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NALC
PO Box 50053
Sarasota,
Florida 34232
Telephone:
941-379-6100
Fax: 941-379-6112
Meet
the NALC's newest members
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Date
2012 Spring Conference
April
18 - 20
Fall Conference Highlights
September
21 - 23, 2011
See highlights of past NALC conferences
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New Associate Members
Centerline Capital Group
Rick Warren, Managing Director
18101 Van Karman Ave., #1900
Irvine, CA 92612
Phone: 949-221-6684 – Fax: 949-442-2401
About Centerline Capital Group
Centerline Capital Group, a subsidiary of Centerline Holding Company
(OTC: CLNH), provides real estate financing and asset management
services, focused on affordable and conventional multifamily housing.
Centerline offers a range of both debt and equity financing to
developers, owners, and investors. An industry leader, Centerline is
structured to originate, underwrite, service, manage, refinance or sell
through all phases of an asset’s life cycle.
A leading sponsor of Low-Income Housing Tax Credit (LIHTC)
funds, Centerline has raised more than $10 billion in equity across 136
funds, and invested in over 1,300 assets spanning 47 states. The firm’s
multifamily lending platform services more than $9 billion in loans.
Founded in 1972, Centerline is headquartered in New York City, with 227
employees in ten offices throughout the United States. A strategic
partner of Island Capital, Centerline is organized around four business
units: Asset Management, Mortgage Banking, Affordable Housing Equity
and Affordable Housing Debt.
For more information visit
www.Centerline.com.
Brookfield Investment Management
Todd Lovell - VP
200 Vesey St, 19th Floor
New York, NY 10281
212-549-8382
http://us.brookfieldim.com/
Brookfield Investment Management Inc.
Brookfield Investment Management Inc. is an SEC-registered investment
advisor providing Insurance Asset Management for over 20 years. We
understand the complex investment and operating environment of Insurance
Companies and the investment needs of our insurance clients. Our
insurance investment team has extensive insurance knowledge and years of
industry experience which allows us to partner with clients to help
develop and manage of a custom investment portfolio that meet their
unique and multi-dimensional needs. We also provide a suite of
Insurance-specific investment strategy and accounting services.
Competitive Advantages
- Pure Insurance Asset Manager
- Strong, value-add client partnership
- Valuable and unique investment platform
- Full-scale insurance strategy and accounting services
Brookfield Investment Management Inc., is a global investment advisor
managing specialized fixed income and equity investments, including
Custom Insurance Fixed Income, Asset-Backed Securities (ABS), Commercial
Mortgage Backed Securities (CMBS), North American and European High
Yield, Global REITs and Listed Infrastructure securities. As of March
31, 2011, the firm, with its affiliates, had $23.4 billion in assets
under management. Headquartered in New York, the firm maintains offices
in Chicago, Boston, London, Hong Kong, Sydney, and Toronto.
The firm is a wholly owned subsidiary of Brookfield Asset Management
(NYSE: BAM), a leading global asset manager with over $100 billion in
assets under management as of March 31, 2011 and over 100 years of
experience in the property, power, and infrastructure industries.
Chase and Walls, LLP
Charles M, Walls, Attorney
100 Chestnut St., #208
Abilene, TX 79602
P: 325-673-3745
F: 325-676-1408
Morris Manning & Martin
Chris Petersen, Attorney
1600 Atlanta Financial Center
3343 Peachtree Road, NE
Atlanta, GA 30326
P: 404-233-7000
F: 404-365-9532
http://www.mmmlaw.com
cpetersen@mmmlaw.com
Morris, Manning & Martin is well-known for its
exceptional practice in the insurance industry. Our lawyers possess
in-depth industry knowledge and experience with navigating complex
insurance regulations and practices. Carriers, reinsurers and
alternative risk ventures across the U.S. make it their policy to
engage the industry-focused Insurance & Reinsurance Practice of
Morris, Manning & Martin.
Our Firm and lawyers possess a keen understanding of
our clients’ businesses and the sectors in which they operate. Legal
solutions are delivered by industry-focused, diverse, involved
lawyers who are dedicated to their clients’ success, whether in a
transaction, in court or in the everyday course of business.
We distinguish ourselves from other firms by
offering our clients leading resources in many disciplines. Our
breadth of practice enable us to handle the most complex matters and
solve our clients' problems as a seamless team.
Enstar (US) Inc.
 Karl
J. Wall, President & Chief Operating Officer
7901 4th Street N. Suite 203
St. Petersburg. FL 33702
Pone: (727) 576-1632 Ext. 201
Fax: (727) 576-3627
http://www.enstargroup.us.com/
Enstar (US) Inc. specializes in the operation and management of
insurance and reinsurance companies in run-off. With offices in New
York, Rhode Island, and Florida, we provide our domestic insurer and
reinsurer clients with a wide range of run-off and management
solutions, as well as dedicated claims and related technical
services. We provide finality solutions that enable our clients to
identify, quantify, and rapidly release capital.
