Recorded November 30, 2011
90 minutes

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Overview

Not surprisingly, creditworthiness remains at the forefront of the insurance industry. Join us as we take a high level overview of insurance company credit analysis. Learn about the factors that influence credit analysis, the perspectives of investors, creditors, and regulators – as well as the role of the rating agencies. There will also be an introduction to insurance company financial statements and a look at the insurance industry business profile.

Agenda

• Overview of Insurance Company Credit Analysis
     – Insurance industry business profile
     – Accounting regimes for insurance companies
     – Insurance Company Financial Statements
     – Make-up of an insurance company
     – Regulation of insurance companies
     – Role of the rating agencies
     – Perspectives and positions of different constituencies
        (investors, creditors, policyholders, regulators, etc.)
     – Causes of insurance company failures
     – Financial analysis
  

Learning Objectives

Instructor

Jukka Lipponen, CFA
President, Independent Insurance Analysts LLC

Jukka Lipponen, of Independent Insurance Analysts, is an analyst, investment banker and executive with more than 20 years of experience in insurance and financial services. He currently provides independent investment analysis and credit research on life and P&C companies to institutional investors, as well as buyers and distributors of insurance company products.

Mr. Lipponen's prior positions include Senior Vice President at Keefe, Bruyette & Woods and President and Managing Director at The Townsend & Schupp Company. He is a CFA charter holder and holds a BBA and MBA from Florida Atlantic University.

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