All Episodes

Episode 377: Trade Finance: The Investment Opportunity In The Real Economy

Episode 376: The Next Generation of Core Fixed Income for Insurers

Episode 375: Taxable Munis: The Original Infrastructure Credit and a Modern Portfolio Ballast

Episode 374: Why Infrastructure, Why Now.

Episode 373: Can Credit Secondaries Solve the Liquidity Puzzle for Insurance Portfolios?

Episode 372: Commercial Real Estate Bridge Loans: Alpha in CRE Credit

Episode 371: Commercial Mortgage Loans: Building Around the Insurance Balance Sheet

Episode 369: Finding Signal in Private Markets Noise

Episode 368: From Origination to Execution: How Integrated Platforms Drive Value in ABF

Episode 367: Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out

Episode 366: Private Infrastructure Debt – Confidence with Discipline

Episode 365: Direct Lending: Sorting Signal from Noise

Episode 364: Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers

Episode 363: Repricing and Resurgence: The Evolution of Real Estate

Episode 362: What Now? Private Market Implications in Tumultuous Times

Episode 361: Blurring the Lines: How AI Is Redefining Fixed Income Boundaries

Episode 360: Global Fixed Income and Insurance Portfolios

Episode 359: Going Beyond Core: How Allocators are Tapping New CRE Debt Opportunities

Episode 358: High Yield Real Estate Lending: 2026 Outlook

Episode 357: Lessons from the Tranches: How to Pick Good Bonds in Securitized Credit

Episode 356: Power Plays: How Insurers Can Invest in the Energy Transition

Episode 355: Fraud Prevention in Private Asset-Backed Finance

Episode 354: Convergence: Navigating the Blurred Lines Between Public and Private Credit

Episode 353: Building Resilience Through Liquidity Optimization

Episode 352: Incorporating Tactical Asset Allocation into your Strategic Asset Allocation

Episode 350: Real Assets, Real Impact: Infrastructure in Modern Insurance Investing

Episode 349: Real Estate Secondaries: Opportunities for Insurers in Evolving Markets

Episode 348: Beyond Direct Lending: A New Era for Asset-Based Finance

Episode 347: Executive Spotlight: Meet The Institutes & Their CEO - Pete Miller

Episode 346: Gold's Enduring Tailwinds with Aakash Doshi

Episode 345: CLO BBs and Equity

Episode 344: Diversifying Within Structured Credit

Episode 343: Navigating Economic Currents: Shaping Insurance Investment Strategies

Episode 342: From “Known Unknowns” to Quantified Risks: Enhancing Portfolio Construction with Stress & Scenario Testing

Episode 341: Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities

Episode 340: Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF

Episode 339: Emerging Markets Debt - Investing in Stability Amongst an Ever-Changing Landscape

Episode 338: Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure

Episode 337: Backstage with Ares: Private Credit, Platforms & People

Episode 336: How Insurers Can Unlock Alpha Through Residential Whole Loans

Episode 335: The Low Rate Environment Could Impact Products and Investment Portfolio Mix

Episode 334: Key Themes for 2025 – Affordability, Land-light Models, and Demographics

Episode 333: The Future of Infrastructure: AI, Innovation, & Insurance Portfolio Strategy

Episode 332: Private Market's Death: Myths & Realities

Episode 331: Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities

Episode 330: Are Private Credit Hyperscalers a Ticking Time Bomb?

Episode 329: Lessons Learned from a Reformed Insurance CIO

Episode 328: Beyond the Bank: The Insurance Approach to CRE Loans

Episode 327: Opportunities and Benefits of Lower Middle Market Direct Lending

Episode 326: Exploring IG Private Asset-Based Finance and Strategic Allocation in Health Insurance

Episode 325: The Regulation Recap

Episode 324: Ahead Of The Curve

Episode 323: Beyond Yield: Private Credit, PBR & the Need for Enhanced SAA

Episode 322: The Changing Landscape in Emerging Market Investing

Episode 321: The Rise of Liability Management Exercises: The Changing Face of Restructurings with Oaktree’s Ross Rosenfelt

Episode 320: Senior Loans: A Closer Look For Insurers

Episode 319: Inside Real Estate: CRE Strategies for Insurance Investors

Episode 318: The Evolving Role of Fixed Income in Insurance Investment Portfolios – Opportunities and Use-Cases in an Increasingly Multi-Asset World

