of solid brand guidelines.

 

Originally from Chicago, Angela is now a freelancer based in Indiana, designing for clients all over the world. When she’s not enjoying a lakeside tequila, Angela loves cuddling with her dog Marley and volunteering with local nonprofits.

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Synjen McLaughlin

Digital Content Coordinator

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Will Chen

Data Analyst

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Nicos Scordis

Senior Academic Advisor

Dr. Nicos A. Scordis is Professor at the Greenberg School of Risk Management, Insurance and Actuarial Science at St. John’s University in New York. There, he holds the John R. Cox/ACE Limited Chair in Risk and Insurance. Dr. Scordis uses his conceptual and practical expertise to translate complex relations at the intersection of insurance, risk and finance into easy-to-visualize language. Such prudent simplification of complexity enables an effective response by insurance firms to the consequences of volatility in their underwriting and investing operations.  Dr. Scordis has won national recognition both for innovations in risk education and for the pragmatism of his research. As a result, he has consulted with boutique insurance investment and reinsurance firms, as well as with senior managers of global and regional insurance firms. Dr. Scordis has a Bachelor of Science (cum laude) in Insurance from Florida State University (1988), a Master of Business Administration from the University of Georgia (1989) and a Doctor of Philosophy in Finance and Insurance Economics from the University of South Carolina (1994).