Juan de Castro

speaker
569 appearances 7 recordings 1 series first heard Jun 2026 last heard 11 Aug

Juan de Castro’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
3 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in Jul 2026 with 3.

Appearances

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And did you find that people would rather classify themselves as true leads or niche leads rather than capacity followers?
Yeah, Alex really I agree with you.
And I think I'm much more interested about the implications on the operating model for each of those archetypes.
I which we'll touch on that in a second.
I would love to hear your thoughts on how should markets think about the different operating models depending on how they classify themselves.
But this report is only a few months old.
But like has anything fundamentally changed?
I mean the market is changing quite fast.
What has changed since the release of the is there anything
Worthwhile noticing.
So it's probably gone from, especially to your point of on the twenty four report, it's gone from being something that everybody would agree on, but there was less urgency to react to, to probably now the market context is probably screaming to take action on some of your recommendations, right?
So I would love to hear more about this.
But you just mentioned this segmentation, the point we made earlier about operating models.
First of all, can you share like what's your view on what the different operating models for these categories look like?
And then any examples of you don't need to name the the market, but like examples of players that are actually significantly making progress in this direction.
Yeah, but almost like regardless of the legal entity, I imagine it's really difficult to be halfway there.
So you either have that segmented model or you don't, right?
Because to your point, the team, the capabilities are very different, right?
In the lead capacity, you have to have the best underwriters analyzing individual risks, defining the terms, et cetera.
Whereas in the follow capacity, I assume you're much more looking at profitability of portfolios, analysis.
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