Three in Five Podcast

Three in Five— An SLC Management podcast

Steve Peacher, president of SLC Management, asks colleagues across our organization three relevant investment questions in five minutes or less.

Episodes

Jason Breaux on business development companies

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.

Nitin Chhabra on insurance client considerations and trends

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.

Tom Murphy on client concerns

Tom Murphy, Senior Managing Director, Head of Institutional Business at SLC Management, discusses what he’s hearing from clients as we enter 2022.

Three intermediate private credit questions for Chris

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.

Three questions on reflection, resilience, and the upcoming holiday season with Steve

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.

Three pension plan inflation questions for Ashwin

Steve sits down with Ashwin Gopwani, Managing Director of Client Solutions at SLC Management, to discuss the impact inflation is having on pension plans.

Three future of work questions for Amy

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.

Three public credit questions for Linda

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.

Three securitized questions for D.J.

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.

Three private credit ESG questions for Liz

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.

Three investment grade private credit investing questions for Sam

Steve sits down with Sam Tillinghast, Senior Managing Director, Head of Private Fixed Income at SLC Management, to discuss how his team invests in a variety of private placement transactions across duration points.

Three infrastructure investing questions for Stéphane

Steve sits down with Stéphane Kofman, Director of Infrastructure at InfraRed Capital Partners, to discuss infrastructure as a growth stimulus and the importance of public capital.

Three direct lending questions for Christine

Steve sits down with Christine Vanden Beukel, Managing Director of Crescent Credit Europe LLP and Head of European Credit Markets, Head of ESG Strategy and Policy Development, and a member of Crescent's Management Committee at Crescent Capital, to discuss direct lending markets in the UK and Europe. 

Three philanthropy questions for Rahim

Steve sits down with Rahim Ladha, Global Head of Communications and Philanthropy at BentallGreenOak, to discuss “BGO Inspire,” a new multifaceted philanthropy program that’s focused on empowering employees to make a positive difference in their communities.

Three follow up infrastructure package questions for James

Steve sits down with James Slotnick, Head of Government Relations at Sun Life, to follow up on the state of the traditional and “human” infrastructure packages in the U.S., including the hurdles they face in Congress and the likelihood of both reaching President Biden’s desk.

Three InvestHer questions for Beth and Laura

Steve sits down with Beth Lee, Senior Director, Derivatives & Quantitative Strategy and Laura Cronin, Managing Director, Public Fixed Income, Credit Research, to discuss InvestHer, a program they started to help advance women's professional development at SLC Management and the asset management industry at large.

Three central bank questions for Dec

Steve sits down with Dec Mullarkey, Managing Director of Investment Strategic Research and Initiatives at SLC Management, to discuss the Fed’s balance sheet expansion and its impact on the market.

Three private placement questions for Andy

Steve sits down with Andy Kleeman, Senior Managing Director, Head of Corporate Private Placements at SLC Management, to discuss investing in the private placement markets.

Three CEO leadership questions for Kevin

Steve sits down with Kevin Strain, President & Chief Executive Officer at Sun Life, to discuss how he’s approaching his new role as CEO.

Three workforce diversity questions for Lauren

Steve sits down with Lauren Chesney, Managing Director, HR Business Partner, Diversity, Equity & Inclusion at SLC Management, to discuss improving workplace diversity in the asset management industry.

Three ESG investing questions for Randy

Steve sits down with Randy Brown, Chief Investment Officer at Sun Life and Head of Insurance Asset Management at SLC Management, to discuss how he’s approaching sustainable investing while also balancing the various goals of the portfolio.

Three interest rate questions for Randall

Steve sits down with Randall Malcolm, Senior Managing Director and Public Fixed Income Portfolio Manager at SLC Management, to discuss interest rate anomalies, yield curve expectations and credit spreads in the Canadian and U.S. fixed income markets.

Three pension questions for Tim

Steve sits down with Tim Boomer, Senior Managing Director and Head of Client Solutions at SLC Management, to discuss how the pandemic affected pension funding levels, shifts in portfolio allocations, and the role of fixed income investments moving forward. 

Three renewable energy questions for Daniel

Steve sits down with Daniel Sausmikat, Co-Head of infrastructure investment across the Americas at InfraRed Capital Partners, to discuss the new construction of renewable energy infrastructure, trends in battery technology and challenges of building and developing these projects.

Three ESG questions for Anna

Steve sits down with Anna Murray, Global Head of ESG for SLC Management, to discuss ESG best practices in commercial real estate and the broader sustainability opportunities and outlook for investment managers. 

Three MLB questions for Mark

Steve sits down with Mark Attanasio, co-founder of Crescent Capital Group and owner of the Milwaukee Brewers, to talk about what it’s like owning a major league baseball team during a pandemic.

Three leadership questions for Dean

Steve sits down with Dean Connor, Chief Executive Officer at Sun Life, as he reflects on his experience as CEO and the next chapter after retirement.

Three CLO questions for Kim 

Steve sits down with Kim Frazier, Managing Director and Portfolio Manager at Crescent Capital Group, to discuss CLOs, LIBOR and bank loan market valuations.

Three high yield market questions for John 

Steve sits down with John Fekete, Head of Capital Markets at Crescent Capital Group, to discuss valuations, issuance and default rates.

Three diversity and inclusion questions for Amy

Steve sits down with Amy Price, President of BentallGreenOak, to discuss the company’s focus on diversity, equity and inclusion during the hiring process.

Three infrastructure package questions for James

Steve sits down with James Slotnick, Head of Government Relations at Sun Life, to discuss uncertainty around the U.S. infrastructure package, including the likelihood that it will pass this summer and how it might be financed.

Three PPP questions for John

Steve sits down with John Vincent, Senior Managing Director and Head of Project Finance at SLC Management, to discuss public private partnerships and how they might fit in to the Biden administration’s infrastructure plan.

Three U.S. debt level questions for Dec

Steve sits down with Dec Mullarkey, Managing Director of Investment Strategic Research and Initiatives at SLC Management, to discuss current debt levels in the U.S. and what it might mean for markets.

Three inflation and rates questions for Rich

Steve sits down with Rich Familetti, CIO of Total Return Fixed Income at SLC Management, to discuss all things inflation and rates.

Three real estate investing questions for Sonny

Steve sits down with Sonny Kalsi, CEO of our real estate investment business BentallGreenOak, for his outlook on real estate in the current market environment.