Today's topic is a good one, challenges and opportunities in the current PE market. And we're joined by Matt Shafer, Managing Director, Head of Capital Solutions & US Private Equity at Northleaf Capital Partners.

A multi-decade opportunity for Insurance Investment Portfolios Today's topic is sustainable infrastructure credit. The time is now a multi-decade opportunity for insurance investment portfolios, according to our guest, Jorge Camiña, partner, head of Denham Sustainable Infrastructure Credit.  

Today's topic is emerging markets debt, and we're joined by Jeff Grills, CFA, head of US cross markets and emerging markets debt at Aegon Asset Management.

We have got a phenomenal podcast for you today. A four-time guest, four times, Tim Antonelli, Managing Director Insurance Multi-asset Strategist and Portfolio Manager at Wellington.

A lot of you are going to really enjoy this podcast because it provides tips for ensuring a smooth year-end filing process. Our panelists include Sam Jones, who is a senior director of statutory reporting at SS&C Technologies; Amnon Levy, who is the founder and CEO of Bridgeway Analytics; and Scott Kurland, who's the managing director and head of SS&C's Insurance Solutions Group.

Today's topic is infrastructure equity and we're joined by John Anderson, Global Head of Corporate Finance and Infrastructure at Manulife Investment Management, and at John Hancock Life Insurance.

Today's topic is a good one. It's Residential Debt: A Diversified Income Stream to Write Home About, which I love the title. And we're joined by Eric Atlas, Head of US Residential Debt, Man GPM.

We've got a terrific executive spotlight for you today. A repeat guest, someone who needs not much of an introduction. Bill Pieroni, CEO of ACORD.

Today's topic is called Filling the Gap, the case for non-sponsored direct lending. And we're joined by Chris Rust, who's the co-head of European Credit Opportunities with 25 years in the industry with Ninety One.

Today's topic is what insurers need to know about CECL. And we're joined today by Theresa Meawad, senior director and head of Solutions Consulting at SS&C EVOLV.

Today's topic you're really going to like. It's private credit secondaries, and we're joined by John Bohill, partner, private debt, at the StepStone Group.

Today's topic is CRE, and that is on a lot of people's minds right now we're joined by two and I'm happy to say Chicago-based experts in the field. Doug Lyons, managing principal of Pearlmark, responsible for the firm's capital markets and debt investment activities. And we're joined by Steve Quazzo, co-founder, CEO, and chair of the firm's Management Committee, and the PEP II Investment Committee.

Today's topic is the next five years in direct lending, and it's become increasingly clear that the next five years in direct lending won't be the same as the last. And today, we're talking with Kevin Marchetti of Man Varagon to see what he's seeing in markets and what he thinks that the three to five years is going to look like.

Today's topic is convertible bonds and we're joined by Bill O'Neill, principal senior portfolio manager and member of the Investment Committee at Income Research and Management.

We are joined today by Kevin Farley, Managing Director, Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.

Today's topic is timberland and impact investing. We're joined today by Eric Cooperstrom, Managing Director of Impact Investing in Natural Climate Solutions at Manulife Investment Management.

Today's topic is the impact of higher rates and increased volatility on insurance investors. And we're joined today by Cindy Beaulieu, CIO of Conning's North American operations.

We have got a phenomenal podcast today. This is the second in our Due Dilly series where we bring an insurance CIO on to do a deep dive on an asset class. Today, we're joined by Joe Eppers, the Executive Vice President and Chief Investment Officer of Selective Insurance Group and Tom Majewski, Founder and Managing Partner of Eagle Point Credit Management.

Today's topic is institutional use of ETFs by insurance companies, and we're joined by Emily McKinley, Head of Institutional ETFs and Models at Invesco.

We have an executive spotlight, today, and we're very excited to have Brian Roelke, President and Chief Investment Officer of Kuvare Asset Management on with us.

