Insights

Perspectives on Risk, Capital, and the Space Between.

Two decades of published thinking on specialty insurance, life settlements, tax risk, and the financial engineering that turns uninsurable exposures into transferable ones.

Selected Publications & Press

Twenty years on the record.

Life Settlements & Longevity

  • An Exploration of Mortality Risk MitigationJournal of Structured Finance
  • Risk Mitigation for Life Settlementsin Life Markets, Wiley
  • Market for Longevity Risk Insurance ExpandingThe Life Settlement Report
  • Life Expectancy Extension Coverage Making a ComebackThe Life Settlement Report

Tax Risk & Insurance

  • Does the IRS's New Ruling Policy on Spin-Offs Enhance the Desirability of Tax Insurance?The Tax Executive
  • Creative Insurance for Creative Tax PlansTrusts & Estates
  • Getting Insurance for Your Tax BillThe Wall Street Journal
  • Tax Insurance for DirectorsCorporate Board Member

Specialty Insurance & Structure

  • Life, Death and StructureRisk Magazine
  • Insurer Covers Corporate Financial RisksDow Jones Newswires
  • In Student Loans, Death Need Not Equal DefaultGreentree Gazette
  • Self Insure: There May Be a Better OptionFinancial Executive

In the Press

  • Insurers Offer New Policies For the WealthyThe Wall Street Journal
  • Leaving a Fortune Without Splitting HeirsSuccess Magazine
  • The Game of LifeWorth Magazine
  • A Shield for SheltersWorth Magazine

Selected from more than forty published articles and press features. Full-text copies of archival articles are being restored and will be linked as they become available.