What InsuranceAUM.com does

InsuranceAUM.com is a niche B2B media and events platform serving the insurance investment management industry. Founded in 2020 by Stewart Foley, CFA, and headquartered in Malvern, PA (with reported Chicago firmographic data), the company operates a focused community connecting insurance company investment teams (limited partners) with institutional asset managers (general partners) who allocate or solicit capital. The platform packages editorial coverage, podcasts, executive roundtables, and a recurring annual meeting (now in its fifth year, the Insurance Investment Executives' Meeting) under a single brand that claims to serve more insurance LPs and more than $1 trillion in insurance AUM than any peer organization.

The company's product surface is built around content production and live convening rather than proprietary technology. Core deliverables include the InsuranceAUM podcast, digital editorial, the flagship annual meeting, vertical-specific forums (Real Assets, Private Credit), and a media pack of sponsorship and content placements for asset-manager buyers. In 2026 the company launched the Chartered Insurance Investment Manager (CIIM) designation jointly with The Institutes, adding a credentialing product to the mix.

The business model is a two-sided marketplace. Insurance company investment teams access content, events, and community membership at no cost, while asset managers pay recurring fees for GP membership programs, event sponsorships and speaking slots, podcast and digital content placements, and bundled media/sponsorship packages. The firm operates with 1-10 employees and was acquired by The Institutes — a long-standing nonprofit serving the risk management and insurance industry — which provides structural backing, enterprise member distribution, and integration with established designations such as CPCU and ARM.

Name

InsuranceAUM.com

Legal name

InsuranceAUM.com

Website

https://insuranceaum.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Niche B2B media and events platform serving insurance investment professionals, connecting insurance company allocators with asset managers through editorial content, conferences, podcasts, specialty forums, and the CIIM designation, operating under The Institutes.

Ownership category

akta.pro rank

Product category

Insurance Investment Media and Events

NAICS

Other Insurance Related Activities (52429)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance (EDAAAPAH)

Keywords

• Insurance asset management
• Investment research platform
• Industry events
• Professional designation
• Continuing education

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. GP Membership Programs: Asset managers (GPs) pay for membership programs that provide visibility with the insurance allocator audience through microsites, event sponsorship, podcast participation, and digital content promotion.
2. Event Sponsorship and Speaking: Asset managers sponsor events and secure speaking visibility at industry forums. Limited event sponsorship opportunities are offered to asset allocators who are paid media clients.
3. Podcast and Digital Content Sponsorship: GP members participate in sponsored podcast episodes and contribute thought leadership content promoted on the platform.
4. Media Pack and Sponsorship Packages: The company sells media and event sponsorship packages. Asset managers request media packs and are contacted by the sales team with specific offerings.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

InsuranceAUM.com is a digital content and event platform serving the global insurance investment management community. It publishes curated articles, podcasts, and webcasts contributed by leading asset managers, hosts three signature in-person event programs (the annual Insurance Investment Executives' Meeting, the Insurers' Private Credit Forum, and the Insurers' Real Assets Forum), and offers professional learning through continuing education credits and the Chartered Insurance Investment Manager (CIIM) designation developed in partnership with The Institutes. Asset managers (GPs) access the LP audience through paid memberships, event sponsorships, podcast sponsorships, and strategy-specific microsites, while insurance allocators (LPs) receive complimentary access after QIB verification.

Product overview

InsuranceAUM.com is a premier digital platform and event destination for insurance investment professionals, combining a content platform with a membership program and live/virtual events. The core platform publishes thought leadership articles, hosts the InsuranceAUM.com Podcast (with 75+ episodes and 34K+ plays), and provides Professional Learning via Continuing Education Credits and the Chartered Insurance Investment Manager (CIIM) designation (developed with The Institutes). The event portfolio includes three signature programs: the annual Insurance Investment Executives' Meeting (flagship, CIO-led), the Insurers' Private Credit Forum, and the Insurers' Real Assets Forum. A tiered membership program serves both GPs (asset managers seeking LP access) and LPs (insurance allocators seeking manager discovery and peer insights), with Platinum+, Platinum, Premier+, and Premier tiers. The platform is affiliated with The Institutes and backed by over 115 years of experience in risk management and insurance education.

