Webinar: The Tax Plan Giveth and Taketh Away: A Tax Reform Primer for Insurers

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February 28, 2018
1:00 PM - 2:00 PM ET



The Tax Cut and Jobs Act presents insurers with a number of issues to consider. A boost to a growing economy and a reduced tax burden would be welcome outcomes. How will changes impact consumer demand and product development for such a tax-sensitive industry? And how will the lower corporate tax rate impact insurers’ investment management strategies?

Conning will tap our deep pool of insurance knowledge to examine the impact of tax reform on the life industry. In addition, we’ll offer perspectives from our life advisory expert to help understand the potential impact of the new tax bill on insurance investment strategies and capital ratios. This is a must-see session to help you understand a time of critical change and begin to position your company for profitable growth in 2018 and beyond.


Steve Webersen, Head of Insurance Research, Conning
Frank Cataldo, Director, Investor Advisory, Conning
Matt Daly, Head of Corporate Credit, Conning


Sunny Wadhwa, Relationship Manager, Conning

Speaker Bios

Steven W. Webersen is a Managing Director and Head of Insurance Research at Conning. Mr. Webersen joined Conning in May 2012 and was initially responsible for Conning's property-casualty research group. Prior to joining Conning in 2012, Mr. Webersen was a Managing Partner for SFRi LLC., an investment banking boutique serving the insurance industry. Mr. Webersen has over 33 years of experience in the insurance industry, including as a managing director at Swiss Re in its capital partners group, the property casualty rating division at A.M. Best Company, and equity research and corporate finance at Smith Barney. Mr. Webersen is a graduate of the University of New Hampshire with a degree in Economics.

Frank J. Cataldo, FSA, MAAA, CFA, FLMI, is a Director at Conning where he is responsible for providing asset-liability and integrated risk management advisory services to life and health insurance company clients. Prior to joining Conning in 2001, Mr. Cataldo was an Actuary for the Travelers Insurance Company, responsible for pricing and asset/liability management for institutional investment products. Mr. Cataldo graduated from the University of Connecticut with a degree in Actuarial Science with Honors.

Matthew Daly, CFA, is a Managing Director and the Head of Credit Research at Conning where he is responsible for the global corporate and sovereign research teams. Prior to joining Conning in 2003, Mr. Daly was employed as a Credit Analyst at Webster Bank following non-investment grade leveraged loans. Prior to Webster, Mr. Daly was employed as a Credit Analyst at Brown Brothers Harriman & Co. and also at FleetBoston Financial Group. Mr. Daly is a graduate of Gordon College with a degree in Economics and Business Administration.

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