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Episode 338: Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure
Episode 340
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Alexey Teplukhin, Managing Director at Blue Owl Capital, to …
8 months, 2 weeks ago
Episode 337: Backstage with Ares: Private Credit, Platforms & People
Episode 339
In this episode, Stewart Foley welcomes Ryan Brauns of Ares US Direct Lending for a deep dive into the mechanics and momentum behind one of the indus…
8 months, 2 weeks ago
Episode 336: How Insurers Can Unlock Alpha Through Residential Whole Loans
Episode 338
Nancy Mueller Handal, Chief Investment Officer of Insurance Asset Management at Bayview Asset Management, shares her insights on how insurers can pur…
8 months, 2 weeks ago
Episode 335: The Low Rate Environment Could Impact Products and Investment Portfolio Mix
Episode 337
In this episode of the InsuranceAUM.com podcast, Bob Huang, Executive Director of Equity Research for the Property & Casualty and Life Insurance Grou…
8 months, 3 weeks ago
Episode 334: Key Themes for 2025 – Affordability, Land-light Models, and Demographics
Episode 336
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes back Robert Clark, Chief Investment Officer and Founding Partner o…
9 months ago
Episode 333: The Future of Infrastructure: AI, Innovation, & Insurance Portfolio Strategy
Episode 335
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Mansi Patel and Jeff Matthews of Principal Asset Management …
9 months ago
Episode 332: Private Market's Death: Myths & Realities
Episode 334
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Mario Giannini, Executive Co-Chairman and longtime leader of Ha…
9 months, 1 week ago
Episode 331: Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities
Episode 333
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Erin Patterson, Global Co-head of Research and Strategy at M…
9 months, 1 week ago
Episode 330: Are Private Credit Hyperscalers a Ticking Time Bomb?
Episode 332
Jeffrey Diehl, Managing Partner and Head of Investments at Adams Street Partners, joins the InsuranceAUM.com podcast to explore whether the rapid gro…
9 months, 1 week ago
Episode 329: Lessons Learned from a Reformed Insurance CIO
Episode 331
Mark Rose, Insurance Solutions Specialist at T. Rowe Price and former Chief Investment Officer of Argo Group, joins Stewart Foley for a candid and in…
9 months, 2 weeks ago