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4min chapter
Univista – David Perez (Avance Investment Management), (S3.EP.04)
Private Equity Deals with Capital Allocators
Shift to MGA and Challenges Faced
The chapter discusses the shift from being an insurance broker agent to a principal under an MGA and highlights the challenges faced, such as weather events impacting the industry, lack of claims management follow-up due to COVID, and industry changes to incentivize shrinking books.
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