Today's topic is net lease investments, and we're joined today by Sharon Kilmer, a managing director on TPG Angelo Gordon’s Net Lease Real Estate team. 

Today's topic is tax-advantaged equity and we're joined by Mary Lukic, Head of Tax-Advantaged Equity at Northern Trust Asset Management.

Today's topic is investment opportunities driven by US bank disruption, and we're joined today by Matthew Bass, head of private alternatives at AllianceBernstein.

Today's topic is investing in today's data center sector with Jeff Menz and Casey Miller, both Managing Directors of Portfolio Management at Principal Real Estate Investors.

Betsy Ziegler can see the future. That's what I learned the first time we met when she was the keynote speaker at CFA Society Chicago. And I ran up to you like an excited kid and started talking with you, and you were kind enough to join us on our first podcast. And so I am thrilled to have Betsy Ziegler, who's the CEO of 1871, join us.

Today's topic is private distressed credit and special situations, and we're joined today by Paul Triggiani, Managing Director and Head of Distressed Credit and Special Situations at Invesco Private Credit.

Welcome back. It's so nice to have you. And we are joined by two really special guests today known as the godmothers of insurance asset management search, none other than Margot DeMore and Milena Humplik of Broad Street Consulting Group.

Welcome back. It's so nice to have you. Today's theme is myth busting within the fixed income universe, and I love this. This is going to be a great podcast and we're joined by Steve Liberatore, who is a senior managing director, Head of ESG Impact Investing Global Fixed Income at Nuveen. And we are also joined also by my good friend Joe Pursley, who is the head of Insurance the Americas at Nuveen.

Today's topic is best opportunities in private markets. And we're joined by Drew Schardt, vice chairman, head of investment strategy, and head of direct private equity, as well as being a member of the investment and executive committees at Hamilton Lane. *figures are as of 6/30/23

Today's topic is real assets, private debt, and we're joined today by Matt Addesa, Private Market Specialist at DWS.

Today's topic is CRE debt and our guest says that the opportunity set for CRE debt is among the most compelling that they've seen. And we're joined today by Dean Dulchinos, Head of Debt Portfolio Management, and Justin Pinckney, Head of PrivateDebt at AEW.

We've got a really special guest for you today. By far, the most famous person we've ever had on this podcast, Juliette Kayyem. So just to give everyone an idea, Juliette, you are an on-air personality, CNN senior national security analyst, Pulitzer Prize finalist and contributing writer for The Atlantic and Boston's local NPR station. You have worked in government, you've been in the Obama administration. The accolades go on. You are also a professor at Harvard. You went to Harvard undergrad and grad, and you serve as the faculty chair of the Homeland Security and Security and Global Health Projects at Harvard's Kennedy School of Government.

As you all know, bond yields have surged dramatically over the past year, and we're here to talk about leveraged credit, specifically the high yield bond market with Paul Massaro, head of Global High Yield Franchise, and a member of the senior management asset allocation committee at T. Rowe Price.

Today's topic is a good one. It's why emerging markets for insurance companies and we're joined by Pramol Dhawan, managing director and head of the EM portfolio management team and member of the investment committee at PIMCO.

Today's topic is securitized markets. And I'm thrilled about this because I've got a background here, and halfway, I think I might be able to hold my own for a minute. So we're joined today by Dmitri Rabin, who is the Head of Securitized at Jennison Associates.

Our guest today says passive bond investing does not exist. That would be Steve Booth, Head of Global Investment grade with T. Rowe Price.

Today's topic is energy transition pathway, investment risks, rewards, and unintended consequences. And we're joined today by Stu Porter, who's the founder of Denham Capital.

Welcome back. This podcast is an executive spotlight and it's brought to you by PGIM Fixed Income. Thanks for joining us, and today's guest is a good friend from a long time ago, Randy Brown, who is the Chief Investment Officer for Sun Life and the Head of Insurance Asset Management at SLC Management.

Today's topic is private equity secondaries and we're joined today by Adam Freda, managing director at 50 South Capital.

