InsuranceAUM.com

Episode 220: A Conversation on Credit with Oaktree Co-CEO Bob O’Leary

In this episode of the InsuranceAUM.com podcast, Stewart Foley, CFA sits down with Bob O'Leary, Portfolio Manager of Oaktree Opportunities Funds and co-CEO of Oaktree Capital Management.

Bob shares his journey from Oregon to Oaktree, offering insights into Oaktree's ‘sea change’ narrative and the evolving landscape of credit investing. He explores the structural shifts in private credit, from disintermediation to the rise of rescue financings, and discusses what he thinks are the opportunities and challenges for insurers in today's market.

Episode 219: Talking Tax Aware with SSGA’s Chuck LeVine and Eric Viliott

In this episode, Stewart Foley, CFA engages in an insightful conversation with Chuck Levine and Eric Viliott, both Vice Presidents and Senior Portfolio Managers at State Street Global Advisors.

Their discussion delves deep into public equities, shedding light on tax-advantaged equity strategies, a topic often overlooked in the investment discourse. Chuck and Eric provide valuable insights into the nuances of tax-aware investing, drawing from their extensive experience and expertise in the field.

Episode 218: Executive Spotlight: Craig Husting – CIO at The Public School and Education Employee Retirement Systems of Missouri

On today’s episode of the InsuranceAUM.com podcast, Stewart Foley. CFA sits down with Craig Husting, CIO at The Public School and Education Employee Retirement Systems of Missouri, also known as Missouri Teachers. Craig shares his mission and critical priorities for managing the pension benefits for Missouri Teachers, and dives deep into public asset management.

Episode 217: Executive Spotlight: Anthony Minopoli – Executive Vice President & Chief Investment Officer

This week on the InsuranceAUM.com podcast, Stewart Foley talks to Tony Monopoly, Executive Vice President, Chief Investment Officer at the Knights of Columbus. Tony shares the history of the Knights of Columbus, ably takes on his “math professor for a day” status to unpack concepts and terms like convexity and its impact on portfolio modeling.  And Tony reminds us of the people behind the powerful mission at Knights of Columbus. Prepare to be educated and inspired!

Find Anthony Monopoly on LinkedIn: https://www.linkedin.com/in/david-ross-a632a637/?originalSubdomain=uk

Find Stewart Foley on LinkedIn: https://www.linkedin.com/in/stewartfoley/

Find more thought leadership from the smartest minds in Insurance Asset Management at InsuranceAUM.com and https://www.linkedin.com/company/insurance-aum-journal/mycompany/

Episode 216: CIO Spotlight: Michael Goosay, CIO and Global Head of Fixed Income at Principal Asset Management

Today on the InsuranceAUM.com podcast, Stewart Foley sits down with Michael Goosay, CIO and Global Head of Fixed Income, and a Portfolio Manager at Principal Asset Management. Michael shares his journey from a paperboy in Clark Summit, PA, to a key player in the world of finance. Tune in to hear how that early, character-building experience translates to the managing risks in the world of fixed income investing. 

Find Michael Goosay on LinkedIn: https://www.linkedin.com/in/michael-goosay-412b043/ 

Find Stewart Foley on LinkedIn: https://www.linkedin.com/in/stewartfoley/ 

Find more thought leadership from the smartest minds in Insurance Asset Management at InsuranceAUM.com and https://www.linkedin.com/company/insurance-aum-journal/mycompany/ 

 

Episode 215: Current Perspectives on Securitized Credit

Today on the InsuranceAUM.com podcast, Stewart Foley speaks with Jean-Marc Breaux, Sector Portfolio Manager Fixed Income Division at T. Rowe Price. Stewart and Jean-Marc take a deep dive into the current state of securitized credit as Jean-Marc shares his unique perspective on this asset class.

Episode 214: Specialty Finance: Low-Correlation Opportunities Lie in Niche Segments

On this episode of the InsuranceAUM.com podcast, Stewart Foley talks to David Ross, Managing Director and head of private credit at Northleaf Capital. Get ready to dive deep into a specialty component of private credit -- asset-backed specialty finance -- and to unpack the correlation between private credit and the broader fixed income market. David shares unique insights on the intersection between diversifications and the Music Modernization Act and makes it clear what’s so cool about Insurance Asset Management.

Find David Ross on LinkedIn: https://www.linkedin.com/in/david-ross-a632a637/?originalSubdomain=uk

Find Stewart Foley on LinkedIn: https://www.linkedin.com/in/stewartfoley/

Find more thought leadership from the coolest minds in Insurance Asset Management at InsuranceAUM.com and https://www.linkedin.com/company/insurance-aum-journal/mycompany/

Episode 213 - Fact vs. Fiction? Tackling the Tough Questions about EM Corporates for Insurers

Welcome to another edition of the InsuranceAUM.com podcast. We are joined today by Elisabeth Colleran, portfolio manager for Emerging Market Debt Portfolios at Loomis Sayles. 

Episode 212: Building Flexible Multi-sector Portfolios

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Jeffrey Hobbs, CFA, Head of Insurance Portfolio Management at Voya Investment Management. Join us as we dive deep into the dynamic world of insurance asset management, exploring how market trends, liquidity needs, and investment strategies are evolving in response to the current economic landscape. Jeffrey shares his expertise on navigating the higher-for-longer interest rate environment, offering valuable insights into how insurance companies can manage their portfolios effectively amid this backdrop.

We also discuss the growing importance of private credit and the opportunities in commercial real estate, sectors that are becoming increasingly relevant for insurance asset managers. Jeffrey provides a comprehensive overview of Voya's approach to balancing the needs of their general account with those of third-party clients, emphasizing the importance of active management and strategic allocation. Additionally, Jeffrey recounts his personal journey in the industry, sharing anecdotes and career advice for young professionals.

Tune in to gain valuable perspectives on managing insurance portfolios in today's evolving market and to learn from one of the industry's leading experts.

Episode 211: CMLs - The Benefits of Time Tested Experience and In-House Servicing

In this insightful episode of the InsuranceAUM.com Podcast, host Stewart Foley explores the dynamic world of Commercial Mortgage Loans (CMLs) with industry experts Karissa Anderson and Sarah Swartzendruber from Aegon Asset Management. Karissa, the Head of CML Production, and Sarah, the Managing Director of US Real Estate Asset Management, delve into why CMLs are a compelling option for insurance companies, offering benefits such as liability duration matching, capital efficiency, and cash flow stability.

The discussion also covers the recent market shifts affecting CML origination and allocation, the importance of tailored underwriting to meet specific client needs, and the impact of reduced bank lending activity on the market. Karissa and Sarah share their strategies for managing loan workouts and emphasize the value of in-house servicing teams in maintaining close relationships with borrowers. This episode provides a comprehensive overview of the opportunities and challenges in the CML market, making it a must-listen for anyone involved in insurance asset management.