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    James Shell

    Managing Director and Senior Equity Research Analyst at Piper Sandler

    James Shell is a Managing Director and Senior Equity Research Analyst at Piper Sandler, specializing in the coverage of the chemicals sector with a particular focus on commodity and specialty chemical companies. Throughout his tenure, Shell has provided actionable research on key industry players, informing investment decisions for institutional clients, and is recognized for his detailed market analysis and sector expertise. He began his career in finance after graduating from Florida State University, has held previous positions at notable firms before joining Piper Sandler, and leverages strong quantitative skills developed through rigorous industry training programs. Shell maintains his professional credentials through active FINRA registration and relevant securities licenses, establishing himself as a respected authority in equity research.

    James Shell's questions to ASSURANT (AIZ) leadership

    James Shell's questions to ASSURANT (AIZ) leadership • Q4 2024

    Question

    James Shell of Piper Sandler asked about the outlook for reinsurance renewal costs, the company's ability to get rate increases approved by regulators, and the potential impact of tariffs on input costs for the Lifestyle business.

    Answer

    CFO Keith Meier addressed reinsurance, stating they expect a consistent program structure and favorable pricing, with more details to come. CEO Keith Demmings handled the regulatory question, expressing confidence in their continued ability to get appropriate rates approved based on their strong track record. Regarding tariffs, Mr. Demmings noted they are not in the guide due to uncertainty but highlighted that the company has a proven playbook for managing rising input costs, citing recent success in navigating inflation in both the housing and auto businesses through features like inflation guards and rigorous client reviews.

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