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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.
Diversifying Within Structured Credit
Noelle “Elle” Sisco of First Eagle Napier Park discusses how insurers can approach structured and alternative credit, with insights on collateral quality, active management, liquidity, and navigating late-cycle credit markets.
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...
Emerging Markets Debt - Investing in Stability Amongst an Ever-Changing Landscape
Siddharth Dahiya of Aberdeen Investments joins Stewart Foley to explore how insurers can navigate the evolving opportunities and risks in emerging market debt.
Emerging Market Equities: CapEx, Chips, and a Charging China
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.
Are Private Credit Hyperscalers a Ticking Time Bomb?
Jeffrey Diehl, Managing Partner at Adams Street Partners, joins the InsuranceAUM.com podcast to discuss the risks and realities of private credit hyperscalers.
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, ...
Trump tariffs will materially impact credit: Jon Dorfman featured on the Credit Exchange podcast
Jonathan Dorfman was featured on the podcast "Credit Exchange with Lisa Lee," where he discussed the Trump administration’s shock-and-awe approach to tariff negotiations and why stepping back from its...
Emerging markets equities: Game on or game over?
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.
Emerging Markets Debt: the Aftershocks of Liberation Day
In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.
Episode 292: Private Markets Portfolio Construction for Insurers
Toby True, Partner on the Investment Strategy and Risk Management Team at Adams Street Partners, joins host Stewart Foley on the InsuranceAUM.com Podcast as we dive into private market portfolio construction, illiquidity risk, and data-driven insights for insurers.
Episode 291: Fund Finance: Evolution, Insights, & Opportunities
Shelley Morrison, Head of Fund Finance at Aberdeen Investments, joins the InsuranceAUM.com Podcast to discuss the evolution of fund finance, its appeal to insurers, and Aberdeen’s disciplined, client-focused approach to this growing asset class.
Podcast: Why AI’s Venture Opportunity May Be Era Defining
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.