{"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 382: Portfolio Management in Action: Turning Insight Into Performance","slug":"episode-382-portfolio-management-in-action-turning-insight-into-performance","published_at":"2026-08-13T05:05:00+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-382-portfolio-management-in-action-turning-insight-into-performance","show_page_url":"https://stenobird.com/podcast/insuranceaum-com-113748","url":"https://insuranceaumjournal.podbean.com/e/episode-382-portfolio-management-in-action-turning-insight-into-performance/","audio_url":"https://mcdn.podbean.com/mf/web/tzaq6pixt5k9gy9p/IAP_-_0604_Deerpath_Audio_v18jv9i.mp3","summary":"In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Tom Milewski, Managing Director and Head of Portfolio Management at Deerpath Capital, to discuss why active portfolio management can be just as important as underwriting in private credit. Tom explains how managers can use monthly financials, borrower-specific KPIs, dashboards, and early warning triggers to identify developing risks, learn from portfolio trends, and make more informed investment decisions. They also explore where outcomes begin to diverge between private credit managers, the difference between covenant-light, covenant-loose, and meaningful covenant structures, and why reacting early to signs of stress can help preserve value. Tom also shares what insurance investors should consider when evaluating a private credit manager’s approach to portfolio oversight, including how managers apply lessons learned and adjust their strategies over the life of an investment.","meta_description":"In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Tom Milewski, Managing Director and Head of Portfolio Management a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1807,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-382-portfolio-management-in-action-turning-insight-into-performance/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-382-portfolio-management-in-action-turning-insight-into-performance.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}