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9th Annual Insurance M&A Symposium
New York, NY
Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence
Your moment is now. The insurance industry is changing more rapidly than ever before, as established insurance companies contend with new market behavior and the rise of emerging technologies. Do you have what it takes to win? One thing is clear: action in the era of consolidation will be the difference between organizations that make history, and those that become history.
Join S&P Global Market Intelligence for the 9th Annual Insurance M&A Symposium, as we seek to define—and be defined—by decisive action in the age of M&A. With a vital focus on insurance, you will hear M&A leaders in your industry discuss the most important topics of 2018 and beyond. Take this chance to interact in meaningful, action-oriented conversations with insurance carriers, brokers, and other peers—both domestic and global.
Hear actionable takeaways covering:
• Trends and data – the drivers of consolidation
• Tax and regulatory policy – the effects on the market
• The future of Bermuda
• In-bound interest – the global M&A outlook
• Alternative distribution models and more
We’re confident you’ll find value for your company at this event, so you can gain essential intelligence to form your own decisions with conviction. Take the necessary steps to keep pace with a transforming market. Rise to the challenge of acquisition in motion, mergers that make history.
Tim Zawacki,Senior Research Analyst, S&P Global Market Intelligence
Keynote: Fireside Chat
Insurance M&A Outlook: A View from Above
Moderator: David Grosgold,Partner, Debevoise & Plimpton Joe Beebe, Managing Director, Group Head of Insurance Investment Banking, Keefe, Bruyette & Woods Titus Leung, Partner, Advisory, Perella Weinberg
Market Effects of Tax and Regulatory Policy
In a benign regulatory environment, how might taxes act as a catalyst for M&A and drive consolidation
Tim ZawackiSenior Research Analyst, S&P Global Market Intelligence
Tim has covered the insurance industry in various capacities since joining SNL Financial in 1999. Full Bio
Tim has covered the insurance industry in various capacities since joining SNL Financial in 1999. Based in Charlottesville, VA, he authors the annual US P&C Market Report, containing an historical overview and projections of industry results for key lines of business. He also writes regular weekly columns and periodic research covering topics that include P&C and life industry financials, M&A activity and various strategic developments impacting the insurance sector. Minimize
David Grosgold is a partner in the firm’s Corporate Department and Financial Institutions Group. Full Bio
David Grosgold is a partner in the firm’s Corporate Department and Financial Institutions Group. Mr. Grosgold’s practice focuses on domestic and cross-border corporate transactions in the insurance and financial services industry, including mergers and acquisitions, joint ventures, reinsurance and bancassurance transactions in the U.S., Latin America and Asia. Minimize
Gerard Vecchio joined Marsh, Berry & Co., Inc. (“MarshBerry”) in 2017 as Senior Vice President, working specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry. Full Bio
Gerard Vecchio joined Marsh, Berry & Co., Inc. (“MarshBerry”) in 2017 as Senior Vice President, working specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.
Gerard has nearly 30 years of experience within the insurance industry where he has gained knowledge related to being a private equity investor in, board member of, and advisor to insurance distributors, underwriters and service and technology providers. Through his career, Gerard has worked as a Director with approximately a dozen insurance companies, financial services, healthcare service firms, including two publicly-traded entities and was formally a State Board Member of the Connecticut Venture Group. Prior to joining MarshBerry Gerard was a Director in the Insurance Research Group at Conning, Inc. While there, he was responsible for providing strategic consulting and producing proprietary research related to the property- casualty insurance industry. Areas of focus included property and casualty distribution, workers’ compensation, commercial auto, and outsourced insurance services. Most recently, Gerard was Chief Financial Officer and head of Business Development at Distinguished Insurance Services where he was responsible for sourcing, financing and integrating insurance broker acquisitions
Prior to Conning, Inc., Gerard was a partner with Century Capital Partners (now Century Equity Partners), a private equity firm focused on insurance and financial services. Gerard started his insurance private equity career at Conning Capital Partners, where he spent 12 years investing in privately-held carriers, brokers and insurance services firms.