Differentiator

Problem solved

Functional benefit

Brands

• Chartered Insurance Investment Manager (CIIM): The first professional designation designed specifically for insurance asset management, launched jointly by The Institutes and InsuranceAUM.com.

Products and services

• InsuranceAUM.com Platform Premier digital platform delivering trusted thought leadership, exclusive industry events, continuing education, and data-driven insights for insurance investment professionals. Provides a community for insurers to discover managers, evaluate strategies, and stay ahead of market trends. Free access for QIB-verified insurance allocators (LPs).
• InsuranceAUM.com Podcast Podcast series featuring top investment executives and multi-industry leaders, covering insurance investment management topics. 75+ episodes, 75,000+ downloads, audience in 50+ countries. Available on Spotify, Apple Podcasts, Amazon Music, and YouTube.
• Insurance Investment Executives' Annual Meeting Annual flagship in-person event gathering CIOs, investment strategists, and industry leaders in insurance asset management for exclusive networking, educational opportunities, and cutting-edge content. Features keynote speakers (e.g., Howard Marks, Oaktree Capital Management) and CIO-led panels. Free for qualified insurance investors; GP participation via paid sponsorships.
• Insurers' Private Credit Forum Signature industry event focused on the evolving role of private credit and ABF (Agency Backed Financing). Brings together top insurers and experts for actionable insights on direct lending, co-investment strategies, and structured credit. Free registration for qualified insurance investors.
• Insurers' Real Assets Forum Specialty forum focused on real estate and infrastructure as part of insurers' long-term strategic portfolios. Features one-on-one meetings between limited partners and general partners, with sessions on risk assessment, deal structure complexity, and risk management. Free registration for qualified insurance investors.
• Continuing Education Credits Program CE credit programs enabling insurance investment management professionals to earn continuing education credits through podcasts, articles, and curated resources tailored specifically to insurance investment management.
• Chartered Insurance Investment Manager (CIIM) Designation The first professional designation designed specifically for insurance asset management, developed by InsuranceAUM.com in partnership with The Institutes. Provides specialized knowledge in market dynamics, regulatory requirements, capital requirements, asset-liability management, and accounting principles for insurance investment professionals at all career levels.
• InsuranceAUM.com Membership Program Tiered membership program for asset managers (GPs) and insurance allocators (LPs) offering podcast participation, strategy/team/performance microsites, event sponsorship, speaking visibility, digital content promotion, and direct engagement with the LP community. Members include Platinum+, Platinum, Premier+, and Premier tiers.
• Media Kit / Sponsorship Packages Media and event sponsorship opportunities for asset managers to reach the insurance allocator audience. Includes media pack request functionality and limited event sponsorship opportunities for paid media clients. Pricing handled through sales via media kit requests.

Quantifiable outcome

• 34K+ podcast plays, 75+ episodes, 21+ countries reached
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, flagship and minor.

• University of Chicago Booth School of BusinesscoreStrategic or Co-development Partner · 9 June 2026The 5th Annual Insurance Investment Executives' Meeting was hosted at the University of Chicago Booth School of Business Gleacher Center, providing an academic venue for the insurance investment industry's premier annual gathering of CIOs and investment strategists.
• Howard Marks (Oaktree Capital Management)coreStrategic or Co-development Partner · 9 May 2026Howard Marks, Co-Founder of Oaktree Capital Management, served as the keynote speaker at the 5th Annual Insurance Investment Executives' Meeting, delivering strategic insights on investment philosophy and market outlook to the insurance investment community.
• The Institutes (CIIM Designation)flagshipStrategic or Co-development Partner · 11 February 2026InsuranceAUM.com and The Institutes jointly launched the Chartered Insurance Investment Manager (CIIM) designation, the first professional credential designed specifically for insurance asset management professionals. The designation provides specialized knowledge in market dynamics, regulations, capital requirements, asset-liability management, and accounting principles.
• The InstitutesflagshipStrategic or Co-development Partner · 22 January 2026InsuranceAUM.com is an affiliate of The Institutes, a not-for-profit organization with 115+ years of experience in risk management and insurance education. The Institutes acquired InsuranceAUM.com, combining The Institutes' industry expertise with InsuranceAUM's focus on insurance investment insights. InsuranceAUM.com operates as part of The Institutes' network of 20 affiliated business units that educate, elevate, and connect professionals in risk management and insurance.
• Coaction GlobalminorStrategic or Co-development Partner · 22 January 2026Siddharth Chakravarty from Coaction Global served as chairperson for the 2026 Insurers' Real Assets Forum, contributing strategic direction to the forum's agenda on real estate and infrastructure investing for insurance portfolios.
• The Hanover Insurance GroupminorStrategic or Co-development Partner · 22 January 2026James Overpeck from The Hanover Insurance Group served as chairperson for the 2026 Insurers' Real Assets Forum, helping guide discussions on real estate and infrastructure as part of insurers' long-term strategic portfolios.

