11:00am-11:05am ET

Opening Remarks by Stacie Lilien, Global Head of Event Programming, Advisen

11:05am-12:05pm ET

Will the M&A Mayhem Continue?

Mergers and acquisition (M&A) deals skyrocketed in 2021. Have transaction insurance products become must-haves for buyers and sellers? Is the current pace of deal flow here to stay through 2022? Are prices reflective of the risk and how are buyers and brokers responding to rates and exclusions? How have due diligence expectations and processes evolved? This panel will evaluate the long-term impact of the current climate on the industry.

• Aartie Manansingh, Managing Director, Willis Towers Watson [Moderator]
• Markus Bolsinger, Partner, Dechert LLP
• Vipul Kumar, Vice President – Transaction Advisory Practice, NFP
• Yem Mai, Managing Director, Marsh Specialty
• Hilary Weiss, Head of Eastern Zone, Americas M&A, Liberty Global Transaction Solutions

12:05pm-12:35pm ET

“People” Capacity Concerns

Dealing with the breakneck pace and volume of deals takes a toll on transaction insurance professionals. As the market matures and complexity rises, will “people” capacity keep pace with high demand? Is there enough of a focus on human capital management and bandwidth? Will this factor into how the industry is developing?

• Julia Papastavridis, Managing Director, M&A and Transaction Solutions Group, Aon [Moderator]
• David Anderson, Co-Founder & CEO, Greenwich Executive Group
• William Monat, Global Head of Transactional Liability, Mosaic Insurance Company

11:00am-11:05am ET

Opening Remarks by William Monat, Global Head of Transactional Liability, Mosaic Insurance Company

11:05am-11:50am ET

Transaction Claims are Here. What’s the Impact?

The maturation of the M&A insurance industry means the claims have come in. How will market players use this new data to inform their underwriting? Are underwriters hitting the right balance on required due diligence? The panel will address how claims handling affects buyers’ views on their insurer partners, what impact claims have on future insurance negotiations, and how policy wordings hold up during the claims process.

• Randy Hein, President, Berkley Transactional [Moderator]
• Phil Casper, Principal, Euclid Transactional, LLC
• David S. De Berry, CEO, Concord Specialty Risk
• Stacey Hammer, Assistant Vice President, Transactional Insurance, Woodruff Sawyer
• Kelly Nickerson, Managing Director, Global Insurance Services, FTI Consulting

11:50am-12:45pm ET

From the Buyers’ Perspective

Protecting the interests of parties on both sides of mergers and acquisition is the hallmark of the transaction insurance market. How do buyers of the product feel about their experience from underwriting and beyond? A panel of private equity and strategic buyers will offer their perspectives on how transaction insurance smoothed the way for their deals – and where they see room for improvement.

• Matthew Heinz, Partner and Co-Practice Leader, Lockton Companies [Moderator]
• Nelson Erickson, VP, Strategy & Corporate Development, Mercury Systems
• Stephanie Hyde, Executive Director, PE-RISK
• Danielle Nieh, VP, Underwriting Leader, Transactional Liability, QBE
• Emily Pollack, Partner, Cornell Capital LLC