110.6K
Downloads
283
Episodes
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 Dec 14, 2022
Wednesday Dec 14, 2022
In this episode of the InsuranceAUM.com Podcast, we explore the dynamic world of corporate special situations and private credit opportunities with Jamie Weinstein, Managing Director, Portfolio Manager, and Head of Corporate Special Situations at PIMCO. Jamie sheds light on how today’s sharp interest rate hikes, inflationary pressures, and shifting liquidity dynamics are creating unique challenges—and opportunities—in the corporate credit landscape.
Jamie offers a deep dive into flexible capital solutions, the current repricing in private markets, and how managers like PIMCO are leveraging their resources to navigate distressed and special situations. From rising default rates to shifts in consumer behavior and supply chain disruptions, Jamie shares actionable insights for insurance investors looking to unlock value in this complex environment. With over $500 billion in credit assets under management, PIMCO’s approach to tailoring capital solutions is a compelling lesson in navigating today’s volatile credit markets.