Executive Risk Insights Conference – New York

September 13, 2017
8:00 am – 6:00 pm ET

New York Marriott Downtown
85 West Street
New York, New York, 10006


8:00 am - 9:00 am

Breakfast & Registration

9:00 am - 9:15 am

Opening Remarks by our 2017 Conference Co-Chairs

  • Ann Longmore, Managing Director, Marsh
  • Carol A.N. Zacharias, Senior Vice President, Underwriting Counsel, QBE
9:15 am - 9:45 am

Keynote Address

  • Howard Mills, Global Insurance Regulatory Leader, Deloitte
9:45 am - 10:30 am

Regulatory Update: Global Upheaval 

Change is a constant, and in 2017, this phrase rings louder than ever. In the US, The remit of the SEC has been curtailed, individual accountability is in question, climate change and healthcare legislation is being repealed, among other regulatory upheaval. Elsewhere, Brexit is causing ripples throughout Europe. This session will discuss the regulatory landscape and address the insurance implications around the world as a result of Brexit, the Foreign Corrupt Practices Act and the current Administration in the US.

  • Mercedes Colwin, Managing Partner New York Offices, Gordon & Rees LLP (Moderator)
  • Winston Paes, Counsel, Debevoise & Plimpton LLP
  • Paul Schiavone, SVP, Regional Head of Financial Lines and Liability North America, Allianz
  • Edward Smerdon, Partner, Sedgwick, Detert, Moran & Arnold LLP
10:30 am - 11:00 am

Morning Break


Working Overtime: Wage & Hour Loss Events are Generating Opportunities

Join Advisen’s EVP of Client Solutions Jim Blinn for an engaging discussion about how insurers and brokers are mining 30,000+ Wage & Hour loss events for new revenue. This 20-minute session will showcase what loss data is available, review data sources, and discuss how modelers are quantifying both the exposure and the potential market size. Geared toward underwriters, claims professionals, brokers, and product development experts.

  • Jim Blinn, EVP, Client Solutions, Advisen
11:00 am - 11:30 am

In Conversation: The Buyer’s View

What keeps risk professionals awake at night? Are their interactions with the insurance market optimal, or is there room to improve?

This session will see leading insurance lawyer, Carolyn Rosenberg, in conversation with CBRE management liability claims manager, Samantha Siddiqui. They will discuss the pertinent management liability risk and insurance issues of the day.

  • Carolyn Rosenberg, Partner, ReedSmith LLP (Moderator)
  • Samantha Siddiqui, Management Liability Claims Manager, CBRE
11:30 am - 12:30 pm

EPLI and Wage & Hour: Current Trends

The rights of employees and obligations of employers are undergoing significant change in both EPLI and Wage and Hour. What does this mean for litigation trends? And how are employers addressing these recent changes? This session will touch on Religious Liberty laws, Unconscious Bias, Marijuana in the workplace as well as loss trends in Wage and Hour and how the perceptions of them may drive the future.

  • Ann Longmore, Managing Director, Marsh (Moderator)
  • Joseph Kelly, EPLI National Practice Leader, Sompo International Insurance
  • Carrie Kurzon, National EPLI Product Leader, Hartford Financial Products
  • Steve Outerbridge, Senior Vice President – Professional Lines, Bermuda, XL Catlin
  • Michael Schraer, Senior Vice President, Chubb
12:30 pm - 1:00 pm


Crime exposures are changing, fast. How do you identify fraudsters and how are they pursued? This session will look at the anonymous nature of crime in the electronic world and address the insurance market response.

  • Kari Ann Costa, Fidelity Thought and Product Leader, Willis Towers Watson (Moderator)
  • Darin Bielby, Managing Director, Navigant
  • Bill Jennings, Crime Manager, Beazley
1:00 pm - 2:00 pm

Conference Luncheon

2:00 pm - 2:45 pm

Hot Securities Trends

Securities litigation is on the rise – what are the drivers of this trend? This session will open with a look at securities litigation facts and figures and the drivers behind this phenomenon.

The panel will then dissect a selection of key cases that could be pivotal for the D&O market. Why are they potential game-changers? What are the insurance implications of these cases?

  • Carol A.N. Zacharias, Senior Vice President, Underwriting Counsel, QBE (Moderator)
  • Charles Clark, Partner, Schulte Roth & Zabel LLP
  • Doug Greene, Partner, Lane Powell
  • Carole Lynn (“CL”) Proferes, Managing Director, Marsh
2:45 pm - 3:30 pm

Cyber and the Board

At Board level, scrutiny on cyber risk management is increasing, fast. There are more obligations on the Board of Directors to understand their cyber risks. How do risk professionals equip them? This session will offer practical guidance on how to prepare your Board to understand your risk landscape and how to respond to them after a crisis. The panel will also address the insurance implications of cyber and D&O.

  • Sean Hoar, Partner, Lewis Brisbois Bisgaard & Smith LLP (Moderator)
  • Oliver Brew, Chief Underwriter, Symantec
  • Paul King, National Practice Leader – Management and Professional Services (MPS), USI
  • Daniel Simnowitz, Vice President – Product Development, QBE
  • Henry Stoever, Chief Marketing Officer, National Association of Corporate Directors
3:30 pm - 4:00 pm

Afternoon Break


Underwriting Framework: Submission Erudition!

What happens when the most comprehensive suite of loss data is meshed with company data in a customized underwriting framework? This 20-minute session will feature Advisen Client Experience Manager Zach Boggs demonstrating how management liability underwriters can increase efficiency, enhance consistency, and provide better reinsurance reporting. If you’ve ever struggled to bring together disparate data sources to support underwriting, this overview will help you visualize how we’ve harnessed 15 years of data and technology experience to make the underwriting process smarter.

  • Zach Boggs, Client Experience Manager, Advisen
4:00 pm - 5:00 pm

Claims, Coverage, Competition…

The Executive Risk insurance market continues to innovate – providing broader coverage and addressing emerging risks. But this is occurring in an environment of rising claims and costs. How do these fit together? Can the market continue to broaden cover while remaining commercially viable? This session will address the market dynamics at play in D&O and EPLI cover.

  • Andrew Doherty, Head of Thought & Product Leadership & Middle Market Segment Leader, FINEX North America, Willis Towers Watson (Moderator)
  • David Allen, Vice President, Gen Re
  • Beth Goldberg, Chief Underwriting Officer, Financial Lines, Starr Companies
  • John McCarrick, Partner and Chair of the D&O Practice Group, White and Williams LLP
  • Ray Santiago, Senior Vice President, Underwriting – Executive Liability, XL Catlin
5:00 pm - 6:00 pm

Closing Remarks & Reception

Silver Sponsor
Supporting Sponsor

We consistently deliver an audience that is comprised of 20% Risk Managers & Insurance Buyers, Brokers (20%), Insurance Carriers (36%), Lawyers (6%), Service Providers (9%) and other insurance professionals (9%).

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