In this episode of the InsuranceAUM.com podcast, Stewart Foley, CFA sits down with Bob O'Leary, Portfolio Manager of Oaktree Opportunities Funds and co-CEO of Oaktree Capital Management.

Bob shares his journey from Oregon to Oaktree, offering insights into Oaktree's ‘sea change’ narrative and the evolving landscape of credit investing. He explores the structural shifts in private credit, from disintermediation to the rise of rescue financings, and discusses what he thinks are the opportunities and challenges for insurers in today's market.

In this episode, Stewart Foley, CFA engages in an insightful conversation with Chuck Levine and Eric Viliott, both Vice Presidents and Senior Portfolio Managers at State Street Global Advisors.

Their discussion delves deep into public equities, shedding light on tax-advantaged equity strategies, a topic often overlooked in the investment discourse. Chuck and Eric provide valuable insights into the nuances of tax-aware investing, drawing from their extensive experience and expertise in the field.

On today’s episode of the InsuranceAUM.com podcast, Stewart Foley. CFA sits down with Craig Husting, CIO at The Public School and Education Employee Retirement Systems of Missouri, also known as Missouri Teachers. Craig shares his mission and critical priorities for managing the pension benefits for Missouri Teachers, and dives deep into public asset management.

This week on the InsuranceAUM.com podcast, Stewart Foley talks to Tony Monopoly, Executive Vice President, Chief Investment Officer at the Knights of Columbus. Tony shares the history of the Knights of Columbus, ably takes on his “math professor for a day” status to unpack concepts and terms like convexity and its impact on portfolio modeling.  And Tony reminds us of the people behind the powerful mission at Knights of Columbus. Prepare to be educated and inspired!

Find Anthony Monopoly on LinkedIn: https://www.linkedin.com/in/david-ross-a632a637/?originalSubdomain=uk

Find Stewart Foley on LinkedIn: https://www.linkedin.com/in/stewartfoley/

Find more thought leadership from the smartest minds in Insurance Asset Management at InsuranceAUM.com and https://www.linkedin.com/company/insurance-aum-journal/mycompany/

Today on the InsuranceAUM.com podcast, Stewart Foley sits down with Michael Goosay, CIO and Global Head of Fixed Income, and a Portfolio Manager at Principal Asset Management. Michael shares his journey from a paperboy in Clark Summit, PA, to a key player in the world of finance. Tune in to hear how that early, character-building experience translates to the managing risks in the world of fixed income investing. 

Find Stewart Foley on LinkedIn: https://www.linkedin.com/in/stewartfoley/ 

Find more thought leadership from the smartest minds in Insurance Asset Management at InsuranceAUM.com and https://www.linkedin.com/company/insurance-aum-journal/mycompany/ 

Today on the InsuranceAUM.com podcast, Stewart Foley speaks with Jean-Marc Breaux, Sector Portfolio Manager Fixed Income Division at T. Rowe Price. Stewart and Jean-Marc take a deep dive into the current state of securitized credit as Jean-Marc shares his unique perspective on this asset class.

On this episode of the InsuranceAUM.com podcast, Stewart Foley talks to David Ross, Managing Director and head of private credit at Northleaf Capital. Get ready to dive deep into a specialty component of private credit -- asset-backed specialty finance -- and to unpack the correlation between private credit and the broader fixed income market. David shares unique insights on the intersection between diversifications and the Music Modernization Act and makes it clear what’s so cool about Insurance Asset Management.

Find David Ross on LinkedIn: https://www.linkedin.com/in/david-ross-a632a637/?originalSubdomain=uk

Find Stewart Foley on LinkedIn: https://www.linkedin.com/in/stewartfoley/

Find more thought leadership from the coolest minds in Insurance Asset Management at InsuranceAUM.com and https://www.linkedin.com/company/insurance-aum-journal/mycompany/

Welcome to another edition of the InsuranceAUM.com podcast. We are joined today by Elisabeth Colleran, portfolio manager for Emerging Market Debt Portfolios at Loomis Sayles. 

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Jeffrey Hobbs, CFA, Head of Insurance Portfolio Management at Voya Investment Management. Join us as we dive deep into the dynamic world of insurance asset management, exploring how market trends, liquidity needs, and investment strategies are evolving in response to the current economic landscape. Jeffrey shares his expertise on navigating the higher-for-longer interest rate environment, offering valuable insights into how insurance companies can manage their portfolios effectively amid this backdrop.

In this insightful episode of the InsuranceAUM.com Podcast, host Stewart Foley explores the dynamic world of Commercial Mortgage Loans (CMLs) with industry experts Karissa Anderson and Sarah Swartzendruber from Aegon Asset Management. Karissa, the Head of CML Production, and Sarah, the Managing Director of US Real Estate Asset Management, delve into why CMLs are a compelling option for insurance companies, offering benefits such as liability duration matching, capital efficiency, and cash flow stability.