life insurer

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Brendan O'Connor · across every show →

Everything said about life insurer, oldest first

Feb 5, 2026 neutral
Insight
O'Connor: Life insurers and asset managers share an 'oil and water' culture
“It's a oil and water culture in many respects. The life insurer is a ruthless IRR investor. It has a bias to its IRR to cash paying on a regular basis because it's trying to match its cash flows as much as its assets and liabilities, but ultimately it is a inv…”
Brendan O'Connor Feb 5, 2026 ▶ 13:08 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
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