Episode 235 & 236 of the InsuranceAUM Podcast + 8 New Articles!
InsuranceAUM.com
InsuranceAUM.com is the #1 site for insurance investment education, industry podcasts, and thought leadership
Episode 235: Private Equity Meets Insurance: Insights from Altamont Capital's Sam Gaynor
In the latest InsuranceAUM.com Podcast, we're thrilled to feature Sam Gaynor , Managing Director at Altamont Capital Partners . Sam discusses the challenges and opportunities in private equity, particularly in the context of long-term control investments in the middle market. He shares Altamont's approach to partnering with management teams, their innovative strategies in financial services, and insights on navigating market dynamics.
Whether you're focused on private equity, financial services, or insurance asset management, this episode is packed with valuable takeaways.
Click HERE to listen to the podcast.
Subscribe to the podcast on Apple Podcasts, Spotify, or Pandora.
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA dives into the future of private credit with Ashwin Krishnan, Managing Director, Co-Head of North American Private Credit, and Head of Opportunistic Credit, and Jeff Levin, Managing Director, Portfolio Manager, and Head of Direct Lending, both at Morgan Stanley Investment Management . They explore the evolution of private credit and its growing relevance in today's financial landscape, particularly for insurance investors. Ashwin and Jeff discuss the parallels between the current state of private credit and the rise of private equity 25 years ago, highlighting how the asset class has moved from niche to mainstream. They emphasize the importance of flexibility in capital solutions and the ability to navigate various points across the capital structure to generate the best risk-adjusted returns.
The discussion also touches on the impact of rising interest rates on leverage ratios and how Morgan Stanley Investment Management's approach sets them apart from competitors. By leveraging the firm's vast resources and global reach, they are able to provide unique capital solutions that cater to the needs of private issuers across North America. Whether it's accessing a broader deal flow or offering value-added services like M&A advice, their platform is designed to deliver comprehensive solutions to clients. The conversation wraps up with insights into the scalability of private credit and the importance of a long-term investment perspective in this ever-evolving market.
Click HERE to listen to the podcast.
Subscribe to the podcast on Apple Podcasts, Spotify, or Pandora.
Peer Reports Trends & Insights
NEAM’s Peer Analysis tool provides a tailored reporting package and their team of investment and insurance specialists are available to walk you through the output and provide insight.
Click HERE to learn more about New England Asset Management, Inc. (NEAM, Inc.) 's tool
RPM—Ep. 43 | The emergence of Responsible AI with Suzanne Tavill
In this episode of RPM, Suzanne Tavill, Partner and Head of Responsible Investment joins co-host Michael Venne to discuss the potential of Responsible AI and how private markets may influence its development.
Listen to StepStone Group 's podcast HERE
Pathways Podcast - Global transport sector: On the road and flight path to net zero
As the world transitions towards a net zero future, the transport sector is undergoing rapid technological advancements. In this two-part series, hear from Daniel McCormack, Yufei Zhang, and Audrey Lee as they examine the ambitious road to net zero, the role of policy and infrastructure, and what all this may mean for investors.
Click HERE to listen to the podcasts from Macquarie Asset Management
2024 Mid-Year Real Estate Outlook: Waiting for clarity
With 2024 as a year of transition, it’s been a waiting game for investors as central banks continue to battle price stability, extending uncertainty around pricing in private real estate markets. We believe a new cycle is forming and that 2024 and 2025 will offer investors an attractive entry point into private markets.
In our Mid-Year Real Estate Outlook, we examine the state of the global economy, including the drivers and risks to watch over the next six months, and those property sectors we believe are poised to outperform.
Click HERE to read more from Principal Asset Management
House View: Investing in a shifting economic landscape
Four of our most senior investors give their top ideas for the rest of 2024 and beyond, based on abrdn’s latest global outlook...given our macro views on what could happen over the next 12 months, our panelists offered top tips on the most attractive investment opportunities in their respective asset classes.
Recommended by LinkedIn
Market Perspectives- Transforming tomorrow: Trends shaping data centres and AI
Our recent Market Perspectives webinar panel discussed trends re-shaping the digital infrastructure landscape, including exploding data use and increasing interest in data centres, which serve as the backbone for the digital economy. Watch the replay for a discussion of the trends that are shaping the future of data centres, making them more efficient and responsive to growing digital demands.
Click HERE to watch the replay by Macquarie Asset Management
U.S. Treasuries in the Post-Pandemic Era: More Volatility, Higher Yields
...As central banks around the world swiftly raise interest rates to fight inflation, with the Federal Reserve Bank exceeding 5%, significant challenges are emerging, especially concerning the ability to refinance or repay substantial volumes of maturing debt.
Click HERE to read more from MetLife Investment Management
Q&A: What the New SEC T +1 Rule Means for Investors
We analyze the impact of the new rule that cuts down the amount of time to settle trades in North America to one day from two.
Click HERE to read more from Northern Trust Asset Management
Trickle Down Economics to the Rescue?
Monetary policy appears to be working—finally. Inflation appears to be moderating and the labor market has softened considerably over the last year. In recent months there has been increasing concern that those with lower—or even moderate—incomes are beginning to struggle. Does this mean the next stop for the economy is recession as consumers stop spending money?
Click HERE to read more from MetLife Investment Management
DO NO HARM - How GPs and LPs can use Responsible AI to build trust
The internet changed everything. Although few actually understood how it works, nearly everyone understood that it would revolutionize life. Fewer still contemplated the negative side effects it would one day pose. Without much in the way of restraint, the internet’s growth was swift and unbridled. As the modern world embraces another game-changing technology, armed with the benefit of hindsight and years of study on the internet’s harmful side effects, society by and large is much more cautious about the development and application of artificial intelligence (AI)—especially generative AI.
Click HERE to read more from StepStone Group
Transitioning to T+1 Settlement Cycles: The Advantage of Firm Expertise
A new settlement cycle means that securities’ transactions in the U.S., Canada, and Mexico will settle within one business day, requiring rapid adjustments from investment teams.
Click HERE to read more and watch the video from Northern Trust Asset Management
The Timeline for Transitioning to Principles-Based Bond Definition
While the Principles-Based Bond Definition has an adoption date of January 1, 2025, all changes are not needed on Day 1. Breaking down the timeline for the transition is important to spread the effort to prepare over a longer period. Here is a way to look at the key dates to understand critical milestones for the transition based on the adoption date and first regulatory filings under the new guidance. In all cases, the assumption is to use the earliest date as the completion milestone date.
Click HERE to read more from SS&C Technologies