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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 Nov 17, 2022
Thursday Nov 17, 2022
In this episode of the InsuranceAUM.com podcast, host Stewart Foley speaks with Nazar Alobaidat, Chief Investment Officer of Enstar Group. Nazar shares insights into navigating the complexities of investment management for a global runoff insurance company, offering a detailed look at how to balance US GAAP accounting with Bermuda’s Solvency Capital Requirement (BSCR).
They explore Enstar’s approach to asset allocation amid today’s volatile markets, discussing alternatives, private credit, and the impact of inflation on portfolio construction. Nazar provides a behind-the-scenes look at how Enstar integrates ESG into its investment strategy, manages exposure to derivatives, and optimizes its use of alternatives for long-term portfolio performance. With a thoughtful take on both risks and opportunities, Nazar also shares personal career advice for navigating the insurance investment industry.