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Agency mortgage-backed securities can offer highly liquid exposure with credit characteristics comparable to U.S. Treasuries, but the asset class carries its own set of risks and opportunities. Tyler Patla, Senior Vice President, Managing Director of Core Fixed Income and Director of Agency Mortgages at Pioneer Investments, a Victory Capital Management franchise, discusses prepa...

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Bill O'Neill, CFA, Senior Portfolio Manager and Co-Director of Portfolio Management, and Ginny Schiappa, CFA, Senior Portfolio Manager, at Income Research and Management (IR+M), join host Stewart Foley to discuss the forces reshaping US credit markets and the implications for insurance investors.   As AI infrastructure investment accelerates, traditional distinctions between inv...

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Jennifer Powers, Principal and Head of Infrastructure Credit at Eagle Point Credit, joins the InsuranceAUM Podcast to discuss the evolution of infrastructure credit and the growing opportunity across the middle market. She explains how the asset class has expanded beyond traditional infrastructure into digitalization, decentralization and decarbonization, creating opportunities ...

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As private credit enters a more demanding phase, Rick Miller, Group Managing Director and Chief Investment Officer of the TCW Private Credit Group, discusses how middle market lending has evolved and why underwriting discipline, portfolio management, and principal preservation are becoming increasingly important.   The conversation also covers concentration risk, software exposu...

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Jason Gelberd, Partner, Chief Operating Officer and Co-Head of Direct Lending, and Tim Kim, Partner and Head of Specialty Finance at Manulife Comvest Credit Partners, discuss what sits beneath the broad asset-based finance label, from collateral types and capital structure to first lien, second lien, and equity strategies.   The conversation also covers advance rates, duration, ...

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