Welcome back. We're very happy to have you. And today's topic is the EMification of DM and we're joined by Pete Kent who's a Portfolio Manager and Co-head of Emerging Market Fixed Income at Ninety One.

Today's topic is private structured finance and in parallel, demystifying the relationship and collaboration between Aegon Asset Management and Transamerica Life. I'm glad we're going to do that because it's going to help me understand it better too. We are joined by two very accomplished insurance professionals, Ryan Patterson, who is the head of investment strategy at Transamerica and has been with Transamerica since 2012. And Jim Baskin, head of private structured finance at Aegon Asset Management and has been with the firm since 1996

Thanks for joining us. And today's topic is private placement fixed income, and we're joined by Alex Alston, whose division director and co-head of private placements at Macquarie Asset Management.

We've got a good one for you today, the heavyweight edition. Today we're going to be talking about the role of sustainable infrastructure in private credit. And in particular, how it applies in an insurance framework. And we're joined by a serious panel here. We've got Brad Dyslin, who is the executive vice president and global chief investment officer, and also president of Aflac Asset Management. And we're also joined by the person who was in the seat prior to you, we've got Eric Kirsch, who is the former executive vice president, global chief investment officer, and president of Aflac Asset Management. And last but certainly not least, we're joined by Justin DeAngelis, who is the partner and co-head of sustainable infrastructure at Denham Capital. 

Today's topic is Emerging Market Fixed Income, and we're joined today by Polina Kurdyavko, who is the head of emerging market debt and BlueBay senior portfolio manager at RBC Global Asset Management.

Today's topic is buying and selling private funds in secondary markets. We're joined by Jeff Leathers, who is the co-founder and CEO of Tap. Tap is an electronic trading platform for private funds.

My name's Stewart Foley. I'll be your host. I was born and raised in Missouri, and I saw an antique Mark Twain cigar box, and the slogan was, "Known to everyone, liked by all." And that is very appropriate for our guest today. We are joined by Christine Todd, who's the Chief Investment Officer of the Arch Capital Group.

This is the InsuranceAUM.com podcast, where we're having as much fun with insurance asset management as our flimsy BCAR scorer will allow. Today, we have a very special guest. We have a CIO spotlight with our good friend, Peggy Gartin.

Today we welcome Dan Skinner of Eagle Point Credit, who is a Senior Principal and Portfolio Manager and is responsible for the firm's defensive income strategy that invests in portfolio debt securities. 

We're joined today by Elisabeth Colleran, who's a vice president of Loomis Sayles and a portfolio manager for the emerging market debt portfolios. So that is today's topic, EMD and EM corporates in particular.

There's been a steady march to private assets by insurance companies for sure, and asset backed lending is certainly a part of that. Now, we're in a little bit of a higher interest rate environment and we've got a repeat guest today, Connell Hasten, partner at Victory Park Capital is here to talk about asset backed lending in a higher rate environment.

We are talking today about US commercial real estate, which is a fantastic topic and super important right now as we're seeing questions abound, particularly around office real estate. We're joined by Dan Kubiak, who's the managing director and portfolio manager at Invesco Real Estate US Income Strategy, a role he has had since 2013.

Welcome back. Lots of people are talking about secondaries these days and that there's value there, and I'm very happy to be talking about that exact topic today called ‘Capturing Alpha in the Secondary Market Through GP-Led Transactions’.

Welcome to another edition of the InsuranceAUM.com Podcast. This one is a little different because it is the first of a new podcast series called Due Dilly. And as most of you know, due dilly is slang for due diligence, which is defined as the research and analysis of a company organization done in preparation for a business transaction such as a merger or purchase of securities. We're joined by John Patin, who will be talking with Angelo Gordon's TJ Durkin on Private Structured Credit.

