The FENG Insurance S.I.G.

Next Meeting

When:

02/11/2020 – 4:30 PM to 6:30 PM (Reserve a spot at this event)

Where:

Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
New York, NY 10017
FENG will meet on the 3rd floor café

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 4:50 pm EST

Dial-in number:
United States Toll (605) 313-6317
Access code: 396320
Please mute your phones *6.



Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:00 pm EST
Phone number: 515-739-1034
Access code: 588787#
Please mute your phones *6

Agenda:

Joel Salomon and Sean Ryan from FactSet Research Systems, Inc.

Joel and Sean will give an overview of FactSet.

Sean will speak about the new banking data that has been integrated into the workstation along with some of the projects he is currently working on to make the user experience easier
Joel will speak about the new statutory data integrated into the workstation along with some of the projects he is working on for integrating global and Solvency II data as well. These projects will allow insurance analyst, portfolio managers, and insurance investment bankers to use FactSet to analyze investments, reserves and profitability by line of business.

Joel Salomon is the Principal Content Manager for Insurance at FactSet. In this role, he is responsible for integrating U.S. statutory and international regulatory data into the system. He joined FactSet in 2019 and prior to that, he worked as an actuary at New York Life Insurance Company, a credit analyst at Moody’s Investors Service, a credit risk manager at Swiss Re, managed a long/short equity and credit portfolio for Citi, and was a prosperity coach. In 2012, Mr. Salomon launched his hedge fund, SaLaurMor, and in 2019, published The 9 Money Rules Millionaires Use: Only The Unconventional Ones, which was a bestseller in both self-help and personal finance. Mr. Salomon is a CFA charterholder since 1995, a Fellow of the Society of Actuaries, and earned a Bachelor of Arts in Mathematics and Statistics, graduating magna cum laude from the University of Rochester.


Sean Ryan is a Content Manager at FactSet Research Systems. He previously spent two decades as an equity analyst covering the financial sector on both the sell side and buy side. Sean graduated from Cornell University and is a CFA charterholder.






Great opportunity to connect with FENG Members in other industries.

Welcome & Introduction of Chairs from: Banking - Insurance

- 90 Second Elevator Pitches

- Various SIGs break out to a separate group in the meeting room.
- Open discussion on possible assistance provided from other S.I.G. members.
- Hot topics in the Media/Banking


ALUMNI VERY WELCOMED AND ENCOURAGED TO ATTEND.

Please bring a name badge, your resume, business cards and be prepared with your elevator speech to the meeting.

Directions

757 Third Avenue is between 47th and 48th Streets, in the area of Grand Central Terminal

FENG will meet on the 3rd floor café

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 4:50 pm EST

Dial-in number:
United States Toll (605) 313-6317
Access code: 396320
Please mute your phones *6.



About the Insurance S.I.G.

Insurance Special Interest Group

It is the mission of the FENG Insurance SIG to promote an open and inclusive dialogue within the Insurance profession on best practices for both the leadership and technical areas. It is the purpose of the Insurance SIG to promote an open and inclusive dialogue providing a venue to network with other industry professionals and continue learning about current and innovative trends in this industry.

Members of our group include current and in-transition CEOs, CFOs, CAOs, Tax leaders, Treasurers, FP&A leaders, Controllers, Strategic Finance leaders, Actuarial leaders, etc. We endeavor to grow our membership across all types of insurance companies -- Life, P&C, Health, consumer and/or commercial risks, InsurTech.

Our meetings are held in conjunction with the Banking SIG and take place in New York City on the 3rd Tuesday of every month. Typically, we invite expert guest speakers on relevant topics, and we encourage our members to participate in robust Q&A and a friendly exchange of viewpoints.

Meeting information is as follows:
Grant Thornton Building
757 Third Avenue (between 47th and 48th Streets) -
9th Floor
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:15 pm EST

Dial-in number: (605) 313-6317
Access code:396320
Please mute your phones *6.

Please remember to bring:
• Business cards
• Name tag

S.I.G. Leadership

Andrew Edelsberg
aedelsberg@kbra.com
(646) 731-2371
Andrew was hired by in November 2015 to head the insurance ratings team at Kroll Bond Rating Agency (KBRA). The team issued its first insurance financial strength rating (IFSR) in October 2016 and currently has IFSRs published on over 60 insurance companies. KBRA is the world’s largest post-financial crisis rating agency with offices in New York, Pennsylvania, Maryland and Dublin, Ireland. KBRA won the 2019 Rating Agency of the Year Award from Reactions Magazine.

Before coming to KBRA, Andrew worked for A.M. Best for over 15 years in the Life/Health Ratings Division. At A.M. Best, he managed several analytical teams that provided rating coverage for diverse groups of domestic life/health insurers. Additionally, Andrew authored and oversaw the writing of research articulating A.M. Best’s credit opinion of life/health insurers as well as the rating agency’s position on industry issues. He often advised his peers on technical issues related to debt securities, rating tools and the rating process. For several years, Andrew was a standing member and co-chair of the Life/Health rating committee.

Future Meetings

03/10/2020
04:30 PM to 06:30 PM
Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
New York, NY 10017
FENG will meet on the 3rd floor café

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 4:50 pm EST

Dial-in number:
United States Toll (605) 313-6317
Access code: 396320
Please mute your phones *6.



Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:00 pm EST
Phone number: 515-739-1034
Access code: 588787#
Please mute your phones *6


For Meeting Information, Please Contact:
Andrew Edelsberg
aedelsberg@kbra.com
(646) 731-2371

OUR SPONSORS:

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