Episodes
Here’s part of the conversation between Karissa, Sarah, and Stewart: Karissa: It’s truly bespoke. If a lender has extremely long duration needs, we can find that for them. Right now, it’s really hard to find that because of what’s going on in the market with interest rates, everybody wants short. However, if a lender needs three- to five-year duration, that’s available as well. Stewart: That’s cool. And so just so everyone’s aware, Aegon Asset Management is part of Aegon, which is a...
Published 05/03/24
Welcome to another edition of the InsuranceAUM.com podcast. To the home of the smartest investors on Earth, the insurance investment community. I'm very happy to be joined today by Kris Kraus, Portfolio Manager and Co-head of Specialty Finance at PIMCO, and today we're going to be talking about asset-backed lending and specialty finance.
Published 05/01/24
Published 05/01/24
Welcome to another edition of the InsuranceAUM.com podcast. We're going to be talking about insurance regulation. We are joined by none other than the regulatory savant Mr. Amnon Levy, who is the founder and CEO of Bridgeway Analytics, and we are joined today by Commissioner Nathan Houdek.
Published 04/29/24
Today's topic is straight-up fixed income and yield curve and Fed policy and implications. I couldn't be happier to be joined by Sam Kaplan, CFA, managing director and portfolio manager at Jennison Associates.
Published 04/22/24
We're joined today by Martin Barnwell, who's the investment director on the commercial real estate lending team at abrdn
Published 04/17/24
I am really excited about this podcast with a really good friend, longtime friend TC Wilson, who's the Chief Investment Officer of The Doctors Company, as everyone knows. But today we're going to be talking about the COIN, which is the California Organized Investment Network.
Published 04/08/24
Welcome back and thanks for joining us. Today's topic is direct lending, and we're joined by David Gaito, head of direct lending at Fidelity Investments.
Published 04/03/24
Today we have sort of a dual podcast. We're going to be talking about the evolution of insurance asset management, and we're going to be talking about esoteric ABS in particular as an asset class. And we're joined by Kerry O'Brien, head of Insurance Portfolio Management at Insight Investment, and Richard Talmage, CFA, portfolio manager at Insight Investments.
Published 04/01/24
Today's topic is strategic asset allocation for insurance companies with Pete Miller. Pete is the Head of Insurance Solutions, Multi-Asset Strategies with Invesco.
Published 03/26/24
I'm really excited for today's podcast. I think it's a very unique format for a discussion around residential credit. And we're joined by two special guests, Justin Mahoney, co-founder and senior portfolio manager of Shelter Growth Capital Partners, and Bryan Lentz, director of public and private structured securities at the Mutual of Omaha Insurance Companies.
Published 03/15/24
Welcome back. It's so nice to have you and thanks for joining us. Today's topic is CMLs in 2024: A Repriced Market with Attractive Opportunities? And that's being posed by Greg Michaud, who's the head of real estate finance at Voya. This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management considers reliable; Voya Investment Management does not represent that such information is accurate or complete....
Published 03/07/24
Today's topic is a good one, challenges and opportunities in the current PE market. And we're joined by Matt Shafer, Managing Director, Head of Capital Solutions & US Private Equity at Northleaf Capital Partners.
Published 02/26/24
A multi-decade opportunity for Insurance Investment Portfolios Today's topic is sustainable infrastructure credit. The time is now a multi-decade opportunity for insurance investment portfolios, according to our guest, Jorge Camiña, partner, head of Denham Sustainable Infrastructure Credit.  
Published 02/01/24
Today's topic is emerging markets debt, and we're joined by Jeff Grills, CFA, head of US cross markets and emerging markets debt at Aegon Asset Management.
Published 01/29/24
We have got a phenomenal podcast for you today. A four-time guest, four times, Tim Antonelli, Managing Director Insurance Multi-asset Strategist and Portfolio Manager at Wellington.
Published 01/25/24
A lot of you are going to really enjoy this podcast because it provides tips for ensuring a smooth year-end filing process. Our panelists include Sam Jones, who is a senior director of statutory reporting at SS&C Technologies; Amnon Levy, who is the founder and CEO of Bridgeway Analytics; and Scott Kurland, who's the managing director and head of SS&C's Insurance Solutions Group.
Published 01/22/24
Today's topic is infrastructure equity and we're joined by John Anderson, Global Head of Corporate Finance and Infrastructure at Manulife Investment Management, and at John Hancock Life Insurance.
Published 01/18/24
Today's topic is a good one. It's Residential Debt: A Diversified Income Stream to Write Home About, which I love the title. And we're joined by Eric Atlas, Head of US Residential Debt, Man GPM.
Published 01/16/24
We've got a terrific executive spotlight for you today. A repeat guest, someone who needs not much of an introduction. Bill Pieroni, CEO of ACORD.
Published 01/12/24
Today's topic is called Filling the Gap, the case for non-sponsored direct lending. And we're joined by Chris Rust, who's the co-head of European Credit Opportunities with 25 years in the industry with Ninety One.
Published 01/10/24
Today's topic is what insurers need to know about CECL. And we're joined today by Theresa Meawad, senior director and head of Solutions Consulting at SS&C EVOLV.
Published 01/02/24
Today's topic you're really going to like. It's private credit secondaries, and we're joined by John Bohill, partner, private debt, at the StepStone Group.
Published 12/20/23
Today's topic is CRE, and that is on a lot of people's minds right now we're joined by two and I'm happy to say Chicago-based experts in the field. Doug Lyons, managing principal of Pearlmark, responsible for the firm's capital markets and debt investment activities. And we're joined by Steve Quazzo, co-founder, CEO, and chair of the firm's Management Committee, and the PEP II Investment Committee.
Published 12/18/23
Today's topic is the next five years in direct lending, and it's become increasingly clear that the next five years in direct lending won't be the same as the last. And today, we're talking with Kevin Marchetti of Man Varagon to see what he's seeing in markets and what he thinks that the three to five years is going to look like.
Published 12/15/23