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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. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Monday Aug 14, 2023
Monday Aug 14, 2023
In this episode, Stewart Foley sits down with Dan Spinner, Senior Principal and Portfolio Manager at Eagle Point, to explore the niche world of portfolio debt securities. Dan provides a deep dive into this specialized fixed-income strategy, offering insight into how portfolio debt securities can generate returns over 9% while maintaining investment-grade risk profiles. He explains the structure, benefits, and inefficiencies of this lesser-known asset class, making it an attractive opportunity for insurance investors and those seeking to enhance their portfolio’s yield without taking on outsized risk.
Dan also shares the origins of Eagle Point’s strategy and the growing opportunity in the post-SVB environment as banks pull back from lending. With his clear, data-driven approach, Dan outlines the rigorous process of underwriting portfolio debt securities and how they offer a defensive, compelling alternative to traditional credit investments. If you’re looking to understand the unique risks and returns of this asset class, this episode provides valuable insights from one of the leading experts in the field.