Episode 155: Executive Spotlight - Christine Todd, CIO of Arch Capital Group

In this insightful episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Christine Todd, Chief Investment Officer of Arch Capital Group Limited. Known for her deep expertise and well-regarded presence in the insurance investment industry, Christine shares her perspectives on managing complex portfolios in the ever-evolving world of insurance asset management. The discussion spans the importance of understanding underwriting, the intricacies of navigating liquidity and regulatory constraints, and the nuanced balance required between strategic asset allocation and tactical flexibility.

Christine also delves into current market risks, offering her take on how mispricing, inflation, and regulatory shifts could impact portfolios. She highlights the growing importance of private markets, especially private credit and secondaries, and explains how she and her team are positioning Arch Capital's portfolios to navigate future challenges while capitalizing on opportunities in alternatives. Whether you're an insurance CIO or a student of markets, this episode is packed with insights on managing investment portfolios in today’s complex economic landscape.