Gerard graduated with honor from Middlebury College with a Bachelor of Arts and graduated from The Wharton School, University of Pennsylvania, with a Master of Business Administration. Minimize
John McnallyLeader, Transaction Advisory Practice, JLT Specialty USA
John leads JLT Specialty USA's Transaction Advisory Practice (TAP) and team. TAP advises private equity and strategic buyers and sellers on the structuring and placement of representations and warranties, contingent tax, litigation/ known risk, fraudulent conveyance and successor liability insurance solutions in M&A transactions. Full Bio
John leads JLT Specialty USA's Transaction Advisory Practice (TAP) and team. TAP advises private equity and strategic buyers and sellers on the structuring and placement of representations and warranties, contingent tax, litigation/ known risk, fraudulent conveyance and successor liability insurance solutions in M&A transactions. He is heavily coordinated with his global counterparts who manage transactions risks in and from Europe, Asia and Latin America. Prior to joining JLT, John spent five years with Beazley Group in London, starting the firm’s mergers and acquisitions group and building it into one of the industry’s leading global books of transaction business, underwriting risks from Asia and Europe to the U.S. While there, he pioneered the use of quantitative rating models incorporating market frequency and loss data, risk weighting by sector and jurisdiction, and pricing optimization for deal size, limit, and attachment points. John spent 15 years with American International Underwriters (AIG) in various roles in New York and London including M&A and Transactions, before moving to Beazley. He has a B.A. in Philosophy from the University of Chicago, and a J.D. from Fordham University School of Law. Minimize
Deep BanerjeeDirector, Life & Health Analyst, S&P Global Ratings
Deep Banerjee is a Director and Sector Lead with S&P Global’s Financial Services Ratings Group, based in New York. He covers a portfolio of publicly-traded and private insurance companies. Full Bio
Deep Banerjee is a Director and Sector Lead with S&P Global’s Financial Services Ratings Group, based in New York. He covers a portfolio of publicly-traded and private insurance companies. He is also involved in the criteria development process and publishing commentary articles on relevant topics. In life insurance space he was written on the sector outlook, middle market insurance, and capital and investment trends. Related to the health insurance sector, he has published on health insurance reform related topics, including market trends, risk corridor, and other premium stabilization programs. Deep is a speaker at industry conferences and investor events on relevant topics. He also moderates panels at the annual S&P Global Insurance Conference. Additionally, Deep has been quoted by national publications like the NYT, WSJ, Bloomberg, WaPo, and CNBC. Before joining the Insurance group, Deep was working in the Corporate Ratings team at S&P Global Ratings. He received his Bachelor of Arts from Marietta College, Ohio.
Diane AigottiExecutive Vice President and Chief Financial Officer, Ryan Specialty Group
Diane Aigotti is Chief Financial Officer and Managing Director of Ryan Specialty Group (RSG) and has been at RSG since its inception in 2010 Full Bio
Diane Aigotti is Chief Financial Officer and Managing Director of Ryan Specialty Group (RSG) and has been at RSG since its inception in 2010. Diane is a significant contributor to the company’s formation and is instrumental to the ongoing growth and strategy of RSG and its US and international subsidiaries. Prior to joining RSG, Diane spent almost eight years at Aon Corporation as Senior Vice President, Chief Risk Officer and Treasurer and was responsible for global treasury, risk management and acquisition activities. During her tenure, she led the multi-year divestiture program of several major operating units, including two insurance subsidiaries, resulting in over $4 billion in proceeds. Diane was also responsible for Aon’s corporate insurance programs. Prior to joining Aon, Diane served as the Vice President of Finance at The University of Chicago Hospitals from 1998 to 2000. She also served as Budget Director at the City of Chicago from 1995 to 1997 after spending several years in positions in the Mayor’s Office and Budget Office. Diane serves on the Board of Directors of GATX Corporation as part of the Audit and Governance Committees. She previously served on the Board of Directors of The PrivateBank as well as the Federal Home Loan Bank of Chicago. Diane is a member of the Economic Club of Chicago and The Chicago Network. Diane received an MBA from the University of Notre Dame and a B.A. in Economics and Government from St. Mary’s College, Notre Dame, Indiana. Minimize
Wayne DaltonSenior Product Manager, S&P Global Market Intelligence
Wayne is a Senior Product Manager in US Insurance Solutions at S&P Global Market Intelligence. Full Bio
Wayne is a Senior Product Manager in US Insurance Solutions at S&P Global Market Intelligence. A dynamic strategist with 20 years of insurance and financial services experience in large professional organizations, Wayne has expertise in corporate planning, strategy, research, competitive intelligence and product management. A former runner and winner of two marathons, Wayne is an avid Green Bay Packers fan and him and his wife are proud parents of a 8 year-old son. Education – The University of Texas at Austin (MBA) Certifications – Fellow, Life Management Institute (LOMA) Minimize
Standard Registration Rate
Until September 21st
Until October 12th
The Standard Registration Rate applies to attendees who are not employees of an insurance carriers or insurance broker, such as investment bankers, attorneys, accounting and consulting firms, other vendors and service providers.
