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    Rowland Mayor

    Research Analyst at Oppenheimer & Co. Inc.

    Rowland Mayor is an Equity Research Analyst at Oppenheimer & Co. Inc., with coverage focusing on specialty insurance companies such as Skyward Specialty Insurance. While recent data indicate he has participated in earnings calls for at least two companies, detailed long-term performance metrics and rankings are limited in public sources. Mayor’s career at Oppenheimer & Co. Inc. includes active engagement in sector research and corporate earnings discussions, though specifics of his previous experience or tenure in the industry are not readily available. Public records confirm his active role in investment research, but information regarding industry certifications, FINRA registration, or notable recognitions remains undisclosed.

    Rowland Mayor's questions to Skyward Specialty Insurance Group (SKWD) leadership

    Rowland Mayor's questions to Skyward Specialty Insurance Group (SKWD) leadership • Q4 2024

    Question

    Rowland Mayor, on behalf of Mike Phillips at Oppenheimer, requested details on loss trends in the commercial auto book and asked how growth expectations are split between new hires and existing business, including how new business is reserved.

    Answer

    CEO Andrew Robinson detailed three distinct commercial auto buckets with varying loss trends, noting their caution is driven by potential severity increases without tort reform. He confirmed that for new business, they apply a greater reserving margin above their indicated loss pick and hold a 'corporate IBNR' for additional risk margin on in-year launches.

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    Rowland Mayor's questions to Kinsale Capital Group (KNSL) leadership

    Rowland Mayor's questions to Kinsale Capital Group (KNSL) leadership • Q3 2024

    Question

    Rowland Mayor of Oppenheimer asked for the size of the adverse development in the construction defect book, which lines are still seeing favorable development, and whether Kinsale is adding extra conservatism to casualty reserves. He also asked if the buyback signals a change in growth expectations.

    Answer

    Executive Michael Kehoe did not size the construction development but noted it was addressed with pricing and underwriting changes. He stated favorable development is occurring across almost the entire book. He affirmed that Kinsale has been adding to reserve conservatism for years due to factors like social inflation. The buyback is driven by excess capital generation from high profitability (28% ROE) against a stable 10-20% long-term growth outlook, not a change in that outlook.

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