Joseph Calandro

Fordham University - Gabelli Center for Global Security Analysis

Fellow

531 Hughes Hall

441 E. Fordham Rd

Bronx, NY 10458

United States

http://www.linkedin.com/in/josephcalandro/

SCHOLARLY PAPERS

53

DOWNLOADS
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CITATIONS
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Top 40,114

in Total Papers Citations

4

Scholarly Papers (53)

1.

Enterprise Risk Management - An Insurance Perspective & Overview

Journal of Financial Transformation, Vol. 22, pp. 117-122, March 2008
Number of pages: 6 Posted: 09 Apr 2008
Joseph Calandro Jr., William Fuessler and Rosemarie Sansone
Fordham University - Gabelli Center for Global Security Analysis, affiliation not provided to SSRN and affiliation not provided to SSRN
Downloads 2,016 (4,675)

Abstract:

Risk, Enterprise Risk, Insurance

2.

The Insurance Performance Measure: Bringing Value to the Insurance Industry

Journal of Applied Corporate Finance, Vol. 14, No. 4, pp. 94-99, 2002
Number of pages: 6 Posted: 10 Aug 2005
Joseph Calandro Jr. and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis and Quinnipiac University
Downloads 1,645 (6,781)
Citation 2

Abstract:

insurance, economic profit, value based management

3.

Applied Value Investing

APPLIED VALUE INVESTING, McGraw-Hill, August 2009
Number of pages: 13 Posted: 16 Aug 2009
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 1,474 (6,898)

Abstract:

value investing, valuation, M&A, business cycles, catastrophe pricing, business analysis

A User-Friendly Introduction to Property-Casualty Claim Reserves

Risk Management & Insurance Review, Vol. 7, No. 2, pp. 177-187, September 2004
Number of pages: 17 Posted: 02 Dec 2003 Last Revised: 05 Aug 2008
Joseph Calandro Jr. and Thomas J. O'Brien
Fordham University - Gabelli Center for Global Security Analysis and University of Connecticut - Department of Finance
Downloads 739 (24,921)
Citation 2

Abstract:

Property and casualty, claim reserves

A User-Friendly Introduction to Property-Casualty Claim Reserves

Risk Management & Insurance Review, Vol. 7, No. 2, pp. 177-187, September 2004
Number of pages: 11 Posted: 14 Feb 2007
Joseph Calandro Jr. and Thomas J. O'Brien
Fordham University - Gabelli Center for Global Security Analysis and University of Connecticut - Department of Finance
Downloads 17 (457,188)
Citation 2

Abstract:

5.

Super Cats as Alternative Investments: an Overview

Number of pages: 6 Posted: 10 Aug 2005
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 557 (35,832)

Abstract:

Alternative investment, valuation, risk transfer

Accident Year Development, Bonus Banks and Insurance Incentive Compensation

Number of pages: 15 Posted: 02 Aug 2005
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 285 (82,964)

Abstract:

insurance, incentive compensation, value based management

Accident Year Development, Bonus Banks, and Insurance Incentive Compensation

Risk Management & Insurance Review, Vol. 9, No. 2, pp. 205-217, Fall 2006
Number of pages: 13 Posted: 14 Feb 2007
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 24 (417,775)

Abstract:

Suggestions for Modern Security Analysts

Number of pages: 14 Posted: 28 Apr 2010 Last Revised: 21 Apr 2015
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 264 (90,213)

Abstract:

Valuation, Investments, Security Analysis, Risk Management

Suggestions for Modern Security Analysts

Financial History, No. 98, pp. 32-35, Fall 2010
Posted: 06 Oct 2010
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Valuation, Investments, Security Analysis, Multi-Discipline

8.

Value Investing General Principles

Number of pages: 37 Posted: 08 Mar 2015 Last Revised: 22 Sep 2016
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 207 (47,428)

Abstract:

Value Investing, General Principles, Corporate Finance, Corporate Strategy

9.

