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InsuranceAUM.com

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

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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Latest Episodes

In this episode of the Insuranceaum.com podcast, host Stewart Foley, CFA, sits down with Bixby Stewart, Head of US Investment Grade Credit Research for Invesco Fixed Income, to explore where credit investors are finding conviction amid tight spreads,... more

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In this episode of the Insuranceaum.com podcast, host Stewart Foley, CFA, is joined by Sidd Chakravarty, Vice President of Investments at CoAction Global, to explore the private market priorities insurance investors should be watching as they prepare... more

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In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, speaks with Ross Sylvester of Napier Park Global Capital and Katie Cowan of First Eagle Investments about insurance investing in railcar leasing. They explain how the asset cla... more

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In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, speaks with Trevor Clark, Founder and Managing Partner of TPG Twinbrook Capital Partners, about the structural changes reshaping private credit and the enduring role of lower m... more

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Recent Guests

Sidd Chakravarty
Vice President of Investments at CoAction Global
CoAction Global
Episode: Episode 380: Private Market Priorities for Insurance Investors
Ross Sylvester
Managing Director of Real Assets at Napier Park Global Capital
Napier Park Global Capital
Episode: Episode 379: Insurance Investing in Railcar Leasing
Katie Cowan
Managing Director and Global Head of Insurance at First Eagle Investments
First Eagle Investments
Episode: Episode 379: Insurance Investing in Railcar Leasing
Trevor Clark
Founder and Managing Partner of TPG Twinbrook Capital Partners
TPG Twinbrook Capital Partners
Episode: Episode 378: The Structural Shift: How Insurance, BDCs, and AI are Reshaping Private Credit and Why the Lower Middle-Market is Built to Last
Maarten Offeringa
Portfolio Manager and Senior Investment Strategist on the Project and Trade Finance Strategy at Federated Hermes
Federated Hermes
Episode: Episode 377: Trade Finance: The Investment Opportunity In The Real Economy
Pramila Agrawal
Loomis Sayles
Episode: Episode 376: The Next Generation of Core Fixed Income for Insurers
Emily Wiener
Chief Investment Officer, TIAA General Account
TIAA
Episode: Episode 375: Taxable Munis: The Original Infrastructure Credit and a Modern Portfolio Ballast
Dan Close
Head of Municipals, Nuveen
Nuveen
Episode: Episode 375: Taxable Munis: The Original Infrastructure Credit and a Modern Portfolio Ballast
Nick Coxon
Managing Director, Head of Americas Real Assets
Macquarie Asset Management
Episode: Episode 374: Why Infrastructure, Why Now.

Host

Stewart Foley
Host of the InsuranceAUM.com podcast; focuses on asset management strategies for insurers and risk-focused investment discussions.

Reviews

4.9 out of 5 stars from 60 ratings
  • Great conversation

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

    Apple Podcasts
    5
    JJOptimal
    United States4 years ago

Listeners Say

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

Mix of data, opinions, and actionable takeaways is appreciated by listeners.
Great conversation with practical perspectives on private markets and insurer allocations.
Guests bring deep industry expertise and candid reflections on real estate and credit strategies.
Content stays relevant to insurance asset management and governance concerns.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 377: Trade Finance: The Investment Opportunity In The Real Economy
Q: How should an insurer think about allocating to this asset class within a portfolio?
Treat trade finance as a standalone fixed-income allocation that complements public fixed income and private credit, offering low correlations and diversification benefits, with a focus on cash-pay yields and defensively positioned, short-duration assets.
Episode 377: Trade Finance: The Investment Opportunity In The Real Economy
Q: What exactly is trade finance and how does it work?
Trade finance is a broad set of short-duration, bank-like loans that finance the production and movement of physical goods through global supply chains, not just invoice factoring; it involves structured credit backed by goods, contracts, and sometimes banks via syndicates, with emphasis on short-tenor, cash-pay income.
Episode 375: Taxable Munis: The Original Infrastructure Credit and a Modern Portfolio Ballast
Q: How does the tax-exempt vs taxable muni landscape inform allocation decisions for large insurers, and what makes munis a ballast in a volatile environment?
The guests explain that munis offer durable credit quality, stable revenue streams, and the ability to tailor duration, making them a reliable ballast for liability-driven portfolios, particularly when paired with strong credit research and access through a capable partner like Nuveen.
Episode 374: Why Infrastructure, Why Now.
Q: What are the main drivers of demand growth for infrastructure assets beyond GDP?
Digitalization, decarbonization, and population/demographic shifts are expanding the need for both traditional assets like roads and new ones such as data centers and high-capacity networks, especially as urbanization and technology adoption grow.
Episode 374: Why Infrastructure, Why Now.
Q: Nick, what makes infrastructure attractive for insurers looking at equity versus debt—and how should they think about the two together?
Infrastructure offers stable, inflation-linked cash flows and long-duration income. Debt provides predictable yields with downside protection and covenants, while equity can capture growth and dividend potential, especially in essential-services assets that have pricing power and long lifespans.

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?

Two senior-level conversations with asset managers and insurers explore private markets, infrastructure, and real estate debt, focusing on how insurance portfolios can gain diversification, liquidity, and yield through private credit, ABF, and related strategies. Episodes often highlight disciplined risk management, platform approaches, and the evolving regulatory and macro backdrop shaping insurer allocations. Notable is the emphasis on building integrated, long-horizon investment platforms and applying data-driven, governance-focused practices to complex asset classes.

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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. FICC Focus
3. Capital Allocators – Inside the Institutional Investment Industry
4. The View From Apollo
5. Masters in Business

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.

How do I contact InsuranceAUM.com?

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What guests have appeared on InsuranceAUM.com?

Recent guests on InsuranceAUM.com include:

1. Sidd Chakravarty
2. Ross Sylvester
3. Katie Cowan
4. Trevor Clark
5. Maarten Offeringa
6. Pramila Agrawal
7. Emily Wiener
8. Dan Close

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