David Morrow

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73 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

David Morrow’s voice in public audio — every appearance, attributed to the second.

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Critical thinking · Trends and Opportunities in (Re)insurance · 20 Jul 2026 podcast

be able to put their finger exactly on what the the remainder of uh you know the capital that's been deployed in the space ha has gone to.

And you mentioned sidecars in your in your opening remarks.

And so could you elaborate a bit more on these new balance sheet models with respect to sidecars and and collateralized reinsurance?

And so Lor Lauron, sticking with yourself for a moment here.

Um so if I'm the uh an investment professional within

a a non life insurance company, you know, and I'm underwriting uh risks that would often find themselves, you know, uh embedded inside of a a of a cat bond or a sidecar.

Um, you know, I I I I may not want to in invest in in in a cat bond and effectively double down my exposure from the underwriting side on the investment side.

But I I presume some people do do that, but uh it's not necessarily obvious to me that that's the main investor base for the market.

So can you please summarize the key investor types for for reinsurance risk and what factors are are driving investment by those different investor types?

So Aaron, let's let's drill down on that a little bit here.

Um, you you're a consultant who sits at the intersection of insurance companies who are investing uh and asset managers who are deploying in into the space.

So can you talk a little bit about some of the key drivers that you're seeing with respect to investors wanting uncorrelated returns that come from um that come from?

from insurance risk, as well as, you know, uh managers that have potentially uh ulterior or additional motives to that.

So there's been a lot of interest in the space.

Um it's a growth market.

And you know, w within any growth markets, there are limits.

And there are tensions.

Uh and so Lauron, I'd like to end with you.

Uh, if you could elaborate on these limits and tensions on the one hand.

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