InsuranceAUM.com

By InsuranceAUM.com

Tune in to the InsuranceAUM.com Podcast, hosted by Founder and Advisor, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professi

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FAQs about InsuranceAUM.com:

How many episodes does InsuranceAUM.com have?

The podcast currently has 356 episodes available.

InsuranceAUM.com episodes:

February 09, 2026 Episode 354: Convergence: Navigating the Blurred Lines Between Public and Private Credit
Chris Gudmastad, Managing Director and Portfolio Manager of Private Credit at Loomis Sayles, returns to the podcast for a deep dive into one of the most important shifts facing institutional investors: the convergence of public and private credit. As the traditional lines between market segments continue to blur, Chris offers a practical and forward-looking view of how insurers can adapt their frameworks for liquidity, complexity, and relative value.

With more than 20 years of experience in private placements, structured credit, and insurance-focused investing, Chris walks through how capital structures are evolving, how new vehicles and secondaries are redefining liquidity, and how to apply a unified risk premium framework across asset classes. He also shares insights into organizational convergence and how teams at Loomis are collaborating across disciplines to underwrite complex, cross-market opportunities.

Whether you’re refining your private credit allocations or evaluating new structures across public and private markets, this episode offers a grounded perspective on managing risk and return in 2026 and beyond.
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30min
February 05, 2026 Episode 353: Building Resilience Through Liquidity Optimization
Peter Schenck, Head of Liquidity Distribution at Northern Trust Asset Management, joins Stewart Foley for a timely conversation on how insurers are rethinking cash management in today's evolving environment. With over $350 billion in cash and short-duration assets under management, Peter offers an inside look at how liquidity is being used not just as a defensive allocation, but as a strategic tool for flexibility, capital efficiency, and operational readiness.

The discussion covers the growth of money market funds, the mechanics behind pooled liquidity vehicles, and the role of segmentation in managing operating versus strategic cash. Peter also shares forward-looking insights on tokenization, digitalization, and the future of liquidity in a 24/7 global economy. For insurers navigating volatility, regulation, and balance sheet demands, this episode offers clear and practical takeaways.
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23min
January 28, 2026 Episode 352: Incorporating Tactical Asset Allocation into your Strategic Asset Allocation
Kerry O’Brien, Head of Insurance Asset Management and Multi-Asset Solutions at MetLife Investment Management, and Harold Myers, CFA, Portfolio Manager in MIM’s Insurance Asset Management Group, discuss how insurers thoughtfully incorporate tactical asset allocation within long-term strategic asset allocation frameworks.

They explore how strategic asset allocation sets the foundation for resilient insurance portfolios, while tactical decisions allow insurers to respond to market dislocations, credit cycles, and shifting rate environments without resorting to market timing. The discussion covers governance, analytics, capital efficiency, and the role of experience and judgment in navigating complex insurance portfolios across market cycles.

The episode also looks ahead to how tactical and relative value investing may evolve for insurers, including the growing role of customized structures, public and private market integration, and technology in supporting disciplined, client-aligned investment decisions.
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31min
January 15, 2026 Episode 350: Real Assets, Real Impact: Infrastructure in Modern Insurance Investing
Scott Littman, Managing Director of Infrastructure Investments at GCM Grosvenor, joins host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for a wide-ranging discussion on infrastructure as a core component of modern insurance portfolios.

The conversation explores how infrastructure is defined today, why essential assets with long-duration cash flows and inflation linkage have become increasingly important, and how insurers are approaching infrastructure across debt and equity strategies. Scott also shares insights on capital efficiency, regulatory considerations, and portfolio construction as insurers expand their allocations to real assets.

The episode concludes with a look at the current macro environment, including opportunities and risks across sectors such as energy, transportation, and data centers, and practical considerations for insurers building or refining infrastructure programs.
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36min
January 12, 2026 Episode 349: Real Estate Secondaries: Opportunities for Insurers in Evolving Markets
Michelle Creed, Partner and Co-Head of Real Estate Secondaries, and Min Zhou, Managing Director in the Ares Secondaries Group, join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for an in-depth discussion on real estate secondaries and how the market has evolved.

The conversation explores the growth of GP-led transactions and continuation vehicles, the impact of valuation resets and liquidity dynamics, and how real estate secondaries can be used as a portfolio management tool. Michelle and Min also address common misconceptions around discounts, asset quality, and the motivations behind secondary transactions.

