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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 Aug 26, 2024
Monday Aug 26, 2024
In this episode of the InsuranceAUM.com podcast, Stewart Foley, CFA, explores the growing demand and opportunities within the infrastructure debt market with two key experts from Brookfield Asset Management: Hadley Peer Marshall, Managing Director, Co-Head of Infrastructure Debt and Structured Solutions Strategies, and CFO, and Eric Wittleder, Managing Director of Infrastructure. The discussion delves into the major trends driving the infrastructure sector, particularly the significant capital required for global transition initiatives such as net-zero carbon emissions, and how these trends present unique opportunities for institutional investors like insurance companies.
Hadley and Eric also highlight the characteristics of an optimized infrastructure debt portfolio, emphasizing the essential, non-cyclical nature of the assets and their ability to provide material downside protection. They share insights on how Brookfield aligns its infrastructure investments with sustainability goals without compromising on returns, and discuss the impact of regulatory changes on the market. This episode offers valuable perspectives on how insurers can effectively leverage infrastructure debt within their portfolios while contributing to environmental sustainability.