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.
Lauren Hochfelder on Bloomberg The Close
Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, joined Bloomberg The Close to discuss market expectations for real estate, what’s ahead in senior housing and net lease investing. Lauren also addresses the manufacturing build out that is driving increased demand within industrial real estate, another major focus area for Morgan Stanley Real Estate Investing.
Ken Shinoda: Bond Positioning in a Cautious Fed Era
DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg TV following the FOMC’s 25-basis-point rate cut to share insights on the Fed’s cautious approach, the outlook for rate cuts and how fiscal risks are shaping the Treasury curve. Shinoda highlights opportunities on the short end of the curve, warns against reaching for yield amid tight credit spreads, and underscores the value of high-quality assets like agency MBS. He also discusses systemic risk concerns, private credit vulnerabilities, and the potential impact of an end to quantitative tightening.
Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities
Erin Patterson of Manulife joins the podcast to discuss macroeconomic volatility, commercial real estate strategy, and how institutional investors are navigating today's evolving market.
Lessons Learned from a Reformed Insurance CIO
Mark Rose, Insurance Solutions Specialist at T. Rowe Price and former CIO of Argo Group, joins the InsuranceAUM.com podcast to share lessons from his time in the CIO seat—and what he’s learned on the asset manager side.
Beyond the Bank: The Insurance Approach to CRE Loans
David Politano, Head of Debt Strategies at MetLife Investment Management, shares how insurers approach CRE lending differently from banks and CMBS, offering insights into market trends, risk, and long-term value.
Ahead Of The Curve
Sam Kaplan, Rates and Securitized Portfolio Manager at Jennison Associates, discusses yield curve normalization, Fed policy, and positioning portfolios in today’s market.
The Changing Landscape in Emerging Markets Investing
Jennifer Taylor of State Street Investment Management joins the podcast to discuss emerging market debt, sovereign vs. corporate risk, and why a beta-first strategy may offer advantages in today’s policy-driven environment.
The Rise of Liability Management Exercises: The Changing Face of Restructurings with Oaktree’s Ross Rosenfelt
Oaktree’s Ross Rosenfeld joins the InsuranceAUM.com Podcast to discuss the rise of liability management exercises and what it means for restructuring and distressed investing.
Inside Real Estate: CRE Strategies for Insurance Investors
Rich Hill of Principal Real Estate shares insights on commercial real estate strategies, risk-adjusted returns, and sector trends for insurance portfolios.
The Evolving Role of Fixed Income in Insurance Investment Portfolios – Opportunities and Use-Cases in an Increasingly Multi-Asset World
Jeff Miller and Stephen “Fitz” Fitzsimmons of Morgan Stanley Investment Management discuss the evolving role of fixed income in insurance portfolios, from ALM optimization to opportunities in public and private credit.
Investment Grade Securitized Market Update
Dmitri Rabin of Jennison Associates shares insights on the investment-grade securitized markets, including MBS, ABS, CLOs, and CMBS, with a focus on relative value, risk dynamics, and insurance portfolios.
Key Trends in Real Estate Investment with IREI
Hear Erin Patterson, our global co-head of research and strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.