Asset Classes: Common Challenges and Key Considerations

Complex asset classes are a rapidly growing investment strategy for insurers who are looking for ways to maximize profits at a time when margins are slim. However, complex asset classes come with their own accounting, reporting, and regulatory challenges. What might seem like a good option can turn into more of a headache for your team.

Whether your organization is now investing in complex assets or simply investigating the idea, you will find this webinar recording full of valuable best practices and tips for scaling your operations for derivatives, mortgage loans, bank loans, and more. Listen as we discuss the current state of complex asset classes in the market and how to prepare for upcoming trends and regulations.

Learning Objectives:

  • Learn about the different accounting and reporting considerations for some of the hottest complex asset classes in the market
  • Learn how to apply operational best practices to make complex asset classes a true positive asset to your investment strategy
  • Understand some of the upcoming trends and changes to the market regarding complex asset classes, and how they could affect you

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(60 minutes)
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Featured Presenters

Zach Brown

Zach Brown

Product Manager, Asset Classes Specialist, Clearwater Analytics

Zach Brown helps to manage and expand Clearwater’s product offering by understanding clients’ needs and guiding the development and execution of new product offerings and functionality.  Zach currently manages the complex asset group within product management, solving problems for clients with the most sophisticated portfolios.

Zach is a CPA and has a master’s in accounting from Keller Graduate School of Management and a bachelor’s in finance from Boise State University.

Summer Kisner

Summer Kisner

Director, Corporate Treasury Solutions, Clearwater Analytics

Summer leads a team of Clearwater solution specialists focused on solving operational, accounting, and reporting challenges for corporate, government, and institutional treasuries. Summer also serves as an expert resource for her knowledge of asset classes.
Summer has been involved with many departments at Clearwater in her eight-year tenure. She previously served as Senior Solutions Engineer and was the Product Owner for software development of alternative and complex asset class reporting, where she was responsible for the research and implementation of new features and enhancements directly related to the reporting of complex asset classes.
After moving often with a military family, Summer has enjoyed settling down in the up-and-coming tech hub of Boise. When she isn’t problem-solving with her colleagues in Clearwater’s headquarters in downtown Boise, she spends time with her family horseback riding, enjoying the outdoors, and living the simple life on their small ranch just north of Boise.
Summer has a master’s and bachelor’s degree in mathematics from Boise State University.