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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.
- Indexed episodes, last 90 days
- 14
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
Episode 387: NAV Finance: From Niche to Mainstream (opens the original)
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Aryeh “Ari” Landsberg, Managing Director at 17Capital, joins the InsuranceAUM.com Podcast to explore how NAV finance has evolved from a specialized private markets solution into an increasingly mainstream portfolio management tool. He explains the fundamentals of NAV financing, including how lenders provide capital against diversified portfolios of mature private equity investments rather than relying on the performance of a single company. The conversation examines the forces driving greater ad
Episode 386: Growth Equity in Insurance Portfolios (opens the original)
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Suzanne Gauron, Managing Director and Head of Capital Solutions for Growth Equity at General Atlantic, joins the InsuranceAUM Podcast to explore the role growth equity can play in institutional and insurance portfolios. She explains how growth equity differs from venture capital and traditional buyouts, focusing on profitable, rapidly growing companies with little or no leverage and returns driven primarily by business performance. The conversation examines how growth equity may provide insurers
Episode 385: Private Credit Beyond the Headlines: What Insurance Investors Need to Know (opens the original)
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In this episode, Tim Warrick, CFA, Managing Director and Head of Alternative Credit at Principal Asset Management, discusses what insurance investors should know about private credit beyond the headlines. He shares Principal Asset Management’s perspective on the differences across lower, core, and upper middle market direct lending, including how leverage, covenants, liquidity, and borrower characteristics can shape risk and return. The conversation also explores why portfolio construction begin
Episode 384: Identifying Alpha in Private Markets: A Discussion with Ares' Quantitative Research Group (opens the original)
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Avi Turetsky, Partner and Head of the Quantitative Research Group at Ares Management, and Bill Kieser, Principal and Co-Head of Research and Data Science at Ares Management, join the InsuranceAUM Podcast to explore how quantitative research is changing the way institutional investors evaluate private markets. They discuss how investors can look beyond traditional measures like IRR and quartile rankings to better understand alpha, benchmarking, portfolio construction, and relative value across pr
Episode 383: Evolution of Direct Lending: Relationship Based Lending Drives Relative Value (opens the original)
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In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Gavin Baiera, Senior Managing Director and Head of Performing Credit at Centerbridge, and David Marks, Executive Vice President at Wells Fargo Commercial Banking, to explore the evolution of direct lending and why relationship-based lending may offer a differentiated source of relative value. Gavin and David discuss how lending to founder and family owned businesses differs from traditional sponsor backed tr
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