InsuranceAUM.com

Episode 61: Sorting through the income opportunity among private, junior capital credits DWS and Northwestern Mutual Capital

In this episode of the InsuranceAUM Podcast, host Stewart Foley is joined by experts to explore private credit and junior capital as compelling alternatives for insurance investors seeking yield in today’s low-rate environment.

The conversation covers the appeal of junior capital versus public credit options, the importance of longstanding relationships and deal flow in private markets, and how diversification mitigates risk. The discussion also addresses trends shaping private credit, such as unitranche structures and high valuations, and examines the relative advantages of junior capital portfolios compared to leveraged senior debt. For insurance professionals navigating private markets, this episode provides actionable insights and strategies to optimize portfolio returns.

Episode 60: EM Constitutions: Vital to Developing Ideas

Episode 59: Driving Change for Women in Insurance

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.

Episode 58: Inflation: Transitioning to Troubling from Transitory

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.

Episode 57: CLOs Remain Attractive in a Difficult Market

Episode 56: Diversity, Equity, Inclusion & Belonging Roundtable: The Importance of DEI&B

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.

Episode 55: Middle Market Direct Lending – A Solution to the Search for Yield?

Episode 54: Commercial Mortgage Loans: the ABCs of CML

Episode 53: Producing Investment Income through GP Stake Investing

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.

Episode 52: Real estate investing re-imagined in a post pandemic world.

Real estate investing re-imagined in a post-pandemic world.