Fund Risk Bets: KKR, American Financial Group Paid Members Public
Both KKR and AFG are cited by managers and making the right moves in the insurance industry in Q1.
How To Make It Really Rain After a Wildfire Paid Members Public
Hedge funds cash in wildfire bet.
There is Not Much Loeb’s Third Point Likes About the Reinsurance Market Anymore Paid Members Public
The promise of hedge fund backed reinsurance companies is facing the reality of abysmal market conditions, as Daniel Loeb’s Third Point fund is discovering. A problematic Florida homeowners market, a bad workers compensation contract and pricing problems in other lines is causing its reinsurance business to become “opportunistic” in
Beyond Bermuda, Loeb Stands Ground on US Reinsurance Push Despite Defections Paid Members Public
Hedge fund leader Dan Loeb is sticking by his firm’s plans to expand its U.S. book of the reinsurance business with a domestic operation despite two recent underwriting defections and a relatively slow start. Loeb argued that Third Point Re’s deep bench of marketing and underwriting talent