I'm Stewart Foley. I'll be your host. In the immortal words of Monty Python, "And now for something completely different." Today, we're going to talk about fraud and how you catch it using very advanced, high-tech software. We're joined today by Tod McDonald and Chris McCall from Valid8.

Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley. I'll be your host. We're very happy to be joined today by Ken McCullum, Executive Vice President and Chief Risk Officer of the Principal Financial Group. 

In 2022, insurance company holdings in Exchange Traded Funds experienced a significant drop of over 23% or $11 billion. That is the first drop of its kind since insurers began investing in ETFs in 2004. And that's what we're going to talk about today: insurance companies and their use of ETFs. We're joined by Ben Woloshin who is the head of SPDR Insurance at SSGA and Raghu Ramachandran, who is the Head of US Insurance Asset Channel at S&P Dow Jones Indices.

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.

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.

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.

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.

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.

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.

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.

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.

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, and I'll be your host. Today we're going to talk about CRE and CRE distressed investing. Our guests are Tony Crooks of AEW, Jack Gay of Nuveen, and Reid Liffmann of Angelo Gordon.

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, I'll be your host. We're very happy to have you. Today's topic is CMBS and commercial real estate. We're joined today by Jim Gubitosi, co-CIO of Income Research and Management.

My name's Stewart Foley, I'll be your host. We are talking about private markets today with Tom Keck, partner and head of research and portfolio management at the StepStone Group.

Welcome to another edition of the insuranceaum.com Podcast. My name's Stewart Foley. I'll be your host. I'm back with you on an asset class that is near and dear to my heart. We are talking about municipal securities with Jim Jackson, Co-CIO of Victory Income Investors.

We have a great podcast today, talking about the evolution of technology in the institutional asset management arena. And we're joined by John Gidman, who's the COO of Loomis, Sayles & Company. 

My name's Stewart Foley. I'll be your host. Investment grade fixed income is overwhelmingly the largest asset class held by most insurance companies, and it's a topic that's always front and center for our listeners. And today we're going to be talking about public credit with Jake Gaul, CIO of Jennison Fixed Income.

Welcome to another edition of the insuranceaum.com podcast. My name's Stewart Foley, I'll be your host. Welcome back to another executive spotlight. We have got a good one for you today. Shawn Robinson, partner at Apollo who works within private IG and corporate solutions.

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. Welcome back. Today's topic is preferred and capital securities. And we're joined by Phil Jacoby, Executive Director and Chief Investment Officer of Spectrum, a wholly-owned subsidiary of Principal.

Welcome to another edition of the InsuranceAUM.com Podcast. Our host Stewart Foley is joined in this episode by Trevor Clark – head of Angelo Gordon’s middle market direct lending business, Twin Brook Capital Partners – to discuss the world of direct lending.

My name's Stewart Foley, I'll be your host. Today's topic is senior secured loans and we're joined by Kevin Egan, Senior Portfolio Manager and Co-Head of Credit Research at Invesco.

Welcome to another edition of the InsuranceAUM.com podcast. I am Stewart Foley, I'll be your host. Everybody's been asking us to have a regulator on, and we finally have one. Today I'm thrilled to be bringing you a very good topic, and a great panel on our podcast. The topic of conversation is ‘trends in US insurers' ownership structure, in the evolving regulatory landscape.’

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley and I'll be your host. Today's topic is a very good one. How is the macro environment impacting middle market lending? And we are joined today by Kevin Marchetti, Partner and Chief Risk Officer of Varagon.

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, and I'll be your host. Today, we're talking about investing across the credit spectrum with Bryan Krug, Managing Director and Portfolio Manager on the Artisan Partners Credit Team.

We have got a great podcast for you today, a guest that many of you're going to know, very smart money in the room. Phil Titolo, who's the head of Direct Private Investments at MassMutual.

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley and I'll be your host. We've got a good one for you today. We're talking about gold, an asset class that's often misunderstood, with Max Gold, the head of Gold Strategies at State Street Global Advisors.

