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5min chapter
Reinsurance, Climate + Kindergarten Ventures (with Nat Manning)
ACQ2 by Acquired
Reinsurance - What's the Thesis Sele Then?
Kettler is a reinsurance balance sheet for actually writing risk, and we then go raise capital from this. The typical investors in that are pension plans, sovereigns endowments,. large family offices, ascet managers. And the reason why they like it is it is a completely uncorrelated asset from the traditional market which can do 10 to 20% annual returns.
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