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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.
Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities
Gianluca Minella of InfraRed Capital Partners joins Stewart Foley to discuss how insurers are increasing allocations to infrastructure equity and why the asset class is gaining momentum.
Clipping Coupons with Jennison Fixed Income: Life of a Trader
Jennison’s bond investing is far more than fundamental research - skillful trading contributes to returns. On the latest Clipping Coupons with April Borawski, learn what goes on under the hood. “Traders are expected to be active participants in the investment process. We're definitely not just executioners.”
How Insurers Can Unlock Alpha Through Residential Whole Loans
Nancy Mueller Handal, CIO at Bayview Asset Management, joins the InsuranceAUM.com podcast to share her perspective on how insurers can access alpha through residential loans and asset-based finance, drawing on decades of structured credit experience.
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.
Ahead Of The Curve
Sam Kaplan, Rates and Securitized Portfolio Manager at Jennison Associates, discusses yield curve normalization, Fed policy, and positioning portfolios in today’s market.
Investment Grade Securitized Market Update
Dmitri Rabin of Jennison Associates shares insights on the investment-grade securitized markets, including MBS, ABS, CLOs, and CMBS, with a focus on relative value, risk dynamics, and insurance portfolios.
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.
Clipping Coupons with Jennison Fixed Income: The Consumer Contradiction
In this episode of Clipping Coupons, Head of Securitized Dmitri Rabin explains why indicators may be overstating the health of US consumers and the economy.
Clipping Coupons with Jennison Fixed Income: You Had Me At Duration
Sam Kaplan, portfolio manager at Jennison Associates, dives deep into interest rates, economic volatility, and investing opportunities in our new “Clipping Coupons” podcast. Download Transcript
Clipping Coupons with Jennison Fixed Income: Nobody Puts Bonds in a Corner
After forty years of declining interest rates, bonds today are offering much higher yields. Steve Weiss, Fixed Income Business Development at Jennison Associates, discusses the implications of this new environment in our latest “Clipping Coupons” podcast.
Clipping Coupons with Jennison Fixed Income: My Name is Bond, Jake Bond
Listen to members of our fixed income team explore a broad range of market and strategy related topics. While we manage bond portfolios across the duration spectrum...
Episode 250: Best practices: strategic asset allocation in an evolving regulatory environment
Louis Pelosi is Managing Director of Client Solutions at SLC Management’s Global Insurance Group.