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The InsuranceAUM.com podcast is rated #1 for insurance investment professionals. We bring you industry leaders talking about today’s most pressing topics, asset classes, regulatory issues, and risk management. We also interview people who we think are doing good things for the world including increasing financial literacy with young people. And, we always try to have a little fun along the way!
Episodes
3 days ago
3 days ago
Here's part of the conversation between Karissa, Sarah, and Stewart:
Karissa:
It's truly bespoke. If a lender has extremely long duration needs, we can find that for them. Right now, it's really hard to find that because of what's going on in the market with interest rates, everybody wants short. However, if a lender needs three- to five-year duration, that's available as well.
Stewart:
That's cool. And so just so everyone's aware, Aegon Asset Management is part of Aegon, which is a massive insurance company. And Transamerica here in the US is part of that as well. Can you remind me and our listeners of the relationship between Aegon Asset Management and Transamerica on the commercial mortgage loan side? And just kind of set the stage for the rest of the podcast in terms of how you work together.
Karissa:
Sure. We began investing for them about 40 years ago, and we currently have a portfolio of about $11 billion on our general account. We also manage assets for third party investors, and we have about a $3 billion that we're managing for them.1 Typical loan sizes are around $15 million with a range of 3 to 50 million depending on the size of the insurer. We invest across all major sectors, primary, secondary, and tertiary markets. We're headquartered in Cedar Rapids, Iowa so we understand the nuances that are outside the top 100s. We've historically and continued to be an active investor in those markets when opportunities present themselves.
Stewart:
Yeah, it's funny, I had a friend who covered your shop in Cedar Rapids from Chicago years and years ago. I have fond memories of that area. So Karissa, a lot has changed in the market environment in the last two years in this space. You just referred to it a moment ago. And for all asset classes, but in particular, how has CML origination and allocation been affected?
6 days ago
6 days ago
Welcome to another edition of the InsuranceAUM.com podcast. To the home of the smartest investors on Earth, the insurance investment community. I'm very happy to be joined today by Kris Kraus, Portfolio Manager and Co-head of Specialty Finance at PIMCO, and today we're going to be talking about asset-backed lending and specialty finance.
Monday Apr 29, 2024
Episode 209: Modernizing the NAIC’s investment risk oversight framework
Monday Apr 29, 2024
Monday Apr 29, 2024
Welcome to another edition of the InsuranceAUM.com podcast. We're going to be talking about insurance regulation. We are joined by none other than the regulatory savant Mr. Amnon Levy, who is the founder and CEO of Bridgeway Analytics, and we are joined today by Commissioner Nathan Houdek.
Monday Apr 22, 2024
Monday Apr 22, 2024
Today's topic is straight-up fixed income and yield curve and Fed policy and implications. I couldn't be happier to be joined by Sam Kaplan, CFA, managing director and portfolio manager at Jennison Associates.
Wednesday Apr 17, 2024
Episode 207: UK Commercial Real Estate – Lending into the Recovery
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
We're joined today by Martin Barnwell, who's the investment director on the commercial real estate lending team at abrdn
Monday Apr 08, 2024
Monday Apr 08, 2024
I am really excited about this podcast with a really good friend, longtime friend TC Wilson, who's the Chief Investment Officer of The Doctors Company, as everyone knows. But today we're going to be talking about the COIN, which is the California Organized Investment Network.
Wednesday Apr 03, 2024
Episode 205: Direct Lending with Fidelity's David Gaito
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
Welcome back and thanks for joining us. Today's topic is direct lending, and we're joined by David Gaito, head of direct lending at Fidelity Investments.
Monday Apr 01, 2024
Episode 204: Esoteric ABS and the Evolution of Insurance Asset Management
Monday Apr 01, 2024
Monday Apr 01, 2024
Today we have sort of a dual podcast. We're going to be talking about the evolution of insurance asset management, and we're going to be talking about esoteric ABS in particular as an asset class. And we're joined by Kerry O'Brien, head of Insurance Portfolio Management at Insight Investment, and Richard Talmage, CFA, portfolio manager at Insight Investments.
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
Today's topic is strategic asset allocation for insurance companies with Pete Miller. Pete is the Head of Insurance Solutions, Multi-Asset Strategies with Invesco.
Friday Mar 15, 2024
Friday Mar 15, 2024
I'm really excited for today's podcast. I think it's a very unique format for a discussion around residential credit. And we're joined by two special guests, Justin Mahoney, co-founder and senior portfolio manager of Shelter Growth Capital Partners, and Bryan Lentz, director of public and private structured securities at the Mutual of Omaha Insurance Companies.