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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.
From “Known Unknowns” to Quantified Risks: Enhancing Portfolio Construction with Stress & Scenario Testing
Tobias Gummersbach of New England Asset Management joins the InsuranceAUM Podcast to discuss how stress and scenario testing can strengthen insurance portfolio strategy.
The Low Rate Environment Could Impact Products and Investment Portfolio Mix
Bob Huang of Morgan Stanley joins the InsuranceAUM.com podcast to discuss how a lower-rate environment could reshape insurance product innovation and portfolio strategy.
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.
Insurance Industry Investment Highlights
[~1 min] ... Each year NEAM delves into statutory filing data to analyze trends and insights from the insurance industry’s prior year of investment data. Watch our video to learn more about what is co...
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.
Episode 281: How Can BDCs Be Used to Optimize Direct Lending?
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore how BDC disclosures provide transparency into direct lending, asset quality, and market trends for insurance investors.
Episode 258: Fixed Income Deep Dive: Understanding Private Placement Investments
Explore how private placements offer insurers higher yields, robust covenants, and long-term investment advantages in today’s market.
Episode 238: Inside Private Equity: Insights from Aaron Sack of Morgan Stanley
Aaron Sack is the Head of Morgan Stanley Capital Partners.
Episode 236: The Future of Private Credit with Ashwin Krishnan & Jeff Levin of Morgan Stanley
Ashwin Krishnan is the Managing Director, Co-Head of North American Private Credit, and Head of Opportunistic Credit at Morgan Stanley Investment Management, and Jeff Levin is the Managing Director, Portfolio Manager, and Head of Direct Lending at Morgan Stanley Investment Management.
Episode 171: Extending the Concept of Private Credit into Real Assets
Matt Addesa is a Private Market Specialist at DWS.
Episode 107: Liquidity and Volatility in the Bond Market with Shilpa Lakhani, Head of Portfolio Management-Fixed Income Solutions at DWS
Join host Stewart Foley as he discusses bond market liquidity, volatility, and strategies for navigating today’s challenging macro environment.
Episode 61: Sorting through the income opportunity among private, junior capital credits DWS and Northwestern Mutual Capital
In this episode of the InsuranceAUM Podcast, host Stewart Foley dives into private credit, junior capital, and innovative yield solutions. Learn how private market opportunities, diversification, and longstanding relationships shape investment strategies for insurance portfolios.