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.

Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure

Blue Owl

11/21/25

Episode: 338

with Alexey Teplukhin

Alexey Teplukhin of Blue Owl Capital joins the podcast to discuss how data centers and digital infrastructure are powering AI, what’s driving demand, and the implications for investors.

Emerging Market Equities: CapEx, Chips, and a Charging China

Aberdeen Investments

11/17/25

From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.

Matt McLennan Featured on NYSE ETF Central Podcast

First Eagle Investments

10/06/25

Scarcity, Sanity, and Sovereign Risk: First Eagle’s Global Value Game PlanMatt McLennan joined the NYSE ETF Central Podcast to discuss the Global Value team's philosophy of resilient wealth creation, ...

Innovation in Asset Management

State Street Investment Management

08/14/25

Episode: 314

with Anna Paglia

Anna Paglia of State Street Investment Management shares insights on innovation in asset management, insurer-specific solutions, and the evolving public–private market landscape.

After the volatility, where is the stock market headed?

Federated Hermes

06/30/25

With peak tariff uncertainty behind us, we think stocks should grind higher. Steven Chiavarone, CFA Senior Vice President Senior Portfolio Manager Senior Equity Strategist Head of Multi-Asset Group...

Emerging markets equities: Game on or game over?

Aberdeen Investments

05/12/25

In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.

Podcast: Why AI’s Venture Opportunity May Be Era Defining

Adams Street Partners

04/09/25

AI may drive a $7 trillion to $10 trillion economic expansion over the next decade, potentially adding 10% to global GDP, according to various market predictions.

Episode 289: The Dividend Edge: Balancing Yield & Risk in Insurance Portfolios

Northern Trust Asset Management

04/07/25

Episode: 289

with Michael Hunstad and Jeff Sampson

Michael Hunstad and Jeff Sampson of Northern Trust Asset Management join the InsuranceAUM.com Podcast to explore how dividend strategies can help insurers balance yield, risk, and total return in today’s evolving equity market.

Episode 260: Behind the Numbers: Insights from Quant Experts at Principal Asset Management, StepStone Group, and Fidelity Investments

Fidelity Investments, Principal Asset Management, StepStone

12/09/24

Discover how quantitative methods are reshaping portfolio construction, liquidity management, and private market strategies for insurance asset managers on the InsuranceAUM.com Podcast.