Scale indicators10 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• With Intelligence: With Intelligence (formerly ATeam Group) is a data, media, and events company serving the institutional asset management industry with products like Fund Manager Research, HFM, and Allocator series. It shares InsuranceAUM.com's model of combining specialized content, events, and data tools for institutional investors, but operates at much larger scale across multiple verticals.
• Institutional Investor: Institutional Investor is a long-established B2B media and events company serving asset owners, asset managers, and investment executives across multiple categories. While it covers a broader investment audience than InsuranceAUM.com's insurance-specific focus, it competes for the same GP sponsorship dollars and CIO attention with award programs, conferences, and research.

Direct peers

• Markets Group: Markets Group produces institutional investor events and content across alternatives, private equity, and real assets verticals. It is a comparable events-led media business targeting the same LP/GP community InsuranceAUM.com serves, and is expanding into insurance-related programming as insurers grow their alternatives allocations.
• Insurance Journal: Insurance Journal is a leading insurance industry trade publication covering property/casualty insurance news, markets, and careers. While focused more on underwriting and distribution than investment, it represents a comparable B2B media model in the broader insurance industry and competes for insurance professional advertising and event sponsorships.
• Private Equity International: PEI Media's Private Equity International publishes content, hosts events (SuperReturn, PEI 300), and runs awards programs for the private equity industry. It shares InsuranceAUM.com's niche-media-and-events model targeting institutional allocators, and serves as the structural template InsuranceAUM.com is replicating for the insurance investment vertical.
• Reactions (Insurance and Investment): Reactions is a global insurance industry publication covering insurance strategy, investment, and capital management. It directly overlaps with InsuranceAUM.com's insurance investment editorial focus and represents one of the few peer publications that explicitly serves insurance industry investment decision-makers.
• Carrier Management: Carrier Management is a digital magazine serving P&C insurance executives with content on strategy, operations, and finance. Its coverage of insurance company financial management and investment portfolios overlaps with InsuranceAUM.com's audience of insurance company investment decision-makers, making it a comparable insurance industry media property.
• Chief Investment Officer (CIO) magazine: CIO magazine (part of Informa's Wealth Management Group) covers institutional investment decision-makers across pensions, endowments, foundations, and insurance. It is a comparable B2B media property targeting the same institutional investor audience that includes insurance company CIOs, with a similar mix of editorial content, events, and awards.

Others

• AM Best: AM Best is a credit rating agency and data provider for the insurance industry, also publishing Best's Review and Best's Market Segment reports. While its core business is rating, its industry information services and conferences overlap with InsuranceAUM.com's mission of providing intelligence to insurance industry professionals.
• Insurance Asset Management Awards / Hedgefund Intelligence: HFM (Hedge Fund Manager) and its sister insurance asset management awards and data products serve institutional investors allocating to alternative managers, including insurance companies. It is a comparable niche media and awards business serving insurance investment professionals and competing for GP sponsorship marketing budgets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@InsuranceAUMCommunity
• LinkedInlinkedin.com/company/insurance-aum

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InsuranceAUM.com