A Brief Introduction to Insurance Underwriting and Information Advantage

Number of pages: 6 Posted: 15 May 2012
Joseph Calandro Jr. and Paul Delbridge
Fordham University - Gabelli Center for Global Security Analysis and Independent
Downloads 110 (153,748)

Abstract:

insurance underwriting, information, information advantage

10.

A Value Investing-Based Approach to Catastrophe Bonds and Tail Risk Hedging

Number of pages: 21 Posted: 11 Mar 2015
Frederick J. Sheehan and Joseph Calandro Jr.
Independent and Fordham University - Gabelli Center for Global Security Analysis
Downloads 109 (142,452)

Abstract:

Catastrophe Bonds, Risk Management, Hedging

11.

Using a Risk Management Own Risk and Solvency Assessment to Improve Risk-to-Reward Decision-Making

Number of pages: 7 Posted: 23 Sep 2012 Last Revised: 24 Sep 2012
Joseph Calandro Jr., Paul Delbridge and David Scheinerman
Fordham University - Gabelli Center for Global Security Analysis, Independent and affiliation not provided to SSRN
Downloads 108 (182,327)

Abstract:

RMORSA, ORSA, Risk Management, Decision-making, Insurance

Systemic Risk and Risk Management: Overview and Approach

Number of pages: 40 Posted: 31 Jul 2016 Last Revised: 31 Aug 2016
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 106 (204,616)

Abstract:

Systemic Risk, Systemic Financial Risk, Risk Management

Systemic Risk and Risk Management: Overview and Approach

Journal of Insurance and Financial Management, Vol. 2, Issue 8, pp. 1-35, 2016
Posted: 13 Oct 2016
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Systemic Risk, Systemic Financial Risk, Risk Management

Henry Singleton: A Pioneer of Corporate Strategic Leadership and Value Creation

Number of pages: 21 Posted: 21 Aug 2016 Last Revised: 20 Oct 2016
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis
Downloads 69 (269,380)

Abstract:

Corporate Strategy, Financial Management, Leadership, Entrepreneurship

Henry Singleton: A Pioneer of Corporate Strategic Leadership and Value Creation

Strategy & Leadership, Vol. 38, No. 6, pp. 29-37, 2010
Posted: 19 Oct 2010
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Corporate Strategy, Financial Management, Leadership, Entrepreneurship

An Underwriting Approach to Estimating the Cost of Property & Casualty Equity

Number of pages: 15 Posted: 23 Aug 2016 Last Revised: 18 Oct 2016
Joseph Calandro Jr. and Francois Ramette
Fordham University - Gabelli Center for Global Security Analysis and PwC
Downloads 33 (375,611)

Abstract:

Cost of Equity, P&C Insurance Companies, Illiquid Risks, Financing Frictions, Strategic Planning

An Underwriting Approach to Estimating the Cost of Property & Casualty Equity

Journal of Insurance and Financial Management, Vol. 2, Issue 8, pp. 98-111, 2016
Posted: 26 Oct 2016
Joseph Calandro Jr. and Francois Ramette
Fordham University - Gabelli Center for Global Security Analysis and PwC

Abstract:

Cost of Equity, P&C Insurance Companies, Illiquid Risks, Financing Frictions, Strategic Planning

15.

Jay Gould, the Union Pacific Railroad and Value Creation

Financial History, No. 119, pp. 24-27, 39, Fall 2016
Posted: 16 Nov 2016
Maury Klein and Joseph Calandro Jr.
University of Rhode Island and Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Jay Gould, Railroad History, Financial Strategy, Value Creation

16.

Impact Investment and Risk Management: Overview and Approach

ACRN Oxford Journal of Finance and Risk Perspectives, Vol. 5, Issue 3, pp. 46-60, 2016
Posted: 26 Oct 2016
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Social Entrepreneurship, Impact Investment, Risk Management

17.

Jay Gould, the Union Pacific Railroad and Financial Strategy

Number of pages: 19 Posted: 06 Sep 2016 Last Revised: 29 Sep 2016
Maury Klein and Joseph Calandro Jr.
University of Rhode Island and Fordham University - Gabelli Center for Global Security Analysis
Downloads 0 (345,772)

Abstract:

Jay Gould, Financial Strategy, Railroad History, Share Buybacks

18.

