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.
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.
Karan Chabba is the Principal and Head of Regulatory Capital Relief and Specialty Finance at Eagle Point Credit Management.
Tim Leary is the Blue Bay Senior Portfolio Manager and Stephen Fitzsimmons is an Institutional Portfolio Manager at RBC.
Joe Eppers is the Executive Vice President and Chief Investment Officer at Selective Insurance Group, and Tom Majewski is the Founder and Managing Partner of Eagle Point Credit Management.
Polina Kurdyavko is the Head of Emerging Market Debt and Senior Portfolio Manager at RBC Global Asset Management's BlueBay.
Dan Spinner is a Senior Principal and Portfolio Manager at Eagle Point.
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