Episode 208: Current Interest Rate Environment and Potential Investment Opportunities
Insurance AUM
by Stewart Foley
14h ago
Today's topic is straight-up fixed income and yield curve and Fed policy and implications. I couldn't be happier to be joined by Sam Kaplan, CFA, managing director and portfolio manager at Jennison Associates ..read more
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Episode 207: UK Commercial Real Estate – Lending into the Recovery
Insurance AUM
by Stewart Foley
5d ago
We're joined today by Martin Barnwell, who's the investment director on the commercial real estate lending team at abrdn ..read more
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Episode 206: Investing Opportunities in COIN with TC Wilson of The Doctors Company
Insurance AUM
by Stewart Foley
2w ago
I am really excited about this podcast with a really good friend, longtime friend TC Wilson, who's the Chief Investment Officer of The Doctors Company, as everyone knows. But today we're going to be talking about the COIN, which is the California Organized Investment Network ..read more
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Episode 204: Esoteric ABS and the Evolution of Insurance Asset Management
Insurance AUM
by Stewart Foley
3w ago
Today we have sort of a dual podcast. We're going to be talking about the evolution of insurance asset management, and we're going to be talking about esoteric ABS in particular as an asset class. And we're joined by Kerry O'Brien, head of Insurance Portfolio Management at Insight Investment, and Richard Talmage, CFA, portfolio manager at Insight Investments ..read more
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Episode 202: Shifts and Opportunities in Insurance Asset Allocation with Invesco’s Pete Miller
Insurance AUM
by Stewart Foley
1M ago
Today's topic is strategic asset allocation for insurance companies with Pete Miller. Pete is the Head of Insurance Solutions, Multi-Asset Strategies with Invesco ..read more
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Due Dilly Episode 3: Mutual of Omaha and Shelter Growth Capital – A Partnership in Residential Loan Investing
Insurance AUM
by Stewart Foley
1M ago
I'm really excited for today's podcast. I think it's a very unique format for a discussion around residential credit. And we're joined by two special guests, Justin Mahoney, co-founder and senior portfolio manager of Shelter Growth Capital Partners, and Bryan Lentz, director of public and private structured securities at the Mutual of Omaha Insurance Companies ..read more
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Episode 200: Challenges and Opportunities in the Current PE Market with Northleaf Capital Partners’ Matt Shafer
Insurance AUM
by Stewart Foley
2M ago
Today's topic is a good one, challenges and opportunities in the current PE market. And we're joined by Matt Shafer, Managing Director, Head of Capital Solutions & US Private Equity at Northleaf Capital Partners ..read more
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Episode 199: Sustainable Infrastructure Credit: the time is now
Insurance AUM
by Stewart Foley
2M ago
A multi-decade opportunity for Insurance Investment Portfolios Today's topic is sustainable infrastructure credit. The time is now a multi-decade opportunity for insurance investment portfolios, according to our guest, Jorge Camiña, partner, head of Denham Sustainable Infrastructure Credit.   ..read more
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Episode 198: A Deep Dive into EMD with Aegon AM’s Jeff Grills
Insurance AUM
by Stewart Foley
3M ago
Today's topic is emerging markets debt, and we're joined by Jeff Grills, CFA, head of US cross markets and emerging markets debt at Aegon Asset Management ..read more
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Episode 197: Wellington Management’s 2024 Insurance Outlook
Insurance AUM
by Stewart Foley
3M ago
We have got a phenomenal podcast for you today. A four-time guest, four times, Tim Antonelli, Managing Director Insurance Multi-asset Strategist and Portfolio Manager at Wellington ..read more
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