Michael Stahel is a partner and portfolio manager at
LGT Insurance-Linked Strategies
in Switzerland, which has already raised USD 400 million from three pension fund mandates this year.
He played a key role in LGT’s acquisition of Clariden Leu’s Insurance-Linked Investments boutique in Q1 2012. In his current role, Michael maintains the responsibility for the main investment strategy for all insurance-linked funds and mandates.
In this podcast he elaborates on market developments within the insurance linked securities space and shares his insights on the observed shift towards investing in illiquid collateralised reinsurance contracts...