Samir Shah is Co-Founder and CEO of Ledger Investing, former Chief Reinsurance Office and Head of Capital markets at AIG. Samir started his career as a pension actuary and management consultant.
I came across Samir at the tail end of my reinsurance broking career and his business fascinated me.
If you were wondering why I've never gotten into a knock-em-down drag-em-out deepest dive imaginable into insurance capital and the constraints on innovating at the very tippy top of the chain, you are in for a treat.
If you listen closely to this you'll see that we actually slide into some serious heterodox territory on several occasions: are capital markets actually more efficient for taking risk? Are insurance results uncorrelated to other asset markets? Is insurance capital not a commodity? If these are suspect what is the key to unlocking a lower cost of capital for insurance?
Listen to see what Samir has to say!
Show notes:
https://notunreasonable.com/?p=7311
youtube: https://youtu.be/diERmzI7YSc
Twitter: @davecwright
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