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New Podcast Episode Alert: "Insurance Insights: The Synthetic Risk Transfer Opportunity - Part 1" 🎙️ In our latest episode, Stewart Foley, CFA sits down with James Parsons, Partner, Senior Portfolio Manager, and lead portfolio manager of the PAG Bank Synthetic Risk Sharing (SRT) Strategy, to delve into the nuances of SRT and its pivotal role in shaping the landscape of insurance investments. 🔍 We explore the evolution of regulatory capital requirements, the strategic significance of SRT in today's financial markets, and how these tools offer insurance investors sophisticated ways to manage risk while optimizing capital efficiency. 👂 Gain a better understanding of the complexities and potential opportunities within Synthetic Risk Transfer and what these strategies mean for the future of banking and insurance investments. https://lnkd.in/eUS8hcaN #finance #insurance #investment #syntheticrisktransfer #podcast #regulatorycapital

Did you know that as a real estate investor, you can also become your own bank? Eddie sat down with Tom Laune from Bulletproof Wealth Strategy, to chat about what exactly the Strategy is, how you can use life insurance for investment purposes, and what audience should consider using it. They discuss the asset protection value, what investment strategies that Tom has seen work well, and they even get into the details of Tom’s personal policies and how he uses them! For more information on the Bulletproof Wealth Strategy and Tom Laune, visit bulletproofwealth.info. https://lnkd.in/gHu6c7fM

Have a listen to our thought-provoking podcast series, All Eyes on FIs! So far, we have seen a vast variety of guests providing insightful takeaways from the Financial Institutions industry, covering topics such as the landmark Quincecare case, digital asset risk and beyond, geopolitics, AI and more. Five episodes are currently available: - Episode 1: The ongoing case of Quincecare and APP fraud - Episode 2: Digital Assets – An evolving insurance landscape - Episode 3: Navigating the FI insurance market – an interview with Inigo Insurance - Episode 4: Be ready, be resilient – the opportunities and threats of AI - Episode 5: Asset Managers: Highlighting the gaps between perceived and actual operational risks #ASmarterWayToRisk #FinancialInstitutions #WTWRisk #Podcast

An interesting insight into how asset managers' perception of risk overlaps with the reality of the operational risk losses they are experiencing.

There’s a puzzle in the financial advisory industry — people who are stretched financially tend to have higher insurance premiums. As a result, they feel the heavy burden of money. Listen to the full podcast to catch some strategies to help you avoid this and get a better handle on your wealth. Looking for more tips to save money and grow your wealth? Follow us. #FinancialPlanning #NortheastWealth #MelbourneFinacialAdvisor

In the dynamic world of insurance investments, understanding liquidity management is crucial. Our own Jeffrey Hobbs, Head of Insurance Portfolio Management recently joined Stewart Foley, CFA on the InsuranceAUM.com podcast 🎙 to break down the essentials of effective liquidity management: 1. Enterprise Liquidity Plan - Incorporate contingent sources to ensure robustness. 2. Active Core Fixed Income Management - Engage with a manager who adapts to market changes and excels in client service. 3. Capitalizing on Liquidity Premia - Identify opportunities in a shifting rate environment where others hesitate. 🎧 Listen to the full episode: https://lnkd.in/ejM7Yxnd #InsuranceInvestments #LiquidityManagement #FinancialServices #PortfolioManagement

The one-two punch of housing and auto insurance make up 45% of CPI. Once they both start to fall, watch out! The Financial Shepherd Podcast full episodes are available on YouTube and Spotify. https://lnkd.in/g_vCmGct #finance101 #personalfinance #financialplanning #financialplanner #financialliteracy #financialshepherd #elections2024 #invest #investor #investing #investing101 #investingforbeginners #investortips #investementplanning #investmentstrategy #investingtips #stockmarketinvesting #stockmarket #recession2024 #inflation2024 #assetallocation #temperament #studentloanforgiveness #bigdataenergy #forwardguidance #warrenbuffet #bearmarket #investorsentiment #stockmarketanalysis

From the lingering effects of COVID, to global staffing shortages, today’s banking industry faces a multitude of complex challenges. Watch and listen as Ian McDowell, Principal of the S.R. Snodgrass Audit and Assurance Group, discusses with HR Director Lenore Seifer, SHRM-SCP how our unrivaled banking expertise and consulting services have helped over 175 banks meet their most daunting challenges for more than 77 years. Check out the full podcast episode here: https://lnkd.in/gt7ESdFU #staffingissues #publicaccounting #bankingindustry

Channelling my inner Jeremy Paxman! Great to speak with Kate and Iona about Matching Adjustment reform. Listen to our latest podcast, in which insurance partner Kate McInerney talks to senior associate Marcus Gwyer and securitisation partner Iona Misheva about the matching adjustment reforms. The reforms, which came into effect on 30 June, are one of the most important changes to the regulatory landscape for insurers since the implementation of Solvency II, and will be of particular interest to firms which seek investment from insurers. Listen here: https://lnkd.in/gku4Nv73

Did you know that as a real estate investor, you can also become your own bank? Eddie Wilson sat down with Tom Laune ChFC, CLU, ChSNC, RICP from Bulletproof Wealth® Strategy, to chat about what exactly the Strategy is, how you can use life insurance for investment purposes, and what audience should consider using it. They discuss the asset protection value, what investment strategies that Tom has seen work well, and they even get into the details of Tom’s personal policies and how he uses them! For more information on the Bulletproof Wealth Strategy and Tom Laune, visit bulletproofwealth.info https://lnkd.in/gHu6c7fM