{"podcast":{"title":"InsuranceAUM","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/IAUM_Podcast8caf0.jpg","author":"InsuranceAUM","episode_count":100,"summary":"Tune in to the InsuranceAUM 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":"2026-09-11T22:21:31.252508+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748"},"episode":{"title":"Episode 379: Insurance Investing in Railcar Leasing","slug":"episode-379-insurance-investing-in-railcar-leasing","published_at":"2026-08-04T05:05:00+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-379-insurance-investing-in-railcar-leasing","show_page_url":"https://stenobird.com/podcast/insuranceaum-com-113748","url":"https://insuranceaumjournal.podbean.com/e/episode-379-insurance-investing-in-railcar-leasing/","audio_url":"https://mcdn.podbean.com/mf/web/av8misg9ctusirus/IAP_-_0630_First_Eagle_Investments_v2av0ih.mp3","summary":"In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, speaks with Ross Sylvester of Napier Park Global Capital and Katie Cowan of First Eagle Investments about insurance investing in railcar leasing. They explain how the asset class works, why industrial companies lease railcars and how contractual cash flows, specialized maintenance and long-lived physical assets can create a resilient investment profile. The discussion explores how railcar leasing may support stable income, inflation sensitivity, duration alignment and diversification within insurance portfolios. Ross and Katie also share their perspectives on North American supply chains, geopolitical exposure, asset-based finance and how insurers can evaluate railcar leasing alongside traditional credit and real asset allocations.","meta_description":"In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA, speaks with Ross Sylvester of Napier Park Global Capital and Katie Cowan of Firs…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2082,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-379-insurance-investing-in-railcar-leasing/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-379-insurance-investing-in-railcar-leasing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}