CFE Center for Financial Education SNL Center for Financial Education
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"Great tools to use -- not just theory"
Vice President,
Allied World Insurance
"Great insight on the value drivers in this sector."
Vice President,
Chartis Insurance
"I learned a great deal, including practical skills I can apply on the job."
Analyst,
Diamond Hill Capital Management

Primary Instructor - Life

Jukka Lipponen, CFA

As President of Independent Insurance Analysts, Jukka has 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.

Guest Instructor - Life

Stuart Silverman, FSA, MAA, CERA

Stuart is a principal and consulting actuary in the New York office of Milliman where he advises insurance companies, banks, hedge funds, and financial guarantors on capital market securitizations and private structured transactions relating to reserve redundancies, embedded values, and longevity risk.

Stuart also has experience in reinsurance, demutualizations, asset liability management, mergers and acquisitions, market-conduct lawsuit settlements, product development, reserve valuation, and dividend determination.

He is a Fellow with the Society of Actuaries and a Member of the American Academy of Actuaries. He received his BS in Computer Science from Binghamton University.


Primary Instructor - P&C

William Wilt, CFA

William Wilt is the president of Assured Research, LLC. Assured is a research and advisory firm with experience researching and analyzing business and product development initiatives, insurance companies, as well as financial, operational and investing trends in the property/casualty insurance industry.

Mr. Wilt's nearly 25-year career in insurance encompasses a range of professional roles. Bill began his career as an actuary at a major reinsurance company and continued in the actuarial profession at a Big Four accounting firm. Bill spent five years as a senior analyst at Moody's Investors Service, followed by seven years at Morgan Stanley, where he was the lead equity analyst following over 20 (re)insurance stocks. Prior to forming Assured Research, Bill worked in corporate development at two insurance companies where he oversaw M&A, risk management and business development, as well as rating agency relations.

Bill is a Fellow of the Casualty Actuarial Society and a Chartered Financial Analyst with degrees from Franklin and Marshall College and New York University's Stern School of Business.

 

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E info@snlcenter.com

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