Michael Kehoe, Chief Executive Officer and President of Kinsale Capital Group, Inc. speaks at the 30th Annual Baron Investment Conference.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
00:00 - Introduction to Kinsale Capital Group
1:48 - What is the Non-Standard (E&S) Insurance Market
6:29 - Competitive Environment
7:10 - Focusing on the E&S Market
9:35 - Controlling Underwriting and Claims Management
14:51 - Technology as a Core Competency
18:35 - Using Data to Manage the Business
21:23 - Culture, Cost Control, and Other Advantages
26:18 - Why are Insurance Rates Rising?
29:25 - Lessons on Managing People
31:56 - AI and Insurance…Risks and Benefits
34:48 - AI Fraud, How to Prevent It?
35:43 - Kinsale’s Stock Price Volatility
36:59 - Price to Book Value
39:06 - Insuring Against Natural Disasters
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Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting baronfunds.com. Please read them carefully before investing.
Risks: All investments are subject to risk and may lose value.
The discussions of the companies at the Conference are not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed at the Conference reflect those of the respective speakers. Those views are not intended as recommendations or investment advice to any person and are subject to change at any time based on market and other conditions and Baron Capital has no obligation to update them. Baron Capital has provided website addresses of companies participating in our Investment Conference as a convenience to our attendees. Baron Capital is not responsible for the content of these sites.
Portfolio holdings as a percentage of net assets as of September 30, 2023 for securities mentioned are as follows: Kinsale Capital Group, Inc. - Baron Discovery Fund (4.9%), Baron FinTech Fund (2.1%), Baron Growth Fund (5.6%), Baron Small Cap Fund (4.7%).
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).