Insurers/Brokers Registration Rate
Until August 17th
Until October 12th
The Insurers/Brokers Registration Rate applies to any person currently employed by an insurance carrier or insurance brokerage firm.
SPGMI, its affiliates, and third-party providers offer these programs with the understanding that SPGMI is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. SPGMI reserves the right to (i) make portions of the program registration information available to program sponsors; and (ii) to cancel or change programs, content, speakers or venues at any time. Full payment must be received by SPGMI prior to the start of the program. Attendee substitutions from the same company may be made at any time; however, SPGMI reserves the right to decline registrants at any time for any reason.
SPGMI offers a tiered cancellation plan. These Refund Terms set forth the conditions for when you may be eligible to receive a refund, which generally is the program fee less an administrative fee. SPGMI will not be held liable for any costs incurred by registrant due to individual registration cancellation.
You may be eligible to receive a full or partial refund if the following conditions apply:
a. Full Refund: In the event that a program is cancelled due to inclement weather, faculty cancellation or force majeure, SPGMI will refund the registrant's tuition in full, however SPGMI will not be liable for incidental or consequential out of pocket expenses incurred by registrants.
b. Partial Refund: If you cancel fifteen (15) days or more prior to the start of the program, you will receive a refund of the program fee less a $150 administrative fee.
You may not receive a refund if the following conditions apply:
a. No Refund: You are responsible for the full program fee if any of the following conditions apply:
• No Shows: If you do not attend the program, you are responsible for the full program fee and will not receive a refund. • Late Cancellation: If you cancel less than five (5) days before the start of the program, you are responsible for the full program fee and will not receive a refund.
b. Program Credit: Eligible registrants who cancel after the date in paragraph b, but at least five (5) days prior to the start of the program will receive a credit of the program fee less a $150 administrative fee. This credit may be applied to future programs but registrants will not receive a refund.
Resnick Education Wing
154 W 57th Street
New York, NY 10019
Produced in partnership with:
Looking to get your brand in front of top decision-makers and value creators from across the industry?
AIG Ambac Assurance Corp. American Family Insurance American Integrity Insurance Group Ameritas Life Insurance Corp. ARGO Group Athene Annuity & Life Assurance Company AXA US Baltimore Life BrickStreet Mutual Insurance Company CNO Financial Group Commonwealth Annuity and Life Reinsurance Company Limited CSAA Insurance Group CUNA Mutual Group Delaware Life Insurance Company Endurance Services Limited Guy Carpenter & Company, LLC Hannover Re Harbinger Capital Partners Harleysville Insurance Company ICW Group Intact Financial Corporation Jackson National Kemper Liberty Mutual Group Lincoln Financial Mass Mutual MetLife, Inc. Munich Re National Life Insurance Company Nationwide Insurance New York Life Normandy Insurance Company OneBeacon Insurance Group Pacific Life Partner Reinsurance Preferred Mutual Insurance Company Protective Life Corporation Prudential Financial RGA Reinsurance RLI Insurance Company Scottish Re Sun Life Financial Swiss Re America Holding Corporation The Hartford Financial Services Group TIAA-CREF Torchmark Corp United Insurance Holdings Corp. Unum Group White Mountains Solutions Inc. Willis Re Inc. XL Group plc
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