Ms. Amanda Atkins

Chief Executive Officer, Afinia Capital Group

GLG News by Ms. Amanda Atkins, Chief Executive Officer

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

AAA Subprime 80 cents on the dollar – a good estimate not wild speculation

November 7, 2007

Analysis of:AAA Sub-Prime Valuation Issues | ftalphaville.ft.com

Recent suggestions that the ABX index is a poor proxy for AAA subprime RMBS fail to recognise its value.

The Florida Legislation will exacerbate pricing pressures in the reinsurance industry.

January 31, 2007

Analysis of:Reinsurers Bigger Losers From Florida Legislation Than Primary Insurers | biz.yahoo.com

Managing expectations of shareholders, managers or finance directors is not easy, especially when a third party removes a significant part of your premium base at a stroke.

Plus Ça Change – Reinsurance renewals 2007 or was that 1987?

January 31, 2007

Analysis of:Willis Re 1st View: The Tipping Point? | biz.yahoo.com

After twenty years in the industry, the industry cycle looks to me just like it looked last time and the time before. Despite apparent changes to expertise, capital providers and products; in 2007 the reinsurance industry appears to be heading in pretty much the same direction as in previous cycles – down.

Underestimating Life Expectancy could hamper growth of a profitable LS Exchange.

July 12, 2006

Analysis of:Cantor Eyes Life Settlement Exchange | www.iddmagazine.com

In my view future prospects for a Life Settlements exchange will be significantly hampered by life expectancy uncertainty.

Trading debt is not the same as trading lives, Industry players are reliant upon industry models which have continuously underestimated life expectancy and medical examiners who have consistently assumed individuals will die relatively quickly from whatever ails them.

Regulatory scrutiny of a transaction whereby a third party makes a return based on someone else’s life span will also hamper the growth of a simple exchange mechanism, especially as generally the longer the individual lives the less profitable the policy for the third party.

So who's vulnerable ? and will 2006 be the year?

June 7, 2006

Analysis of:$100bn+ hurricane loss "not far down the road" | www.theinsider.co.uk

AM Best announced today that a $100 bn + hurricane loss 
could send as many as 50 insurers to the wall.

A- rated companies are particularly vulnerable especially 
the monoline cat players including the new Class of 2005 
generally rated A-.

Indications are that 2006 could well be a high activity 
catastrophe year.

6.2 Java earthquake - Losses not expected to exceed $100m

June 1, 2006

Analysis of:Indonesia quake toll passes 3,000 | news.bbc.co.uk

The December 2004 Tsunami increased awareness of catastrophe insurance in Indonesia. Did this translate into increased losses for the insurance/ reinsurance industries following the 6.2 earthquake Java 26 May 2006 ?

In practise Indonesia remains under insured. Losses from the Java earthquake are not expected to exceed $100 million. Insurance protection in Indonesia remains peanuts compared to California.
The article includes comparative date for California and Indonesia

Like Their Namesake in Omaha They Understand the Fundamentals

May 26, 2006

Analysis of:Sage CEO: Intuit Is Our Top Rival--Not Microsoft, Oracle, SAP | www.crn.com

Sage has a developed a solid franchise in providing software to Small 
and Medium Sized enterprises (SME's).

The SME market remains a core driver of business growth. Sage will 
prosper from that market supported by its extensive network of 
accountants. Sage will be able to withstand attacks from larger players.

Its prime risk is the threat posed by off the shelf home computing 
software. The article outlines practical experience of the phenomenon.

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