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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
Monday Oct 12, 2020
Monday Oct 12, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with John Linehan, portfolio manager of the U.S. Equity Income Strategy and CIO of Equity at T. Rowe Price. With interest rates at historic lows, insurers face increasing challenges in generating yield without taking excessive risk. John discusses how equities can play a vital role in insurance portfolios, balancing income generation with long-term growth, and why active management remains a compelling choice over passive strategies.
The conversation also explores the ongoing debate between value and growth investing, the impact of market dislocations, and how insurers can navigate an evolving investment landscape. John shares insights on sector opportunities, including insurance stocks themselves, and why a customized, research-driven approach is key to meeting insurers' unique needs. Whether you're focused on generating yield or managing portfolio risk, this episode provides valuable insights for insurance asset managers looking to optimize their investment strategy.
Assets under management quoted are as of 6/30/20
Thursday Sep 03, 2020
Thursday Sep 03, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down for a powerful discussion on resilience, financial literacy, and the importance of diversity and inclusion in the insurance industry. From overcoming homelessness to leading a successful M&A advisory firm, the conversation explores how personal experiences shape professional success and why financial wellness is critical for building a more equitable society.
The discussion also highlights the evolving role of insurance in addressing systemic inequities, fostering financial empowerment, and creating opportunities for underrepresented communities. With a focus on leadership, mentorship, and the value of perseverance, this episode offers insights on how the industry can better serve all policyholders while driving meaningful change.
Monday Aug 17, 2020
Monday Aug 17, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with a leading multi-asset insurance strategist to discuss how insurers are reassessing investment risk, governance, and portfolio positioning in today’s market environment. With liquidity concerns brought to the forefront during the March market sell-off, insurers are adapting their approach to strategic asset allocation, alternative investments, and opportunistic risk-taking.
The conversation explores how firms are balancing illiquidity premiums, capital charges, and evolving governance structures to ensure flexibility in capturing investment opportunities. With insights on navigating fixed income challenges, the role of derivatives, and the increasing focus on ESG and climate risk, this episode provides key takeaways for insurers looking to optimize their portfolios in an uncertain market.
Monday Aug 10, 2020
Monday Aug 10, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Robert Smithson, founder of Just Insure, to discuss how Insurtech is revolutionizing the auto insurance industry. Robert shares his journey from the sports betting industry to launching an insurance startup, applying real-time risk pricing and telematics to create a more equitable auto insurance model. By leveraging technology to analyze real-world driving behavior rather than relying on traditional demographic factors, Just Insure aims to offer fairer pricing and greater accessibility—especially for lower-income drivers.
The conversation dives deep into how telematics works, why traditional insurers may be missing the mark on risk assessment, and how real-time data can lead to safer driving habits. Robert also shares his thoughts on the future of the auto insurance market, the potential for telematics to impact road safety, and the opportunities available in the growing Insurtech sector. Whether you're an insurance professional, an investor, or just curious about the intersection of technology and insurance, this episode offers an insightful look into one of the most innovative areas of the industry.
Monday Aug 10, 2020
Monday Aug 10, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Robert Smithson, founder of Just Insure, to discuss how Insurtech is revolutionizing the auto insurance industry. Robert shares his journey from the sports betting industry to launching an insurance startup, applying real-time risk pricing and telematics to create a more equitable auto insurance model. By leveraging technology to analyze real-world driving behavior rather than relying on traditional demographic factors, Just Insure aims to offer fairer pricing and greater accessibility—especially for lower-income drivers.
The conversation dives deep into how telematics works, why traditional insurers may be missing the mark on risk assessment, and how real-time data can lead to safer driving habits. Robert also shares his thoughts on the future of the auto insurance market, the potential for telematics to impact road safety, and the opportunities available in the growing Insurtech sector. Whether you're an insurance professional, an investor, or just curious about the intersection of technology and insurance, this episode offers an insightful look into one of the most innovative areas of the industry.
Thursday Jul 16, 2020
Thursday Jul 16, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Robert Smithson, founder of Just Insure, to discuss how Insurtech is revolutionizing the auto insurance industry. Robert shares his journey from the sports betting industry to launching an insurance startup, applying real-time risk pricing and telematics to create a more equitable auto insurance model. By leveraging technology to analyze real-world driving behavior rather than relying on traditional demographic factors, Just Insure aims to offer fairer pricing and greater accessibility—especially for lower-income drivers.
The conversation dives deep into how telematics works, why traditional insurers may be missing the mark on risk assessment, and how real-time data can lead to safer driving habits. Robert also shares his thoughts on the future of the auto insurance market, the potential for telematics to impact road safety, and the opportunities available in the growing Insurtech sector. Whether you're an insurance professional, an investor, or just curious about the intersection of technology and insurance, this episode offers an insightful look into one of the most innovative areas of the industry.
Friday Jun 26, 2020
Friday Jun 26, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes retail industry expert Anthony Chukumba of Loop Capital to discuss the dramatic shifts in the retail sector. Anthony shares insights into how traditional brick-and-mortar retailers were already struggling before COVID-19, the continued rise of e-commerce, and how the pandemic has accelerated digital shopping trends. He also explains which retailers are best positioned to survive economic downturns and why certain business models are more resilient than others.
The conversation dives into the growing dominance of Amazon, the role of omnichannel retailing, and how companies like Best Buy have successfully adapted to the digital age. Anthony also offers his take on investment opportunities, highlighting stocks he favors and those he’s cautious about. Whether you're an investor, an insurance asset manager, or just interested in the future of retail, this episode provides valuable perspectives on the industry's transformation.
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with trading professionals for A View From the Desk, a new segment offering real-time market insights. With ETFs playing an increasingly important role in insurance general accounts, they break down the liquidity benefits, cost efficiencies, and risk management advantages of these investment tools.
The discussion covers how ETFs performed through the recent market volatility, the role of the Fed’s asset purchase programs, and why insurance investors are increasingly using ETFs for tactical exposure. Whether you’re actively investing in ETFs or tracking them for price discovery, this episode provides valuable insights into their expanding role in insurance portfolios.
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Sanjay Chawla, Chief Investment Officer at FM Global, to discuss his career journey from corporate pensions to leading investments at a major insurance company. Sanjay shares how his diverse experiences in corporate treasury, risk management, and asset allocation have shaped his approach to managing insurance general account assets. He also discusses the fundamental differences between pension investing and insurance portfolio management, offering valuable insights for seasoned professionals and young investors alike.
The conversation explores the unprecedented volatility of 2020, the importance of risk management in navigating economic uncertainty, and the role of technology in modern investment strategies. Sanjay also shares his perspective on total return vs. book yield, the integration of private assets in an insurance portfolio, and how asset managers can better serve insurance clients. Whether you’re an industry veteran or an aspiring investment professional, this episode delivers key takeaways on leadership, risk, and investment decision-making in today’s dynamic market environment.
Monday Jun 15, 2020
Monday Jun 15, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down for an insightful discussion on the evolving insurance job market, leadership, and the power of diversity and inclusion. The conversation covers the impact of COVID-19 on hiring trends, the critical need for agile and empathetic leadership, and how the next generation of insurance professionals can navigate today’s challenges.
With a deep dive into the skills that matter most in today’s environment, this episode explores why communication, adaptability, and emotional intelligence are just as important as technical expertise. Plus, hear about ongoing efforts to advance diversity in the industry and how inclusion plays a key role in its future. Whether you're an industry veteran or just starting your career, this conversation offers valuable perspectives on the road ahead.