Catastrophic Bonds and Their Role in Modern Investment Strategies
Host Ryan Nauman welcomes Ethan Powell, Principal and CIO at Brookmont Capital Management, to discuss catastrophe bonds and how they help insurers transfer tail risks from natural disasters while offering investors potential income and diversification. Powell explains how fully cash-collateralized 144A cat bonds work, including triggers, attachment points, and how returns combine SOFR earned on collateral with a risk premium funded by insurer premiums. They cover why cat bonds can improve pricing transparency and scalability in an opaque insurance market, potentially supporting insurance…
The skinny
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