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AIGFP

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 9, 2026 by Stephen Gilmore · across every show →

Everything said about AIGFP, oldest first

Feb 9, 2026 positive
Opinion
Gilmore: AIGFP had great people and Joe Cassano was super smart
“One of the things that really impressed me was the quality of the people at AIGFP. They had really good people. I thought a lot of Joe Cassano, who ran the place. He was super smart, very knowledgeable across many things.”
Stephen Gilmore Feb 9, 2026 ▶ 10:45 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Feb 9, 2026 neutral
Assertion Supported
Gilmore: AIGFP halted new super senior transactions in late 2005
“In the case of FP, They stopped entering into new super senior transactions of that elk from late, 2005, well ahead of the final denouement in 2007, 2008. It wasn't soon enough.”
Stephen Gilmore Feb 9, 2026 ▶ 11:28 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
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