Three in Five - an SLC Management podcast

Scott Powers, director at Sun Life and incoming Chairman, discusses trends in asset management and the benefits of being backed by an insurance company.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance...

Rich Familetti, CIO of Total Return Fixed Income at SLC Management, discusses how inflation and rising rates are impacting bond markets in the U.S. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or inv...

James Lizotte, Director, Structured Credit Analyst at SLC Management, discusses how Covid impacted the CMBS and ABS markets in the U.S., and where investors might find pockets of opportunity.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer t...

Abbe Borok, Managing Director and Head of U.S. Debt at BentallGreenOak, discusses opportunities in the real estate debt market and the various benefits for investors.    The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securi...

Brian Linde, Managing Director, Portfolio Manager, Insurance at SLC Management, discusses complexity in global oil markets and the potential knock on effects in the U.S.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell secu...

Steve Weiss, Senior Managing Director, Head of U.S. Business Development at SLC Management, discusses the CFA’s new DE&I code and why SLC Management chose to be a founding signatory.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy...

Chhad Aul, CIO and Head of Multi Asset Solutions at SLGI Asset Management Inc., discusses his team's approach to asset allocation amid spikes in inflation, rising rates, and geopolitical crisis.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offe...

Eugene Lundrigan, President of Sun Life Capital Management (Canada) Inc., discusses the firms commitment to the Progressive Aboriginal Relations certification program, and what it means to him professionally and personally. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not...

Charles Youngblood, Senior Vice President and Product Specialist at Crescent Capital, discusses narrowly syndicated credit and how the investment performs in an inflationary environment. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy a...

Heather Wolfe, Senior Managing Director and Head of Canadian Business Development at SLC Management, discusses the “Allies Acting for Change” program and how to make a meaningful difference for all employees across the firm.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does...

Louis Pelosi, Managing Director of Client Solutions at SLC Management, discusses how recent changes to the risk-based capital charges on real estate investments could affect insurers investment portfolios.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a sp...

Brett Pacific, Senior Managing Director, Head of Derivative & Quantitative Strategies at SLC Management, discusses how inflation and the current high risk environment can affect managing portfolio risk at the macro level. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does n...

John Bowman, Managing Director and Co-Head of Crescent Direct Lending, discusses the why the direct lending market is becoming an increasingly popular asset class for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to...

Brent Simmons, Head of Defined Benefit Solutions at Sun Life, discusses pension buyouts and why they can be an attractive option for plan sponsors.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or i...

Sarah Schwarzschild, Managing Director and Co-Head of BGO Strategic Capital Partners at BentallGreenOak, discusses trends in the primary, secondary and co-investing real estate space.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy an...

Jason Breaux, Chief Executive Officer of Crescent Capital BDC and managing director of private credit at Crescent Capital, discusses business development companies and their ability to provide income replacement in investor portfolios.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upo...

Nitin Chhabra, Managing Director, Head of Insurance Client Relationships & Solutions at SLC Management, discusses how persistent low yields, inflation and regulatory constraints can shift an insurance company’s approach to portfolio allocation.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not...

Tom Murphy, Senior Managing Director, Head of Institutional Business at SLC Management, discusses what he’s hearing from clients as we enter 2022. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or inve...

Steve sits down with Chris Adair, Senior Managing Director, Head of Strategic Partnerships at SLC Management, to discuss why intermediate private credit can be a compelling opportunity for investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific o...

We turn the tables this episode! Chris Adair, Senior Managing Director, Head of Strategic Partnerships at SLC Management, asks Steve to reflect on the challenges and successes of the past year, as well as some of his holiday favorites.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upo...

Steve sits down with Ashwin Gopwani, Managing Director of Client Solutions at SLC Management, to discuss the impact inflation is having on pension plans.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insuranc...

Steve sits down with Amy DeAngelo, Senior Managing Director and Head of Human Resources at SLC Management, to discuss returning to the office, the future of work, and the importance of supporting employee mental health.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not c...

Steve sits down with Linda Kong Ting, Director, Fixed Income Credit Analyst at SLC Management, to discuss trends in issuance in the investment grade public market and the shift towards longer tenors.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific...

Steve sits down with D.J. Lucey, Managing Director, Senior Portfolio Manager, Fixed Income at SLC Management, to discuss the securitized sector and the impact the 2008 global financial crisis had on preparing securitized credit markets to weather the COVID-19 storm. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice...

Steve sits down with Liz Thorne, Managing Director, Private Fixed Income at SLC Management, to discuss investing sustainably in the investment grade private credit market, including how to evaluate opportunities where public information is limited. Third party ESG data is an input into our proprietary evaluations of ESG risk.  Absent common regulatory ESG standards and definitions, this data may b...