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    Charlie Rogers

    Research Analyst at Jefferies

    Charlie Rodgers is an Equity Research Associate at Jefferies, specializing in U.S. financials with in-depth expertise in fundamental analysis of financial institutions. Since joining Jefferies in June 2022, Rogers has contributed research on companies in the U.S. financial sector, building on prior experience at RS Investments focusing on healthcare, pharmaceuticals, and technology companies. Before Jefferies, he also worked in investment analysis for iRhythm Technologies and held an educator role at lululemon, with a career foundation shaped by an MBA and BS in Business Administration from UNC Kenan-Flagler Business School and a BA in Economics & Entrepreneurship from UNC Chapel Hill. While specific performance metrics and securities licenses are not publicly available, his academic credentials and diverse analytical background underscore his professional expertise.

    Charlie Rogers's questions to Lemonade (LMND) leadership

    Charlie Rogers's questions to Lemonade (LMND) leadership • Q3 2024

    Question

    Charlie Rogers asked for clarification on the embedded expectations for Hurricane Milton losses in the Q4 guidance. He also requested the catastrophe and prior year development figures on a net basis and asked for a premium breakdown within the 'home multi-peril' line.

    Answer

    CFO Timothy Bixby stated that the impact from Hurricane Milton has been nominal and is not a material concern for Q4. He provided the net figures, noting a CAT impact of ~11% and a favorable prior period development of ~1%. While declining to break out the home line quarterly, he gave order-of-magnitude premium per customer figures: ~$1,500 for home/condo and ~$170 for renters.

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