Yuval Rooz’s Post

Unlock the secrets of digital asset management with insights from Zinnia partner Digital Asset's CEO Yuval Rooz in this exclusive Q&A. Discover how leading-edge strategies can revolutionize your approach to handling digital assets. Dive deep into the discussion here: https://hubs.la/Q02FdS3M0

Interesting interview to everybody in the insurance and asset management industry.

Aegon Asset Management’s Karissa Anderson, Head of CML Production, and Sarah Swartzendruber, Managing Director, US Real Estate Asset Management, join host Stewart Foley, CFA with InsuranceAUM.com, to share their valuable insights on why in the CML world, time-tested experience, deep knowledge of all aspects of the deal, and in-house servicing are critical for insurers.   Listen here: https://lnkd.in/dcYKzdvT #commercialmortgageloans #mortgageloanservicing #insuranceassetmanagement

September is Life Insurance Awareness Month. If it’s been a year or more since you last reviewed your life insurance coverage, now is a great time to ensure it still meets your needs. I can help you evaluate your current coverage and explore any necessary adjustments to ensure your loved ones are well-protected. https://bit.ly/3LHZgx0

The first two asset-backed securities (ABS), with a total issuance amount of more than CNY2bn ($277 m) and managed by insurance asset management companies, have made their debut on the Shanghai Stock Exchange. China Life Asset Management Company and Taikang Asset Management take the lead in this new operation. On 13 October 2023, five insurance asset management companies, China Life Asset Management, Taikang Asset Management, CPIC Asset Management, PICC Asset Management, and Ping An Asset Management, became the first batch of insurance asset managers approved by the Shanghai Stock Exchange and Shenzhen Stock Exchange to pilot ABS and REIT (real estate investment trust funds) businesses. Prior to this, the asset managers of China's onshore ABS were securities companies or their asset management subsidiaries, with insurance asset managers participating only in an investor role. A total of CNY1,848 billion ($ 260 billion) of ABS were launched in 2023, down 7% year-on-year. The scale of China's existing ABS at the end of 2023 amounted to CNY 4.35 trillion ($0.61 trillion), down 17% year-on-year. The participation of insurer-owned asset management companies in ABS business opens up financing channels and widens the investment scope for insurance funds.#China #ABS #insurancecompanies #assetmanagement

In this H1 2024 Asset Management Market Update, we provide insights on the current state of the insurance market for asset managers and the funds they manage. We also offer our thoughts on what to expect throughout 2024. Read it now: https://ow.ly/hkUU50RtnqW #Insurance #AssetManagers #InsuranceMarketUpdate

A secure future for digital assets involves comprehensive coverage, including insurance. How do you see insurance shaping the future of digital asset management? Let's envision it together. #DigitalAssetInsurance #Web3 #Tokenisation

I have always been interested in the insurance company business model, but seeing the activity in private markets is truly remarkable. #insurancecompanies continue to transact and increase exposure to private markets and alternative assets as Aflac (yes, the company with the Duck mascot) acquires a stake in San Francisco-based lower middle-market direct lender Tree Line Capital Partners. The structure of the deal provides Aflac with a 40% interest in the company upon closing. In addition, Aflac is making a multiyear commitment to allocate a portion of its annual investable cashflow to Tree Line Capital Partners as a limited partner in the funds. Yes, this is a GP stakes investment. Were there GP stakes fund managers also evaluating this investment opportunity? Or was it a bilateral discussion given the attractive capital that insurance companies can provide fund managers? Tree Line Capital Partners was founded in 2014 by Managing Partners Tom Quimby and Jon Schroeder with initial backing by funds managed by Stone Point Capital. The firm currently manages $2.7 billion in assets and specializes in direct lending to the lower middle market. Tree Line Capital Partners has committed $5.0 billion in over 360 #investments since inception. Tree Line Capital Partners will retain investment and operational autonomy with their 2 founders continuing to manage the business and serving on its board of directors. Aflac is a major insurance company name in #japan where Aflac Life Insurance Japan is the leading provider of cancer and medical insurance in terms of policies in force. In the U.S., Aflac is the No. 1 provider of supplemental health insurance products. Look for more insurance company acquisitions, minority investments and partnerships in private credit fund managers as a funnel to deploy stable, yielding capital to private markets companies and fund managers. I have had conversations with several insurance companies aiming to transact in 2024, ranging from Japan and #Korea, to the US, UK and Germany. #alternativeassets #privatemarkets #privatecredit #lending #fundmanagers #aflac #insurance #limitedpartners #institutionalinvestors #capitalmarkets #yield #credit #gpstakes

It was a great pleasure joining an engaging panel at #IAISGlobalSeminar2024 on how insurers are adapting to a changing interest rate environment and its impact on insurer’s asset allocation. In this context, a good risk management is of particular importance. Supervisors are assessing how insurers are managing liquidity risks and the specific risks and challenges associated with investments in private markets.