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InsuranceAUM.com: Daily Summaries Delivered
by InsuranceAUM.com
Tune in to the InsuranceAUM.com Podcast, hosted by our Founder and Senior Advisor, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
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- Today40 min
Episode 378: The Structural Shift: How Insurance, BDCs, and AI are Reshaping Private Credit and Why the Lower Middle-Market is Built to Last
In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, speaks with Trevor Clark, Founder and Managing Partner of TPG Twinbrook Capital Partners, about the structural changes reshaping private credit and the enduring role of lower middle market lending. Trevor explains why private credit should not be treated as a single, uniform asset class and discusses how manager experience, direct origination, disciplined underwriting, financial covenants and active portfolio monitoring can influence investment outcomes. The conversation also explores how insurance capital, BDC structures, retail redemptions, longer private equity hold periods and artificial intelligence are changing the direct lending landscape. Trevor shares why strong companies can still become vulnerable when overlevered, how lenders can use better data and monitoring to identify risks earlier, and what insurance investors should consider when evaluating both private credit managers and the structures used to access the asset class.
- 2 days ago26 min
Episode 377: Trade Finance: The Investment Opportunity In The Real Economy
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Maarten Offeringa of Federated Hermes to explore trade finance and the investment opportunity it creates within the real economy. Maarten explains how short-duration loans finance the production, infrastructure, and movement of physical goods through global supply chains, and why changes in global trade and bank regulation have made the asset class increasingly accessible to institutional investors. The conversation examines trade finance’s potential benefits for insurance portfolios, including floating-rate income, low duration, self-amortizing structures, diversification, and relatively low correlation with traditional fixed-income markets. Maarten also discusses Federated Hermes’ bank-partnership approach to sourcing and underwriting transactions, shares real-world examples involving aircraft and essential food supplies, and explains where trade finance may fit within an insurer’s broader public and private credit allocations.
- 1 weeks ago40 min
Episode 376: The Next Generation of Core Fixed Income for Insurers
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Pramila Agrawal, PhD, CFA, senior insurance portfolio manager at Loomis Sayles, about how insurers can rethink core fixed income in a changing market environment. They discuss the expanding role of private credit, structured products and emerging market debt, along with the importance of liquidity, scale and consistent underwriting across public and private markets. Pramila also shares how technology is becoming more integrated into portfolio construction, risk management and customized solutions for insurance investors.
- 1 weeks ago51 min
Episode 375: Taxable Munis: The Original Infrastructure Credit and a Modern Portfolio Ballast
In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, is joined by Emily Wiener, Chief Investment Officer of the TIAA General Account, and Dan Close, Head of Municipals at Nuveen, to discuss the role taxable municipal bonds can play in resilient, liability-aware insurance portfolios. They examine why municipal bonds remain a vital source of infrastructure financing and how taxable munis can provide high-quality, long-duration exposure. The conversation explores relative value beyond headline spreads, including credit quality, default and recovery experience, downside protection, supply dynamics, and the importance of specialized research. Emily and Dan also discuss how TIAA uses municipal bonds as portfolio ballast and why experienced market access matters in a diverse and highly specialized asset class.
- 2 weeks ago34 min
Episode 374: Why Infrastructure, Why Now.
Host Stewart Foley, CFA, is joined by Nick Coxon, Managing Director and Head of Americas Real Assets, and Ben Taylor, Managing Director, Private Credit, at Macquarie Asset Management. In this episode of the insuranceaum.com podcast, they discuss why infrastructure is becoming an increasingly important allocation for insurers, including the differences between infrastructure debt and equity and the role of contractual revenues, inflation linkage, hard collateral, and long-duration cash flows in liability-aware portfolios. The conversation also explores the widening infrastructure funding gap, rising demand tied to digitalization, decarbonization, demographics, and power usage, and the growing role of private capital as banks retreat from longer-dated lending. Nick and Ben also highlight opportunities in infrastructure-adjacent businesses and explain how the asset class may offer yield, diversification, downside protection, and exposure to essential real assets.
- Jun 15, 202631 min
Episode 372: Commercial Real Estate Bridge Loans: Alpha in CRE Credit
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Jim Higgins, Head of Commercial Real Estate at Shelter Growth Capital Partners, to discuss the opportunities and risks within commercial real estate bridge lending. Jim explains how bridge loans fit within the broader CRE debt market, why they can offer attractive risk-adjusted returns, and how Shelter Growth approaches underwriting, asset management, and borrower selection. He also shares insights from more than three decades in commercial real estate credit and discusses the firm's focus on middle-market bridge loans backed by multifamily and industrial properties. Stewart and Jim also examine current commercial real estate fundamentals, including valuations, supply and demand dynamics, leverage levels, and capital availability. The conversation explores how CRE private credit compares with corporate private credit, the benefits of asset-backed lending for insurance portfolios, and why bridge loans may offer compelling relative value in today's market. Jim also discusses the advantages of combining residential and commercial lending platforms, the role of securitization and leverage in portfolio construction, and the characteristics he looks for when building successful investment teams.
- Jun 14, 202637 min
Episode 371: Commercial Mortgage Loans: Building Around the Insurance Balance Sheet
Morris Chen, Portfolio Manager and Head of CMBS & CRE Debt Investments at DoubleLine Capital, and Robert Stanbrook, Portfolio Manager for the firm's CRE Loan Platform, join Stewart Foley to explore how commercial mortgage loans can help insurers navigate today's investment landscape. Together, they discuss the differences between CMLs and CMBS, the benefits of portfolio customization, and why these strategies continue to play an important role in balancing yield, duration, and capital efficiency. The conversation also dives into DoubleLine's underwriting philosophy, the importance of borrower quality and loan structure, and how insurers across life, annuity, P&C, and health sectors can tailor commercial mortgage allocations to meet their unique balance sheet objectives. For insurance investors looking to better understand the asset class, this episode offers a practical framework for evaluating both the opportunities and the risks.
- May 26, 202628 min
Episode 369: Finding Signal in Private Markets Noise
Bob Sharma, CFA, Global Head of Insurance Client Group at AllianceBernstein, joins host Stewart Foley, CFA, to discuss how insurers are navigating today's evolving private markets landscape. From geopolitical uncertainty and inflation pressures to AI disruption and higher-for-longer interest rates, the conversation explores the macro themes shaping portfolio decisions across the insurance industry. Bob also breaks down how insurers are thinking about private market allocations beyond the broad "private credit" label. He explains differences across direct lending, asset-based lending, and other private debt categories, while highlighting the importance of portfolio construction, regulatory considerations, and maintaining underwriting discipline in a changing market environment. The discussion also examines headline risk, board education, structuring considerations, and where investors may be finding opportunities as private market complexity continues to increase.
About InsuranceAUM.com
Tune in to the InsuranceAUM.com Podcast, hosted by our Founder and Senior Advisor, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
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