Climate, Correlation, and Cat Bond Investing with Plenum Investments’ Dirk Schmelzer

Climate, Correlation, and Cat Bond Investing with Plenum Investments’ Dirk Schmelzer

We speak with Dirk Schmelzer, Partner at Plenum Investments in Zurich. Dirk has spent more than 15 years managing catastrophe bond and insurance-linked securities funds, and he brings a practitioner’s perspective on how catastrophe models are actually used in portfolio management and investment decisions.

We’ll explore how models have evolved, where they still fall short, and how issues like climate change and artificial intelligence are reshaping the conversation.

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Insurance Isn't Just Transferring Risk Anymore

Insurance Isn't Just Transferring Risk Anymore

Private credit didn't just find a new source of capital—it may have changed the role of life insurance itself. Andrew Granato and Pranjal Yadav explain why insurance regulation, guaranty funds and opa...

5 Elo 53min

Can Big Tech Become The Next Insurance Company?

Can Big Tech Become The Next Insurance Company?

For years, the biggest competitive battles in insurance have been between insurers. Underwriting. Pricing. Capital management.But artificial intelligence may be changing the rules.What if the next maj...

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Private Capital, Public Flood: Risky Science Live

Private Capital, Public Flood: Risky Science Live

Listen to the full replay of the latest Risky Science Live "Private Capital, Public Flood: Risky Science Live". The panel examines what a larger private flood market actually requires: the modeling so...

24 Heinä 55min

Jane Kim and California's Insurance "Hostage Situation"

Jane Kim and California's Insurance "Hostage Situation"

Jane Kim just finished first in the race to become California's next insurance commissioner. She's a former San Francisco supervisor and worked for Bernie Sanders. And where Allen wants to draw privat...

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The Price Is the Forecast

The Price Is the Forecast

Weather derivatives have struggled with liquidity for 25 years. Jim Huang thinks prediction markets can finally fix that — but only if the contracts are built around events people actually watch.In th...

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Risk Doesn't Disappear, It Gets Allocated

Risk Doesn't Disappear, It Gets Allocated

In this week’s episode we are digging into California's insurance market — and specifically, into the fight over who actually owns wildfire risk. Is it the insurers pulling back from high-risk areas? ...

8 Heinä 39min

Venezuela, The Built Environment And Lessons of a Catastrophic Earthquake

Venezuela, The Built Environment And Lessons of a Catastrophic Earthquake

This week we focus on the tragic catastrophe in Venezuela, where powerful earthquakes tore along the San Sebastián fault and devastated Caracas. As a result, buildings collapsed, the airport shut down...

1 Heinä 38min

Sticky Liabilities, Illiquid Assets and the Private Credit Perception Gap

Sticky Liabilities, Illiquid Assets and the Private Credit Perception Gap

A year ago, I sat down with Carmi Margalit, Managing Director and the Life Insurance Sector Lead at Standard & Poor’s Annual Insurance Conference to talk about private credit on insurance balance shee...

24 Kesä 29min

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