The 'Next Phase' of Strategic Acquisition

Journal of Private Equity, pp. 27-35, Winter 2015
Posted: 06 Dec 2015
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Leverage Buyouts, Strategic Acquisition, Deal Financing, Value Realization

19.

Revisiting the Concept of a Competitive 'Cash Advantage'

Strategy & Leadership, Vol. 43, No. 4, pp. 38-46, 2015
Posted: 06 Jul 2015
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Competitive Advantage, Cash Management, Strategic Analysis

20.

A Leader's Guide to Strategic Risk Management

Strategy & Leadership, Vol. 43, No. 1, pp. 26-35, 2015
Posted: 21 Jan 2015
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Strategic Risk Management, Ambiguous Threats, Threat Development, Hedging

A Practical Approach to Business Unit Hurdle Rates, Portfolio Analysis and Strategic Planning

Othmar Lehner, Editor, Proceedings in Finance and Risk Series ’14: Academic Collaboration and Research Network (Austria: ACRN Publishing, 2014), pp. 124-138.,
Posted: 11 Jan 2015
Joseph Calandro Jr., David Gates, Anup Madampath and Francois Ramette
Fordham University - Gabelli Center for Global Security Analysis, PwC, PwC and PwC

Abstract:

Hurdle Rates, Portfolio Analysis, Strategic Planning, Capital Allocation

A Practical Approach to Business Unit Hurdle Rates, Portfolio Analysis and Strategic Planning

ACRN Oxford Journal of Finance and Risk Perspectives, Vol. 4, Issue 2, pp. 75-90, 2015
Posted: 15 Feb 2015
Joseph Calandro Jr., David Gates, Anup Madampath and Francois Ramette
Fordham University - Gabelli Center for Global Security Analysis, PwC, PwC and PwC

Abstract:

Hurdle Rates, Portfolio Analysis, Strategic Planning, Capital Allocation

22.

New Insights for Corporate Strategists from a Renowned Value Investor

Strategy & Leadership, Vol. 42, No. 6, pp. 29-36, 2014
Posted: 01 Dec 2014
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

value investing, corporate management, corporate strategy, corporate development, M&A

23.

The Evolution of Value Investing: Past, Present and Beyond

Financial History, No. 110, pp. 20-23, 36, Spring 2014
Posted: 01 Jul 2014
Joseph Calandro Jr. and Frederick J. Sheehan
Fordham University - Gabelli Center for Global Security Analysis and Independent

Abstract:

value investing, corporate management, risk management, M&A

24.

Graham and Dodd: A Perspective on its Past, Present and Possible Future

Journal of Investing, Vol. 22, No. 1, 2014, pp. 7-16
Posted: 03 Mar 2014
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

value investing, corporate management, complexity, margin of safety

25.

Taking Heinz Private: Managing Value Realization Risk

Journal of Private Equity, pp. 46-56, Fall 2013
Posted: 29 Aug 2013 Last Revised: 30 Aug 2013
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

private equity, acquisition, valuation

26.

A Systems Accident Approach to Systemic Financial Risk

Journal of Financial Transformation, Vol. 35, pp. 39-48, September 2012
Posted: 01 Oct 2012 Last Revised: 22 Apr 2014
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Systemic risk, systems accident, financial complexity, excessive leverage, financial contagion

27.

'The Most Important Thing' is Value Realization

Journal of Private Equity, pp. 89-93, Fall 2012
Posted: 01 Sep 2012
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

value realization, strategy, risk management

28.

Turnaround Value & Valuation: Reassessing Scott Paper

Journal of Private Equity, pp. 67-78, Winter 2011
Posted: 29 Nov 2011
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Turnaround analysis, valuation, exit planning

29.

The Margin of Safety Principle and Corporate Strategy

Strategy & Leadership, Vol. 39, No. 5, pp. 38-45, 2011
Posted: 17 Sep 2011
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

investment, margin of safety, corporate strategy, value creation

30.

