Episode 33: Meet Mitch He, CIO of Chesapeake Employers Insurance

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Mitch He, Chief Investment Officer of Chesapeake Employers’ Insurance, to discuss today’s investment landscape and the challenges insurers face in a low-yield environment. Mitch shares his views on market opportunities, including the role of convertible bonds, CLOs, and high-yield securities, and explains why technology should be treated as an asset class in a diversified portfolio. He also highlights how insurers can hedge medical cost inflation through strategic equity investments and why asset allocation decisions must align with long-term industry trends.

The conversation also explores the impact of regulations on insurers’ ability to manage risk and achieve their investment objectives, as well as the growing role of private markets. Mitch shares insights into his unconventional career path, from engineering in China to insurance asset management in the U.S., and offers advice to young professionals looking to build a career in the industry.