September 12, 2023

Episode 158: Role of Sustainable Infrastructure in Private Credit with Brad Dyslin and Eric Kirsh (current/former CIO Aflac Global Investments) and Justin DeAngelis (Partner, Denham Capital)

31 minutes

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by an impressive panel to discuss the role of sustainable infrastructure in private credit and its application within the insurance industry. Brad Dyslin, Executive Vice President, Global Chief Investment Officer, and President of Aflac Asset Management; Eric Kirsch, former Global Chief Investment Officer at Aflac; and Justin DeAngelis, Partner and Co-Head of Sustainable Infrastructure at Denham Capital, dive into how sustainable infrastructure fits within insurance portfolios and how it aligns with the future of energy and finance. They explore the growing role of private markets in financing sustainable projects, the potential for excess yield, and the unique value insurance companies can bring to these investments.

The conversation highlights the Inflation Reduction Act's impact on renewable energy investments and how insurance companies, with their long-term liabilities, are well-positioned to drive capital into this market. The panel also touches on the advantages of private credit, default rates, and how sustainable infrastructure presents a win-win opportunity for insurers seeking both strong returns and alignment with ESG principles. Tune in to learn how these experts are navigating the complex intersection of sustainability, private credit, and insurance investment strategies.

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