About Us

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 unparalleled educational opportunities and strategic marketing services for our clients. 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 institutional investors. Whether you're a seasoned insurance asset manager or just starting out in the industry, InsuranceAUM.com is your go-to source for cutting-edge insights and professional growth.

     

  • InsuranceAUM.com Podcasts - 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 Podbean, Apple Podcasts, Spotify, and Pandora. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.

     

  • Industry Events - Our premier events, such as the annual Industry Symposium and Structured Credit Forum, are must-attend gatherings for insurance asset owners. These events offer unique opportunities to network with peers, gain insights from industry leaders, and participate in informative presentations and engaging discussions. Join us to collaborate with top executives and thought leaders, learn about best practices, and stay up-to-date on the latest industry 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

Marketing Operations 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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Jackie Day

Marketing Specialist

Jackie Day is a dedicated marketing professional with 20 years of experience driving growth for businesses of all sizes, from startups to Fortune 500 companies, through innovative and creative strategies. Known for her collaborative leadership style, Jackie is passionate about building strong teams and developing forward-thinking solutions. She is skilled in digital marketing, content management, customer retention, and website development.

 

She holds a B.S. in Business Administration with a minor in Computer Applications from Strayer University and a digital marketing certificate from HubSpot Academy. She is also a certified holistic health coach. Outside of work, Jackie loves staying active through running, golfing, and yoga and cherishes time with her family and two beloved dogs.

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Nicos Scordis

Education Consultant

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).

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Kate Himes

Head of Virtual and Live Events

Kate is the Head of Virtual and Live Events at InsuranceAUM.com. She is a creative marketer, communicator, and event planner with extensive experience in both corporate and non-profit sectors.

 

Kate earned her B.A. in Fashion Merchandising and Public Relations from Columbia College Chicago and is currently enrolled in Northwestern University’s Integrative Marketing and Communications graduate program.

 

In her free time, Kate enjoys performing around the Chicago suburbs with her band, The Rolling Blackouts.

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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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Haley Guidry

Social Media Manager

With over a decade of experience spanning a variety of industries, Haley joined our team bringing her expertise in marketing and social media. From non-profits to celebrity skincare lines, she has successfully navigated the dynamic landscape of these fields, consistently adapting her strategies to meet unique challenges. Haley holds a Bachelor’s degree in Communication with a focus on Journalism and Electronic Media from the University of Tennessee.

 

Her passion for the ever-evolving world of marketing and social media drives her to excel in environments where creativity, innovation, and adaptability are crucial. Outside of work, Haley enjoys traveling and has explored 20 countries so far.

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Synjen McLaughlin

Digital Content Coordinator

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Will Chen

Data Analyst