Finding Investment Opportunities (1 ICCIE)

Slides:

Advertisements

Similar presentations

INVESTMENT OPPORTUNITIES AND RISKS Mr. Edmund Go Director, Metrobank Former Treasurer, Citibank Former Treasurer, Metrobank Briefing on NGO Investments.

Advertisements

INTERNATIONAL FINANCIAL MANAGEMENT EUN / RESNICK Second Edition 16 Chapter Sixteen International Capital Structure and the Cost of Capital Chapter Objective:

1 Amsterdam 7 November, 2013 The importance of different perspectives and implicit assumptions in models Frans de Weert.

© The McGraw-Hill Companies, Inc., 2002 McGraw-Hill/Irwin Decision Making is pushed down. Delegation of Decision Making (Decentralization) Decentralization.

17 International Capital Structure and the Cost of Capital

1 Investment Banking - Equity Bank of America (Merrill Lynch, Country Wide) Goldman Sachs (Bank Holding) JP Morgan Chase (Bear Stearns and Wa.Mutual) Morgan.

Cumulative real growth ⌃ household financial asset wealth [astounding data across 5 regimes] Source | Strategic Economic Decisions, Inc. 1.

1 David Fuller, David Brown, Iain Little Q22015 ”MARKETS NOW” 15 th JUNE How is «Trusts In Focus» Doing? 2.How Do Investors Play Bonds In a Rising.

Think Break #8 You operate a farm with market value of $700,000 in land, buildings, machinery, etc. Your debt is $300,000 with an annual interest payment.

Chapter Nine Hedge Funds and Private Equity. Hedge Fund A hedge fund is an actively managed investment fund that seeks an attractive absolute return,

US Renewable Energy Markets: Financial Perspective By Michael D. Ware Advance Capital Markets, Inc. Washington Council of Governments Washington, DC June.

Title Slide JUN 8 – 10, Intercompany Loans: Why or Why Not?

2007 International Conference Washington, D.C. ~ November 7-9, 2007 Deal or Bad Deal? M & A Q & A.

Fund Objective Fund Objective Fund Guidelines Fund Guidelines Fund Bandwidths Fund Bandwidths Asset Allocation Rationale Asset Allocation Rationale Current.

OFFSHORE MARKET OF ¥ UAN ¥ UAN IS ON THE WAY TO INTERNATIONALIZATION Presented By: Qian Gao Zahra Rezapour Lulu Dong.

Title Slide JUN 8 – 10, GROUP CAPTIVES.

© 2004 by Nelson, a division of Thomson Canada Limited Chapter 1: The Role and Objective of Financial Management Contemporary Financial Management.

Drake University – A Roundtable Discussion Longevity and Pensions March 26, 2012.

1 Contemporary Corporate Finance, 11th Edition ©2009 South-Western/Cengage By McGuigan, Kretlow, and Moyer Prepared by Rand Martin Bloomsburg University.

Maximizing Captive Value Through Teamwork. Speakers: Irena Kaler, Executive Director/CAO, RWJ Health Network Insurance Services Ken Rand, Managing Director,

Copyright © 2002 Pearson Education, Inc. Slide 6-1 If we look at finance in terms of buying and selling claims, The Bond Is the Good Buyer: Lender who.

Pension Funded Status – A Wild Ride

Title Slide JUN 8 – 10, Getting Employee Benefits and Pension Programs into your Captive.

Module 29 The Market for Loanable Funds KRUGMAN'S

INTERNATIONAL FINANCIAL MANAGEMENT EUN / RESNICK Fifth Edition Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

Title Slide JUN 8 – 10, How Captives Are Supposed To Work.

Parochial Employees’ Retirement System 2014 Administrative Training.

Financial ManagementFinancial Markets & InstitutionsInvestments Financial management is the study and practice.

©2014 OnCourse Learning. All Rights Reserved. CHAPTER 7 Chapter 7 Real Estate as an Investment: Some Background Information SLIDE 1.

 Performance of the stock sector of finance  My recommendation of one stock: Citigroup inc. (NYSE: C)

Meet the Management AIB Investor Day London, 8 th November 2006 John O’Donnell Group Financial Director.

1 How to avoid another serious financial crisis: Harnessing the benefits of financial integration Manfred Schepers, Vice President Finance, EBRD.

Wealth Creation For All INSERT PRESENTER INFORMATION HERE (Name, Title, Firm)

NA (Acct’ & Finance Career) ACCOUNTING AND FINANCE CAREER OPPORTUNITIES Presented By: ARROW ELECTRONICS, INC.

Captive Accounting Issues 24 th June 2009, Wednesday.

