Covid-19 Update: While many businesses have temporarily halted or reduced their services during this turbulent time, we want our customers to know that we are fully operational and you will receive the same great CLE service that you've always had with us. We have live representatives standing by to assist you. Several states have implemented temporary changes to their CLE rules in response to the Coronavirus outbreak. You can discover more by selecting your state or you can contact us directly with all your questions by clicking here: Covid-19 CLE Help

Insurance as a Tax, Financing and Capital Solution

CLE Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a presumptive provider of CLE in WV, approved by the WV State Bar. To view NACLE’s accreditation details, please click here.

General Credits
2
Price: $55
Course Preview
  • Description
    Specialty insurance products are a useful tool to protect clients against potential tax liability in order to finance alternative assets or as a form of balance sheet capital for certain regulated companies. In this informative CLE course, Kenneth R. Pierce will discuss this issue as well as Reps and Warranties insurance to facilitate mergers and acquisitions. Pierce will provide case studies and transaction diagrams to illustrate novel ways to utilize insurance for a variety of purposes and provide a creative approach to problem solving and meeting your clients’ needs.
  • Instructor Bio

    Kenneth Pierce

    Kenneth R. Pierce is a Managing Principal of Vanbridge LLC. Mr. Pierce has over 30 years of experience, serving the insurance industry as both a lawyer and as a lead structurer within investment banks. Prior to joining Vanbridge, Mr. Pierce was a senior partner and Global Head of the Insurance Industry Group at Mayer Brown LLP. Prior to his career at Mayer Brown, Mr. Pierce was an Executive Director and co-head of Reinsurance Solutions at Morgan Stanley, a partner at Cadwalader, Wickersham & Taft, and a Senior Vice President at Lehman Brothers, where he was part of the pioneering team that founded Lehman Re Ltd. and worked on some of the first catastrophe bonds, XXX solutions and other convergence products.

    Mr. Pierce has been at the forefront of the insurance-capital markets convergence area for the past 15 years. Chambers USA described Ken as “peerless in terms of structuring acumen, given decades of first-hand experience not only as an attorney but also as an investment banker in the insurance industry.” Mr. Pierce has been the lead structurer on more than 100 reinsurance convergence transactions, including sidecars, cat bonds, life insurance capital relief, reserve financing, embedded value and closed block financings, runoff, pension de-risking, life settlement, private placement life insurance, and many other transactions aggregating to several billion dollars.

    Mr. Pierce received his A.B. from Brown University, magna cum laude, Phi Beta Kappa and his J.D. from Harvard Law School.

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a presumptive provider of CLE in WV, approved by the WV State Bar. To view NACLE’s accreditation details, please click here.