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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 Feb 19, 2025
Wednesday Feb 19, 2025
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, welcomes Aaron Fink, Senior Managing Director at Centerbridge, to explore the evolution of asset finance and opportunistic credit. Aaron shares insights on how Centerbridge's cycle-agnostic approach allows them to dynamically allocate capital across private equity, credit, and real estate, ensuring they capitalize on opportunities regardless of market conditions. From his early career in asset finance trading to leading Centerbridge’s asset finance efforts, Aaron discusses the firm’s unique investment philosophy and its ability to pivot between public and private markets to generate returns.
The conversation dives into key market trends for 2025, including opportunities in consumer credit, housing, and specialty finance, and how persistent high interest rates are shaping investment strategies. Aaron also provides a deep dive into the risks and rewards of private credit, the impact of market cycles on opportunistic investing, and the importance of adaptability in sourcing new asset classes. Whether you're an institutional investor or simply interested in how market dynamics influence asset allocation, this episode offers invaluable perspectives on the future of asset finance.