John Seo, founder of Fermat Capital, about the lessons of Katrina for catastrophe bonds and models 20 years later.
(02:00) - Katrina as a Market Catalyst(06:30) - Investor Confidence Under Fire(11:00) - The First True Test of Catastrophe Models(16:00) - Politics, Policy, and Deductibles(22:30) - The In-House View of Models(28:00) - Beyond Peak Perils(34:00) - AI and Model Acceleration(38:00) - A Biophysics Approach to Complex Systems(44:00) - Katrina’s Legacy in Today’s Markets(49:00) - Why Katrina Still Shapes Investor Confidence and Risk Transfer Today