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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 Dec 14, 2021

Thursday Nov 18, 2021
Episode 59: Driving Change for Women in Insurance
Thursday Nov 18, 2021
Thursday Nov 18, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with two inspiring leaders dedicated to advancing diversity, equity, inclusion, and belonging in the insurance industry. Margaret Milkint, Chair of the Women in Insurance Initiative for Million Women Mentors STEMconnector and Managing Director of Diversified Search Group, and Barbara Ingraham, Managing Director of Excess and Surplus at Verisk, share their work on the "Driving Change" data study.
This initiative, now in its second wave, seeks to uncover actionable insights about representation and advancement in the insurance industry. Margaret and Barbara highlight the critical role data plays in identifying challenges, measuring progress, and shaping strategies for a more inclusive future. They also discuss the industry’s ongoing struggle to attract and retain STEM talent, with a focus on breaking down barriers and changing perceptions about careers in insurance.
Tune in to learn how this data-driven effort is shedding light on the state of diversity and inclusion in insurance, why it matters, and how companies and individuals can get involved to make a lasting impact.

Monday Nov 01, 2021
Episode 58: Inflation: Transitioning to Troubling from Transitory
Monday Nov 01, 2021
Monday Nov 01, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Mike Ashton, the Inflation Guy, to dive into the complexities of inflation in today’s economic environment. Mike reflects on his accurate predictions from a previous conversation, revisiting his memorable "popcorn" analogy to explain how inflation unfolds in an uneven, unpredictable manner. He also highlights why current inflation challenges defy traditional models, emphasizing the role of persistent price increases and the growing breadth of inflation across sectors.
With inflation reshaping the investment landscape, this conversation offers insurance investors a fresh perspective on managing inflation-sensitive liabilities and bond portfolios. Stewart and Mike discuss how insurers can prepare for potential tail risks while adapting to an economic reality where inflation appears more enduring than transitory.

Friday Oct 29, 2021

Wednesday Oct 20, 2021
Episode 56: Diversity, Equity, Inclusion & Belonging Roundtable: The Importance of DEI&B
Wednesday Oct 20, 2021
Wednesday Oct 20, 2021
In this episode of the InsuranceAUM.com Podcast, Lindsay Mickles, Managing Editor of the Insurance AUM Journal, welcomes Sarah Marschok of Wellington Management and IWIN to lead a compelling discussion on advancing diversity, equity, inclusion, and belonging (DEI&B) in the insurance and asset management industries. Together with a distinguished panel of leaders and changemakers, they explore actionable steps to foster inclusive cultures and drive impactful change at both organizational and industry levels.
Panelists share their observations, personal experiences, and strategies for creating equitable opportunities, addressing unconscious bias, and embedding DEI&B into corporate cultures. From incorporating DEI metrics into compensation to challenging traditional hiring practices, the discussion offers practical insights to help insurance professionals rethink and reshape their approach to DEI&B. Tune in to learn how the industry can move from intention to impact and build a future that supports belonging and innovation.

Wednesday Oct 06, 2021
Episode 55: Middle Market Direct Lending – A Solution to the Search for Yield?
Wednesday Oct 06, 2021
Wednesday Oct 06, 2021

Tuesday Oct 05, 2021

Wednesday Sep 01, 2021
Episode 53: Producing Investment Income through GP Stake Investing
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, dives into the unique world of GP stake investing with Jon Little, founder and Managing Partner of Alderwood Capital. GP stake investing, a specialized strategy in asset management, is projected to grow into a $500 billion industry and offers a compelling mix of high-income potential and diversified opportunities, particularly for insurance investors.
Jon draws on decades of experience to discuss how his team identifies opportunities in mid-sized, specialist boutiques, focusing on strategies such as succession capital, acceleration capital, and even “liberation capital” for unlocking hidden value in underappreciated firms. The conversation explores the high-yield, cash-generating potential of this strategy, the importance of partnering with the right management teams, and the role these investments can play in insurance portfolios seeking income and diversification.

Friday Aug 27, 2021
Episode 52: Real estate investing re-imagined in a post pandemic world.
Friday Aug 27, 2021
Friday Aug 27, 2021
Real estate investing re-imagined in a post-pandemic world.

Friday Jul 09, 2021
Episode 51: Conning’s Paul Norris Demystifies Esoteric ABS
Friday Jul 09, 2021
Friday Jul 09, 2021
Conning’s Paul Norris Demystifies Esoteric ABS