Strategic M&A: Insights from Buffett's Midamerican Acquisition

Strategy & Leadership, Vol. 39, No. 4, pp. 41-48, 2011
Posted: 02 Jul 2011
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Acquisitions and mergers, Competitive differentiation, Competitive strategy, Deals pricing, Margin of safety, Nascent franchise, Strategic mergers and acquisitions deal analysis, Value investor

31.

Growth-Based Franchise Opportunities: Lessons from the Geico Acquisition

Journal of Private Equity, pp. 6-17, Spring 2011
Posted: 22 Feb 2011
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

M&A, valuation, franchise/sustainable competitive advantage, value realization, performance management

32.

Taking Burlington Northern Railroad Private

Journal of Private Equity, pp. 8-16, Fall 2010
Posted: 29 Aug 2010
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Private equity, acquisition, valuation

33.

Taking Clayton Homes Private

Journal of Private Equity, pp. 30-38, Summer 2010
Posted: 02 Jun 2010
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Private equity, acquisition, valuation

34.

Disney’s Marvel Acquisition: A Strategic Financial Analysis

Strategy & Leadership, Vol. 38, No. 2, pp. 42-51, 2010
Posted: 04 Mar 2010
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

M&A, Valuation, Investment

35.

Distressed M&A and Corporate Strategy: Lessons from Marvel Entertainment Group's Bankruptcy

Strategy & Leadership, Vol. 37, No. 4, pp. 23-32, 2009
Posted: 01 Jul 2009
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

vulture-investing, distressed M&A, Graham and Dodd, Marvel Comics bankruptcy

36.

Lessons for Strategists in Graham & Dodd's Security Analysis, 6th Edition

Strategy & Leadership, Vol. 37, No. 2, pp. 45-49, 2009
Posted: 12 Mar 2009
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Valuation, Value Investing, Corporate Strategy

37.

A Practical Approach for Risk-Adjusting Performance

Measuring Business Excellence, Vol. 12, No. 4, pp. 4-12, 2008
Posted: 09 Nov 2008
Joseph Calandro Jr., Scott Lane and Ranganna Dasari
Fordham University - Gabelli Center for Global Security Analysis, Quinnipiac University and Adaptik Corporation

Abstract:

Risk management, Business performance, Statistical methods

38.

Assessing the Risk of M&A: Brunner's Disaster Framework and the Case of the Gen Re Acquisition

Strategy & Leadership, Vol. 36, No. 6, pp. 20-27, 2008
Posted: 15 Oct 2008
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Mergers and Acquisitions, Risk, Disasters

39.

Why the Property and Casualty Insurance Industry Needs a New Performance Measure

Measuring Business Excellence, Vol. 8, No. 2, pp. 31-39, 2004
Posted: 11 Jul 2008
Joseph Calandro Jr. and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis and Quinnipiac University

Abstract:

Insurance, Performance Measurement, Economic Profit

40.

The Sears Acquisition: A Retrospective Case Study of Value Detection

Strategy & Leadership, Vol. 36, No. 3, pp. 26-34, 2008
Posted: 14 May 2008
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

M&A, base case valuation, Sears acquisition

41.

Berkshire Hathaway and Geico: An M&A Case Study

Strategy & Leadership, Vol. 35, No. 6, pp. 34-43, 2007
Posted: 22 Oct 2007
Joseph Calandro Jr., Ranganna Dasari and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis, Adaptik Corporation and Quinnipiac University

Abstract:

Valuation, mergers and acquisitions, Franchise, Growth

42.

Considering the Utility of Altman's Z-Score as a Strategic Assessment and Performance Management Tool

Strategy & Leadership, Vol. 35, No. 5, pp. 37-43, 2007
Posted: 12 Sep 2007
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Performance Measurement, Z-score, Strategy

43.

A New Competitive Analysis Tool: The Relative Profitability and Growth Matrix

Strategy & Leadership, Vol. 35, No. 2, pp. 30-38, 2007
Posted: 29 Mar 2007
Joseph Calandro Jr. and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis and Quinnipiac University

Abstract:

Strategy, Competitive Analysis, Profitability, Growth

44.

