• Overview: Methodology
  The program is presented through lecture, illustrations, and cases. A substantial workbook and software are included. Cases and other assignments are given for evening preparation. Attendance is limited to 20 attendees.
• Requirements
  This course assumes a basic/intermediate knowledge of statutory and GAAP insurance accounting and insurance financial disclosures as well as a basic grasp of insurance products.
• Target Audience
  Bankers and investment bankers; DCM, ECM, derivatives and securitization professionals; private equity and fund investors; credit and market risk managers; insurance company financial staff and corporate risk managers. Overall, this program is intended not only for attendees interested in refining their sector credit and market risk skills, but also for professionals within the insurance industry who want a better understanding of how the banking industry, the capital markets and all other investment sectors view and rate insurance organizations.
• Content
  The program entails an enumeration and discussion of the risk factors inherent in an insurance organization and the impact of financing/investment decisions. Factors from product risk to operations, execution risk and capital structure are explored, as are the overall competitive environment, exogenous factors and ultimate solvency. The purpose of the program is not only to lay and expand a detailed risk assessment foundation, but also to prepare attendees to develop techniques and disciplines leading to highly predictive assessments and risk scoring. One of the centerpieces of the program is the mastery of a scoring matrix intended to evaluate each risk component.
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Property and Casualty Insurance Program
A Three-Day Program
Tuition: $ 1,495

• Overview: Methodology
  The program is presented through lecture, illustrations, and cases. A substantial workbook and software are included. Cases and other assignments are given for evening preparation. Attendance is limited to 20 attendees.
• Requirements
  This course assumes a basic/intermediate knowledge of statutory and GAAP insurance accounting and insurance financial disclosures as well as a basic grasp of insurance products.
• Target Audience
  Bankers and investment bankers; DCM, ECM, derivatives and securitization professionals; private equity and fund investors; credit and market risk managers; insurance company financial staff and corporate risk managers. Overall, this program is intended not only for attendees interested in refining their sector credit and market risk skills, but also for professionals within the insurance industry who want a better understanding of how the banking industry, the capital markets and all other investment sectors view and rate insurance organizations.
• Content
  The program entails an enumeration and discussion of the risk factors inherent in an insurance organization and the impact of financing/investment decisions. Factors from product risk to operations, execution risk and capital structure are explored, as are the overall competitive environment, exogenous factors and ultimate solvency. The purpose of the program is not only to lay and expand a detailed risk assessment foundation, but also to prepare attendees to develop techniques and disciplines leading to highly predictive assessments and risk scoring. One of the centerpieces of the program is the mastery of a scoring matrix intended to evaluate each risk component.
• More Details...

Reinsurance
A Three-Day Program
Tuition: $ 1,495

• Overview: Methodology
  The program is presented through lecture, illustrations, and cases. A substantial workbook and software are included. Cases and other assignments are given for evening preparation. Attendance is limited to 20 attendees.
• Requirements
  This course assumes a basic/intermediate knowledge of statutory and GAAP insurance accounting and insurance financial disclosures as well as a basic grasp of insurance products.
• Target Audience
  Bankers and investment bankers; DCM, ECM, derivatives and securitization professionals; private equity and fund investors; credit and market risk managers; insurance company financial staff and corporate risk managers. Overall, this program is intended not only for attendees interested in refining their sector credit and market risk skills, but also for professionals within the insurance industry who want a better understanding of how the banking industry, the capital markets and all other investment sectors view and rate insurance organizations.
• Content
  The program entails an enumeration and discussion of the risk factors inherent in an insurance organization and the impact of financing/investment decisions. Factors from product risk to operations, execution risk and capital structure are explored, as are the overall competitive environment, exogenous factors and ultimate solvency. The purpose of the program is not only to lay and expand a detailed risk assessment foundation, but also to prepare attendees to develop techniques and disciplines leading to highly predictive assessments and risk scoring. One of the centerpieces of the program is the mastery of a scoring matrix intended to evaluate each risk component.
• More Details...

Insurance-Related Sectors and Financial Guarantors
A Three-Day Program
Tuition: $ 1,495

• Overview: Methodology
  The program is presented through lecture, illustrations, and cases. A substantial workbook and software are included. Cases and other assignments are given for evening preparation. Attendance is limited to 20 attendees.
• Requirements
  This course assumes a basic/intermediate knowledge of statutory and GAAP insurance accounting and insurance financial disclosures as a tool in the understanding of the financial guarantor segment of this program. A broad familiarity with other non-bank financial institutions is not a requirement but a general familiarity with credit risk would be helpful to attendees.
• Target Audience
  Bankers and investment bankers; DCM, ECM, derivatives and securitization professionals; private equity and fund investors; credit and market risk managers; insurance company financial staff and corporate risk managers. Overall, this program is intended not only for attendees interested in refining their sector credit and market risk skills, but also for professionals within the insurance industry who want a better understanding of how the banking industry, the capital markets and all other investment sectors view and rate insurance organizations.
• Content
  The program entails an enumeration and discussion of (a) financial guarantors and the various insurance-related sectors that are not insurance per-se but that may be captive to insurance companies or insurance holding companies (eg: finance and leasing subsidiaries, asset managers and funds, securities brokers-dealers and insurance brokers, real estate and service subsidiaries, etc.), and (b) the risk factors inherent in all of these together with the impact of financing/investment decisions. Factors from product risk to operations, execution risk and capital structure are explored, as are the overall competitive environment, exogenous factors and ultimate solvency. The purpose of the program is not only to lay and expand a detailed risk assessment foundation, but also to prepare attendees to develop techniques and disciplines leading to highly predictive assessments and risk scoring. The centerpiece of the program is risk evaluation for each sector.
• More Details...