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Rating Agency & Investor Views of Insurer Financial Condition

Description

PLEASE NOTE: REGISTRATION WILL CLOSE 10 AM ET THE DAY OF THE WEBINAR. DUE TO HIGH VOLUME OF DEMAND, WE ARE ONLY ABLE TO GUARANTEE A SEAT TO THOSE WHO REGISTER 48 HOURS AHEAD OF THE WEBINAR TIME.

Rating Agencies (AM Best, S&P, etc.) and Investment Analysts (Wells Fargo, Dowling, etc.) are important stakeholders for many insurers. Each has a vested interest in ensuring the financial health of the companies they rate/follow, but often have different viewpoints for what constitutes a successful/highly rated operation. This webinar will provide an introduction to and color regarding each stakeholder's approach to assessing and assigning value to the financial condition of insurance companies in today's marketplace, and provide participants an opportunity to ask questions of these 3rd parties that actuaries don't often interact directly with.
Learning Objective:
1. Garner a better understanding of the similarities and differences between the views of equity analysts and policyholder credit analysts regarding the insurance industry.
Registration Information and Fees

PLEASE NOTE: REGISTRATION WILL CLOSE 10 AM ET THE DAY OF THE WEBINAR

Registration Fees (in U.S. Dollars) Received on/by
May 14, 2024
Received after
May 14, 2024
Individual $50 $75
Multiple Connections**
(Unlimited internet connections for individuals working for the same company. Please note that audio for this presentation will be streamed via the web)
$600 $650

*Multiple Connection Registrations should contact Mallory Peebles directly at
mpeebles@casact.org. The registering party for the Multiple Connection Registration will be responsible for distributing all event details to attending individuals within their company.

No Broadcast Policy
Your registration entitles you to access CAS’ webinar programs for which you have registered. By registering to attend the webinars, you agree not to sell, transfer, or otherwise share your webinar access link and/or code unless such sharing is authorized by CAS. You further agree not to record or broadcast CAS’ webinar programs without advance written authorization by CAS.

Cancellations/Refunds
Registrations fees will be refunded for cancellations received in writing through email, refund@casact.org, by May 21, 2024 less a $25 processing fee.

CAS Continuing Education Policy
The CAS Continuing Education Policy applies to all ACAS and FCAS members who provide Actuarial Services. Actuarial Services are defined in the CAS Code of Professional Conduct as “professional services provided to a Principal by an individual acting in the capacity of an actuary. Such services include the rendering of advice, recommendations, findings or opinions based upon actuarial considerations.” Members who are or could be subject to the continuing education requirements of a national actuarial organization can meet the requirements of the CAS Continuing Education Policy by satisfying the continuing education requirements established by a national actuarial organization recognized by the Policy. For further information regarding the CAS Continuing Education Policy please visit the CAS web site.

CAS Webinars may qualify for up to 1.8* CE Credits for CAS members.
Participants should claim credit commensurate with the extent of their participation in the activity. CAS members earn 1 CE Credit per 50 minutes of educational session time, not to include breaks and/or lunch. *The amount of CE credit that can be earned for participating in this activity must be assessed by the individual attendee. It also may be different for individuals who are subject to the requirements of organizations other than the Casualty Actuarial Society.

Contributors

  • Steve Chirico

    Steve Chirico is a New Jersey licensed Certified Public Accountant and is a Director of the Global Reinsurance Rating Team at A M Best. He has almost 40 years of insurance industry experience as an auditor, financial manager and rating agency credit analyst.

  • Elyse Greenspan

    Elyse Greenspan is a managing director at Wells Fargo Securities covering the Life- and Non-Life Insurance sectors. Elyse ranked in both insurance sectors in the 2023 Institutional Investor All-America Research survey (No. 1 in Non-Life insurance and No. 4 runner-up in Life). She has previously ranked in both sectors, including also ranking No. 1 in Non-Life insurance in 2021. Elyse has covered the insurance industry for over 21 years. She is a CFA charterholder and a member of the New York Society of Security Analysts. She is currently co-chair of the Association of Insurance and Financial Analysts (AIFA). She graduated from Cornell University with a BS in finance.

  • Stu Hayes

May 28, 2024
Tue 12:00 PM EDT

Duration 1H 30M

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