Episode 317: Bringing a Portfolio Perspective to Improve Private Credit Outcomes

Episode 316: Investment Grade Securitized Market Update

Episode 315: Investment Risk: Ex-Ante Influence for Ex-Post Impact

Episode 314: Innovation in Asset Management

Episode 313: Real Asset Credit: Opportunities for Insurers in Real Estate and Infrastructure Debt Investing

Episode 312: Enhancing Insurance Portfolios Through Private and Alternative IG

Episode 310: Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team

Episode 309: NAV Finance: Differentiated Capital Efficiencies for Insurers

Episode 308: Real Estate Credit: Cutting Through the Noise

Episode 307: Growth Has Consequences: Direct Lending at Scale

Episode 306: The Death of Public Credit Has Been Highly Exaggerated

Episode 305: Executive Spotlight: Siddharth Chakravarty – Director of Investments at Coaction Specialty

Episode 304: Current Asset-Based Private Credit Insights

Episode 303: The State of GP-Led Secondaries with Matt Jones, Co-Managing Partner of TPG GP Solutions

Episode 302: Executive Spotlight: Seth D. Rosenthal, CFA - Chief Investment Officer at Academy Asset Management

Episode 301: Derivatives Applications in Investment Management

Episode 300: Overlooked Opportunities: IG Emerging Markets Debt

Episode 299: Private Credit Secondaries: Unlocking Opportunities for Insurers

Episode 298: Public and Private Asset-Backed Markets: A Symbiotic Relationship

Episode 297: CRE Debt: Insights, Trends & Capital Efficiency

Episode 296: AM Best’s Insurance Industry Outlooks and Potential Impact on Investment Risk

Episode 295: Opportunities in Public Markets: Finding Relative Value in Fixed Income

Episode 294: Insurance and ABF – What’s All the Hype About?

Episode 293: Private Equity Secondaries: Optimizing Through Portfolio Construction

Episode 292: Private Markets Portfolio Construction for Insurers

Episode 291: Fund Finance: Evolution, Insights, & Opportunities

Episode 290: An Update on the Residential Mortgage Market and Insurance Company Involvement

Episode 289: The Dividend Edge: Balancing Yield & Risk in Insurance Portfolios

Episode 288: Executive Spotlight: Eric Partlan, CFA, CAIA, Chief Investment Officer at MassMutual

Episode 287: The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions

Episode 286: Resident Expertise - Advice for Insurers Investing in Residential Mortgage Loans

Episode 285: Plugging into the Energy Transition Opportunity

Episode 284: Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing

Episode 283: Leadership Excellence: Attracting and Retaining Top Talent in Insurance Asset Management

Episode 282: Discovering New Opportunities For Yield And Safety In The Municipal Bond Market

Episode 281: How Can BDCs Be Used to Optimize Direct Lending?

Episode 280: The Right Way to Invest in Emerging Market Debt

Episode 279: Overview Of the Private Equity Market: Today’s Changing Landscape

Episode 278: Understanding Secondary Markets: A Conversation with Nate Walton of Ares

Episode 277: Breaking Down Evergreen Funds: Flexibility, Transparency, and Performance

Episode 276: Navigating the Evolution of Asset Finance and Opportunistic Credit with Centerbridge

Episode 275: StepStone Insights: Demystifying Venture Capital for Insurance Portfolio Managers

Episode 274: Tips and Tools for Staying Current with NAIC Statutory Filings

Episode 273: Going back to First Principals in a Brave New World

Episode 272: The Art of Credit Underwriting: Lessons from OHA and Missouri Teachers

Episode 271: Direct Lending Decoded: Macquarie's Strategic Approach to Middle Market Investing

Episode 270: Asset-Based Finance Public Versus Private, A Guide to Adult Swimming

Episode 269: Asset-Based Finance (ABF): Building Resilient Portfolios for Insurers

Episode 268: The Power of Patient Capital: Navigating Private Credit Through Market Cycles

Episode 267: Real Estate Debt Markets: Finding Value in Market Dislocations

Episode 265: The Cyclical Nature of Real Estate Debt

Episode 264: The Future of Real Estate: Trends and Strategies with Maggie Coleman

Episode 263: Navigating the Economic Landscape: Tariffs, Productivity, and the Future of US Growth

Episode 262: Secondaries Offer Liquidity Opportunity for Well-Informed Investors With Competitive Edge

Episode 261: The Future of Real Estate Debt: Uncovering Hidden Investment Opportunities

Episode 260: Behind the Numbers: Insights from Quant Experts at Principal Asset Management, StepStone Group, and Fidelity Investments