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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
Tuesday Jun 20, 2023
Tuesday Jun 20, 2023
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with David Golub, President of Golub Capital, for an engaging discussion on private credit and its role in the investment strategies of insurance companies. David shares his background, from his early days in New Rochelle to his leadership at Golub Capital, one of the pioneering firms in middle market lending. He explains Golub Capital's focus on making loans to private equity-backed companies and highlights the firm's guiding principles, including the importance of relationships and maintaining a competitive edge in the private credit space.
David also offers valuable insights into the current U.S. economic landscape, shaped by Golub Capital's access to financial data from hundreds of middle market companies. He discusses trends in revenue and EBITDA growth, the challenges posed by rising interest rates, and why private credit continues to offer attractive risk-adjusted returns for insurance investors. Whether you're interested in learning more about Golub Capital’s investment philosophy or seeking practical advice on navigating private credit markets, this episode provides a wealth of information for insurance investment professionals.