Baden-Baden #38 – David Flandro: What Buyers Should Do Before the Market Turns
The Reinsurance PodcastShow Notes
Reinsurance prices are falling, but David Flandro argues that rising capital costs should give buyers pause. Howden Re’s Head of Industry Analysis and Strategic Advisory joins Ben Rose in Baden-Baden to explain why cedents need a contingency plan, how new sources of capital are reshaping the market, and what economic margins reveal about the cycle. They also explore AI’s potential to change modelling and risk trading, plus the case for rebalancing retentions, managing accumulations and preserving options ahead of 1/1.
EPISODE LINKS: David's LinkedIn: https://www.linkedin.com/in/david-flandro-074813/ Howden Re: https://www.howdenre.com/
OUTLINE & TIMESTAMPS 00:00 Introduction 00:38 A different mood at Baden-Baden 01:18 Falling prices and economic margins 02:41 Finding an advantage as capital sources expand 04:47 Three ways AI could change reinsurance 07:28 Who will drive AI disruption? 08:18 Why buyers need a “breaking the glass” strategy 10:42 Retentions, diversification and preserving options 11:51 What makes this cycle different? 13:07 The outlook for 1/1 renewals
CONNECT WITH US: Say Hello: [email protected] Website: https://www.supercede.com LinkedIn: https://www.linkedin.com/company/supercedehq Twitter: https://twitter.com/SupercedeHQ YouTube: https://www.youtube.com/@SupercedeHQ RSS Feed: https://anchor.fm/s/7e741c8c/podcast/rss
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