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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
Thursday Jan 26, 2023
Thursday Jan 26, 2023
In this insightful episode of the InsuranceAUM.com podcast, Stewart Foley sits down with Lale Topcuoglu, Managing Director and Head of Credit at Swiss Re, for an honest and wide-ranging conversation. They discuss the economic landscape of 2023, with Lale sharing her thoughts on "gray swan" risks—the predictable yet often overlooked challenges in credit markets—and the potential fallout from companies over-leveraged in a liquidity-heavy, low-interest rate era. She also explains her approach to fundamental credit analysis in an environment where many investors focus more on macro trends than on balance sheets and cash flow.
In addition to market insights, Lale speaks candidly about the role of networking, her involvement with the Insurance Women's Investment Network (IWIN), and the importance of mentorship in financial services. Lale and Stewart also delve into topics of personal resilience and mental health in the workplace, shedding light on the importance of asking for help and seeking balance in a high-pressure industry.