If you are having problems viewing this message, please click here. November 2011, NEWSLETTER
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Business Risk Analysis - Visionary Execution
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Christmas lights
 
The chill of late autumn and the Christmas lights are a firm reminder of the energy issues facing the UK, Europe and other developed countries. BRAVE Partners is seeing a sharp rise in projects and investor interest. Over the last month key moments in our industries have been:
 
Insurance: With the industry still overcapitalised, reinsurers continue to shy away from peak zone risks. Collateralised reinsurers thrive as pension and institutional money starts to pour in.
 
Energy: As in recent autumns, domestic power prices in the UK are a political hot potato. BRAVE Partners believes that only substantial investment in energy independence will solve the problem.
CURRENT PROJECTS
 
Asset intensive life insurance

BRAVE Partners is advising a broker on placing long term disability, and other asset intensive, blocks of insurance.

Renewable electricity
BRAVE Partners has secured an offer for over £60m of investment in renewable electricity generation projects.
Natural catastrophe risk sidecar
BRAVE Partners is developing capital markets solutions to bring capacity to a writer of Florida property risk.
Waste re-use
BRAVE Partners is discussing a mandate to find financing for a waste recycling business for electrical and electronic waste in Germany.
Pensions: Will QE2 sink your pension fund?
 
As the queue of European governments set to default grows ever longer, the Bank of England announces quantitative easing 2 (QE2). Pension schemes are afraid – very afraid.
 
Carbon trading: California Über Alles
 
In a rare, but welcome development, the State of California has made strides toward implementing cap-and-trade legislation in the State.
 
Alternative energy finance: The cold war.
 
As energy prices in Europe soar with the approaching winter and trigger a political storm, BRAVE Partners looks at the factors driving this. The bottom line is that Europe needs energy independence and that requires investment in both new energy sources and in the infrastructure to diversify supply away from Russia.
 
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