Equity Analysts' View of the Industry

This session will feature a discussion by equity analysts that cover the P&C industry. The industry continues to evolve in how its capital is financed and equity analysts provide an important view into recent trends across the industry. We will discuss recent developments such as COVID-19 and catastrophe losses, market conditions, inflation and interest rates, and new capital and entrants. We will also cover the recent growth in insurtech platforms and their valuations.

  • Date:Tuesday, June 8
  • Time:1:15 PM - 2:30 PM Eastern Daylight Time
  • Session Type:Concurrent Session
  • Session Code:CS7
  • Learning Objective 1::Discuss current trends and results in (re)insurance markets
  • Learning Objective 2::Understand how equity analysts evaluate (re)insurance companies
  • Level of Knowledge:Level 2: General knowledge of the subject
  • Moderator:Raju Bohra
Meyer Shields
Keefe, Bruyette & Woods, Inc.
Alan Zimmermann
Matthew Carletti