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reinsurance

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Mar 1, 2021 by Damien Bisserier · across every show →

Everything said about reinsurance, oldest first

Mar 1, 2021 bullish
Opinion
Bisserier: Capital outflows make now a good time to enter reinsurance
“And now all the capital's leaving, it's probably a good time to come back into the space.”
Damien Bisserier Mar 1, 2021 ▶ 45:16 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Mar 1, 2021 neutral
Insight
Bisserier: Reinsurance losses can be equity-like, triggering investor capitulation
“In the case of reinsurance, the losses can be equity like, and they're different and people don't, they're not as familiar with that. They're less likely to hold on.”
Damien Bisserier Mar 1, 2021 ▶ 45:47 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Sep 22, 2025 bullish
Assertion Supported
Wagner: Florida wind reinsurance yields over 50% for 1-in-10 risk
“The way I characterize it is if you underwrite a risk that has a one in 10 chance of happening, historically that would get priced that you get paid 15 or 20% to take that risk. That number's over 50%. So the pricing around a unit of risk in Florida wind now i…”
Herb Wagner Sep 22, 2025 ▶ 50:54 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
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