Afleveringen
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Welcome to another edition of the InsuranceAUM.com Podcast. We are insurance asset management nerds here, me and our guest today. We're talking about insurance asset management with Jeffrey Hobbs CFA, head of Insurance Portfolio Management at Voya.
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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?
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Zijn er afleveringen die ontbreken?
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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.
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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.
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We're joined today by Martin Barnwell, who's the investment director on the commercial real estate lending team at abrdn
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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.
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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.
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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.
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Welcome back. It's so nice to have you and thanks for joining us. Today's topic is CMLs in 2024: A Repriced Market with Attractive Opportunities? And that's being posed by Greg Michaud, who's the head of real estate finance at Voya.
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A multi-decade opportunity for Insurance Investment Portfolios
Today's topic is sustainable infrastructure credit. The time is now a multi-decade opportunity for insurance investment portfolios, according to our guest, Jorge Camiña, partner, head of Denham Sustainable Infrastructure Credit.
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Today's topic is emerging markets debt, and we're joined by Jeff Grills, CFA, head of US cross markets and emerging markets debt at Aegon Asset Management.
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We have got a phenomenal podcast for you today. A four-time guest, four times, Tim Antonelli, Managing Director Insurance Multi-asset Strategist and Portfolio Manager at Wellington.
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A lot of you are going to really enjoy this podcast because it provides tips for ensuring a smooth year-end filing process.
Our panelists include Sam Jones, who is a senior director of statutory reporting at SS&C Technologies; Amnon Levy, who is the founder and CEO of Bridgeway Analytics; and Scott Kurland, who's the managing director and head of SS&C's Insurance Solutions Group.
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Today's topic is infrastructure equity and we're joined by John Anderson, Global Head of Corporate Finance and Infrastructure at Manulife Investment Management, and at John Hancock Life Insurance.
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Today's topic is a good one. It's Residential Debt: A Diversified Income Stream to Write Home About, which I love the title. And we're joined by Eric Atlas, Head of US Residential Debt, Man GPM.
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We've got a terrific executive spotlight for you today. A repeat guest, someone who needs not much of an introduction. Bill Pieroni, CEO of ACORD.
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