8:00 am - 9:00 am

Breakfast & Registration

9:00 am - 9:05 am

Welcoming Remarks

  • David Bradford, Co-Founder & Chief Strategy Officer, Advisen
9:05 am - 9:15 am

Opening Remarks by our 2016 Conference Chair

  • Peter Rosen, Partner, Latham & Watkins
9:15 am - 10:15 am

Marketplace Metrics

What is Transaction Insurance? What are the products and what problems are they trying to solve? This session will also outline the size and shape of the Transaction Insurance marketplace.

  • Peter Rosen, Partner, Latham & Watkins (Moderator)
  • Jeffrey Anderson, North American Mergers & Acquisitions Group Lead, Allied World
  • Matthew Heinz, Managing Director, National Practice Leader – Transactional Liability, Aon
  • Edward Markovich, SVP, Transactional Risk, Chubb
  • Craig Schioppo, Transactional Risk Practice Leader, Marsh
10:15 am - 11:00 am

The Buyer’s Perspective

Buyers and lawyers will discuss their buying experiences, marketplace dynamics and their expectations of cover.

  • Bill Monat, EVP – Mergers & Acquisitions Group, Willis Towers Watson (Moderator)
  • Joshua Aronson, Senior Vice President & Deputy General Counsel, Audax Group
  • John Giouroukakis, Partner, Latham & Watkins
  • Thomas Kim, Global Risk Manager, KKR
  • John Merrigan, Managing Director, US Insurance Risk Management Solutions Lead, PricewaterhouseCoopers LLP
11:00 am - 11:30 am

Morning Break

11:30 am - 12:15 pm

International Issues

This session will look at cross-border deal friction, from regulatory, cultural and practical perspectives. Can buyers purchase a truly global policy?

  • John McNally, Transaction Advisory Practice, JLT Specialty USA (Moderator)
  • Peter de Boisblanc, Associate, Ropes & Gray LLP
  • Angus Marshall, UK M&A Manager, AIG
  • Tan Pawar, Senior Vice President of Mergers & Acquisitions, Paragon Brokers
  • Craig Warnke, Managing Director, Marsh
12:15 pm - 1:00 pm

Beyond Reps & Warranties

A look at other M&A issues including tax, environmental and other known issues. How is the insurance market responding?

  • Michael Schoenbach, Managing Director, Aon (Moderator)
  • Dave De Berry, CEO, Concord Specialty Risk
  • Seth Gillston, Executive Vice President, M&A and Private Equity Practice Leader, Chubb Group
  • Roy Reynolds, Divisional Senior Vice President, Great American Insurance Group
  • Brian Thede, President, Healthcare Risk Assessments
1:00 pm - 2:00 pm

Conference Luncheon

2:00 pm - 3:00 pm

The Claims 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? Examples of where claims have been resolved swiftly and explanations as to why some take longer. How will claims be managed in the future?

  • Nancy Adams, Member, Mintz Levin (Moderator)
  • Markus Bolsinger, Partner, Dechert LLP
  • Mary McIvor, Global Head of Financial Institutions Claims, AIG
  • Diane M. Parker, Vice President, North American Claims Group, Allied World Insurance Company
  • Dan Torpey, Partner, Fraud Investigative & Dispute Services, EY
3:00 pm - 3:30 pm

Afternoon Break

3:30 pm - 4:15 pm

Growing Pains

This session will look at the drivers of growth in transaction insurance and the possible brakes on development. Asking questions such as: Can the market solve the talent gap? Is capacity sufficient for large deals? Why do carriers push back on moving to full underwriting in advance of exclusivity being established?

  • David Bradford, Co-Founder & Chief Strategy Officer, Advisen (Moderator)
  • Jeffrey Cowhey, Co-Founder & President, Ambridge Partners LLC
  • Matthew Somma, Underwriting Specialist, Transactional Risk, The Hartford
  • Howard T. Spilko, Partner, Kramer Levin Naftalis & Frankel LLP
  • R. Philip Stevenson, Senior Vice President, VALE Insurance Partners
4:15 pm - 5:00 pm

Transaction Insurance – The Broker’s Perspective

A panel of senior brokers will look at coverage issues, buying patterns, capacity and pricing across the transaction insurance market.

  • Dennis Kearns, Senior Vice President, Underwriting Leader, QBE North America (Moderator)
  • Stacey J. Hammer, Vice President, Privacy Equity and Corporate Acquisitions Practice, Lockton Companies, LLC
  • Jeff Rubocki, RPLU Senior Managing Director, Krauter & Company
  • Mark Rusas, EVP – Global Practice Leader, Mergers & Acquisitions, Willis Towers Watson
  • Kirk Sanderson, Senior Vice President, Transaction Risk Practice Leader, Equity Risk Partners
5:00 pm - 6:00 pm

Closing Remarks & Reception

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