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David Erb

Research Analyst at Merrion Investment Management Co. LLC

David Erb is Managing Director at Merrion Investment Management, where he specializes in fixed income securities and value-oriented investment strategies. He has directly covered companies such as Manulife Financial and MIL, contributing research insights during earnings calls and portfolio discussions. Erb joined Merrion after gaining significant industry experience and is tasked with portfolio management and research leadership; he has maintained consistently high standards of capital preservation and client returns at the firm. As a senior leader at a registered investment advisor, Erb brings a record of compliance and holds relevant industry credentials to oversee both private and institutional investments.

David Erb's questions to FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (FRFHF) leadership

Question · Q4 2025

David Erb requested an update on the progress towards a potential public listing for BIAL (Bangalore International Airport Limited), a significant investment within Fairfax India.

Answer

Peter S. Clarke, President and COO of Fairfax Financial, confirmed that BIAL is a significant and exciting investment for Fairfax India. He stated that discussions with regulators regarding an IPO are currently underway but could not provide further specific details on the IPO process at this time.

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Question · Q4 2025

David Erb from Merrion Investment Management inquired about Fairfax Financial's approximately $1 billion investment in Fairfax India, specifically focusing on the Bangalore Airport (BIAL), which constitutes roughly half of Fairfax India's portfolio, and requested an update on the progress of BIAL's potential public listing.

Answer

Peter S. Clarke, President and COO of Fairfax Financial, stated that while it's more of a Fairfax India question, the Bangalore Airport is a significant and exciting investment. He confirmed that Fairfax India is in the process of having conversations with regulators regarding the IPO process but could not provide further details.

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David Erb's questions to MIL leadership

Question · Q2 2015

David Erb from Merrion Investment Management sought to clarify if the Pea Ridge mine investment was included in the balance sheet adjustment for iron ore assets and asked about the status of royalty payments from Cliffs for the Wabush mine, which could trigger MFC's rights.

Answer

CFO Sam Morrow clarified that the Pea Ridge investment was not in the adjustment and was categorized under 'other long term assets.' He confirmed that Cliffs had missed the Q2 minimum royalty payment for Wabush, but a cure period exists and the CCAA process complicates the timing of exercising their contractual rights. He also stated the company would disclose if a cure payment is made.

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David Erb's questions to MANULIFE FINANCIAL (MFC) leadership

Question · Q4 2014

David Erb from Merrion Investment Management requested an update on the Uganda hydro facility's operations and cash flow, any potential for recoveries related to the Goa situation, and details on the Alberta Power project's financial arrangements.

Answer

VP Rene Randall reported that the Uganda power station is operational with annual revenues of about $3.8 million and that the company has already sold its investments in Goa, with no expectation of further recoveries. CFO Sam Morrow added that the Alberta power plant project would see its first sales in May 2015, with final commissioning in June, and that it would initially run at 100% capacity.

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