InsuranceAUM

Tune in to the InsuranceAUM Podcast, hosted by our Founder and Senior Advisor, 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.

InsuranceAUM is a business podcast hosted by our Founder and Senior, with 100 episodes on record and a Required Pod Score of 80.

our Founder and Senior hosts InsuranceAUM, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #389

  Episode 389: The BSL and Private Credit Convergence Zone: An Evolving Landscape

  Oct 1, 202642 min

  The lines between broadly syndicated loans and private credit are becoming increasingly blurred as borrowers gain more flexibility in how they access capital. Taylor Boswell, Head of Credit Origination and Research at AGL Credit, explains what is driving that convergence, why larger borrowers can offer attractive through-cycle characteristics, and how portfolio construction can influence long-term credit outcomes. Beyond market convergence, the discussion looks at private credit structures, expected losses, bank and asset manager partnerships, and differentiated sourcing. Taylor also shares AGL Credit’s perspective on AI-related risks across software, data centers, and corporate borrowers, and why disciplined underwriting and active portfolio management remain essential.

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  Episode #388

  Episode 388: Global Real Estate Opportunities for Insurers

  Sep 21, 202630 min

  Greg Eudicone, Head of Global Real Estate Client Portfolio Management at Barings, discusses how the commercial real estate opportunity set is evolving across geographies, sectors, and the capital structure. He shares Barings’ perspective on why real estate has become a more selective market, with meaningful dispersion across office, multifamily, industrial, retail, and alternative property types. The conversation also explores relative value between real estate debt and equity, opportunities created by bank retrenchment, and the growing role of healthcare, manufactured housing, student housing, and other specialized sectors. Greg also discusses how insurers are approaching real estate credit, the importance of active asset management and origination capabilities, and why disciplined underwriting may matter more as volatility persists.

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  Episode #386

  Episode 386: Growth Equity in Insurance Portfolios

  Sep 14, 202624 min

  Suzanne Gauron, Managing Director and Head of Capital Solutions for Growth Equity at General Atlantic, joins the InsuranceAUM Podcast to explore the role growth equity can play in institutional and insurance portfolios. She explains how growth equity differs from venture capital and traditional buyouts, focusing on profitable, rapidly growing companies with little or no leverage and returns driven primarily by business performance. The conversation examines how growth equity may provide insurers with exposure to return drivers that differ from the interest rate, credit spread, and leveraged equity risks already common across general accounts. Gauron also discusses where institutions are funding growth equity allocations, including buyout, venture capital, and public equity portfolios, as well as the growing range of investment structures available through commingled funds, funds of one, secondaries, and co-investments. Gauron also shares her perspective on the current private market environment, including prolonged illiquidity, pressure to generate distributions, valuation discounts, and how limited exit activity is creating new opportunities for growth equity investors. She closes the conversation with insights from her career, including the qualities she values in strong teammates and the importance of intellectual curiosity and an ownership mindset.

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  Episode #385

  Episode 385: Private Credit Beyond the Headlines: What Insurance Investors Need to Know

  Sep 11, 202631 min

  In this episode, Tim Warrick, CFA, Managing Director and Head of Alternative Credit at Principal Asset Management, discusses what insurance investors should know about private credit beyond the headlines. He shares Principal Asset Management’s perspective on the differences across lower, core, and upper middle market direct lending, including how leverage, covenants, liquidity, and borrower characteristics can shape risk and return. The conversation also explores why portfolio construction begins before a loan is originated, how active monitoring and downside testing can support capital preservation, and where Tim sees persistent value across private credit. He also discusses diversification, the role of the illiquidity or “inefficiency” premium, and how the market may continue to evolve as more investors enter the asset class.

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  Episode #384

  Episode 384: Identifying Alpha in Private Markets: A Discussion with Ares' Quantitative Research Group

  Sep 8, 202649 min

  Avi Turetsky, Partner and Head of the Quantitative Research Group at Ares Management, and Bill Kieser, Principal and Co-Head of Research and Data Science at Ares Management, join the InsuranceAUM Podcast to explore how quantitative research is changing the way institutional investors evaluate private markets. They discuss how investors can look beyond traditional measures like IRR and quartile rankings to better understand alpha, benchmarking, portfolio construction, and relative value across private equity, private credit, real estate, infrastructure, and secondaries. The conversation also examines what Ares’ research suggests about investing during periods of volatility and the potential benefits of taking a more contrarian approach to private market allocations. The discussion also looks ahead to the growing role of AI and machine learning in investment research, including how Ares is using data to identify potential credit risks and where quantitative tools may complement, rather than replace, human investment judgment.

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