Checking In, Looking Ahead (formerly Three in Five - an SLC Management podcast)

In a year of macro-level volatility across the markets, how has the landscape for private credit changed? In the newest episode of our Checking In, Looking Ahead podcast, we discuss the outlook for IG and non-IG private credit and real estate debt.   This content is intended for institutional investors for informational purposes only. This information is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information shared. Diversification does not eliminate risk nor protect against loss. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. Financial markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/us/en/insights/three-in-five-podcast/

In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.   This content is intended for institutional investors for informational purposes only. This information is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information shared. Diversification does not eliminate risk nor protect against loss. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. Financial markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/all-insights/check-in-look-ahead-with-slc-managements-podcast/

Rich Familetti, CIO of Total Return Fixed Income and Peter Cramer, Senior Managing Director of Insurance Asset Management at SLC Fixed Income, discuss the recent collapse of Silicon Valley Bank and how current issues in the banking sector are impacting their approach to client portfolios.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230321-2803397

Steve Guignard, Senior Director of Client Solutions, discusses how P&C insurers in Canada are dealing with regulatory changes, market volatility, and new investment opportunities.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.    SLC-20230313-2786227

In honor of International Women's Day, Steve sat down with Cristina Medina, Program Manager and head of Western Region & Program Expansion at Invest in Girls, to discuss the nonprofit's mission, impact, and plans for the future.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230303-2769305  

Melissa Spadafora, Managing Director, Head of Client Experience at SLC Management, discusses why client service can be an important differentiator for asset managers in a competitive environment.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230223-2754850

James Slotnick, Head of Government Relations at Sun Life, discusses his thoughts the 2022 midterms in the U.S. ahead of election day. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221104-2575030

Mark Attanasio, Co-Founder and Managing Partner of Crescent Capital Group LP, discusses how the private lending market has changed over the years and where it might be going next.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-68-mark-attanasio/ SLC-20221010-2458103

Anna Murray, Managing Director, Global Head of ESG at SLC Management, discusses SLC Fixed Income’s commitment to the Net Zero Asset Managers initiative and how we’ll work together with our clients on their decarbonization goals.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-64-anna-murray/

Annette Serrao, Managing Director, Fixed Income Portfolio Manager at SLC Management, discusses her team's approach to investing in long duration assets on behalf of clients.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-63-annette-serrao/

Helen Price, Chief Financial Officer, Core Income Funds at InfraRed Capital Partners, discusses the benefits of investing in infrastructure during rising rates and inflation.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-61-helen-price/

Jack Paris, head of Americas at InfraRed Capital Partners, discusses the growing trend towards investing in renewable infrastructure.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-60-jack-paris/

Wayne Hosang, Managing Director and Portfolio Manager at Crescent Capital Group LP, discusses leveraged loan markets, including how floating rate debt is holding up in the current market environment as well as investor considerations when allocating to leveraged loans or debt within CLOs.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-58-wayne-hosang/

Tom Murphy, President of SLC Fixed Income and Head of Institutional Business at SLC Management, discusses his new role and how he’s focused on delivering for clients in the current volatile market.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-53-tom-murphy/

Steve Morris, Senior Managing Director & Portfolio Manager, Public Fixed Income at SLC Management, discusses shifts in LDI investing given rising interest rates in Canada.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-52-steve-morris/

Olesya Zhovtanetska, Senior Director, Public Fixed Income, Credit Research and ESG in Bonds & Treasury at SLC Management, discusses ESG integration in the fixed income space as well as her professional and personal connection to Ukraine.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-51-olesya-zhovtanetska/

Scott Powers, director at Sun Life and incoming Chairman, discusses trends in asset management and the benefits of being backed by an insurance company.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-50-scott-powers/

Brian Linde, Managing Director, Portfolio Manager, Insurance at SLC Management, discusses complexity in global oil markets and the potential knock on effects in the U.S.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/en/insights/podcasts/three-in-five-episode-46-brian-linde

Chhad Aul, CIO and Head of Multi Asset Solutions at SLGI Asset Management Inc., discusses his team's approach to asset allocation amid spikes in inflation, rising rates, and geopolitical crisis.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/en/insights/podcasts/three-in-five-episode-44-chhad-aul

Eugene Lundrigan, President of Sun Life Capital Management (Canada) Inc., discusses the firms commitment to the Progressive Aboriginal Relations certification program, and what it means to him professionally and personally. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/en/insights/podcasts/three-in-five-episode-43-eugene-lundrigan