Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
OCT 31, 202481 MIN
Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
OCT 31, 202481 MIN
Description
<p>In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into the firm's unique approach to investing across the insurance and credit markets. Obra Capital is a $4 billion asset manager with a specialized focus on opportunities at the intersection of insurance and credit. Peter shares insights into the diverse opportunities in this space, which spans longevity investing, reinsurance, structured credit, asset based financing, and more. Peter & Jeff discuss how origination capabilities, structuring expertise, and risk management focus are key to creating value for investors getting into these differentiated markets. During the chat, we also cover the evolving dynamics in the insurance industry, particularly in hurricane ravaged regions like Florida, and the role these kinds of strategies can play in investor portfolios as sources of uncorrelated income and diversification. Time to reinsure your market knowledge – SEND IT!</p>
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Chapters:</p>
<p>00:00-02:17= Intro</p>
<p>02:18-16:21= A diverse credit platform: from structured
products to specialized lending</p>
<p>16:22-33:28= Leveraging expertise across insurance – taking the stress off </p>
<p>33:29-49:43= Obra’s One-stop-shop and layers upon layers</p>
<p>49:44-01:03:50= Talking terms, specialized credit and
insurance investing</p>
<p>01:03:51-01:11:40= The Florida insurance market & adopting to evolving market conditions</p>
<p>01:11:41-01:21:14= Longevity insurance & flexible capital</p>
<p>
Follow along with on LinkedIn with <a href="https://www.linkedin.com/in/peter-polanskyj-28670869/" target="_blank" rel="ugc noopener noreferrer">Peter</a> and <a href="https://www.linkedin.com/company/obracapital/" target="_blank" rel="ugc noopener noreferrer">Obra Capital</a>, also make sure to check out <a href="https://www.obra.com/" target="_blank" rel="ugc noopener noreferrer">Obra's website</a> for more information!</p>
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<p>Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit <a href="http://www.rcmalternatives.com/disclaimer" rel="ugc noopener noreferrer" target="_blank">www.rcmalternatives.com/disclaimer</a></p>
