Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients episode artwork

EPISODE · Oct 18, 2023 · 20 MIN

Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients

from Enterprising Investor

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA, president and chief investment officer of Penn Mutual Asset Management. They discuss the nuances of managing money for an insurance company, highlighting the importance of managing assets to be in line with liabilities. Mark also shares insights on the current state of credit and bond markets, revealing where he sees value. Tune in to gain a deeper understanding of the unique challenges and opportunities in insurance-focused investing.

Episode metadata supplied by the publisher feed · Published Oct 18, 2023

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Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients

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