insurance companies
5 statements across 5 episodes · 1 bullish · 3 bearish · 5 people on the record · first statement May 22, 2017 by Charlie Ellis · across every show →
Everything said about insurance companies, oldest first
May 22, 2017 negative
Ellis: 1960s Insurance Equities Teams Lacked Top Talent and Fierce Competition
“In the insurance business, the smartest guys went into sales. The second smartest guys went into lending, because most of the insurance portfolios were debt, and the dumb guys went into the equity side, because they needed something to do, and so that was not …”
Feb 8, 2021 negative
Aug 7, 2023 negative
Ballou: PE insurance failures leave state guaranty funds holding the bag
“The challenge that we've got is if these insurance companies fail, the responsibility for paying the continuing obligations will essentially default to the state guarantee corporations in which the insurance companies are incorporated. So if you have an Iowa i…”
Mar 14, 2024 positive
Freno: Insurance capital provides a stable long-term growth base for asset managers
“Insurance companies have an existential need for asset management capabilities. So there is a symbiotic relationship between the two because they take their premiums in and they need to invest those prudently to be able to not only meet the claims, but hopeful…”
Feb 10, 2025