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley; I'll be your host. And today we're talking about climate and energy transition in emerging markets with Matt Christ, Managing Principle and Head of the Transition Debt Strategy for Ninety One.

Welcome to another edition of The InsuranceAUM.com Podcast. My name's Stewart Foley and I'll be your host. There's a lot of smart money in the insurance asset management industry, but none smarter than Liberty Mutual Investments. And we are joined today by Patrizio Urciuoli, who is the Head of Strategy and Asset Allocation at Liberty Mutual Investments.

Warren Buffet famously said, "You can't tell who's swimming naked, until the tide goes out." My interpretation of that comment was he was referring to liquidity. Liquidity has become a major topic in this week's news. We've had the failure of Silicon Valley Bank, we've had Credit Suisse in significant distress, First Republic, and many others. And we have a very, very stacked panel today to talk about liquidity and how it impacts insurance companies.

Welcome to another edition of the InsuranceAUM.com Podcast. This is the Ice Bowl edition. We've just gotten our power back on after an ice storm last night in Chicago, and we are joined today by Steve Katznelson, the founder and CIO of Radcliffe Capital Management.

Thanks for joining us for another edition of the InsuranceAUM.com podcast. Today's topic is a very important one to insurance companies, and that is technology. And how it can improve things dramatically in the investment operation of an insurance company. We are joined today by Scott Kurland, Managing Director of SS&C Technologies' Insurance Solutions Group. I have learned so much about SS&C and look forward to learning some more.

Welcome to another edition of the InsuranceAUM.com podcast. We have got a good one for you today. We are joined by a very well-regarded academic who has written a great deal on insurance asset management. Today, our guest is Nicos Scordis, Professor and the John R. Cox Ace Limited Chair of Risk and Insurance in the St. John's University Greenberg School of Risk, Insurance, and Actuarial Science.

Welcome to another edition of the InsuranceAUM.com podcast. We are very happy to have Tom Smith back from MetLife Investment Management. Tom is a repeat guest on the show. You're here to talk about emerging market debt.

Welcome to another edition of the InsuranceAUM.com Podcast. We're thrilled to have you back and this is a good one today. We are talking about private credit with Bill Bohnsack, President of Oak Hill Advisors.

Welcome back. Thanks for listening. We are talking about a very important Risk Management Survey today that's been done by Conning. And we're joined by Matt Riley and Scott Hawkins.

Welcome, welcome, welcome to another edition of the insuranceaum.com podcast. I'm joined today by Mike Ashton, the Inflation Guy.

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host, and I'm joined today by Tim Antonelli, Insurance Strategist and Portfolio Manager, and Managing Director at Wellington Management.

Welcome to another edition of the InsuranceAUM.com podcast. My name is Stewart Foley, I'll be your host. And I am joined today by a very special guest, Lale Topcuoglu, Head of Credit, Managing Director at Swiss Re.

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley and I'll be your host. We're talking about ABS, mortgages, and specialty finance with TJ Durkin of Angelo Gordon. TJ, welcome.

Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, I'll be your host. And today's topic is financial literacy for young women in high schools across the United States, and we're joined by the founder and CEO, Maura Cunningham from Rock The Street, Wall Street.

Mortgages make up about 30% of the core bond market. It is a massive holding for most any insurance company, and we are going to have a very in-depth conversation today about the mortgage market. My name's Stewart Foley, I'll be your host, and this is the InsuranceAUM.com Podcast. I'm joined today by Jake Remley, Senior Portfolio Manager and Principal at Income Research and Management.

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley. I'm your host. I'm going to be joined today by Phil Dauer of Grandview Analytics, and we are going to be talking about five investment data challenges for insurers.

Welcome to another edition of the insuranceaum.com podcast. My name's Stewart Foley, I'll be your host. And today we have a CIO spotlight with a very special guest, Waymond Harris, Senior Vice President, and Treasurer of Blue Cross Blue Shield of Michigan.

