Presentations / Articles


Cohen Strategic Consulting

“Understanding, Assessing and Managing Risk Tolerance”, CeFPro Magazine, Issue 16, July – September, 2020

Pragmatic Enterprise Risk Management for Insurers (PDF, 1.6MB), The Demotech Difference, Fall, 2015

“Setting Risk Impact Thresholds Tips ERM Scale Toward Survival,” National Underwriter’s Property and Casualty edition, April 26, 2010 (Link)

"Why the Valuation of RMBS Holdings Needed Changing," Insurance, Risk and Capital Magazine, January 12, 2010 (Download PDF, 60K)

"Enterprise Risk Management and its Role in Implementing a Winning Acquisition Strategy," December, 2009 (Download PDF, 61K)

"The State of Publicly Traded Life Insurance Companies – 2009 Update," September, 2009 (Download PDF, 89K)

"Dislocations," June, 2009 (Download PDF, 111K)

A. M. Best Company

A.M. Best Special Report, June, 2004: "Risk Management for Life Insurance and Annuity Companies"

A.M. Best Special Report, February, 2004: "Understanding BCAR - A.M. Best's Capital Adequacy Ratio for Life/Health Insurers, and its Implications for Ratings"

Review/Preview, Life/Health edition, January, 2004: "Rays of Sunshine After The Perfect Storm?"

Review/Preview, Life/Health edition, January, 2003: "Hard Financial Times Contribute to Life Insurance Industry's Poor Financial Performance"

A.M. Best Special Report, September, 2002: "Demutualizations: The State of Conversions in 2002"

Best Viewpoint, Life/Health Special Report, January 17, 2000: "Corporate Transformations"

BestWeek, Life/Health supplement, July 19, 1999: "Tracking the Top 200 Life/Health Groups: Globalization Transforms the Industry"

A.M. Best Special Report, February, 1999: "Mergers & Acquisitions - The Myth and the Reality"; this report also appeared in the February, 1999 Life/Health edition of Best's Review

Review/Preview, Life/Health edition, January, 1999: "Handicapping the Savings Race"

BestWeek, Life/Health supplement, November 9, 1998: "Life Premiums Rose 16.1% in 1997"

BestWeek Special Report, June 22, 1998: "End of a Life Insurance Mainstay? The Conversion of Mutual Companies"; this report also appeared in the August, 1998 Life/Health edition of Best's Review

BestWeek, Life/Health edition, May 1 1, 1998: "Life/Health Insurers Enjoyed Strong 1997"

Review/Preview, Life/Health edition, January, 1998: "Strong Results, Uncertain Outcomes"

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