InsuranceAUM

We're here to talk about dividend strategies today, with Lance Humphrey of Victory Capital, Lance is a senior portfolio manager there.

Welcome to a special edition of the InsuranceAUM.com podcast. Today's topic is very timely. It is the potential changes in capital charge treatment for CLOs, and we're joined by two experts today that are going to help us understand the issues at hand. Amnon Levy, CEO of Bridgeway Analytics, led the revision of the C1 factors with both the NAIC and ACLI, and Kevin Croft, professor of practice at Drake University and director of the Kelley Institute for Insurance Innovation.

We always have a great time on the CIO Spotlight. We're very happy to be joined by Cameron Black, chief investment officer and treasurer of Blue Cross Blue Shield of Arizona.

If you know anything about insurance asset management, you know that regulation is a major factor in everything insurance investment professionals do. We are joined by a true expert in insurance asset management regulation, and we're going to learn a lot today. So, Amnon Levy of Bridgeway Analytics, welcome.

The flow of funds to private assets is undeniable in the insurance space. We are talking today about private debt, and more specifically, senior secured sponsored middle market lending. And we're joined by Kevin Marchetti, founding partner and chief risk officer at Varagon Capital.

Everybody knows that there's a big flow of funds to private assets. Eight months ago, everybody was talking about maximizing yield and eight months later, everybody's talking about risk management. So today we have a very good podcast for you on investment-grade private credit, and we're joined by Sara McCrady and Michael Kelleher from Securian Asset Management.

Real bond yields are on the rise for the first time in ages, and we're here to talk about leveraged credits, specifically floating-rate bank loans with Paul Massaro, head of Global High Yield and lead portfolio manager for Floating-Rate Strategies at T. Rowe Price.

The Asian insurance market is one that has always fascinated me. One that is growing rapidly. One that is very different than the US insurance marketplace. That's our topic today. We're very fortunate to be joined by Max Davies, CFA, insurance strategist at The Client Group at Wellington Management.

Insurance companies are buying private assets like never before, and asset-backed lending is one of those areas. We're joined today by Connell Haston, partner and head of the Insurance Services Platform at Victory Park Capital.

Cryptocurrency. That's the topic today with a repeat guest, Paul Foley. There's a lot going on, a lot of talk in crypto land, and the first question is, I think the hardest, which is UST - What is it? And then, what happened?