118.8K
Downloads
295
Episodes
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 31, 2023
Monday Jul 31, 2023
In the inaugural episode of the new podcast series Due Dilly, hosts Stewart Foley and John Patin are joined by TJ Durkin, Managing Director at Angelo Gordon, to delve into the world of specialty finance and structured credit. This deep-dive discussion unpacks Angelo Gordon's structured credit strategy, exploring opportunities in both public and private markets, with a focus on asset-based finance, warehouse lending, and non-QM mortgages.
TJ explains how Angelo Gordon’s approach capitalizes on evolving opportunities in private credit, driven by regulatory shifts and the restructuring of bank balance sheets. The conversation highlights the team’s data-driven approach, risk management processes, and the ability to seize value in today’s dynamic market. Insurance professionals looking to understand the role of specialty finance within their portfolios will find this episode particularly insightful as it frames a strategy that complements both traditional private credit and public market exposure.