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.
Beyond the Bank: The Insurance Approach to CRE Loans
David Politano, Head of Debt Strategies at MetLife Investment Management, shares how insurers approach CRE lending differently from banks and CMBS, offering insights into market trends, risk, and long-term value.
Exploring IG Private Asset-Based Finance and Strategic Allocation in Health Insurance
Frank Melaccio of Horizon Blue Cross Blue Shield of New Jersey and Jason Young of MetLife Investment Management discuss investment-grade private credit and asset-based finance in health insurance portfolios.
The Rise of Liability Management Exercises: The Changing Face of Restructurings with Oaktree’s Ross Rosenfelt
Oaktree’s Ross Rosenfeld joins the InsuranceAUM.com Podcast to discuss the rise of liability management exercises and what it means for restructuring and distressed investing.
Supply and Demand with Wayne Dahl and Suzana Perić
In the latest episode of The Insight: Conversations, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl (Co-Portfolio Manager, Global Credit) and Suzana Perić (Managing Director, Sourcing & Origination) as they discuss topics from the recently published Oaktree Credit Quarterly 1Q2025: Gridlock.
Asset-Based Finance (ABF): Building Resilient Portfolios for Insurers
Join host Stewart Foley on the InsuranceAUM.com Podcast for a deep dive into private structured credit (private ABF) and its role in insurance portfolios.
Real Estate Debt Markets: Finding Value in Market Dislocations
Join host Stewart Foley on the InsuranceAUM.com Podcast for insights into private real estate debt. Explore market trends, commercial mortgage yields, and the impact of inflation and migration on real estate investment strategies for insurance portfolios.
Capitalizing on the Shift in Private Credit: Strategies for Insurance Companies
Armen Panossian is the co-CEO and Head of Performing Credit at Oaktree Capital.
Why are Residential Whole Loans the Talk of the Town?
Alfred Chang is the Head of Residential Credit at MetLife Investment Management.
Navigating the Sea Change with Howard Marks at Oaktree Conference 2024
On April 10, Howard Marks opened Oaktree Conference 2024 in Los Angeles with a deep dive into his sea change thesis, exploring the broad implications for the investment world. You can now watch an excerpt of this talk.
A Conversation on Credit with Oaktree Co-CEO Bob O’Leary
Bob O’Leary is the co-CEO of Oaktree Capital Management.
A World in Debt: US Treasuries
Guy: Welcome everyone to the “MIM Cuts to the Chase” podcast series. I'm your host, Guy Haselmann, and today we will discuss and unravel the US Treasury Bond market – which I often refer to as “the m...
Opportunities in EM Debt with Tom Smith of MetLife Investment Management
Tom Smith is a Emerging Market Portfolio Manager at MetLife Investment Management.