InsuranceAUM

By InsuranceAUMBusiness Investing

InsuranceAUM episodes

July 18, 2023 Episode 146: Executive Spotlight: Ken McCullum, Executive Vice President and Chief Risk Officer of the Principal Financial Group
In this episode of the InsuranceAUM.com podcast, host Stewart Foley welcomes Ken McCullum, Executive Vice President and Chief Risk Officer of Principal Financial Group. Ken shares insights into the evolving role of a CRO, addressing the risks and challenges faced by insurers today, including the ongoing impacts of COVID-19 on mortality and morbidity, economic uncertainty, and the importance of strong asset-liability management. With 144 years of history, Principal's approach to risk management emphasizes a steady hand through market cycles and the ability to thrive while taking well-understood risks.

Ken also explores key topics such as liquidity management, the rise of private markets, and the need for thoughtful strategic asset allocation. As the first CRO featured on the podcast, Ken provides valuable perspectives on how insurers can balance risk-taking and resilience in a rapidly changing environment. He also shares personal reflections, offering advice on the value of taking calculated risks and highlighting the importance of strong teamwork and leadership within his organization.
24 min
July 10, 2023 Episode 145: ETF Use by Insurers, with Ben Woloshin of SSGA and Raghu Ramachandran of S&P Dow Jones Indices
In this episode of the InsuranceAUM.com podcast, Stewart Foley hosts an insightful discussion on insurance companies' use of Exchange Traded Funds (ETFs). Joining the conversation are Ben Woloshin, Head of SPDR Insurance at State Street Global Advisors, and Raghu Ramachandran, Head of US Insurance Asset Channel at S&P Dow Jones Indices. Together, they explore the significant 23% drop in insurance holdings of ETFs in 2022, the first of its kind since insurers began investing in ETFs. The episode covers key factors driving the decline, such as market valuations and asset allocation decisions, while delving into how ETFs serve as strategic tools for liquidity, sector exposure, and interim beta for insurance companies.

The conversation also touches on how insurance companies are leveraging ETFs for fixed income and equity exposure, regulatory updates, and the growing trend toward using ETFs for securities lending. Both Raghu and Ben emphasize the versatility of ETFs as tools that enhance portfolio management and risk-taking strategies in a changing market landscape. They offer valuable insights on how insurers can effectively integrate ETFs into their investment strategies, particularly with the evolving regulatory framework and market conditions in 2023.
28 min
July 07, 2023 Preferred ETFs, with Rohan Reddy of Global X ETFs
Welcome back. We're so happy to have you. Today we're going to be talking about preferred stocks. And we're joined today by Rohan Reddy, director of research for Global X ETFs.
24 min
June 29, 2023 State of the States with Conning’s Karel Citroen
Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley. I'll be your host. Today's topic is a very good one for almost any insurance company, municipal bonds. Municipal bonds make up about 10% of all insurance holdings, but significantly higher for P&C. And we're joined today by Karel Citroen, Managing Director and Head of Municipal Credit Research at Conning.
24 min
June 20, 2023 David Golub of Golub Capital on Private Credit
Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. We've got a great podcast for you today on private credit, and we're joined by the president of Golub Capital, David Golub.
23 min
June 15, 2023 Energy, Cleantech, and the Insurance Industry with Sara Chamberlain and Jason Blumberg of the Energy Foundry
All right, welcome back. Thanks for joining us. We've got a great podcast for you today, talking about energy in cleantech and how it impacts the insurance industry. And we are joined by the co-founders of Energy Foundry, Sara Chamberlain and Jason Blumberg.
33 min
June 12, 2023 Steve Evans of Artemis.bm Explains the ILS Market
Welcome back, we've got a great one for you today, insurance-linked securities. That's a class that I don't really know well and I'm looking forward to learning all about it from Steve Evans who's the owner and Editor-in-Chief of Artemis and Reinsurance News.
29 min
June 05, 2023 Global Private Markets through a PRISM with Nalaka De Silva of abrdn
Today, we have a very, very good topic. We are going to be talking about global private markets and we're joined today by Nalaka De Silva, Head of Private Market Solutions at abrdn.
28 min
May 29, 2023 Global Fixed Income and More with Arif Husain, Fixed Income CIO of T. Rowe Price
Welcome back to another edition of the InsuranceAUM.com podcast. Today's topic is a good one, global fixed income, huge allocation by most any insurance company. We are joined today by Arif Husain, head of international fixed income and CIO at T. Rowe Price.
For standard performance and other important information, please click here: Dynamic Global Bond Strategy Highlight
Returns based on Dynamic Global Bond (USD Hedged) Composite. The Global Unconstrained Bond Strategy/Composite is advertised and marketed under the Dynamic Global Bond Strategy/Composite designation outside of Canada, but should be referred to as the Global Unconstrained Bond Strategy/Composite in Canada.
32 min
May 26, 2023 How can they not know which one’s the brake or the gas? with Mike Ashton, The Inflation Guy
My name's Stewart Foley, and I'll be your host. Today we are joined by a repeat guest, a special guest, Mike Ashton of Enduring Investments, otherwise known as The Inflation Guy.
29 min

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Tune in to the InsuranceAUM Podcast, which features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each…