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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 Jan 16, 2024
Tuesday Jan 16, 2024
In this insightful episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Eric Atlas, Head of US Residential Debt at Man Group’s Global Private Markets (GPM) division, to discuss the compelling opportunities within residential private credit. Eric brings a wealth of knowledge about the nuances of this asset class, explaining why it is an attractive option for insurance companies seeking diversification and income generation.
The conversation explores the key benefits of residential debt, such as the attractive capital treatment, access to Federal Home Loan Bank financing, and the potential for higher yields compared to traditional agency-backed securities. Eric also delves into the current lending environment, the impact of rising interest rates, and the opportunities arising from the pullback in bank lending. He provides an overview of how Man Group partners with insurers to structure these investments in a way that minimizes the administrative burden while maximizing returns.
For those interested in understanding the unique characteristics of residential debt and how it can fit into an insurance company’s portfolio, this episode offers valuable insights and practical takeaways.