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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 Aug 11, 2022
Thursday Aug 11, 2022
Stewart Foley sits down with Kevin Marchetti, founding partner and chief risk officer of Varagon Capital Partners, to explore the nuances of private debt and sponsor-backed middle market lending. Kevin shares how Varagon focuses on senior secured loans to recession-resilient businesses in sectors like healthcare, critical services, and consumer staples.
The conversation covers the appeal of private debt for insurance portfolios, the benefits of sponsor-backed lending, and strategies for managing risk in volatile markets. Kevin also highlights the importance of lead lender status, capital efficiency strategies for insurers, and Varagon’s disciplined credit approach that aligns with insurers’ risk appetites. A must-listen for insurance investment professionals navigating the shift toward private assets.