What does a “hard market softening” really mean—and how can reinsurers still create value? David Flandro joins us in Baden-Baden to unpack shifting market dynamics, the rise of MGAs, and how AI and proprietary data are reshaping competitive advantage. Essential insight for anyone navigating reinsurance’s next chapter.

EPISODE LINKS:

David's LinkedIn: https://www.linkedin.com/in/david-flandro-074813/

Howden Re: https://www.howdenre.com/

CONNECT WITH US:

Say Hello: ⁠[email protected]⁠

Website: ⁠https://www.supercede.com⁠ 

LinkedIn: https://www.linkedin.com/company/supercedehq 

X: ⁠https://twitter.com/SupercedeHQ⁠ 

YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ 

RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ 

OUTLINE & TIMESTAMPS:

00:00 Intro

00:50 Hard Market Softening

02:00 Economic Value Add Explained

03:45 Opportunities for Cedants & Brokers

05:05 What Makes Baden-Baden a Signal Event

06:25 Do We Have the Tools to Win?

07:55 The Role of MGAs in Innovation

09:40 What to Watch into Jan 1 Renewals

10:40 Macro Trends & Final Thoughts