Welcome to another edition of the InsuranceAUM.com podcast. Today we are on a CIO spotlight with T.C. Wilson of The Doctors Company.

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley, I'll be your host. And today we're talking about the compelling opportunities in the corporate credit market and we're joined by Jamie Weinstein, managing director, portfolio manager, and head of corporate special situations at PIMCO.

Welcome to another edition of the InsuranceAUM.com podcast. My name is Stewart Foley, I'll be your host. And today we're talking about the pending changes the NAIC is proposing for the capital treatment of CLOs. We're joined by two experts today from MetLife Investment Management - Angela Best, director of CLO Research, and Francisco Paez, head of structured products research at MetLife Investment Management.

Insurance companies are using ETFs more than ever before, and that's our topic today. Thanks for joining us, my name's Stewart Foley, I'm your host of the InsuranceAUM.com podcast, and I'm joined by Ben Woloshin and Brad Kotler, of State Street Global Advisors.

Welcome to another edition of the InsuranceAUM.com podcast. Today's topic is liquidity and volatility conditions in the bond market. And we are joined today by Shilpa Lakhani, Head of Fixed Income Portfolio Solutions in the Americas for DWS

Investment grade corporate credit, that's the topic of the day. My name's Stewart Foley, I'll be your host. This is the InsuranceAUM.com podcast and I'm joined today by Matt Daly at Conning, Head of Corporate and Municipal Teams.

Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. And today we're talking about private credit with Bob Morgan, managing director and chairman of the investment committee at 50 South Capital, part of Northern Trust.

Welcome to another edition of the InsuranceAUM.com podcast, the home of insurance asset management with Nazar Alobaidat, Chief Investment Officer of Enstar.

Welcome to another edition of the InsuranceAUM.com podcast. My name’s Stewart Foley. I’m your host and today we have a very special guest, the soon-to-retire CIO at Aegis, Rip Reeves. So this, Rip, is going to be a podcast. This is your life. 

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley, I'm your host, and today's topic is Emerging Market Corporate Debt with Vic Harling, the Head of Emerging Market Corporate Debt at Ninety One.

Welcome to another edition of the InsuranceAUM.com Podcast. My name is Stewart Foley. I'm your host, joined today by Jelani Fenton, founder and CEO of Safari.

Welcome to another edition of the CIO Spotlight. My name's Stewart Foley, I'm your host. This is the InsuranceAUM.com podcast and we are joined by a very good friend, Aaron Diefenthaler of RLI.

Welcome to another edition of the InsuranceAUM.com podcast. I am joined today by Mike Ashton, the inflation guy of Enduring Investments.

Benchmarking for insurance companies has been a problem for many, many years. And today we're going to talk about something called benchmark snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles.

Maritime finance is the topic of the day. Asset-backed lending is the strategy. We're joined by Svein Engh, Senior Managing director, and portfolio manager at EnTrust Global.

Impact investing is certainly a hot topic with insurers these days, but what does impact investing mean? We're joined by Matt Lawton, portfolio manager in the Fixed Income Division at T. Rowe Price. He manages Global Impact Credit Strategy and co-manages the US Investment Grade Corporate Bond Strategy. Matt, you're a vice president and member of the Investment Advisory Committee for the Corporate Income, New Income, and Ultra Short-Term Bond Funds, and you're also a vice president of the Short Term Bond Fund. Welcome and thanks for being on.

Every insurance asset management outsourcing involves an IMA an Investment Management Agreement, or it's supposed to. I've been in this business a long time and I've never spent more than a second thinking about that document. But I had a recent conversation with our guest who told me there's quite a bit of interesting things that happen in an IMA. And so I said, "Man, that would be a great podcast. How about coming on?" So I'm very happy to welcome our guest Ed Toy, senior manager, investment specialist at Risk and Regulatory Consulting.

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?

