Regulatory Compliance Association Reviews

Insurance Linked Securities: Understanding the Structuring and Complexities of These Products™

Practice Edge 02

Date: November 19, 2015
General Session: 12 Noon to 1:30 PM EST
Location: Webcast (Free)

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The course covers the evolution of Insurance Linked Securities up to today’s most popular products and structures and the legal, accounting and tax considerations of these. It is relevant for new entrants into the ILS space and institutional investors looking to learn more about market, the common structures and their implications. There will be specific walkthroughs of the structures used and the rationale for these structures based on market needs and overall strategies in addressing these needs (including Cat, Life, pensions, P&C, Run off). There will be specific emphasis on the operational considerations that one needs to understand before setting up the various structures (Collateralized Re, service providers, other). Tax and accounting specialist will also discuss the various considerations and nuances that are inherent in the market and the issues to anticipate.

Students will master the following at the conclusion of this session:

  • The rationale for the development of the ILS market and the market needs that gave rise to this
  • Identify typical structures used in the ILS market
  • Recognize types of business seen in ILS products
  • Apply the tax and accounting considerations for the various products
  • Discover organizational structures and providers required to make these various structures work effectively.

Session Chairman:

Walter Zebrowski, JD, CPA, Principal, Hedgemony Partners
Chairman, Regulatory Compliance Association

Senior Fellow from Practice:

Scott Watson-Brown, Partner, PwC Bermuda

Guest Lecturers:

Brad Adderley, Partner, Appleby
David Gibbons, Managing Director, PwC Bermuda
Dr.Michael Hamer, Partner,Senior Analyst, Albourne Partners
Richard Irvine, CPA, Partner, PwC Bermuda
Richard Lowther, CA, COO, Hiscox Re  Insurance Linked Securities

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