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.
Episodes Listing
Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC
DoubleLine CEO and CIO Jeffrey Gundlach discusses Fed Chair Kevin Warsh’s debut FOMC press conference and what it may signal for monetary policy. He also shares views on long-term Treasuries, U.S. equity concentration, AI capital spending, emerging markets and Fed independence.
CMLs: The Benefits of Time-Tested Experience and In-house Servicing
Karissa Anderson is the Head of CML Production, and Sarah Swartzendruber is the Managing Director of US Real Estate Asset Management at Aegon Asset Management.
Asset-Based Lending for Insurers with PIMCO’s Kris Kraus, Portfolio Manager & Co-Head of Specialty Finance
This episode covers the definition and scope of specialty finance, its rapid growth since the Global Financial Crisis (GFC), and why some feel it remains a compelling investment opportunity.
A Deep Dive into EMD with Aegon AM’s Jeff Grills
Jeff Grills, CFA, is the Head of US Cross Markets and Emerging Markets Debt at Aegon Asset Management.
Emerging Markets Investing for Insurers with Pramol Dhawan, Head of Emerging Markets Portfolio Management at PIMCO
Pramol Dhawan is the Managing Director and Head of the Emerging Markets Portfolio Management Team at PIMCO.
Private ABS with Aegon Asset Management’s Jim Baskin and Transamerica Life’s Ryan Patterson
Ryan Patterson is the Head of Investment Strategy at Transamerica, and Jim Baskin is the Head of Private Structured Finance at Aegon Asset Management.
Unlocking Value in Corporate Special Situations with Jamie Weinstein, Portfolio Manager and Head of Corporate Special Situations at PIMCO
Exploring corporate special situations and private credit opportunities for insurance investors in today’s evolving credit landscape.