Presentations / Articles
Presentations
Cohen Strategic Consulting
Life Insurance Council, April 24, 2020, Webinar - “Understanding, Assessing and Managing to Risk Tolerance”
RIMS, January 10, 2019, Webinar - “Using Risk Management to Solve an Enterprise’s Tariff-Caused Difficulties”
Strategic Asset Alliance Insurance Investment Forum, Rating Agency Panel, March 21, 2018, “Rating Agency Views on Insurer Investments and ERM”
Life Insurance Council, May 18, 2017, “Best Practices in Structuring an ERM Program” (PowerPoint, 166K)
Life Insurance Council, September 22, 2016, Pragmatic Risk Management, September 2016 (PowerPoint, 294K)
Demotech/WaterStreet Insurance Summit, May 11, 2016, “How To Enhance Your Company’s Ratings”
Federal Home Loan Bank System Sales and Marketing Meeting, February 23, 2016 -Insurance Company Analysis and Marketing
SNL Insurance M&A Symposium, October 15, 2014 - Rating Agency Views on Mergers and Acquisitions
IASA Annual Meeting, June 9, 2014 - Rating Agency Views on Insurer Investment Strategies
Federal Home Loan Bank Senior Executive Symposium, February 29, 2012 — Insurance Industry Trends and Rating Issues
Federal Home Loan Banks' Training Sessions, 2010 — current — Analyzing Insurance Companies (Des Moines, Indianapolis, Seattle, Pittsburgh, Atlanta, Topeka, Cincinnati)
LIMRA's Life Insurance Council, September 15, 2010 — Webinar Risk Management for Small to Mid-sized Companies (PowerPoint, 198K)
'Optimizing Insurance Ratings', a proprietary seminar developed and presented in industry forums and as a tailored program for insurers, 2010 - present
Interactive Solutions' Annual Risk Management Conference - Risk Management for Insurance Companies, September 16, 2009: 'Risk Management for Insurance Companies, September 16, 2009: 'Risk Management for Insurers: Lessons Learned From The Crisis' (PowerPoint, 660K)
A. M. Best Company
Tillinghast - Towers Perrin Conference - Mergers and Acquisitions: Navigating the M&A Maze, December 15, 2004: 'What is the Key to a Winning Bid?'
ACLI Seminar for Investment Managers, October 26, 2004: 'Key Issues for Life Insurers from the Perspectives of Rating Agencies'
A.M. Best Insurance Information and Technology Conference - E-Fusion, October 19, 2004: 'Technology and the Rating Agency Perspective'
LOMA 2004 Financial Inforum, May 4, 2004; 'Rating Agency Panel'
A.M. Best's Review/Preview Conference, February 6, 2004: 'Risk Management Panel'
A.M. Best's Review/Preview Conference, February 6, 2004: 'Life Insurance and Retirement Savings Keynote Presentation - Review/Preview'
Ohio National Board Meeting, November 14, 2003: 'Overview of Life Insurance Industry and Rating Issues'
ACLI Seminar for Investment Managers, October 29, 2003: 'The Challenges of Functioning in a Volatile Environment'
LIMRA International 2003 Annual Meeting, October 27, 2003: 'A Financial Rating Perspective'
NAVA 2003 Annual Meeting, October 21, 2003: 'How Rating Agencies Are Viewing Variable Annuity Issuers'
IASA, NY Chapter, May 20, 2003: 'Life and Property/Casualty Insurance Industry Issues"
LOMA 2003 Financial Inforum, May 6, 2003; 'Rating Agency Panel'
A.M. Best's Review/Preview Conference, February 8, 2003: 'Retirement Savings Workshop'
A.M. Best's Review/Preview Conference, February 7, 2003: 'Life/Health Keynote Presentation - Review/Preview'
New York Society of Security Analysts, January 28, 2003: 'Life Insurance Rating Issues'
LOMA 2002 Financial Inforum, May 6, 2002: 'Rating Agency/Equity Analyst Panel'
New Jersey Department of Banking and Insurance, April 11, 2002: 'Roundtable Discussion on Rating Philosophy"
Tillinghast - Towers Perrin Conference, Building Success Through Mergers, Acquisitions and Alliances, March 26, 2002: 'M&A Strategy'
A.M. Best's Review/Preview Conference, February 9, 2002: 'Rating Criteria Workshop'
A.M. Best's Review/Preview Conference, February 8, 2002: 'Life/Health Keynote Presentation - Review/Preview'
Philadelphia Actuaries Club, November 13, 2001: 'Life/Pension/Health Rating Factors'
LOMA 2001 Financial Inforum, May 8, 2001: 'Rating Agency/Equity Analyst Panel'
ACLI Forum 500 Spring Meeting, May 7, 2001: 'Rating Agency Panel - Perspectives on Smaller Companies'
A.M. Best's Review/Preview Conference, February 10, 2001: Workshop - 'Distribution'
A.M. Best's Review/Preview Conference, February 10, 2001: Workshop - 'Value Creation as it Relates to Capital'
A.M. Best Insurance Information and Technology Conference - E-Fusion: Where Insurance and Technology Converge, October 3, 2000: "The Internet in its Adolescence'
Conference: Asset Retention - Retain or Refrain, September 21, 2000: "Panel Synchronizing Asset Retention Efforts with Industry Ratings"
A.M. Best's Review/Preview Conference, February I l, 2000: 'Life/Health Ratings Workshop'
Eleventh Annual KPMG Insurance Industry Conference, November 18, 1999: "Insurance on the Net: Succeeding in the Brave New Internet World"
A.M. Best's Insurance Information and Technology Conference — Continuing the E-volution, October 18, 1999: "Insurance Without a Net — Can Life Insurers Succeed on the Internet's Sideline?"
Goldman Sachs Chief Investment Officer Roundtable, April 21, 1999: "Analyzing the Context of Investment Management Decisions and the Impact on Ratings'
Conference: Financing, Growth and Competitive Strategies for Mutual Insurance Companies, March 17, 1999: "The Evolution of the Financial Services Industry: How Mutual Insurers Can Adapt and Thrive in This Competitive Environment"
A.M. Best's Review/Preview Conference, February 12, 1999: "Winning the Hearts and Minds of Customers: Managing Distribution Effectively for Profitable Growth"
Conference: Optimizing Distribution, Sales Effectiveness and Customer Relationships, November 19, 1998: "The Growth Imperative and Building Effective Distribution — A Rating Agency's Perspective'
ACLI Annual Meeting, November 15, 1998: "Corporate Organizational Structure — What Is Best For Your Company?"
Conference: Middle Market Mergers and Acquisitions in the Insurance Industry, June 7, 1998: "A Rating Agency's Perspective: Mergers and Acquisitions of Mid-sized Life Insurers
Additional Articles
To view additional presentations and articles developed by Michael A. Cohen, click below:
