8:00 am - 9:00 am

Breakfast & Registration

9:00 am - 9:15 am

Welcoming Remarks from our 2015 Conference Chair

  • Jeff Grange, President of Specialty Insurance, QBE
9:15 am - 9:45 am

Keynote Address

  • Peter Eastwood, President and Chief Executive Officer, Berkshire Hathaway Specialty Insurance
9:45 am - 10:00 am

In the Headlines: Advisen topical data presentation

  • Cate Chapman, Editor, Advisen
10:00 am - 10:45 am

The Risk Manager’s Perspective: A panel of senior risk managers will discuss their most significant management liability risk management and insurance issues, touching on their buying experiences. The panel will address issues such as: what are the ideal attributes of my insurance policy? Are we transferring our risk effectively? What really drives the insurance buying decision?

  • Brenda Shelly, D&O Liability Product Leader, Marsh (Moderator)
  • Yvette Connor, Managing Director, Alvarez and Marsal
  • Jimmy Kirtland, Vice President, Corporate Risk Management, Voya Financial, Inc.
  • Jennifer Santiago, Director Insurance, Novartis Corporation
10:45 am - 11:15 am

Morning Break



11:15 am - 12:30 am

11:15am – 12:30pm / Lessons from the trenches – Claims trends: SEC class actions are down, but accounting actions are on the rise. Meanwhile, derivative exposures continue to loom large. This panel will use claims examples including Activision and Onmicare to look at the key drivers of public D&O claims and look at how policies, including Side-A, are responding.

The workshop will also consider the most common costs eroding buyer’s coverage limits – focusing on what’s driving costs in a D&O claim.

  • Rob Yellen, EVP, Willis FINEX (Moderator)
  • Fred Cooper, Executive Vice President, Financial Institutions & Commercial Management Liability Insurance, Endurance
  • Mark Curley, Global Head of D&O Claims, AIG
  • Paul Ferrillo, Counsel, Weil, Gotshal & Manges LLP
  • Anthony Fowler, AVP Commercial D&O and International Claims, The Hartford
  • Koji Fukumura, Partner, Cooley LLP

11:15am – 12:30pm / Growing Pains: The risks facing expanding private companies:  As M&A activity takes off in the US, many private equity-owned businesses are scheduled for release from portfolios. Or, entrepreneurial owners are considering an IPO to tap into new capital… This session will look at risks faced by private companies and their financial backers as they navigate new waters – and look at insurance solutions.

  • Craig Grant, Senior Vice President of Private Company Management Liability, QBE (Moderator)
  • Jason Angello, Assistant Vice President, Philadelphia Insurance Companies
  • Markus Bolsinger, Partner, Dechert LLP
  • Marc London, Head of US Management Liability, Beazley Group
  • Jay Rittberg, SVP-Head of Mergers and Acquisitions Insurance, Americas, AIG
  • Jeff Rubocki, Senior Managing Director, Krauter & Company
12:30 pm - 1:45 pm




1:45 pm - 3:00 pm

1:45pm – 3:00pm / Coverage and Conditions: The state of the market: The conditions in which we do business are constantly changing – new regulations, legal precedents, new classes of litigants and activist investors to name but a few… Having looked at the sources of claims this morning, this panel will address some of the changing exposures and look at how the market is responding.
The panel will address pricing, capacity, sources of new capital, analytics and other tools designed to inform the insurance buying decision.

  • Phil Norton, National Managing Director, Management Liability Practice, Arthur J. Gallagher (Moderator)
  • Paul Brophy, Senior Vice President, Berkley Professional Liability (A. W.R. Berkley company)
  • Melissa Carmichael, Managing Director, East Region Leader, AON
  • William G. Passannante, Shareholder, Anderson Kill

1:45pm – 3:00pm / Personal risk – Executive exposures in today’s world: Our world has opened up: International expansion is a well-trodden expansion path for many companies, social media pervades all aspects of our lives and more information is available on the internet.. These all incur risks for corporate executives and their families beyond the normal corporate exposures. Directors and their families are increasingly at risk of cyber extortion and kidnap threats, seen by perpetrators as a way to easy money.

How would your company respond to a real event involving your executive management?

This panel will be presented with a live extortion scenario at the conference and will play out the developing situation, including the involvement of the Board, lawyers, negotiation experts and insurance carriers. They will consider internal and external communication strategies, when to involve insurance carriers, what experts to call and when…

  • Joe Carrera, Consultant, NYA International
  • Sonia Patel, Regional Manager – Kidnap and Ransom, AIG
3:00 pm - 3:30 pm

Afternoon Break

3:30 pm - 4:15 pm

EPLI spotlight: Using case studies of EPLI claims as a springboard, this panel will consider how claims arise, where they come from, and will outline the mechanics of negotiating and resolving EPLI claims. Discussion will also cover insurance policy wordings and their adequacy for developing risks.

Additionally, speakers will address the following topics and what they mean for cover, defense costs, and employers as we look ahead to 2016: complex claims, pregnancy accommodation, ADAAA, religious accommodation, wellness programs, mandatory arbitration, class action waivers, AT&T conception, Underwriters’ response to developments, labor guidelines surrounding classification of individuals as employees.

  • Helen Savaiano, President of Management Liability, The Hanover Insurance Group (Moderator)
  • Adeola Adele, EPL Product Leader & Cyber Thought Leader, Willis
  • Bryan Allen, EVP and Chief Human Resources Officer, CIT
  • Mercedes Colwin, Managing Partner, Gordon & Rees LLP
  • Edward McNally, Underwriting Officer, Financial Products, CNA
4:15 pm - 5:15 pm

The View from the Top: A rare opportunity to hear top insurance executives discuss their perspectives on the insurance market, disclose the issues that most concern them, and explain how executive risk business fits into their overall strategic vision.

  • Bill Keogh, CEO, Advisen (Moderator)
  • Lou Iglesias, President, North American Insurance, Allied World
  • Bob Petrilli, Swiss Re Corporate Solutions
  • Robert Schimek, Senior Vice President and Chief Executive Officer of the Americas, AIG
  • Peter Wilson, CEO, AXIS Insurance
  • Doug Worman, CEO US, Endurance Insurance
5:15 pm - 6:15 pm

Closing Remarks & Reception

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