Intact Financial Corp (MEX:IFC)

MXN 2862.01 0 (0%) Market Cap: 686.93 Bil Enterprise Value: 775.38 Bil PE Ratio: 23.27 PB Ratio: 2.97 GF Score: 85/100

Cincinnati Financial Corp, Intact Financial Corp and Lincoln National Corp at RBC Capital Markets Financial Institutions Conference - Panel Discussion Transcript

Mar 13, 2019 / 12:00PM GMT

Transcript

Mark Alan Dwelle

RBC Capital Markets, LLC, Research Division - Analyst

Let me start by thanking everybody for attending here, the RBC 2019 financials conference day 2. So I guess we're the opening act for the second day.

This is the first ever insurance investment panel. It's also the first time I've ever had a mixture of both life and PNC companies all on the same stage. Normally, we're semi-monolithic. We do life panels, we do PNC panels. We never really mix them together. But the thesis here this morning was really all of these companies are investors, and we spend a lot of time focusing on the right-hand side of the balance sheet. I thought we'd take the opportunity today to focus a little bit on the left-hand side of the balance sheet and the people who do so much to kind of create value on that half of the equation.

So this morning, I'm joined by 3 panelists. At the far end, we have Louis Marcotte of Intact Financial. He's the Chief Financial Officer there. He's been there since -- in that role since 2012. Next to him in the center is Marty Hollenbeck. He's with Cincinnati

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