Funding Growth Audrey Metayer – Commercial Manager, HSBC Charlotte England – International Relationship Director, HSBC.

Personal Financing ISE Senior Design Class. First thing first! (before you invest)  Credit card debt is under control  Emergency fund (3 ~ 6 months.

©LightCastle Partners 2014 Unleash the Power of Big Data Pg 1.

Private Equity Update An overview of the latest trends using Preqin’s most up-to-date data Christopher Elvin, Head of Private Equity Products, Preqin.

Jason Levy Intern, Smith Barney, Citigroup Global Markets, Inc.

Update on Real Estate Capital Markets-- Where is the Equity Investment Market Today? CREW Network: Investing in Your Professional Development Presenter.

Chapter 2 Fundamentals of Corporate Finance Fifth Edition Slides by Matthew Will McGraw-Hill/Irwin Copyright © 2007 by The McGraw-Hill Companies, Inc.

Global Financial Regulatory Framework Regulating International Capital Market Masters in Accountancy (MACC508)

Wild Dunes Resort, Charleston, SC October 1, 2014.

Endowment Trustees Report (Long-Term Investment/Endowment Fund) Rod Hersberger – Senior Trustee Saturday – January 9, ALA CD #16_1816_inf.

Types of Mutual Funds. There are Five Main Classes of Mutual Funds: money market funds income funds Equity funds balanced funds index funds.

Investments, 8 th edition Bodie, Kane and Marcus Slides by Susan Hine McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights.

IASA CIO Roundtable 30 Years in the Insurance Industry William C. Stone, Founder & CEO SS&C Technologies.

Professional Services Supporting Indiana TDL 21st Century Logistics Symposium September 16 th, 2003 Indianapolis, IN.

Infrastructure Investment Saving Grace for Insurers?

Finding the Revenue Stream to Make P3s Work

Conservative Moderate Aggressive

Topic 5: Financial Instruments Session 5A Course Director:

RETHINKING INVESTMENTS

Global Shadow Banking Market

Risk Disclosures. Resource Real Estate Diversified Income Fund Access to Truly Diversified Real Estate Opportunities.

Pipelines on the Horizon

Dan Bradbury – Senior Trustee Sunday – January 9, 2011

Institutional investors Liabilities and Emerging Markets

Concept Title Submitter Name, Organization Proposed Approach

Carleton University Retirement Plan Update Carleton University Retirees Association February 2, 2018 Betsy Springer Director, Pension Fund Management.

Managers and Organizations

Willows Investments is an impact investment vehicle supporting

Risk Aversion and Capital Allocation to Risky Assets

IAPP/TRUSTe Symposium Privacy, Security and Regulatory Compliance

Of Financial Management Traditional View Modern View Objective of Financial Management Scope of Financial Management Relationship of Finance with other.

EMPEA’s Long Term Strategy & What it Means for Members:

Marketing State Coverage Programs

INTRODUCTION PART – 4 CHAPTER 1.

Investment Captive Strategies

Presentation transcript:

Finding Investment Opportunities (1 ICCIE) JUN 8 – 10, 2015 Finding Investment Opportunities (1 ICCIE) Title Slide www.bermudacaptive.bm

Finding Investment Opportunities (1 ICCIE) Jerry Samet, Senior Vice President, HSBC Global Asset Management (USA) Inc. William Dalziel, Partner, London and Capital Robert Goodman, Managing Director, Goldman Sachs David Gibbons, Managing Director, Captive Insurance PwC

Finding Investment Opportunities (1 ICCIE) What are insurers’ primary macroeconomic concerns today?

Finding Investment Opportunities (1 ICCIE) Do you see deflation as a growing concern for insurers? What about inflation?

Finding Investment Opportunities (1 ICCIE) How have insurers dealt with the persistent low rate environment?

Finding Investment Opportunities (1 ICCIE) Which asset classes do insurers expect to generate the highest returns this year (e.g. emerging market debt, funds)?

Finding Investment Opportunities (1 ICCIE) What asset allocation trends have you observed among insurers? (specifically single parent captives and group/association captives)

Finding Investment Opportunities (1 ICCIE) What challenges do insurers face when making asset allocation decisions?

Finding Investment Opportunities (1 ICCIE) How do regulatory capital concerns influence insurers’ asset allocation decisions?

Finding Investment Opportunities (1 ICCIE) To which asset classes are insurers looking to outsource investments?

Finding Investment Opportunities (1 ICCIE) Is over-capitalization a concern for insurers, and if so what have been the effects?

Finding Investment Opportunities (1 ICCIE) Questions?