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CERA-kickoff

 

Investing

 

2013

Value Investing and Enterprise Risk Management: Two Sides of the Same Coin

This white paper addresses the similarities between the building blocks of enterprise risk management as discussed in a 2009 IAA paper and value investing, with quotes and examples taken from published descriptions from famous investors like Warren Buffett, Howard Marks, Phil Fisher and Charlie Munger.  Max uses books he has read to compare the concepts and finds the skill sets comparable. 

 

 

2011

U.S. Insurance Company Investment Strategies in an Economic Downturn

Max completed this sponsored research project with the help of Cardinal Investment Advisors   It provides analysis about advantages that US-based insurers had during the financial crisis and how they performed with their general account portfolios.

The Evolution of Insurance Companies' Investment Strategy

Max presented an update of his Insurer Investment Practices during the Crisis research at the Investment Symposium in April 2011. 

Financial Reform

Max discussed financial reform, systemic risk and his financial essay Perfect Sunrise at the Investment Symposium in April 2011. 

Insurer Investment Practices

Max presented an update of his Insurer Investment Practices during the Crisis research at the ERM Symposium in March 2011.  The audio for the session can be found here http://www.ermsymposium.org/2011/audio2011/InsuranceInvestment-Rudolph-Tourville.MP3

 

2008

 ERM Global Best Practices in ERM for Insurers and Reinsurers

Max presented ERM from an investor's perspective on this international webcast.  Jan 16, 2008

 

2005

Max gave a talk on personal investing in 2005 at the ERM Symposium. With the topic “Do Risk Professionals Have What It Takes to Manage Assets?”, he discussed common misperceptions about investing and presented a framework that anyone can follow if they think through the issues and exert a little discipline.

(The complete presentation is 90 minutes long using the MP3 link.)

 

"Do Risk Managers Have What it Takes to Manage Assets?"  (PDF Version)

 

"Do Risk Managers Have What it Takes to Manage Assets?"   (MP3 Version)

 

 

 

     
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Omaha, Nebraska, USA
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