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    Anthony Mottolese

    Research Analyst at Dowling & Partners

    Anthony Mottolese is an Equity Research Analyst at Dowling & Partners Securities, focusing on property and casualty insurance with coverage of companies such as Employers Holdings (EIG), Global Indemnity (GBLI), and Greenlight Capital Re (GLRE). He is recognized for providing in-depth analysis and trade recommendations to institutional investors, although specific performance metrics or analyst rankings are not publicly disclosed. Mottolese has built his expertise within Dowling & Partners, having advanced from earlier associate positions to his current analyst role. His professional credentials and securities licenses are not listed in publicly available sources.

    Anthony Mottolese's questions to SiriusPoint (SPNT) leadership

    Anthony Mottolese's questions to SiriusPoint (SPNT) leadership • Q2 2025

    Question

    Anthony Mottolese from Dowling & Partners asked about the performance metrics required for SiriusPoint to increase its net retention on MGA partnership business and whether the trend of MGA consolidation has impacted the company's model or pipeline.

    Answer

    CEO Scott Egan emphasized that the primary driver for increasing net retention is whether a program can meet the company's ROE targets. He stressed that this decision is made cautiously over time, based on data, performance, and the strength of the partnership, not on a set formula. He cited a surety partnership as an example where they took a minimal net position for two years before increasing retention. Regarding MGA consolidation, Scott Egan stated that it has had no material impact on their business or pipeline.

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    Anthony Mottolese's questions to SiriusPoint (SPNT) leadership • Q2 2025

    Question

    Anthony Mottolese from Dowling & Partners asked for the specific performance metrics required for the company to increase its net retention on MGA partnership business and questioned if the trend of MGA consolidation has impacted SiriusPoint's model or pipeline.

    Answer

    CEO Scott Egan stated that the primary driver for increasing net retention is the ability of a program to meet the company's ROE targets. He emphasized that confidence is also built over time through data flows, underwriting philosophy alignment, and the overall partnership. He gave a surety partnership as an example where they waited nearly two years before "leaning in" to a larger net position. Regarding MGA consolidation, Egan gave a direct answer, stating it has had "nothing material" of an impact on their business.

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    Anthony Mottolese's questions to SiriusPoint (SPNT) leadership • Q2 2025

    Question

    Anthony Mottolese of Dowling & Partners asked for the specific performance criteria used to decide when to retain more net premium from MGA partnerships and inquired about the impact of MGA consolidation on SiriusPoint's business model.

    Answer

    CEO Scott Egan emphasized that the decision to increase net retention is driven by a program's ability to meet ROE targets and the company's confidence in the partnership, data, and underwriting philosophy over time. He cited a surety partner as an example where they waited two years before increasing net retention. Egan also stated that the trend of MGA consolidation has had no material impact on their business or partnership pipeline.

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    Anthony Mottolese's questions to SiriusPoint (SPNT) leadership • Q2 2025

    Question

    Anthony Mottolese asked about the criteria for increasing net retention on MGA partnership business and whether the trend of MGA consolidation has impacted their model or pipeline.

    Answer

    The decision to increase net retention is based on the business meeting ROE targets and the company gaining confidence in the partnership over time through data and relationship building, often taking 1-2 years. They feel no pressure to accelerate this process. The trend of MGA consolidation has had no material impact on their business.

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    Anthony Mottolese's questions to GREENLIGHT CAPITAL RE (GLRE) leadership

    Anthony Mottolese's questions to GREENLIGHT CAPITAL RE (GLRE) leadership • Q4 2024

    Question

    Anthony Mottolese from BTIG inquired about the Q4 charge related to the Russia-Ukraine conflict, its context within the ultimate industry loss, and adverse development trends in the casualty book, including specific accident years and the go-forward growth profile for casualty lines.

    Answer

    CEO Greg Richardson explained the Russia-Ukraine charge is their current estimate of the ultimate loss, not an interim provision, with uncertainty dampened by industry settlements and unexhausted retrocession cover. He noted adverse casualty development stems from older years ('15-'17) and is considered well-contained, with the go-forward book focused on smaller, targeted programs. CFO Faramarz Romer added that the Russia-Ukraine reserve is booked as IBNR pending formal claims and that favorable specialty development partially offset the casualty impact.

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    Anthony Mottolese's questions to Global Indemnity Group (GBLI) leadership

    Anthony Mottolese's questions to Global Indemnity Group (GBLI) leadership • Q2 2024

    Question

    Anthony Mottolese, a private investor, inquired about how the company's casualty book is positioned against social inflation, asking for details on loss trend assumptions and confidence in reserve adequacy.

    Answer

    CEO Joseph Brown stated that the company has increased its long-term loss trend assumptions for the casualty business by 2-3 points to a 6-7% range. He expressed confidence in the reserve position, noting that the margin has expanded recently. This is partly due to eliminating or reducing exposure from problematic areas like a New York book and a specific program. He believes GBLI is less affected by social inflation than the broader industry due to its focus on small commercial business.

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