The episode concludes with insights into portfolio construction considerations, diversification, and capital efficiency, particularly as institutional investors navigate shifting real estate and private market environments.
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38min
January 07, 2026 Episode 348: Beyond Direct Lending: A New Era for Asset-Based Finance
Private asset-based finance (ABF) is gaining prominence in insurance portfolio strategy as insurers evaluate its capital efficiency, structural protections, and yield potential. In this episode of the InsuranceAUM.com podcast, Stewart Foley is joined by John Roglieri, Managing Director in Brookfield's Strategic Credit Initiatives, and Remo Plunkett, Vice President in Brookfield’s Credit Group, to explore the evolution of ABF and its growing relevance for insurers.

The discussion covers why ABF is not just a newer version of traditional securitized assets, but a broad, flexible toolkit that includes real assets, recurring cash flows, and customized structures tailored to insurer needs. With insights on risk management, capital treatment, and relative value versus direct lending, this episode offers a timely look at how insurers can build resilient portfolios in an increasingly complex credit environment.
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33min
January 05, 2026 Episode 347: Executive Spotlight: Meet The Institutes & Their CEO - Pete Miller
On this episode of the InsuranceAUM Podcast, Pete Miller, President and CEO of The Institutes, joins host Stewart Foley for a wide-ranging conversation on the newly announced affiliation and why it represents a meaningful step forward for the insurance industry. Together, they discuss how The Institutes’ more than century-long legacy in professional education complements InsuranceAUM’s focus on insurance investment knowledge, and why closing the education gap between underwriting, operations, and investing is becoming increasingly important as portfolios grow more complex.

The conversation also dives into leadership, culture, and the role of values in building organizations that last. Miller shares insights from his career at the intersection of technology and insurance, including how The Institutes evaluates partnerships, why ethics remain foundational to innovation, and what it takes to prepare professionals for jobs that are still being defined. Foley reflects on the origins of InsuranceAUM, the motivation behind expanding educational access for insurance investors, and the vision for developing the next generation of talent through structured, credible learning.

Looking ahead, the episode explores how advances in AI and data are reshaping both insurance operations and investment decision-making. Miller and Foley discuss how education can help insurers move beyond loss recovery toward risk prevention, why responsible AI adoption matters, and how continuous learning will be essential as strategic planning, risk management, and capital allocation evolve. Together, they offer a thoughtful perspective on where the industry is headed and how this partnership aims to support insurance professionals at every stage of their careers.
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49min
December 29, 2025 Episode 346: Gold's Enduring Tailwinds with Aakash Doshi
Aakash Doshi, Global Head of Gold for the SPDR ETF business at State Street Global Advisors, joins host Stewart Foley on the InsuranceAUM.com Podcast for an in-depth discussion on one of the most talked-about asset classes in recent years. The conversation explores the macroeconomic, geopolitical, and structural forces that have shaped gold markets since the post-pandemic period.

Aakash shares his perspective on central bank demand, ETF flows, global debt levels, and the concept of gold as an alternative fiat hedge. He also explains why gold is often viewed as a left-tail asset and how it differs from other commodities and digital assets in institutional portfolios.

The episode concludes with a practical discussion around implementation, including how institutional and insurance investors access gold exposure at scale and what risks could influence the outlook heading into 2026. This episode is for educational purposes only and does not constitute investment advice.
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30min
December 17, 2025 Episode 345: CLO BBs and Equity
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA is joined by Shiloh Bates, CFA, Partner and Chief Investment Officer of Flat Rock Global, for a deep dive into collateralized loan obligations and their role in insurance portfolios. Shiloh explains how CLOs function as structured credit vehicles, the problems they solve in the private credit market, and how different tranches offer distinct risk-return profiles for investors.
The conversation explores current market dynamics, including elevated default rates, spread behavior, and where Shiloh sees potential opportunities across CLO equity and junior debt. Shiloh also discusses underwriting discipline, diversification benefits, rated feeder structures, and how insurers can think about CLOs relative to direct loan exposure when constructing resilient, risk-aware portfolios.
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34min
December 15, 2025 Episode 344: Diversifying Within Structured Credit
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Noelle “Elle” Sisco, Managing Director, Portfolio Manager, and Lead Portfolio Strategist at First Eagle Napier Park, to discuss where structured credit can offer real value for insurance investors and where caution is warranted. Elle shares her background across public and private credit markets and explains how First Eagle Napier Park approaches alternative credit within a multi-strategy investment framework.

The conversation explores how insurers can evaluate structured credit through disciplined underwriting, with a focus on collateral analysis, liquidity management, and active portfolio positioning. Elle also addresses late-cycle dynamics, elevated idiosyncratic risk, emerging collateral types, and the importance of separating true underwriting skill from beta-driven returns when constructing resilient insurance portfolios.
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36min

FAQs about InsuranceAUM.com:

How many episodes does InsuranceAUM.com have?

The podcast currently has 356 episodes available.

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