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InsuranceAUM.com

InsuranceAUM.com
Insurance Asset Management
Private Credit
Public Equities
Interest Rates
Tax Aware Strategies
Investment Management
State Street Global Advisors
Renewable Energy
Risk Management
Liquidity
Index Funds
High Yield Bonds
Data Strategy
Windmill Capital Management
Insurance Companies
Commercial Real Estate
Public Pension Fund Management
Oaktree Capital Management
Financial Crisis
Prosperity Asset Management

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

Scott Littman, Managing Director of Infrastructure Investments at GCM Grosvenor, joins host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for a wide-ranging discussion on infrastructure as a core component of modern insurance portfolios.

 

The ... more

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Michelle Creed, Partner and Co-Head of Real Estate Secondaries, and Min Zhou, Managing Director in the Ares Secondaries Group, join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for an in-depth discussion on real estate secondaries and how... more

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Private asset-based finance (ABF) is gaining prominence in insurance portfolio strategy as insurers evaluate its capital efficiency, structural protections, and yield potential. In this episode of the InsuranceAUM.com podcast, Stewart Foley is joined... more

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On this episode of the InsuranceAUM Podcast, Pete Miller, President and CEO of The Institutes, joins host Stewart Foley for a wide-ranging conversation on the newly announced affiliation and why it represents a meaningful step forward for the insuran... more

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Recent Guests

Michelle Creed
Partner and co-head of Real Estate Secondaries
Ares Management
Episode: Episode 349: Real Estate Secondaries: Opportunities for Insurers in Evolving Markets
Min Zhou
Managing Director in the Ares Secondaries Group
Ares Management
Episode: Episode 349: Real Estate Secondaries: Opportunities for Insurers in Evolving Markets
Pete Miller
President and CEO of The Institutes
The Institutes
Episode: Episode 347: Executive Spotlight: Meet The Institutes & Their CEO - Pete Miller
Aakash Doshi
Global Head of Gold for the Spider ETF Business at State Street Investment Management
State Street Investment Management
Episode: Episode 346: Gold's Enduring Tailwinds with Aakash Doshi
Shiloh Bates
Partner and Chief Investment Officer of Flat Rock Global, author of 'CLO Investing' and host of the CLO Investor Podcast.
Flat Rock Global
Episode: Episode 345: CLO BBs and Equity
Noelle Sisco
Managing Director, Portfolio Manager, and Lead Portfolio Strategist
First Eagle Napier Park
Episode: Episode 344: Diversifying Within Structured Credit
Tobias Gummersbach
Enterprise Capital Strategist at Neum
Neum
Episode: Episode 342: From “Known Unknowns” to Quantified Risks: Enhancing Portfolio Construction with Stress & Scenario Testing
Gianluca Minella
Head of Research at InfraRed Capital Partners
InfraRed Capital Partners
Episode: Episode 341: Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities
Andrew Hsu
Portfolio Manager, Structured Products
DoubleLine
Episode: Episode 340: Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF

Host

Stewart Foley
Founder and Managing Partner of InsuranceAUM.com. He brings extensive insights into the insurance asset management landscape and engages in dialogues with prominent industry figures.

Reviews

4.9 out of 5 stars from 52 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.

Listeners appreciate the insightful conversations and the relevance of the topics discussed, highlighting a great mix of factual content and personal opinions from knowledgeable guests.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 346: Gold's Enduring Tailwinds with Aakash Doshi
Q: How do you see gold fitting into a broader investment portfolio?
Gold provides diversification and low correlation to stocks and bonds, addressing risks and improving volatility-adjusted returns even as traditional bonds have become less reliable as a safe haven.
Episode 346: Gold's Enduring Tailwinds with Aakash Doshi
Q: What is meant by the alt fiat or debasement trade?
Aakash explains that the global debasement trade favors alternatives like gold, serving as hedges against fiat money and rising global debt loads.
Episode 344: Diversifying Within Structured Credit
Q: What is the alpha creation process?
Elle discussed that alpha creation comes from realizing yield through fundamental analysis and active management in volatile markets.
Episode 344: Diversifying Within Structured Credit
Q: How do you think about investing in structured credit?
Elle explained that their investment framework combines top-down and bottoms-up approaches, focusing on rigorous analysis and market conditions to determine the best opportunities.
Episode 343: Navigating Economic Currents: Shaping Insurance Investment Strategies
Q: How should insurers approach liquidity modeling in today's market?
Insurers should consider their specific situations and liquidity needs, evaluating both liquid and less liquid assets within their portfolios.

Audience Metrics

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Frequently Asked Questions About InsuranceAUM.com

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

The content encompasses a broad array of topics primarily focused on developments in the insurance asset management sector. Discussions feature insights into infrastructure equity, resilient portfolio strategies for insurers, emerging market debt, asset-backed securities, and the implications of macroeconomic trends on investment tactics. Noteworthy themes include digital transformation, the dynamics of convention versus innovation in financing, and the exploration of unique investment opportunities such as direct lending and the evolving landscape of commercial real estate. The series is characterized by its engaging conversations with a lineup of prominent guests, delivering expert opinions that navigate both current challenges and future... more

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Which podcasts are similar to InsuranceAUM.com?

These podcasts share a similar audience with InsuranceAUM.com:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Odd Lots
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Masters in Business
5. Founders

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. Michelle Creed
2. Min Zhou
3. Pete Miller
4. Aakash Doshi
5. Shiloh Bates
6. Noelle Sisco
7. Tobias Gummersbach
8. Gianluca Minella

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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