{"podcast":{"title":"InsuranceAUM.com","slug":"insuranceaum-com-113748","podcast_index_feed_id":113748,"rss_url":"https://feed.podbean.com/insuranceaumjournal/feed.xml","website_url":"https://insuranceaum.com/","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/7233232/Apple-Channel-Podcast-Cover-Final.png","author":"InsuranceAUM.com","episode_count":100,"summary":"Tune in to the InsuranceAUM.com Podcast, hosted by our Founder and Senior Advisor, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.","last_synced_at":"2026-07-16T04:19:50.138266+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748"},"episode":{"title":"Episode 349: Real Estate Secondaries: Opportunities for Insurers in Evolving Markets","slug":"episode-349-real-estate-secondaries-opportunities-for-insurers-in-evolving-markets","published_at":"2026-01-12T06:51:00+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-349-real-estate-secondaries-opportunities-for-insurers-in-evolving-markets","show_page_url":"https://stenobird.com/podcast/insuranceaum-com-113748","url":"https://insuranceaumjournal.podbean.com/e/real-estate-secondaries-opportunities-for-insurers-in-evolving-markets/","audio_url":"https://mcdn.podbean.com/mf/web/wg7tip6ck4bnajnw/IAP_-_Ares_Real_Estate_Secondaries_v290gly.mp3","summary":"Michelle Creed, Partner and Co-Head of Real Estate Secondaries, and Min Zhou, Managing Director in the Ares Secondaries Group, join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for an in-depth discussion on real estate secondaries and how the market has evolved. The conversation explores the growth of GP-led transactions and continuation vehicles, the impact of valuation resets and liquidity dynamics, and how real estate secondaries can be used as a portfolio management tool. Michelle and Min also address common misconceptions around discounts, asset quality, and the motivations behind secondary transactions. The episode concludes with insights into portfolio construction considerations, diversification, and capital efficiency, particularly as institutional investors navigate shifting real estate and private market environments.","meta_description":"Michelle Creed, Partner and Co-Head of Real Estate Secondaries, and Min Zhou, Managing Director in the Ares Secondaries Group, join host Stewart Foley, CF…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2249,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-349-real-estate-secondaries-opportunities-for-insurers-in-evolving-markets/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-349-real-estate-secondaries-opportunities-for-insurers-in-evolving-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}