Thank you for joining another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley. I'm your host. And today, we're going to be talking about infrastructure in insurers with Nick Coxon, Tom Danielsen, and Marc Mercurio from Macquarie.

Welcome to another edition of the Insurance AUM Podcast, and today we're going to be talking with the newly appointed sole CIO of F&G Life, Leena Punjabi.

Kids these days. As a 57 year old adult, every time I hear that, I stop listening. Because as a professor, I have found this following generation to be simply outstanding. And I am proud to be joined today by two fellow University of Missouri alumni, Trey Lucas, and Truman Webb.

Today, we're talking about private debt and specifically direct lending. It's an area where a lot of funds are flowing and we're joined by Invesco's Ron Kantowitz, who's a managing director and head of private debt.

Welcome to a special edition of the insuranceaum.com podcast. My name's Stewart Foley, and I'm your host. And I'm joined by a good friend named Amy Kartheiser.

Insurance companies need yield. That is not a news flash. Private real estate debt offers a good alternative to significant yield enhancement. Here to talk about both private and public real estate debt is Kirloes Gerges, Managing Director, Portfolio Manager, Principal Real Estate Debt and Scott Carson, Director, Portfolio Manager, Principal Real Estate Investors. Welcome guys. Thanks for being on the show.

40 million. That's the number of options contracts that are traded every day. That number has doubled from just two years ago. The options market is a very effective means of risk management and it is going crazy. I am so happy to be joined by Gavin Rowe, CEO of Watershed Technologies, who's going to give us a dissertation on options, and options trading. 

Now a day goes by that we're not hearing about inflation in the headlines, and that's why we've gotten Mike Ashton, the inflation guy back on with us. Mike, thanks for being on.  

In this episode of the Insurance AUM Podcast, we speak with Anthony Cazazian, of the Man Group, about single family rentals and the future of net zero energy in real estate. “We particularly have been focused on single-family rentals as it has been a newer asset class from an institutional investment perspective. And, we believe that allows us to utilize some of our expertise and skillsets in a different way and allows us to deliver outsized returns to our investors.”

Changes in the regulatory environment for insurance companies have massive implications. We are here to talk about the most recent changes with Tim Antonelli of Wellington Management.

"We've seen a real acceleration in the last two years of insurance companies looking to embrace sustainability."  

"So the same is true in the area of diversity, equity and inclusion is that you really need to focus on the fish tank, the culture of your organization and the environment that you want to foster and cultivate so that you can create a welcoming and inclusive environment for a number of different perspectives in your organization, which will make your organization stronger over time."

"...what we're seeing in the way we're positioning those portfolios is core bonds are back in. They're back incrementally more in favor. And so that is certainly advantageous because you're not having to stretch quite as much today to get the exact same yields that you were just only a year or two ago."

“The great news about the insurance industry is almost any skillset can be utilized successfully with a good long career in the industry. If you're a financial type, there are a ton of roles in that area, dealing with the kinds of things you talk about in your podcast and your listeners do every day. If you are an underwriter or you're analytical, if you're a claims person who likes to deal with people and help solve problems, deal with the system, the judicial system, where some things are resolved, a lot of opportunities there.”

"...But, to the industry's credit, we're also seeing change happen now by revelation, because now the industry is recognizing, okay, this is not just the right thing to do, but this is actually a beneficial thing to do. We can actually improve outcomes for clients, for our firm, for the folks that we work with, by being more inclusive and intentional in our decision-making. So we got here by way of revolution, but where we're going to go, it has to be because of revelation."

In this episode of the Insurance AUM Podcast, we speak with Michael Ashton, the Inflation Guy, about inflation drivers in today's market.

“Real estate investments can offer insurance companies portfolio diversification benefits and a hedge against inflation. Recently, lower risk based capital requirements should also allow for an increase in insurance companies’ allocations to real estate investments”. -Sara Queen, Head of Real Estate Equity Strategies

Leverage cash reserved for tax payments to attain your company’s ESG goals