Episode 38: Opportunities across the private credit spectrum

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Andrew Kleeman (SLC Management), Chris Wright (Crescent Capital), and John Bowman (Crescent Capital) for a deep dive into private credit across the investment-grade and below-investment-grade spectrum.

They discuss key trends, including the growing demand for private credit among insurers, liquidity trade-offs, risk-adjusted returns, and how private credit complements public market investments. The conversation also covers origination, covenant structures, capital charges, and how insurers can optimize their allocations in today’s low-yield environment.

If you’re looking to understand how private credit fits into an insurance portfolio and how it can enhance returns, this episode is packed with valuable insights.