{"podcast":{"title":"InsuranceAUM.com","slug":"insuranceaum-com-113748","podcast_index_feed_id":113748,"rss_url":"https://feed.podbean.com/insuranceaumjournal/feed.xml","website_url":"https://insuranceaum.com/","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/7233232/Apple-Channel-Podcast-Cover-Final.png","author":"InsuranceAUM.com","episode_count":100,"summary":"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. 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.","last_synced_at":"2026-07-16T04:19:50.138266+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748"},"episode":{"title":"Episode 369: Finding Signal in Private Markets Noise","slug":"episode-369-finding-signal-in-private-markets-noise","published_at":"2026-05-26T05:03:00+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-369-finding-signal-in-private-markets-noise","show_page_url":"https://stenobird.com/podcast/insuranceaum-com-113748","url":"https://insuranceaumjournal.podbean.com/e/episode-369-finding-signal-in-private-markets-noise/","audio_url":"https://mcdn.podbean.com/mf/web/8rtu8wnvnxcwbt2k/IAP_-_AllianceBernstein_Audio_v17a171.mp3","summary":"Bob Sharma, CFA, Global Head of Insurance Client Group at AllianceBernstein, joins host Stewart Foley, CFA, to discuss how insurers are navigating today's evolving private markets landscape. From geopolitical uncertainty and inflation pressures to AI disruption and higher-for-longer interest rates, the conversation explores the macro themes shaping portfolio decisions across the insurance industry. Bob also breaks down how insurers are thinking about private market allocations beyond the broad \"private credit\" label. He explains differences across direct lending, asset-based lending, and other private debt categories, while highlighting the importance of portfolio construction, regulatory considerations, and maintaining underwriting discipline in a changing market environment. The discussion also examines headline risk, board education, structuring considerations, and where investors may be finding opportunities as private market complexity continues to increase.","meta_description":"Bob Sharma, CFA, Global Head of Insurance Client Group at AllianceBernstein, joins host Stewart Foley, CFA, to discuss how insurers are navigating today's…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1695,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-369-finding-signal-in-private-markets-noise/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-369-finding-signal-in-private-markets-noise.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}