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
Inside Real Estate: CRE Strategies for Insurance Investors
Rich Hill of Principal Real Estate shares insights on commercial real estate strategies, risk-adjusted returns, and sector trends for insurance portfolios.
Investment Grade Securitized Market Update
Dmitri Rabin of Jennison Associates shares insights on the investment-grade securitized markets, including MBS, ABS, CLOs, and CMBS, with a focus on relative value, risk dynamics, and insurance portfolios.
The Dividend Edge: Balancing Yield & Risk in Insurance Portfolios
Michael Hunstad and Jeff Sampson of Northern Trust Asset Management join the InsuranceAUM.com Podcast to explore how dividend strategies can help insurers balance yield, risk, and total return in today’s evolving equity market.
The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions
Anwiti Bahuguna, PhD, CIO of Global Asset Allocation at Northern Trust Asset Management, explores Northern Trust’s 10-year capital market assumptions, macro themes like AI-driven productivity and energy transition, and what they could mean for insurers’ asset allocation decisions.
Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Uncovering value in investment grade private credit
Michael Zorich, CFA, is the Managing Director and Head of Investment Grade Private Credit at Principal Asset Management.
CIO Spotlight: Michael Goosay, CIO and Global Head of Fixed Income at Principal Asset Management
Michael Goosay is the CIO and Global Head of Fixed Income at Principal Asset Management.
Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
CLOs: a critical market to insurance investors
Kevin Farley is the Managing Director and Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.
Don't Make Taxes a Drag - Capturing After-Tax Alpha with Custom Equity Solutions
Mary Lukic is the Head of Tax-Advantaged Equity at Northern Trust Asset Management.
Data centers: What is driving the surge in demand and how can insurance investors benefit?
Jeff Menz and Casey Miller are Managing Directors of Portfolio Management at Principal Real Estate Investors.
Opportunities in Securitized
Dmitri Rabin is the Head of Securitized at Jennison Associates.