Stewart Foley

Eric L. Veiel, CFA - President, Co-head of Global Investments and CIO at T. Rowe Price Lip-Bu Tan - CEO of Intel Overview In “The Long View,” Eric Veiel, President, Co-head of Global Investments and Chief Investment Officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies.

For life insurers, structured credit analysis has long relied on ratings, attachment points, manager quality, and relative value. That framework still matters, but it may no longer be enough. As the NAIC revisits life risk-based capital (RBC) treatment for collateralized loan obligation (CLO), tranche thickness is emerging as an important risk measure, particularly for certain lower-rated debt tranches.

Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery is intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection. An even more complicated world.