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InsuranceAUM.com

InsuranceAUM.com
Private Credit
Insurance Asset Management
Risk Management
Insurance Companies
Investment Strategies
Private Equity
Insurance
Emerging Market Debt
Commercial Real Estate
Direct Lending
Interest Rates
Real Estate Debt
Liquidity
Portfolio Construction
Asset Management
Investment Management
Public Equities
Private Equity Secondaries
Fixed Income
Data Centers

Tune in to the InsuranceAUM.com Podcast, hosted by Founder and Advisor, 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. Don’t mis... more

PublishesTwice weeklyEpisodes100Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for InsuranceAUM.com

Latest Episodes

Bob Sharma, CFA, Global Head of Insurance Client Group at AllianceBernstein, joins host Stewart Foley, CFA, to discuss how insurers are navigating today's evolving private markets landscape. From geopolitical uncertainty and inflation pressures to AI... more

YouTube

Chris Edson, Partner and Global Head of Origination at Apollo, and Bret Leas, Partner and Head of Asset-Backed Finance, join host Stewart Foley, CFA, for a conversation on how integrated origination platforms are shaping the future of asset-backed fi... more

YouTube

Greg Michaud, Head of Real Estate Finance, and Stefanie Stewart, Head of Real Estate Investments at Voya Investment Management, join Stewart Foley, CFA, to explore why commercial mortgages continue to stand out within fixed income markets despite sig... more

YouTube

Patrick Manseau, CFA, Managing Director and Head of Infrastructure Debt for the Americas and Asia Pacific at MetLife Investment Management (MIM), joins host Stewart Foley, CFA, for a conversation on the evolving infrastructure debt market and the imp... more

YouTube

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Recent Guests

Bob Sharma
Managing Director, Global Head of the Insurance Client Group at AllianceBernstein
AllianceBernstein
Episode: Episode 369: Finding Signal in Private Markets Noise
Chris Edson
Partner and Global Head of Origination at Apollo
Apollo
Episode: Episode 368: From Origination to Execution: How Integrated Platforms Drive Value in ABF
Brett Leas
Partner and Global Head of Asset-Backed Finance at Apollo
Apollo
Episode: Episode 368: From Origination to Execution: How Integrated Platforms Drive Value in ABF
Greg Michaud
Head of Real Estate Finance at Voya Investment Management
Voya Investment Management
Episode: Episode 367: Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out
Stefanie Stewart
Head of Real Estate Investments at Voya Investment Management
Voya Investment Management
Episode: Episode 367: Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out
Patrick Manseau
Managing Director, Head of Infrastructure Debt for the Americas and Asia Pacific at MetLife Investment Management
MetLife Investment Management
Episode: Episode 366: Private Infrastructure Debt – Confidence with Discipline
Ron Kantowitz
Managing Director and Head of Private Debt for Invesco's Global Private Credit Group
Invesco
Episode: Episode 365: Direct Lending: Sorting Signal from Noise
Michael Timms
Managing Director and Co-Head of Fund Finance at Bayview Asset Management
Bayview Asset Management
Episode: Episode 364: Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers
Peter Braffman
Managing Director in Real Estate Investments at GCM Grosvenor
GCM Grosvenor
Episode: Episode 363: Repricing and Resurgence: The Evolution of Real Estate

Host

Stewart Foley
Host of the InsuranceAUM.com Podcast

Reviews

4.9 out of 5 stars from 56 ratings
  • Great conversation

    Listening in on a very relevant conversations with great mix of facts and opinion.

    Apple Podcasts
    5
    JJOptimal
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Could benefit from broader topic variety beyond core insurance finance themes.
Guests are well-credentialed and bring actionable insights for insurance portfolios.
Listeners likely appreciate practical guidance on insurer investing and risk management.
Great conversations with a mix of facts and opinions, focusing on relevant topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#83
Singapore/Business/Investing
Apple Podcasts
#214
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 368: From Origination to Execution: How Integrated Platforms Drive Value in ABF
Q: What enables the One Apollo integration between origination and investment teams?
A culture of problem-solving that starts with understanding borrower problems, building an ecosystem across the firm to source, underwrite, structure, and service assets, and a collaborative mindset where teams work together to deliver tailored, solutions-oriented financing.
Episode 368: From Origination to Execution: How Integrated Platforms Drive Value in ABF
Q: How do you define asset-backed finance at Apollo, and what makes it different from other lending approaches?
Asset-backed finance is a diversified, cash-flowing set of assets backed by a defined pool, with rigorous risk analysis, credit enhancement, and tight documentation; it finances day-to-day needs and long-term capex with structured, insured protections, unlike traditional enterprise-value lending that relies on the borrower's operations.
Episode 369: Finding Signal in Private Markets Noise
Q: Where should insurers think about navigating private markets today, particularly in separating signal from noise?
Insurers should expect slower, more deliberate allocations, seek context around headlines, and favor managers with disciplined underwriting and clear alignment with their capital framework. The goal is to balance diversification with robust risk controls, accept some cyclicality, and use private markets in a way that fits their regulatory capital regimes.
Episode 365: Direct Lending: Sorting Signal from Noise
Q: How do you view the health of private equity today and its impact on direct lending?
Private equity remains strong but with greater dispersion in outcomes; many firms have held assets longer than expected due to muted M&A, so top performers will continue to grow while weaker players may be weeded out, creating selective opportunities for disciplined lenders.
Episode 365: Direct Lending: Sorting Signal from Noise
Q: What should an insurer look for when evaluating a direct lending manager?
Look for a deep, long-standing team with a consistent investment approach, verifiable data across portfolios, diversification by private equity firms, stable leverage characteristics, and robust maintenance covenants; also assess how portfolios are marked and whether external valuations are used.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About InsuranceAUM.com

What is InsuranceAUM.com about and what kind of topics does it cover?

The show centers on insurance asset management, exploring how CIOs, asset managers, and risk professionals navigate current market dynamics, risk management, and investment opportunities across private credit, real assets, and structured finance. Episodes frequently cover regulatory shifts, portfolio construction, liquidity management, and the evolving role of capital in the energy transition and infrastructure. A standout aspect is the emphasis on practical underwriting, risk controls, and strategic allocation tailored for insurers, with guest experts bringing hands-on experience from major asset managers and financial institutions. Listeners likely gain actionable insights for portfolio construction, risk budgeting, and navigating shiftin... more

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Which podcasts are similar to InsuranceAUM.com?

These podcasts share a similar audience with InsuranceAUM.com:

1. The Credit Edge by Bloomberg Intelligence
2. The View From Apollo
3. FICC Focus
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Memo by Howard Marks

How many episodes of InsuranceAUM.com are there?

InsuranceAUM.com launched 6 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on InsuranceAUM.com?

Recent guests on InsuranceAUM.com include:

1. Bob Sharma
2. Chris Edson
3. Brett Leas
4. Greg Michaud
5. Stefanie Stewart
6. Patrick Manseau
7. Ron Kantowitz
8. Michael Timms

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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