Sarah Marschok Sidman’s Post

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone, CFA and Sarah Marschok Sidman attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/efBNz4Wg #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone and Sarah Marschok attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/ekm7TCRu #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone and Sarah Marschok attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/ezDAmECB #insuranceassetmanagement #privatecredit #fixedincome #insuranceassetmanagementstrategygroup

We had a fantastic time sponsoring InsuranceAUM.com's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone, CFA and Sarah Marschok Sidman attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/gGjYVz32 #insuranceassetmanagement #privatecredit #fixedincome

Our insurance team members Andrew Paone, CFA and Sarah Marschok Sidman had a fantastic time attending Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/dDumB8wk #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring InsuranceAUM.com's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel (thanks for hosting John Patin!). My colleague Sarah Marschok Sidman and I enjoyed spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/edxa5Td6 #insuranceassetmanagement #privatecredit #fixedincome

Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone, CFA and Sarah Marschok Sidman attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/eDadTGkm #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone, CFA and Sarah Marschok Sidman attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixedincome. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #privatecredit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/g3cpp_jX #insuranceassetmanagement #privatecredit #fixedincome

We are proud to sponsor Insurance Investor Live | North America 2024, taking place on December 5 in New York City. Alfred Chang, Managing Director and Head of Residential Credit, will join a fireside chat on “Long-Term Investment Opportunities in Residential Whole Loans” to discuss why these assets should be considered a permanent part of insurance companies’ investment strategies—not just an attractive trade today. Joining Alfred, Madhavi Chugh, CFA and Valeri Sewald look forward to connecting with industry peers on today’s top trends in insurance investing. To learn more about the agenda and topics covered, visit the conference website: https://lnkd.in/epUBXd2R #InsuranceInvesting #ResidentialWholeLoans #MetLifeInvestmentManagement

With several ongoing and moving pieces in the investment landscape, we spoke with AAM - Insurance Investment Management to get an update on the trends and topics that are most top-of-mind for both insurance companies and risk pools. Topics include expected cuts by the Fed, short-term cash needs for insurers, as well as the factors that go into (potentially) realizing losses.