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Welcome back. It's so nice to have you. Today's theme is myth busting within the fixed income universe, and I love this. This is going to be a great podcast and we're joined by Steve Liberatore, who is a senior managing director, Head of ESG Impact Investing Global Fixed Income at Nuveen. And we are also joined also by my good friend Joe Pursley, who is the head of Insurance the Americas at Nuveen.

Today's topic is best opportunities in private markets. And we're joined by Drew Schardt, vice chairman, head of investment strategy, and head of direct private equity, as well as being a member of the investment and executive committees at Hamilton Lane.

*figures are as of 6/30/23

Today's topic is real assets, private debt, and we're joined today by Matt Addesa, Private Market Specialist at DWS.

Today's topic is CRE debt and our guest says that the opportunity set for CRE debt is among the most compelling that they've seen. And we're joined today by Dean Dulchinos, Head of Debt Portfolio Management, and Justin Pinckney, Head of PrivateDebt at AEW.

We've got a really special guest for you today. By far, the most famous person we've ever had on this podcast, Juliette Kayyem. So just to give everyone an idea, Juliette, you are an on-air personality, CNN senior national security analyst, Pulitzer Prize finalist and contributing writer for The Atlantic and Boston's local NPR station. You have worked in government, you've been in the Obama administration. The accolades go on. You are also a professor at Harvard. You went to Harvard undergrad and grad, and you serve as the faculty chair of the Homeland Security and Security and Global Health Projects at Harvard's Kennedy School of Government.

As you all know, bond yields have surged dramatically over the past year, and we're here to talk about leveraged credit, specifically the high yield bond market with Paul Massaro, head of Global High Yield Franchise, and a member of the senior management asset allocation committee at T. Rowe Price.

Today's topic is a good one. It's why emerging markets for insurance companies and we're joined by Pramol Dhawan, managing director and head of the EM portfolio management team and member of the investment committee at PIMCO.

Today's topic is securitized markets. And I'm thrilled about this because I've got a background here, and halfway, I think I might be able to hold my own for a minute. So we're joined today by Dmitri Rabin, who is the Head of Securitized at Jennison Associates.

Our guest today says passive bond investing does not exist. That would be Steve Booth, Head of Global Investment grade with T. Rowe Price.

Today's topic is energy transition pathway, investment risks, rewards, and unintended consequences. And we're joined today by Stu Porter, who's the founder of Denham Capital.