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Stewart Foley

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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on InsuranceAUM.com.

Hosts

Stewart Foley

Previous Guests

Shelley Morrison

Shelley Morrison is the Head of Fund Finance at Aberdeen Investments, where she specializes in the growing relevance of fund finance in insurance portfolios. With extensive experience in the finance sector, she has a deep understanding of subscription line loans and their role in enhancing yield while managing credit risk. Shelley is known for her disciplined underwriting approach and relationship-driven sourcing, which allows her to build custom portfolios tailored to the specific needs of insurers. Her insights into managing sector exposures and navigating complex liability structures make her a valuable resource for insurers looking to integrate fund finance into their strategic allocation plans.

Justin Mahoney

Justin Mahoney is the co-founder of Shelter Growth Capital, a firm focused on investment strategies in the residential mortgage market. With extensive experience in finance and asset management, Justin has a deep understanding of the macroeconomic factors influencing housing and mortgage trends. He is known for his data-driven approach to analyzing market dynamics and identifying investment opportunities, particularly in the context of insurance portfolios.

Michael Hunstad

Michael Hunstad is the Deputy Chief Investment Officer and Chief Investment Officer of Global Equities at Northern Trust Asset Management. He has extensive experience in investment management, focusing on equity strategies and portfolio construction. Hunstad is known for his expertise in balancing yield and risk, particularly in the context of insurance portfolios.

Jeff Sampson

Jeff Sampson is a Senior Portfolio Manager for Global Equities at Northern Trust Asset Management. He specializes in developing investment strategies that align with the needs of institutional investors, particularly in the insurance sector. Sampson has a strong background in portfolio management and is recognized for his insights into market trends and risk management.

Eric Partlan

Eric Partlan is the Chief Investment Officer at MassMutual, overseeing the firm's $285 billion general account. With a background in aerospace engineering, Eric has transitioned into the investment management field, bringing a unique perspective to his role. He emphasizes a long-term orientation and mutual structure in investment strategies, particularly focusing on private credit, structured products, and asset-liability management (ALM). Eric is known for his leadership philosophy that fosters team building and intellectual curiosity, and he has cultivated a collaborative team culture while leveraging long-term partnerships with firms like Barings.

Anwiti Bahuguna

Anwiti Bahuguna, PhD, is the Chief Investment Officer of Global Asset Allocation at Northern Trust Asset Management. She has extensive experience in investment management and is known for her expertise in capital market assumptions and asset allocation strategies. Anwiti leads a team that integrates quantitative modeling with insights from asset class specialists to develop actionable investment outlooks, particularly for insurance investors. Her work focuses on macroeconomic trends and their implications for portfolio management.

Topics Discussed

fund finance insurance portfolios subscription line loans investment-grade assets yield credit risk private credit diversification downside protection underwriting custom portfolios sector exposures liability structures strategic allocation residential mortgage market insurance company involvement housing market trends supply shortages credit underwriting home price appreciation affordability capital treatment risk-adjusted return Federal Home Loan Bank financing investment structure preferences non-QM loans agency-eligible segments home equity extraction dividend strategies equity allocations risk-aware portfolio construction income capital appreciation concentration risk tax efficiency dividend-paying equities public equity strategies enterprise risk return goals CIO Spotlight investment approach structured products ALM strategies leadership team building intellectual curiosity collaborative team culture insurance asset management asset allocation capital market assumptions macroeconomic forces AI-enabled productivity energy transition globalization fixed income real assets inflation hedges private markets

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Episodes

Here's the recent few episodes on InsuranceAUM.com.

0:00 21:12

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

April 17, 2025

Stewart Foley

Shelley Morrison

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Shelley Morrison, Head of Fund Finance at Aberdeen Investments, about the growing relevance of fund finance in insurance portfolios. Shelley breaks down the fundamentals of subscription line loans, or “sublines,” and explains how these short-duration, investment-grade assets deliver enhanced yield without excess credit risk. She also outlines how fund finance fits into the broader private credit landscape and why it's gaining traction with insurers seeking diversification and downside protection. The conversation highlights Aberdeen Investments’ disciplined underwriting approach, relationship-driven sourcing, and ability to build custom portfolios tailored to insurer-specific needs. From managing sector exposures to navigating complex liability structures, Shelley offers practical insights into how insurers can integrate fund finance into their strategic allocation plans—especially as the market evolves in response to shifting capital demands.

