It's been an interesting few weeks at Greenlight, with several new disclosures on exec comp pointing to a likely sale, but some confusing counter-signals too.
Taken alone, either of AIG's stated operating goals would represent an enormously bold target. Achieving both simultaneously within 2-3 years would be heroic.
Aon's D&O report gives a rare data-driven lens into the level of re-underwriting and risk appetite changes that are driving the tightening of capacity tightening in P&C.
One way to think about the ambitious build out of start-up (re)insurer Convex is an interesting test of the franchise values of specialty (re)insurers.
