28 min listen
Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients
Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients
ratings:
Length:
21 minutes
Released:
Oct 18, 2023
Format:
Podcast episode
Description
In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA, president and chief investment officer of Penn Mutual Asset Management. They discuss the nuances of managing money for an insurance company, highlighting the importance of managing assets to be in line with liabilities. Mark also shares insights on the current state of credit and bond markets, revealing where he sees value. Tune in to gain a deeper understanding of the unique challenges and opportunities in insurance-focused investing.
Released:
Oct 18, 2023
Format:
Podcast episode
Titles in the series (100)
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