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.
Private Markets Made Human | Breaking Ground on Private Real Estate Investing
What is the value of investing in private real estate? And how does it compare to publicly listed REITs? Learn about private real estate investing and how it has the potential to produce attractive returns with low volatility and act as an inflation hedge to diversify your portfolio.
Energy Transition Pathway: Investment Risks, Rewards and Unintended Consequences
Stu Porter is the Founder of Denham Capital.
Pathways Podcast: Infrastructure valuation: New tools for the toolkit
Valuations for private infrastructure investment have long been murky and at times challenging to compare to other asset types. Using a large dataset of more than 1,000 transactions, Macquarie research has derived a time series of private infrastructure valuations to gain new insights.
Private ABS with Aegon Asset Management’s Jim Baskin and Transamerica Life’s Ryan Patterson
Ryan Patterson is the Head of Investment Strategy at Transamerica, and Jim Baskin is the Head of Private Structured Finance at Aegon Asset Management.
Global Private Placements Deconstructed
Alex Alston is the Division Director and Co-Head of Private Placements at Macquarie Asset Management.
Role of Sustainable Infrastructure in Private Credit with Brad Dyslin and Eric Kirsh (current/former CIO Aflac Global Investments) and Justin DeAngelis (Partner, Denham Capital)
Brad Dyslin is the Executive Vice President, Global Chief Investment Officer, and President of Aflac Asset Management.
An intro to the inefficient world of Portfolio Debt Securities with Dan Spinner of Eagle Point Credit
Dan Spinner is a Senior Principal and Portfolio Manager at Eagle Point.
US Commercial Real Estate Equity with Invesco’s Dan Kubiak
Dan Kubiak is Managing Director and Portfolio Manager at Invesco Real Estate US Income Strategy.
Due Dilly Episode 1: Private Structured Credit with TJ Durkin of Angelo Gordon
Introducing Due Dilly: a podcast diving into the complexities of private structured credit in insurance asset management.
RPM—Ep.33 | Private Debt Secondaries with John Bohill
In this episode of RPM, John Bohill, a partner on our private debt team, joins co-host Michael Venne to discuss the rapid growth and evolution of private debt’s secondary market.
RPM—Ep.32 | Fabian Körzendörfer: Relative Attractiveness of Direct Lending
As bond yields have risen, some investors have been questioning whether direct lending (DL) offers the same value proposition as it once did, but yields are only part of the equation.
David Golub of Golub Capital on Private Credit
Key considerations for insurance investors exploring private credit. Discover strategies, risks, and insights to navigate this evolving investment landscape.