Monte Carlo #41 - David Govrin: Lessons on Risk, Capital, and Discipline for 2026
Description
David Govrin, Group President and CEO Global Reinsurance of SiriusPoint, shares hard-won lessons from decades in reinsurance. From property volatility to divergent casualty views and specialty challenges, he explains how to price risk, allocate capital, and maintain true underwriting discipline—crucial insights for navigating shifting market conditions heading into 2026.
EPISODE LINKS:
David's LinkedIn: https://www.linkedin.com/in/david-govrin-48007917/
SiriusPoint: https://www.siriuspt.com/https://www.siriuspt.com/
CONNECT WITH US:
Say Hello: producer@thereinsurancepodcast.com
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
(02:10 ) – Key themes this year
(04:15 ) – Property, casualty & specialty markets
(06:05 ) – The changing risk landscape
(07:40 ) – Culture & talent as competitive edge
(09:25 ) – SiriusPoint’s message to the market in 2026
(11:10 ) – Underwriting discipline & pricing risk correctly
(12:40 ) – Final thoughts
United States
