Episode Details

Stewart Foley, CFA, and Founder of InsuranceAUM (IAUM) marks 400 conversations on the InsuranceAUM Podcast by sharing the mic with new Executive Director, Wesley Carroccio.

Stewart founded IAUM in June 2013, when insurance investing was not well understood. In this episode, he shares the story behind it and looks back at how the community took shape. He covers the early lessons, the role of The Institutes, and why trust has been IAUM’s most important asset.

Wesley asks the questions, and then the two look ahead. They talk about what LPs value most, how the IAUM team supports the community, and what comes next.