Show Notes
Emily Davis, Head of Global Specialty at Everest, is more interested in everything plugged into data centres. Recorded on the TRP yacht, this one is about the specialty reinsurance growth story behind the build-out: semiconductor plants, EV factories, onshored manufacturing, and a renewable energy project bolted onto every new server farm.
WHAT YOU'LL LEARN: Why the data centre itself is only a fraction of the exposure, and what the rest of the mega risk actually looks like How onshoring, semiconductor plants and EV production create the same accumulation problems underwriters are already working through on data centres Why energy security and geopolitics are pushing more money into the energy transition rather than less How specialty lines can sit in different phases of the cycle at once, and where that leaves growth this renewal What global expertise plus local underwriting looks like when a risk crosses several jurisdictions
OUTLINE & TIMESTAMPS:00:00 Intro00:37 Different lines, different phases of the cycle01:32 The one desk in Monaco with a growth story02:06 Why the data centre is the small part of the mega risk02:45 The power problem: renewables, geopolitics and energy security03:29 Marine, aviation and the old world adapting again04:27 Glocal: global expertise, local underwriters05:13 AI, efficiency and what it frees people up to do
EPISODE LINKS:Emily's LinkedIn: https://www.linkedin.com/in/emily-davis-a2218678/ Everest: https://www.everestglobal.com/
CONNECT WITH US:Say Hello: [email protected]: https://www.supercede.comLinkedIn: https://www.linkedin.com/company/supercedehqX: https://twitter.com/SupercedeHQYouTube: https://www.youtube.com/@SupercedeHQRSS Feed: https://anchor.fm/s/7e741c8c/podcast/rss
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