2017

Breakfast & Registration

Welcoming Remarks

Opening Remarks by our 2017 Conference Chair

• Simon Tesselment, Executive Director, Head of TLU, Aon Risk Solutions

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 movements of carriers and brokers in this space. How is the market segmented? What are the different buying rationales?

• Tom Saunders, Associate Director, Aon Risk Solutions
• Felix Sloman, Mergers & Acquisitions Broker, JLT Specialty Limited

The Buyer’s Perspective

Do buyers want to, or need to use Transaction Liability insurance to complete deals? What are their expectations of cover in this dynamic market? Insurance buyers and lawyers will discuss their buying experiences, marketplace dynamics and their buying rationale.

• Ben Crabtree, Partner and Leader of UK M&A Team, JLT Specialty (Moderator)
• Louise Finnie, Partner, Eversheds Sutherland
• Tom Hobart, Divisional Director, Transactional Risks, Mergers & Acquisitions Practice, FINEX Global
• Robert Witte, Vice President M&A, ASSA ABLOY EMEA

Global Differences: Insurance Gaps and Overlaps

This session will outline the major differences between Transaction Liability insurance in different jurisdictions. The structure of M&A deals differs according to region and this affects how insurance policies are negotiated. This panel will discuss how to structure insurance policies to reflect this diversity and how changes in certain policies can impact the closing of international deals.

• Matthew Giddings, Transaction Liability Practice Leader, CFC (Moderator)
• Ben Brindle, Director, Risk Capital Advisors
• Dennis Kearns, Senior Vice President, Transactional and Financial Institutions, QBE
• Clemens Kueppers, Executive Director, M&A, Transactional Risks, FINEX Global, Willis Towers Watson
• Frederik von Barnekow, Partner, Attorney-at-Law, LL.M., RiskPoint A/S

Conference Luncheon

A View from the Top

• Alistair Lester, CEO Aon M&A Solutions EMEA, Aon

Tax and Contingent Risk

Beyond warranties and indemnity insurance, carriers are offering solutions to other known deal risks. This session highlights two such growing areas: tax and contingent liabilities. Panelists will outline available cover, capacity and the underwriting process.

• David McCann, Director, Tax Insurance, Aon (Moderator)
• Dawn Bhoma, Underwriter & Solicitor – Head of Tax Liability Insurance, Neon Underwriting
• Tom Cartwright, Head of Tax Liability Insurance, Ironshore International Limited/ Pembroke Managing Agency Limited

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?

• Drew Levin, Associate, Latham & Watkins (Moderator)
• Tracy Holm, Specialty Lines International Claims Team Leader, Beazley
• Raymond Man, Director, Fraud Investigation & Dispute Services, Ernst & Young LLP
• Thomas Sheffield, Senior Vice President, Specialty Claims, QBE
• Anka Taylor, Director, Aon

Afternoon Break

Due Diligence Focus: What’s Acceptable to Carriers?

What do underwriters require for ‘insurable’ Due Diligence, rather than ‘bankable’ DD? 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?

• Ben Brindle, Director, Risk Capital Advisors (Moderator)
• Tim Allen, Focus Group Leader, Transaction Liability, Beazley
• Niki Demirbilek, Global Head of M&A Insurance, DUAL Specialty
• Andrew Graham, SVP, Head of Global Markets Mergers & Acquisitions Division, Allied World
• Dan Treloar, Associate, Latham & Watkins

Cyber and the Due Diligence Process

What impact does a company’s cyber security stance have on the success of a deal? How are warranties and indemnities around cyber-related issues being addressed by the insurance market? This session will look at cyber risk in the due diligence process.

• Tom White, Partner, Clyde & Co LLP (Moderator)
• Darren Acres, M&A Partner, Dentons
• Jack Lyons, Partner, Cyber, Content, and New Technology Risks Team, JLT Specialty Limited
• Angus Marshall, Head of M&A, UK and London Market, AIG

Closing Remarks & Reception