InsuranceAUM.com Stewart Foley
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- Wirtschaft
The InsuranceAUM.com podcast discusses a wide range of insurance asset management topics. We interview industry leaders and subject-matter experts from insurance companies and asset managers alike.
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Episode 208: Current Interest Rate Environment and Potential Investment Opportunities
Today's topic is straight-up fixed income and yield curve and Fed policy and implications. I couldn't be happier to be joined by Sam Kaplan, CFA, managing director and portfolio manager at Jennison Associates.
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Episode 207: UK Commercial Real Estate – Lending into the Recovery
We're joined today by Martin Barnwell, who's the investment director on the commercial real estate lending team at abrdn
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Episode 206: Investing Opportunities in COIN with TC Wilson of The Doctors Company
I am really excited about this podcast with a really good friend, longtime friend TC Wilson, who's the Chief Investment Officer of The Doctors Company, as everyone knows. But today we're going to be talking about the COIN, which is the California Organized Investment Network.
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Episode 205: Direct Lending with Fidelity's David Gaito
Welcome back and thanks for joining us. Today's topic is direct lending, and we're joined by David Gaito, head of direct lending at Fidelity Investments.
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Episode 204: Esoteric ABS and the Evolution of Insurance Asset Management
Today we have sort of a dual podcast. We're going to be talking about the evolution of insurance asset management, and we're going to be talking about esoteric ABS in particular as an asset class. And we're joined by Kerry O'Brien, head of Insurance Portfolio Management at Insight Investment, and Richard Talmage, CFA, portfolio manager at Insight Investments.
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Episode 203: Shifts and Opportunities in Insurance Asset Allocation with Invesco’s Pete Miller
Today's topic is strategic asset allocation for insurance companies with Pete Miller. Pete is the Head of Insurance Solutions, Multi-Asset Strategies with Invesco.