2017

Breakfast & Registration

Welcoming Remarks

Opening Remarks by our 2017 Conference Chair

• Dennis Kearns, Senior Vice President, Transactional and Financial Institutions, QBE

What’s New? An Update on Marketplace Metrics

What are the main trends of the transaction insurance market over the past year? This session will provide an update on the size and shape of the market including the new carriers and brokers in this space. How is the market segmented? What are the different buying rationales? This session will also look at activity levels in the M&A sector in general.

• Craig Schioppo, Transactional Risk Practice Leader, Managing Director, Marsh
• Craig Warnke, Managing Director, Transactional Risk Practice, Marsh

The Buyer’s Perspective

Insurance buyers and lawyers will discuss their buying experiences, marketplace dynamics and their expectations of cover in this growing space.

• Randy Hein, President, Berkley Transactional, a division of Berkley Professional Liability, LLC (Moderator)
• Markus Bolsinger, Partner, Dechert LLP
• Steven Siesser, Partner and Co-Chair, Transactions & Advisory Group, Lowenstein Sandler LLP
• Emilio Pedroni, Managing Director, First Atlantic Capital, Ltd.

Morning Break

Coverage and the Underwriting Process

What are the hot topics for R&W insurance coverage today? How is the market addressing these issues? This session will look at exposure areas, heightened risks and the decision-making process around applying exclusions to policies. What can be negotiated and what’s non-negotiable? We will also dive into what’s covered under an insurance policy – where are the red lines that insurers will not cross?

• Dennis Kearns, Senior Vice President, Transactional and Financial Institutions, QBE (Moderator)
• Leah Coakley, Vice President, Transaction Liability Group, Lockton Companies, LLC
• Jessica H. Sicsu, Partner, Kirkland & Ellis LLP
• R. Philip Stevenson, Senior Vice President, VALE

Due Diligence Focus – What’s acceptable to carriers?

Should due diligence be completed by accredited individuals? In the rush for technology M&A – are corners cut? And what effect does this have on insurance?

• Jeff Rubocki, Senior Managing Director, Krauter & Company (Moderator)
• Wayne Datz, SVP, North America M&A Division, Allied World
• Peter de Boisblanc, Senior M&A Underwriter, AIG
• Kim Gladney, Managing Director – North America, Ambridge Partners LLC
• Jay Rittberg, Managing Principal, Euclid Transactional, LLC

Conference Luncheon

An Update on Cross-border Deals

What is a cross-border deal and how prevalent are they in today’s M&A environment? This session will hear from a broker and carrier on their definition of cross-border deals and some of the due diligence and underwriting challenges that each type of deal presents.

• Peter Rosen, Partner, Latham & Watkins (Moderator)
• Shawn O’Neill, Senior M&A Underwriter, AIG
• Eric Ziff, Managing Director, Transaction Solutions, Aon

The Innovation Lab – New Solutions

A focus on emerging areas of risk in the transaction insurance market including cyber, tax, healthcare and pollution.

• Joseph Laws, Director of M&A Insurance, XL Catlin (Moderator)
• Joanne R. Censullo, M&A Practice Leader, Risk Strategies Company
• Bill Monat, EVP – Mergers & Acquisitions Group, Willis Towers Watson
• Renee Szalkowski, Senior Vice President, Transaction Liability Group Practice Leader, Lockton Companies, LLC

Afternoon Break

Claims Trends and the Process

Using real examples, this session will dive into the life cycle of a claim. How does the process work? Who is involved and why? Where have claims been resolved swiftly and why do some take longer? How will claims be managed in the future?

• Toria Lessman, Vice President – Underwriting Leader, QBE (Moderator)
• Stephen Davidson, Managing Director, Aon
• John J. Mazzuca, Corporate & Investment Bank, Escrow Services, J.P. Morgan
• Diane Parker, Vice President, North American Claims Group, Allied World
• Dan Torpey, Partner Fraud Investigative & Dispute Services, EY

View from the Top

Senior executives from inside and outside the Transaction Insurance market will discuss their views of opportunities in this space and how they differentiate themselves in an increasingly crowded market.

• Allyson Coyne, Managing Director, Transaction Solutions, Aon (Moderator)
• Brian Benjamin, Global Head Mergers & Acquisitions Insurance, XL Catlin
• Michael Turnbull, Americas M&A Manager, AIG

Closing Remarks & Reception sponsored by: