{"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 364: Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers","slug":"episode-364-fund-finance-evolution-opportunity-and-portfolio-construction-for-insurers","published_at":"2026-04-20T05:14:00+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-364-fund-finance-evolution-opportunity-and-portfolio-construction-for-insurers","show_page_url":"https://stenobird.com/podcast/insuranceaum-com-113748","url":"https://insuranceaumjournal.podbean.com/e/episode-364-fund-finance-evolution-opportunity-and-portfolio-construction-for-insurers/","audio_url":"https://mcdn.podbean.com/mf/web/v747m5ntg9s4js85/IAP_-_Michael_Timms_Bayview_Audio_v271duc.mp3","summary":"Michael Timms, Managing Director and Co-Head of Fund Finance at Bayview Asset Management, joins the InsuranceAUM.com podcast to explore how fund finance has evolved into a critical and rapidly expanding segment of private markets. From its origins in subscription lines to today’s broader ecosystem including NAV lending, GP financing, and structured solutions, Michael outlines how innovation and growing capital demand are reshaping the landscape. In this episode, Michael shares where he is seeing the most compelling opportunities today, particularly as insurers increasingly play a larger role in providing capital where traditional banks have stepped back. He discusses how different fund finance strategies offer a wide range of risk-adjusted return profiles, and why understanding the structure and underlying collateral is key for effective portfolio construction. The conversation also dives into how insurers should think about accessing the space, where manager differentiation truly matters, and what potential risks or headwinds investors should keep in mind. As adoption continues to grow, fund finance is moving from a niche strategy to a core consideration for insurance portfolios.","meta_description":"Michael Timms, Managing Director and Co-Head of Fund Finance at Bayview Asset Management, joins the InsuranceAUM.com podcast to explore how fund finance h…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1654,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-364-fund-finance-evolution-opportunity-and-portfolio-construction-for-insurers/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-364-fund-finance-evolution-opportunity-and-portfolio-construction-for-insurers.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}