Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations

The Derivative

In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into the firm's unique approach to investing across the insurance and credit markets. Obra Capital is a $4 billion asset manager with a specialized focus on opportunities at the intersection of insurance and credit. Peter shares insights into the diverse opportunities in this space, which spans longevity investing, reinsurance, structured credit, asset based financing, and more. Peter & Jeff discuss how origination capabilities, structuring expertise, and risk management focus are key to creating value for investors getting into these differentiated markets. During the chat, we also cover the evolving dynamics in the insurance industry, particularly in hurricane ravaged regions like Florida, and the role these kinds of strategies can play in investor portfolios as sources of uncorrelated income and diversification. Time to reinsure your market knowledge – SEND IT!

Chapters:

00:00-02:17= Intro

02:18-16:21= A diverse credit platform: from structured products to specialized lending

16:22-33:28= Leveraging expertise across insurance – taking the stress off

33:29-49:43= Obra’s One-stop-shop and layers upon layers

49:44-01:03:50= Talking terms, specialized credit and insurance investing

01:03:51-01:11:40= The Florida insurance market & adopting to evolving market conditions

01:11:41-01:21:14= Longevity insurance & flexible capital

Follow along with on LinkedIn with Peter and Obra Capital, also make sure to check out Obra's website for more information!

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