On Financial Strategy

Business Strategy Series, Vol. 8, No. 6, pp. 409-417, 2007
Posted: 23 Nov 2006
Joseph Calandro Jr. and Robert Flynn
Fordham University - Gabelli Center for Global Security Analysis and Saint Paul Travelers Company, Inc.

Abstract:

Firm Objectives, Organization and Behavior

45.

Incentive Compensation and Performance Measurement in the Property and Casualty Insurance Industry

PMA Conference Proceedings, pp. 147-153, July 2006
Posted: 22 Nov 2006 Last Revised: 17 Sep 2009
Joseph Calandro Jr. and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis and Quinnipiac University

Abstract:

Insurance, Incentive Compensation, Economic Profit

46.

Assembling the Puzzle: The Insurance Performance Measure

PMA Conference Proceedings, pp. 651-658, July 2002
Posted: 21 Nov 2006
Joseph Calandro Jr. and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis and Quinnipiac University

Abstract:

insurance, economic profit, value based management

47.

Distressed Underwriting - A Vulture Investing Approach To Risk

Journal of Alternative Investments, pp. 87-98, Fall 2006
Posted: 22 Oct 2006
Joseph Calandro Jr. and Sarah Crootof
Fordham University - Gabelli Center for Global Security Analysis and affiliation not provided to SSRN

Abstract:

Insurance, Risk, Alternative Investments

48.

An Introduction to the Enterprise Risk Scorecard

Measuring Business Excellence, Vol. 10, No. 3, pp. 31-40, 2006
Posted: 05 Sep 2006
Joseph Calandro Jr. and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis and Quinnipiac University

Abstract:

Information systems, Performance measures, Risk analysis, Risk management

49.

The Insurance Performance Measure: Assembling the Property & Casualty Profitability Puzzle

Management Decision, Vol. 41, No. 8, pp. 734-740, 2003
Posted: 27 Jun 2006
Joseph Calandro Jr. and Scott Lane
Fordham University - Gabelli Center for Global Security Analysis and Quinnipiac University

Abstract:

insurance, economic profit, value based management

50.

Reflexivity, Business Cycles and the New Economy

Quarterly Journal of Austrian Economics, Vol. 7, No. 3, pp. 45-69, 2004
Posted: 30 Jan 2006 Last Revised: 24 Apr 2009
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Business cycle, markets, investments

Premium Growth, Underwriting Return and Segment Analysis

Measuring Business Excellence, Vol. 9, No. 4, pp. 27-36, 2005
Posted: 19 Dec 2005
Joseph Calandro Jr. and Robert Flynn
Fordham University - Gabelli Center for Global Security Analysis and Saint Paul Travelers Company, Inc.

Abstract:

Insurance, segment analysis, growth

Premium Growth, Underwriting Return and Segment Analysis

PMA Conference Proceedings, pp. 179-186, July 2004
Posted: 29 Nov 2006
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Insurance, segment analysis, growth

52.

Super Cats as Alternative Investments

Journal of Alternative Investments, pp. 42-49, Spring 2005
Posted: 27 Jul 2005
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

Alternative investment, valuation, risk transfer

53.

Berkshire Hathaway, General Re and Franchise Risk

Journal of Alternative Investments, pp. 83-95, Summer 2005
Posted: 26 Jul 2005
Joseph Calandro Jr. and Robert Flynn
Fordham University - Gabelli Center for Global Security Analysis and Saint Paul Travelers Company, Inc.

Abstract:

Valuation, Insurance, mergers and acquisitions

Other Papers (1)

Total Downloads: 0    Citations: 0
1.

Learning from the Expensive Failures of Others

Strategy & Leadership, Vol. 37, No. 5, pp. 47-49, 2009
Posted: 10 Sep 2009 Last Revised: 14 Dec 2009
Joseph Calandro Jr.
Fordham University - Gabelli Center for Global Security Analysis

Abstract:

strategy, M&A, core competency, adjacency