Original Publish Date: June 05, 2025
Today’s episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets.
Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincoln Financial’s headquarters in Radnor, Pennsylvania to discuss the increasing involvement of insurance companies in private markets.
Jayson, who is a member of Lincoln Financial’s Senior Management Committee and serves as the primary investment officer to Lincoln’s Board of Directors on all investment-related matters, is responsible for more than $300B in assets across the general account portfolio and the separate account mutual fund complex. He’s also chairman of the board of directors of the Lincoln Variable Insurance Product Trust family of over 100 mutual funds. He's also on the board of the Lincoln Financial Foundation.
Fresh off recent partnerships with Bain Capital and Partners Group on private markets investment products and Bain Capital taking a stake in Lincoln’s business, Jayson and ns&i premium bonds rate increase I had a fascinating conversation about how insurance companies can approach private markets and how they can build unique and differentiated partnerships with asset managers.
We discussed:
The Evolving Role of Insurance Companies as Limited Partners in Private Markets.
• Why asset and liability matching is a critical framework for allocating cameron brink to
private markets.
• How the general account of an insurance company creates interesting
opportunities for strategic relationships and partnerships with alternative
asset managers.
• The benefit of having a business that works with financial advisors and
individuals.
• The importance of educating wholesalers about private markets – and
why insurance wholesalers might have an advantage in educating
advisors and clients about private markets products and strategies
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Editing and post-production work for this episode was provided by The Podcast Consultant.
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