Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Tracy Bengi is recorded as Analyst at Wolfe Research. Tracy Bengi has spoken on 4 earnings calls across 4 companies, most recently for Equitable Holdings, Inc. on August 5, 2026. Those appearances were for Equitable Holdings, Inc. (EQH), Metlife Inc (MET), Arch Capital Group Ltd. (ACGL) and Chubb Ltd (CB). The companies whose calls Tracy Bengi spoke on are classified in the Financial Services sector.
“On the $100 billion of AUM you're targeting for AB through the merger, what asset specialties and fee advantages does AB bring that make insourcing the new liabilities the right call?”
“And just appreciate an update on your annuity reinsurance flow. How many students are part of that right now?”
“One of the largest primary insurers had said on their earnings calls some pretty pessimistic views of property pricing, particularly shared and layered in North America and in London, and the culprit is cheaper forms of capital coming in from MGA's, reinsurers, and alternative capital.”
“I recognize that Schedule VA type of assets, at least for the private equity piece, consumes a lot of risk-based capital. Are you expecting to make that up with diversification credit, like as you grow your life business?”
Wolfe Research
Analyst
Transcript header (unverified)
Asset Management · Financial Services
MET
Insurance - Life · Financial Services
Insurance - Diversified · Financial Services
CB
Insurance - Property & Casualty · Financial Services