0:00 25:15

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

April 09, 2025

Stewart Foley

Justin Mahoney

residential mortgage market insurance company involvement housing market trends supply shortages credit underwriting home price appreciation affordability capital treatment risk-adjusted return Federal Home Loan Bank financing investment structure preferences non-QM loans agency-eligible segments home equity extraction

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Justin Mahoney, co-founder of Shelter Growth Capital, for an in-depth discussion on the residential mortgage loan (RML) market and its increasing relevance to insurance portfolios. Justin offers a data-driven look at the macro trends affecting the housing market, including supply shortages, disciplined credit underwriting, and the nuanced relationship between home price appreciation and affordability. He explains why RMLs are drawing growing interest from insurers, thanks to favorable capital treatment, risk-adjusted return potential, and access to Federal Home Loan Bank financing. The conversation also covers investment structure preferences—from direct investing to SMAs and pooled funds—and how each option fits into an insurer's broader allocation strategy. Justin shares where he sees the most compelling opportunities today, including non-QM loans, agency-eligible segments, and home equity extraction. Whether you're just beginning to explore the space or scaling an existing program, this episode offers valuable insights into how insurers can navigate and benefit from this dynamic and scalable asset class.

0:00 32:26

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

April 07, 2025

Stewart Foley

Michael Hunstad Jeff Sampson

dividend strategies equity allocations risk-aware portfolio construction income capital appreciation concentration risk tax efficiency dividend-paying equities public equity strategies enterprise risk return goals

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Michael Hunstad, Deputy CIO and CIO of Global Equities, and Jeff Sampson, Senior Portfolio Manager for Global Equities at Northern Trust Asset Management. They discuss the evolving landscape of dividend strategies, equity allocations, and risk-aware portfolio construction for insurers navigating today’s market complexity. From balancing income and capital appreciation to mitigating concentration risk and factoring in tax efficiency, Hunstad and Sampson share actionable insights tailored to insurance investors. With dividend-paying equities becoming more diversified and relevant in a normalized rate environment, this episode offers practical guidance for aligning public equity strategies with enterprise risk and return goals.

0:00 28:49

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

April 01, 2025

Stewart Foley

Eric Partlan

CIO Spotlight investment approach private credit structured products ALM strategies leadership team building intellectual curiosity collaborative team culture insurance asset management

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Eric Partlan, Chief Investment Officer at MassMutual, for an engaging installment of the CIO Spotlight series. With MassMutual’s $285 billion general account and deep legacy as a mutual insurer, Eric shares insights into how the firm’s long-term orientation, mutual structure, and strategic partnerships drive its investment approach—particularly in private credit, structured products, and ALM strategies. Eric also reflects on his unique career journey from aerospace engineering to the CIO role, offering a candid look into his philosophy on leadership, team building, and fostering intellectual curiosity. From cultivating a collaborative team culture to leveraging Barings and other long-term partnerships, this episode delivers thoughtful perspectives on navigating evolving markets while remaining rooted in purpose-driven investment strategies. Whether you're new to insurance asset management or a seasoned pro, this is a must-listen conversation on where the industry is headed.

0:00 31:15

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

March 25, 2025

Stewart Foley

Anwiti Bahuguna

asset allocation capital market assumptions macroeconomic forces AI-enabled productivity energy transition globalization fixed income equity allocations real assets inflation hedges private markets private credit

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Anwiti Bahuguna, PhD, Chief Investment Officer of Global Asset Allocation at Northern Trust Asset Management. The conversation explores Northern Trust’s latest long-term capital market assumptions and the macroeconomic forces likely to shape insurer portfolios over the next decade—from AI-enabled productivity and energy transition to evolving patterns of globalization. Anwiti shares how her team blends quantitative modeling with insights from asset class specialists to create actionable 10-year outlooks for insurance investors. The discussion spans implications for fixed income and equity allocations, real assets as inflation hedges, and the growing relevance of private markets—particularly private credit. With practical insights on capital formation, macro themes, and manager selection, this episode offers a roadmap for insurance CIOs and investment teams navigating the complexities of a shifting global landscape.

Ratings

Global:

4.9 rating 29 reviews

USA

4.9 ratings 27 reviews

Canada

5.0 ratings 2 reviews

UK

0.0 ratings 0 reviews

Ireland

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Australia

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New Zealand

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Singapore

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South Africa

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