The Modeled Through Line from Hurricane Katrina to Cyber Catastrophe Risk with Fermat Capital’s John Seo
Update: 2025-08-27
Description
John Seo, founder of Fermat Capital, about the lessons of Katrina for catastrophe bonds and models 20 years later.
- (00:00 ) - Introduction
- (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
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