Episodit
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Join us in this insightful episode as Stewart Foley, CFA dives into the fascinating world of insurance asset management with a unique focus on how robust data strategies can transform front office capabilities. Stewart is joined by industry veterans Matt Biver, Co-founder and CEO of Grandview Analytics, and Ken Musick, Deputy Chief Investment Officer at EquiTrust Life Insurance Company, share their experiences and insights on the importance of having a single source of truth in data management and the dramatic enhancements it brings to investment decision-making and reporting accuracy.
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Welcome to the latest edition of the InsuranceAUM.com Podcast! In this episode, host Stewart Foley, CFA delves into the intricate world of asset-based finance, also known as private structure, with special guest Deva Mishra, CEO of Prosperity Asset Management.
Deva shares his career journey starting in computer science, transitioning into pivotal roles at Goldman Sachs and Global Atlantic, all leading to his executive leadership of a successful asset management firm focused exclusively on insurance assets. Deva offers a unique perspective on the evolution and current state of the private credit and ABF market.
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Welcome to another episode of the InsuranceAUM.com podcast with your host, Stewart Foley, CFA. In this insightful discussion, we dive into the world of high-yield bonds and their role as a liquid complement to alternatives portfolios.
Our guests, Tim Leary, Senior Portfolio Manager at BlueBay, RBC, and Stephen Fitzsimmons, Institutional Portfolio Manager at RBC, share their expertise and experiences as they provide an in-depth analysis of the current state of high-yield bonds, touching on key metrics like OAS, spreads, and yields, and explain why they feel this asset class in is strong in today's market.
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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.
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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.
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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.
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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/
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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 Michael Goosay on LinkedIn: https://www.linkedin.com/in/michael-goosay-412b043/
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/
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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.
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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/
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Welcome to another edition of the InsuranceAUM.com Podcast. We are insurance asset management nerds here, me and our guest today. We're talking about insurance asset management with Jeffrey Hobbs CFA, head of Insurance Portfolio Management at Voya.
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Welcome to another edition of the InsuranceAUM.com podcast. To the home of the smartest investors on Earth, the insurance investment community. I'm very happy to be joined today by Kris Kraus, Portfolio Manager and Co-head of Specialty Finance at PIMCO, and today we're going to be talking about asset-backed lending and specialty finance.
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Welcome to another edition of the InsuranceAUM.com podcast. We're going to be talking about insurance regulation. We are joined by none other than the regulatory savant Mr. Amnon Levy, who is the founder and CEO of Bridgeway Analytics, and we are joined today by Commissioner Nathan Houdek.
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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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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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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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