Ward Group
Betty Cornelius, Director of Marketing
11500 Northlake Drive, #305
 Cincinnati,
OH 45249
Phone: (513) 746-2404
Fax: (513) 746-2405
http://www.wardinc.com/
Ward Group is a consulting firm specializing in the insurance
industry and the leading provider of benchmarking and best practices
services, with expertise in staffing level analysis and expense
management. We help companies measure results, optimize performance,
and be more profitable.
Since 1991, Ward Group has worked with over 300 insurance
companies throughout North America. Our in-depth, apples-to-apples
benchmarking and accumulated data serve as the lifeblood of every
project we undertake. Our professional staff is uniquely qualified
to assist clients in achieving their expense and operational goals.
The insurance industry today faces tremendous challenges. In
order to remain competitive in this environment, insurance companies
look to Ward Group for trusted peer group intelligence, and
knowledge for developing an actionable plan for performance
improvement.
Caldwell & Caldwell LLP
James Caldwell, Owner
789 Kinloch NW
Atlanta, GA 30327
Phone: 404-237-1243
Fax: 404-261-7934
National Association of Professional Agents
Lou Marinaccio, President
9024 Town Center Pkwy.
Lakewood Ranch, FL 34202
Phone: (941) 907-3828
Fax: (800) 411-4771
http://www.napa-benefits.org/
The National Association of Professional Agents
(NAPA) was formed 1989 in Chicago, Illinois by Lou Marinaccio, who
remains as President of its holding company, MGA Financial Services,
Inc.
NAPA’s original business model still holds true
today: An association formed to bring voluntary products and
business services to the independent insurance agent. An independent
agent himself, Lou saw the need to provide tailored products to meet
the unique benefit requirements of the independent insurance agent.
Moreover, he identified the opportunity to market these products
through a sponsoring insurance company which distributes their
products through an independent agent distribution network.
NAPA’s structure allows for a partnership to exist
between a company that utilizes independent agents to distribute
their products, and NAPA who customizes benefits and services to
these agents which aid in the retaining and motivating of this
distribution system. In essence, NAPA acts as the HR department for
these agents in solving issues like explaining COBRA and HIPAA
mandates so the newly recruited agent can easily transition to this
new sales process.
NAPA’s structure creates a partnership between a
sponsoring company and the experienced benefit counselors at NAPA.
This partnership provides the sponsoring company with a direct
advantage over competition in recruiting and retaining quality
agents, and thus increasing sales and persistency.
NAPA’s unique bundle of benefits and services
include such services as: a WebCE, qualifying P&C and L&H agents in
all 50 states, ExamFX which offers testing services for new agents,
specific discount programs to enhance a independent contractor, as
well as insurance products to include a guarantee issue life
insurance plan, group E&O coverage, health insurance programs, and a
full range of other needed insurance products and programs.
NAPA services sponsors in all 50 states and US
Territories from its two office locations, one located in El Dorado
Hills, California, and the corporate office in Sarasota, Florida.
Aviva Investors North America, Inc.
 Ron
Shortenhaus
Client Relationship Manager
699 Walnut Street, Ste 1700
Des Moines, IA 50309-3945
Phone (515) 362-3785
Fax (515) 362-3501
ron.shortenhaus@avivainvestors.com
www.avivainvestors.com
Aviva Investors is the global asset management business operated
by affiliates of Aviva plc, the world's fifth-largest insurance
group.1 The affiliates operate under a single brand with
more than 1,300 employees in 15 countries across Asia Pacific,
Europe, the UK and North America. Aviva Investors affiliates manage
more than $362 billion USD2 worldwide, and work with over
450 institutional clients.
Headquartered in Des Moines, IA, with operations in Chicago, IL,
New York, NY and Manhattan Beach, CA, Aviva InvestorsSM
North America is a premier investment advisor specializing in
institutional fixed income and liability driven asset management. We
provide asset management services for public pension funds,
foundations and endowments, insurance companies, family offices,
Taft-Hartley plans, and other institutional clients. Customized
solutions are designed according to client objectives with
capabilities including Core, Investment Grade, Private Placements,
High Yield, and Convertible Bonds.
1USD as of December 31, 2008
2as of June 30, 2009
Mound,
Cotton, Wollan & Greengrass
 James Veach, Partner
One Battery Park Plaza
New York, NY 10004
Tel: (212) 804-4233
Fax: (212) 344-8066
http://www.moundcotton.com
Founded in 1933, Mound Cotton Wollan & Greengrass is among the
oldest and most respected law firms in New York City, offering
preeminent legal services in a wide array of practice areas.
Headquartered in New York’s financial district, MCWG is engaged
primarily in the conduct of insurance, reinsurance, and commercial
litigation. Although we are still best known for our insurance and
reinsurance practices, over the years our traditional strengths have
broadened as our clients’ needs have evolved.
