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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 Jul 18, 2022
Monday Jul 18, 2022
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Connell Haston, partner and head of the Insurance Services Platform at Victory Park Capital, for a masterclass on asset-backed lending. Connell explains how this private credit strategy differs from traditional cash flow lending and why it’s increasingly attractive to insurance investors in today’s market.
The discussion covers the structure of asset-backed loans, including their focus on collateral, dynamic borrowing bases, and risk management through covenants and operational controls. Connell also highlights the key characteristics of these loans—floating-rate coupons, senior secured positioning, and monthly interest payments—that align well with insurance company balance sheets. As insurers navigate rising rates, inflation, and increased macroeconomic uncertainty, Connell shares why asset-backed lending offers a defensive and capital-efficient option for diversifying portfolios while enhancing risk-adjusted returns. This episode is packed with insights for insurance professionals seeking to understand the growing role of private credit in their investment strategies.