Tune in to the InsuranceAUM Podcast, which 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 miss out on these engaging discussions that are essential for insurance investors and asset managers.
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In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Gavin Baiera, Senior Managing Director and Head of Performing Credit at Centerbridge, and David Marks, Executive Vice President and Head of Wells Fargo Commercial Capital, to explore the evolution of direct lending and why relationship-based lending may offer a differentiated source of relative value. Gavin…
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Tom Milewski, Managing Director and Head of Portfolio Management at Deerpath Capital, to discuss why active portfolio management can be just as important as underwriting in private credit. Tom explains how managers can use monthly financials, borrower-specific KPIs, dashboards, and early warning triggers to…
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, strong institutional demand, and a historic wave of AI-related capital investment. Bixby explains why today’s investment-grade market may deserve its…
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 for 2027. Sidd discusses the growing role of asset-based finance, opportunities across non-agency mortgages and digital infrastructure, and the many…
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 class works, why industrial companies lease railcars and how contractual cash flows, specialized maintenance and long-lived physical assets can create a…
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 middle market lending. Trevor explains why private credit should not be treated as a single, uniform asset class and discusses how manager experience,…
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Maarten Offeringa of Federated Hermes to explore trade finance and the investment opportunity it creates within the real economy. Maarten explains how short-duration loans finance the production, infrastructure, and movement of physical goods through global supply chains, and why changes in global trade and bank…
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Pramila Agrawal, PhD, CFA, senior insurance portfolio manager at Loomis Sayles, about how insurers can rethink core fixed income in a changing market environment. They discuss the expanding role of private credit, structured products and emerging market debt, along with the importance of liquidity, scale and…
In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, is joined by Emily Wiener, Chief Investment Officer of the TIAA General Account, and Dan Close, Head of Municipals at Nuveen, to discuss the role taxable municipal bonds can play in resilient, liability-aware insurance portfolios. They examine why municipal bonds remain a vital source of infrastructure financing and how…
Host Stewart Foley, CFA, is joined by Nick Coxon, Managing Director and Head of Americas Real Assets, and Ben Taylor, Managing Director, Private Credit, at Macquarie Asset Management. In this episode of the insuranceaum.com podcast, they discuss why infrastructure is becoming an increasingly important allocation for insurers, including the differences between infrastructure debt and equity and the…
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Jim Higgins, Head of Commercial Real Estate at Shelter Growth Capital Partners, to discuss the opportunities and risks within commercial real estate bridge lending. Jim explains how bridge loans fit within the broader CRE debt market, why they can offer attractive risk-adjusted returns, and how Shelter Growth…
