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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.
November Views from First Eagle Global Value Team
Risks Mount as Stocks Shine and Gold GlittersDeputy Head of the Global Value team and Portfolio Manager Julien Albertini explains how the concurrent rally of gold and equities may signal underlying r...
The Future of Infrastructure: AI, Innovation, & Insurance Portfolio Strategy
Mansi Patel and Jeff Matthews of Principal Asset Management join the InsuranceAUM.com podcast to discuss how AI, energy transition, and infrastructure trends are shaping insurance portfolio strategy.
Private Market's Death: Myths & Realities
Hamilton Lane’s Mario Giannini joins the InsuranceAUM.com Podcast to discuss the myths and realities of private markets, including private equity performance, the rise of private credit, and AI’s growing role in investment strategy.
RPM Ep. 53 | Diversifying your Asia Exposure with Zhiyao Ma and Hansong Qu
In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone’s Asia Private Equity team, join co-host Anna Marcus to discuss the investment case for Japan and India and why these mar...
Matt McLennan Featured on NYSE ETF Central Podcast
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, ...
Agency MBS Overview: A Crucial Link in the US Economy and Housing Market
Dmitri Rabin, Rates & Securitized Portfolio Manager, is back on Clipping Coupons, where he focuses on the US mortgage market, Ginnie Maes, and why mortgages are no longer a boring product.
2025 Mid-Year: Checking In, Looking Ahead
In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.
Pathways Podcast: Investing Across Asset Classes in a Shifting World
This episode of the Pathways Podcast delves into the complexities of the current macroeconomic environment and its profound impact on asset classes. Daniel McCormack, Head of Research, hosts a discuss...
Episode 303: The State of GP-Led Secondaries with Matt Jones, Co-Managing Partner of TPG GP Solutions
Matt Jones of TPG joins the podcast to discuss the evolution, structure, and risk-return dynamics of GP-led secondaries in today’s private markets.
Dry Powder: The Private Equity Podcast
Republished from Bain and Company - We ask a leading provider of NAV loans about the enthusiasm and the skepticism around a growing trend.
Episode 296: AM Best’s Insurance Industry Outlooks and Potential Impact on Investment Risk
Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best, shares key insights on industry outlooks, private asset transparency, offshore reinsurance, and how investment shifts are impacting insurer balance sheet risk.
Episode 294: Insurance and ABF – What’s All the Hype About?
Keith Ashton and David Ells, portfolio managers in Alternative Credit at Ares Management, break down asset-based finance (ABF), explore why insurers are leaning into private credit, and share how to access opportunities in today’s evolving structured credit landscape.