MCWG has achieved national and international prominence. Our
expanding practice has enabled us to keep abreast of significant
legal developments both in the U.S. and in foreign jurisdictions so
that we can give immediate attention to the worldwide needs of our
clients.
The heart of our success lies with our attorneys. Located in New
York, New Jersey, California, and Florida, they take pride in
providing efficient and responsive service in all legal matters.
Our almost 100 attorneys have broad experience and expertise
extending across many areas of the law. Because we have lawyers
skilled in transactional and regulatory as well as litigated
matters, we are able to pool our talents to meet the needs of our
clients.
Kiley Partners, Inc.
Mike Kiley, CEO
13241 Oakmeade
Palm Beach Gardens, FL 33418
Tel: 561-630-3200
Fax: 561-658-7730
http://www.kileypartners.com
Kiley Partners/Investment Management is an institutional fixed
income broker/dealer and registered investment advisor. We have been
calling on insurance companies, and other institutional investors
for over 14 years . Mike Kiley, the founder and CEO, has been
servicing his clients since 1986. After nine years on Wall Street,
he began Kiley Partners Investment Management in 1995.
We help our clients pick the right investments. In 2007, we
predicted a recession and advised our clients to exit financials.
Our 2008 recommendation was to buy treasury bonds, and these were up
over 18% for the year. We have always avoided risky, complex
investments, like CDO’s or mortgage derivatives.
We have a three prong approach:
- Recommendations based on historic evidence
- Education of senior management in investment management
- Transparency
With regard to the first point, too many insurance companies
continue to follow a “buy-and-hold” approach to investment
management. The philosophy was never to be “buy-and-hold”, rather it
was “buy-and-hold-good-companies”. If ever this approach was
justified, the events of the last few years have demonstrated how
quickly a good company can become a bad company, and the need for a
nimble approach to investment management. We base our approach on a
top-down analysis of the economy and whether it is following the
historic pattern. We follow this with rigorous analysis of
individual bonds. We never rely on the rating agencies.
With regard to the second point, we believe it is our job to
educate senior management, the members of the investment committee,
so that they can make their own informed decisions. Our
presentations to investment committees are designed to show them the
key macro factors, including the historic pattern.
Our third point flows directly from the first two. Our approach
is not “black box”, rather it is transparent, which, again, empowers
senior management.
The insurance industry has suffered deeply, but has so far been
spared the fate of the large banks of this country. Kiley
Partners/Investment Management has the right solution for this
industry.
Clyde & Company
Susan Stryker - Partner
405 Lexington Avenue
New York, NY 10174
(212) 710-3900 - Phone
(212) 710-3950 - Fax
Clyde & Company, a leading international law firm, opens doors
and helps you do business across 120 countries. We focus on
delivering a full range of legal services, especially those of a
complex, high-profile, multi-jurisdictional nature, to our core
sectors of aviation, insurance and reinsurance, international trade
and energy and shipping.
One of the core practices of the New York office is insurance and
reinsurance which has been described as “at the heart of what Clyde
& Co does best”. Clyde & Co's New York
office serves the US insurance and reinsurance industry, as well as
supports the firm's insurance and reinsurance clients worldwide.
Our New York office represents many of the world's leading insurers
and reinsurers in their most complex, high value matters.
Image Right, Inc.
 Mitch
McCloskey
1510 Klondike Rd., #400
Conyers, GA 30094
770-860-0065
770-860-8070 (fax)
ImageRight is the leading content management and workflow system
in the insurance industry. More than 400 companies use ImageRight to
improve operations, increase productivity, and reduce expenses. And
ImageRight comes with a money-back, Guaranteed Success Package.
Every ImageRight feature was developed at the request of a
business or IT executive, adjuster, claims manager, or underwriter.
The system requires no proprietary interfaces ¾ connecting to host
applications, scanners, storage drives, databases, and peripheral
hardware – and providing global access to all content and
functionality via the Internet.
ImageRight measures and reports on processes, productivity, even
the progress of particular tasks. The system monitors the number of
tasks in process, the time each task has been in the queue, the
person assigned to each task, and the number of tasks completed or
remaining. And ImageRight facilitates straight-through processing,
automating the transfer of insurance transactions, documents, and
data to TPAs, MGAs, carriers, or agents.
Oliver Wyman Actuarial Consulting, Inc.
David Fishbaum, President
10 S. Wacker Dr., #1700
Chicago, IL 60606
(312) 930-0642
Fax (312) 930-0641
Oliver Wyman combines deep industry knowledge with
specialized expertise in strategy, operations, risk management,
organizational transformation, and leadership development. The firm works
with clients to deliver sustained shareholder value growth. We help managers
to anticipate changes in customer priorities and the competitive
environment, and then design their businesses, improve their operations and
risk profile, and accelerate their organizational performance to seize the
most attractive opportunities.
We have more than 35 years experience serving Global 1000
clients. Our staff of 2,900 operates from offices in more than 40 cities in
16 countries.
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