Lemonade, Inc. (LMND) Presents at FT Partners FinTech Conference Transcript

SA Transcripts 162.21K Followers Follow Lemonade, Inc. ( LMND ) FT Partners FinTech Conference September 15, 2026 1:20 PM EDT Company Participants Timothy Bixby - CFO, Principal Accounting Officer & Treasurer Presentation Unknown Analyst All right. Thanks, everybody. I hope everybody got some lunch. Enjoyed the session with Steve. But we're excited now to move on with Lemonade. We have Tim Bixby, CFO of Lemonade. Thanks for coming. Timothy Bixby CFO, Principal Accounting Officer & Treasurer You bet. Question-and-Answer Session Unknown Analyst So look, I actually want to start with a kind of a different question. You're preparing to move on from being CFO, right? So maybe talk about how leadership is changing, some strategic framing because excited for you and excited to meet who's next. Timothy Bixby CFO, Principal Accounting Officer & Treasurer Sure. Happy to. And while I am moving on, I'm not moving on very far. I've been Lemonade's first CFO. I've been CFO of Lemonade for 9 years and change, 9.5 years. I've been asked to join the Board of Directors, which I've graciously accepted starting January 1. And so at that point, I'll hand the reins of CFO over to Nick Stead, who is our -- currently our SVP of Finance, superstar player internally at Lemonade for many years. So while it's a change of name, I don't expect a tremendous change of philosophy or strategy. But I will -- candidly, I will say it's a bit of an upgrade. Nick has done terrific work, and this has been in the works for quite some time. That said, one of the most notable things about Lemonade is the lack of change in a good way, meaning our approach, our strategy, our philosophy, our go-to-market vision and story is really unchanged today, 2026 versus our founding in 2015. That's awfully rare in any sector, technology, data, AI, financial services, that's a rare thing in a market and a decade that's been tumultuous in maybe a dozen different ways, Lemonade's metrics, Lemonade performance, Lemonade strategy has been awfully stable and consistent