Inside the Deal

Artificial intelligence is transforming financial services, but how should it be regulated? In this episode of Inside the Deal , we sit down with George Alayon, Assistant Director at the Bermuda Monetary Authority, to discuss the BMA’s recent AI discussion paper and what it means for Bermuda’s insurance and reinsurance market. George shares the regulator’s perspective on balancing innovation with...

In this episode of Inside the Deal , VIPR CEO Paul Templar pulls back the curtain on how his company is transforming the way insurers, MGAs, and TPAs handle data, compliance, and scale. From streamlining bordereaux to unlocking growth opportunities, Paul shares the secrets behind VIPR’s rise and why smarter operations are the key to staying ahead in today’s market. If you’re serious about efficien...

In this episode of Inside the Deal , host Helen Souza sits down with InEvo Re's Chief Risk Officer, Andrew Sooboodoo to unpack Oliver Wyman’s recent report examining whether Bermuda’s long-term (re)insurance sector, home to over a $1 trillion in life reserves, poses systemic risk to the global financial system. From stress-test scenarios like credit crises and asset fire sales to the growing influ...

In this episode of Inside the Deal , we sit down with Mervyn Skeet, CEO of Bermuda's newly formed Corporate Income Tax Agency (CITA), to unpack Bermuda's corporate income tax: what it is, what it’s not, and what it means for the island’s global insurance and reinsurance players. From myths and misunderstandings to strategic implications, this discussion offers clarity on one of the most talked-abo...

In this episode of Inside the Deal , we sit down with Martin Wiggins, Founder and CEO of Brandformula, as he shares his unexpected journey from insurance broker to brand strategist. Martin unpacks what inspired his leap into marketing, the value of storytelling in a risk-based industry, and why brand is a strategic asset and not just a logo. We explore the critical differences between a rebrand an...

In this episode of Inside the Deal, we speak with Anirudha Balasubramanian, founder of Tailshift, whose journey from commodities trading to a PhD in market design now fuels a bold reimagining of casualty risk transfer.  We dive into Tailshift’s experience in Lloyd’s Lab Cohort 14, their growing footprint in Bermuda across captives, program (re)insurers, and legacy acquirers, and how they’re using...

In this episode of Inside the Deal, we sit down with Suzanne Williams-Charles, CEO of Bermuda International Long Term Insurers and Reinsurers (BILTIR), to explore the growing impact and global relevance of Bermuda’s long-term insurance and reinsurance sector. Suzanne shares insights on how BILTIR is advocating for the industry, supporting regulatory engagement, and building awareness of the island...

In this episode of Inside the Deal , we sit down with Greg Zarin, founder of Subrosmart, to unpack the often-overlooked world of subrogation and how his firm turned a niche legal service into a global operation. Greg shares the story behind Subrosmart’s humble beginnings and its impressive growth to over 60 team members across three offices, working with more than 40 insurance carriers in the Lond...

In our final episode of Inside the Deal live from the Bermuda Captive Conference, we wrapped up the week with an insightful and diverse panel of guests who each brought a unique lens to the captive insurance conversation. Carolyn Fahey, Executive Director of AIROC, kicked things off with a discussion on exit strategies for captives, what options are out there, how to plan ahead, and why it's becom...

Part 1: The final day of Inside the Deal coverage, Kevin Yousif of Yousif Capital Management shared insights on risk financing, capital efficiency, and how captives are adapting to macroeconomic pressures and evolving regulatory demands. He also reflected on Bermuda’s enduring relevance in the global captive market and where strategic focus should lie going forward. Later, we sat down with Tanja K...

Day two of the Bermuda Captive Conference shifted focus to the traditional strengths of the captive insurance model, with insights from Mia Smallman of Halliburton on global risk management, Pierrick Livet of KPMG on the essential role of fronting arrangements, and Maria Angeles Riela on the growing LATAM market. A consistent theme across conversations was the critical importance of trusted relati...

In our opening session, we spoke with Seadna Kirwan, Chair of the Bermuda Captive Conference, and Rachel Derry, Chair of the Bermuda Captive Network’s Education Committee, to explore the renewed momentum behind Bermuda’s captive ecosystem. Discussions centered on the growth and strategic refocus of the Bermuda Captive Network, with an emphasis on collaboration, advocacy, and industry alignment. Th...

In this special episode of Inside the Deal , we sit down with Jenny Campbell, former banker, successful entrepreneur, and Dragons’ Den investor ahead of her keynote at the Women Mean Business: Level Up event in Bermuda. Jenny shares her incredible journey from leaving school at 16, to building a 30+ year career in banking, before leading a management buyout and turning around an ATM business that...

In this episode of Inside the Deal, we sit down with Steph Brown, one of Bermuda’s most trusted voices in recruitment. With over 13 years of experience hiring on the island, she’s seen first-hand the effects of the 2009 Global Financial Crisis through to the recent global Pandemic, Steph shares sharp insights into the island’s evolving talent landscape—what’s working, what needs to change, and why...

In this episode of Inside the Deal, host Helen Souza discusses the importance of talent development and mentorship in Bermuda's workforce with guests Victoria Cunningham and Naphisa Smith. Victoria, an opposition senator and executive director of BFIS, explains how the organization supports students by providing scholarships, mentorship, and networking opportunities. Naphisa shares her journey fro...

In this episode, Steve Weinstein delves into his journey from the Bermuda reinsurance market to founding Mangrove Property Insurance in Florida. Beginning with the significant impact and evolution of the market since Hurricane Andrew, Steve discusses the evolving challenges in Florida's homeowners' insurance market due to both persistent fraud and natural hazards. He emphasizes key, recent legisla...

James Robinson, founder of Cactus, shares his unexpected journey into the insurance industry on the Inside the Deal podcast. Originally aiming to develop an AI system for food and fitness, Robinson pivoted Cactus towards insurance, creating the underwriter workbench 'Marmalade'. He discusses the strategic advantages gained during their initial project phase due to clients' garden leaves, the role...

Inside the Deal is a podcast powered by Exordium , a Bermuda-based business development consulting company. Each episode takes listeners inside the world of Bermuda business—from re/insurance and finance to innovation, regulation, and entrepreneurship. Through candid conversations with leaders, experts, and changemakers, Inside the Deal explores the strategies, stories, and shifts shaping one of t...