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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
Wednesday Jun 19, 2024
Wednesday Jun 19, 2024
In this episode of the InsuranceAUM.com podcast, Stewart Foley, CFA sits down with Bob O'Leary, Portfolio Manager of Oaktree Opportunities Funds and co-CEO of Oaktree Capital Management.
Bob shares his journey from Oregon to Oaktree, offering insights into Oaktree's ‘sea change’ narrative and the evolving landscape of credit investing. He explores the structural shifts in private credit, from disintermediation to the rise of rescue financings, and discusses what he thinks are the opportunities and challenges for insurers in today's market.