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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
Tuesday Feb 23, 2021
Tuesday Feb 23, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Mitch He, Chief Investment Officer of Chesapeake Employers’ Insurance, to discuss today’s investment landscape and the challenges insurers face in a low-yield environment. Mitch shares his views on market opportunities, including the role of convertible bonds, CLOs, and high-yield securities, and explains why technology should be treated as an asset class in a diversified portfolio. He also highlights how insurers can hedge medical cost inflation through strategic equity investments and why asset allocation decisions must align with long-term industry trends.
The conversation also explores the impact of regulations on insurers’ ability to manage risk and achieve their investment objectives, as well as the growing role of private markets. Mitch shares insights into his unconventional career path, from engineering in China to insurance asset management in the U.S., and offers advice to young professionals looking to build a career in the industry.