邀请：企业对接巴克莱：蒙特卡罗再保险投资者之旅

urance meeting schedule; 2025 available upon requestFitch Ratings Reinsurance BriefingBreakfast (not hosted by Barclays)ConvexSwiss ReGuy CarpenterHannover ReVerisk Extreme Event SolutionsPhilippe Picagne is a credit research analyst coveringEuropean insurance companies. He joined Barclays in2021. Philippe was ranked #1 analyst among financials(banks and insurance) and the financials team #2 at the2024 II survey. He began his career as an actuarialconsultant and risk manager. Over the past 20 years, hehas developed expertise in the insurance sector fromdifferentangles and held tenure as a senior analyst at therating agency AM Best, as a structurerofferingalternativerisk transfer solutions to insurance companies and aportfolio manager focusing on insurance risks only. Morerecently, he was a senior credit analyst covering Europeaninsurance companies at CreditSights and Bank of Americaand is a Professor (insurance and actuarial sciences) at theUniversity of Paris. Philippe graduated from Institutd’Etudes Politiques de Paris.View Analyst PageSofteningreinsurance market - gauging the trajectoryReinsurance prices have touched a peak in 2024, and started to comeoffgradually in 2025- but profitability remains excellent, and market participants are keen to deploy newlygenerated capital (see our recent takeaways ahead of summer renewals GlobalReinsurance: Bermuda Mid-Year Meeting Takeaways, 22 May 2025). To gauge futuredirection and pace of price changes it would be important to see supply and demandappetite in the market, changes to coverage terms and conditions, contract structures andattachment points - all of these not readily available in market data.In 2025 we're looking to host 15-20 meetings over Sunday 7th September and Monday 8thSeptember on the sidelines of the Monte Carlo RVS. This year's schedule is once againtailored for the mostefficientuse of time with only 1 working day of meetings and anoption of a return flight on Monday. We welcome investor interest, and refer to last year'sschedule and meeting takeaways below - Global Reinsurance: Monte Carlo takeaways -Step back on price, terms to hold steady, 10 September 2024. Ivan Bokhmat+44 (0)20 7773 0417Barclays, UKPhilippe Picagne(i)+44 (0) 20 7773 1525Barclays, UKThis year we have already agreed 14 meetings, including AM Best, Conduit Re, Everest,Hannover Re, Hiscox, Guy Carpenter, Munich Re, S&P, SCOR, Swiss Re. Please indicate yourinterest early as that would allow us to get the best possible meeting line-up, and reachout for the most recent schedule.European InsuranceThis event is intended for Barclays institutional investor clients only. This event is strictly and solelyfor the benefit of the intended recipients. Please do not forward this invitation to any other partywithout written consent from Barclays Research. Barclays' Investment Bankers are prohibited fromattending this event. Participant comments are not for attribution.If your firm is in-scope for research unbundling under MiFID II and you require further informationregarding pricing to participate in this Barclays Research content event, please contact your salesrepresentative.Barclays Capital Inc. and/or one of itsaffiliatesdoes and seeks to do business with companies coveredin its research reports. As a result, investors should be aware that the firm may have a conflict ofinterest that couldaffectthe objectivity of this report. Investors should consider this report as only asingle factor in making their investment decision. This document is intended for institutional investors and is not subject to all of the independence anddisclosure standards applicable to debt research reports prepared for retail investors under U.S. FINRARule 2242. Barclays trades the securities covered in this report for its own account and on adiscretionary basis on behalf of certain clients. Such trading interests may be contrary to therecommendationsofferedin this report.(i)This author is a debt research analyst in the Fixed Income, Currencies and Commodities Researchdepartment and is neither an equity research analyst nor subject to all of the independence anddisclosure standards applicable to analysts who produce debt research reports under U.S. FINRA Rule2242.Any views or opinions by Barclays research analysts have been previously published in researchreports available to our clients on Barclays Live. Click here to view the guide to the Barclaysfundamental equity research rating system.For analyst certifications and important disclosures including, where applicable, foreignaffiliatedisclosures, and the date and time when the production of each recommendation was completed andfirst disseminated, please refer to the full document(s) included in this email or go to our Researchportal on Barclays Live. To access conflict of interest disclosures relating to issuers covered byBarclays Research, please see https://publicresearch.barclays.com.Barclays Events Terms of Service | Barclays Events Privacy NoticeDisclaime