The Latest

  • The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.

    January 19
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  • Johannes-Tobias Lorenz leads McKinsey’s work in digital insurance in Europe, helping insurers build their digital strategies, expand and serve direct markets, and strengthen their customer-service experience.

    He also oversees the firm’s global customer experience for financial-services activities, helping financial institutions around the world transform the ways they meet the needs of increasingly demanding customers.

    Some of his recent client work includes building a digital strategy for a leading global insurer and helping launch direct insurance players in Germany and other European markets. He also assists clients across Europe in areas such as social-media strategy and digital enablement of the tied-agents channel. Other projects include working with a number of insurers to digitize their customer journey for processes such as claims, life-insurance onboarding, and auto-insurance sales.

    Furthermore, Lorenz helps private-equity firms on due diligences and portfolio work.

    Lorenz has coauthored several McKinsey articles about issues confronting the insurance industry, such as insurance fraud and digital transformation.

    January 19
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  • Tanguy Catlin leads McKinsey's North American P&C Insurance Practice.

    In addition, he is a leader of McKinsey’s Digital Strategy Practice and Digital Quotient™ (DQ) initiative, and helps companies build out their digital capabilities to deliver rapid results and sustained growth. DQ is an assessment that allows organizations to clearly identify their digital strengths and weaknesses across different parts of the organization, and compare them against hundreds of organizations around the world.

    Catlin works with leading global financial service firms on multichannel distribution strategies, digitally enabled business model transformations, large scale marketing and sales programs. He also serves insurance clients more broadly on topics ranging from strategy and organization to operations, technology, claims, and underwriting.

    His recent client engagements include assisting a top-ten property-and-casualty and life insurer in building an internal digital agency, helping a US multiline carrier accelerate test-and-learn capabilities and a personalization engine for its online channel, and working with a number of major multiline players to optimize their marketing spending across media, channels, and products.

    Catlin frequently contributes to industry publications and has authored several McKinsey white papers on issues confronting the insurance industry.

    Catlin is member of the Alumni Board of the MIT Sloan School of Management and a former board member of the Massachusetts chapter of March of Dimes, a nonprofit organization that works to improve the health of mothers and babies.

    January 19
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  • David McKeegan, MBA, EA is co-founder of Greenback Expat Tax Services, which specializes in preparing U.S. tax returns for American expats living all over the world. Greenback can be reached at info@GreenbackTaxServices.com and Twitter @GreenbackTax.

    January 19
    David McKeegan of Greenback Expat Tax Services
  • A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.

    January 19
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  • Rick Reiman is vice president of employee benefits at MJM Global Insurance Brokerage Group. Rick has more than 15 years of experience in the employee benefits marketplace including specific experience in association, staffing and franchisee plans. He can be contacted at rreiman@mjmglobal.com.

    January 19
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  • The move marks the firm's second hire in the past week.

    January 19
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  • Michelle Capezza is a member of law firm Epstein Becker Green.

    January 19
  • January 19
  • The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

    January 19
    Tax expenditures for individual taxpayers are estimated at $15.6 trillion over the next 10 years, according to the Tax Foundation.