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10th Annual Insurance M&A Symposium
October 15-16, 2019
New York, NY
Current at Pier 59
Weighing Risk and Reward Amid Consolidation
ATTEND A MARQUEE M&A EVENT: In its 10th year, the Insurance M&A Symposium continues to engage leaders in the insurance and capital markets communities on critical M&A and investment themes.
SHAPE YOUR GROWTH STRATEGY: Explore challenges to LOBs including Life & Health, Property & Casualty, and Reinsurance, as well growth opportunities in FinTech, Global Investment, and Brokerage.
MAKE INFORMED INVESTMENT DECISIONS: Whether you are in acquisition mode, or seeking investment opportunities, this executive conference will address key issues with essential data and analytics insights.
WHO SHOULD ATTEND: If you are anticipating M&A as a buyer or seller, looking for investment opportunities, expanding or consolidating a line of business, or seeking the strategic insights of top insurance executives, this event will help you shape new ideas and take action.
MAKE YOUR PLANS TO ATTEND TODAY!
Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence
Tim Zawacki, Senior Research Analyst, S&P Global Market Intelligence
Executive Keynote Interview
Executive Networking Break
Insurance M&A Outlook: A View from Above
Top investment banking executives examine the current state of insurance M&A, forecasting opportunities over the next 12-15 months. Will high valuations continue?
Global Investment Interest
Discussion of recent and continued investments made by Asian investors. Will investments continue? What are market factors driving continued interest?
Life & Health: A Key Player Outlook
What is the landscape for deals? Examine market factors affecting demand and supply. Is consolidation attracting new investors?
Insurtech: Rainbows and Unicorns not Guaranteed
Investment in insurtech will continue, but should we believe all the hype about its future? Panelists offer sobering, informative perspectives, hear expectations for investments of recent vintage, and how insurtech can learn from other hot sectors, including other areas of fintech.
Executive Networking Break
Trends in Brokerage M&A
Examine key brokerage M&A drivers and possible impact on carriers. Themes/topics: financial vs. strategic M&A in the space. What happens in an economic downturn – even more opportunity for PE, or large brokers, both? What are the lasting impacts of tax reform?
Bermuda and the Caribbean: Reinsurance Perspectives
Day One Concludes with Executive Cocktail Reception
Tim ZawackiSenior 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
Mr. Leung is a Partner of Perella Weinberg Partners and Head of PWP’s Financial Institutions Coverage team, which he has led since the firm’s inception. Full Bio
Mr. Leung is a Partner of Perella Weinberg Partners and Head of PWP’s Financial Institutions Coverage team, which he has led since the firm’s inception.
Prior to joining PWP, Mr. Leung was a Managing Director at Morgan Stanley, where he specialized in advising a variety of financial institution clients.
Previously, Mr. Leung held positions at Lehman Brothers and the law firm, Cadwalader, Wickersham & Taft.
At PWP, Mr. Leung has led the firm's effort covering US and multinational clients in the Insurance, Bank, and Specialty Finance subsectors and has led the execution of the firm's engagements in these sectors.
Mr. Leung’s representative transactions include: Western & Southern’s acquisition of Gerber Life; AIG’s acquisition of Validus; CGSC’s sale of Swett & Crawford to BB&T; Willis Group’s merger with Towers Watson; Prudential Financial’s JV formation with Mega Jiwa, and its acquisitions of (1) control stake in Habitat (2) Hartford Life and (3) Star Edison; NY Life’s acquisition of Dexia Asset Management; and Prudential plc’s acquisition of REALIC from Swiss Re.
Mr. Leung received a Bachelor of Science from the University of Minnesota and a J.D. from Georgetown University Law Center. Minimize
Joe BeebeGroup Co-Head, Insurance and Asset Management Investment Banking, Keefe, Bruyette & Woods
Mr. Beebe joined KBW in 2003 and leads the firm's Insurance and Asset Management Investment Banking practice in the U.S. He specializes in mergers and acquisitions and capital raising for insurance companies, asset managers, and related entities. Full Bio
Mr. Beebe joined KBW in 2003 and leads the firm's Insurance and Asset Management Investment Banking practice in the U.S. He specializes in mergers and acquisitions and capital raising for insurance companies, asset managers, and related entities. He has advised clients on a wide variety of strategic and capital raising engagements across the U.S., Europe, Asia and Latin America.
Prior to joining KBW, Mr. Beebe spent the previous eight years at Fox-Pitt, Kelton, Inc. as a Managing Director in the Investment Banking division where he focused on both the insurance and banking industries. In addition, he led the firm's advisory practice with U.S. depository institutions. Mr. Beebe began his career with the Irving Trust Company and spent 12 years working for Midlantic Corporation in both the U.S. and London.
Mr. Beebe graduated from Villanova University with a B.A. in Economics and earned an MBA in Finance from Pace University. He currently serves on the Advisory Board of Patriot Financial Partners, L.P., which is a Philadelphia-headquartered private equity fund focused on the financial services industry. Minimize
William J. Wheeler has served as the President of Athene Holding Ltd. (“Athene”) since September 2015. Full Bio
William J. Wheeler has served as the President of Athene Holding Ltd. (“Athene”) since September 2015. Together with the CEO, Mr. Wheeler is responsible for Athene’s overall strategic direction. In particular, Mr. Wheeler oversees all of Athene’s business units, which includes its retail and institutional operations, and also its corporate development and risk activities. Prior to joining Athene, Mr. Wheeler was President of the Americas group for MetLife Inc. (“MetLife”) where he oversaw the insurance and retirement business in the United States and Latin America. Previously, Mr. Wheeler had been Executive Vice President and Chief Financial Officer at MetLife. Prior to joining MetLife, Mr. Wheeler was an investment banker at Donaldson, Lufkin & Jenrette. Mr. Wheeler has an AB from Wabash College, where he is now a member of the board of trustees, and an MBA from Harvard Business School. He currently serves on the boards of Evercore Inc., Athora Holding Ltd., Venerable Holdings, Inc. and the American Council of Life Insurers. 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
Randy is President and founding member of Berkley Transactional, having previously served as SVP of Chubb where he re-established the Transactional Risk Practice in 2015. Full Bio
Randy is President and founding member of Berkley Transactional, having previously served as SVP of Chubb where he re-established the Transactional Risk Practice in 2015. Randy also held various leadership positions at Chubb, Genesis, ICI Mutual, and Progressive. He also served as a Trustee of the Professional Liability Underwriting Society. Randy holds an MBA in Finance from Case Western Reserve University and a BS in Business Finance from Miami University.
Berkley Transactional is a division of Berkley Professional Liability, which is a member company of W.R. Berkley Corp [NYSE: WRB]. 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
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
Christopher WilliamsManaging Executive Officer and Co-Head of International Business, Tokio Marine Holdings
Mr. Williams has over 40 years of experience in the insurance industry, including significant knowledge of international insurance markets. Full Bio
Mr. Williams has over 40 years of experience in the insurance industry, including significant knowledge of international insurance markets.
Mr. Williams commenced his insurance career in 1975 with Harlock & Galli, a Melbourne, Australia-based property and casualty insurance broker. He moved to London in the late 1970’s to work with Lloyd’s Underwriters before moving to the United States in 1981 to become President of Robert H. Bradshaw & Co., a sports disability underwriter. Mr. Williams established Reinsurance Alternatives in 1985, an accident and health reinsurance intermediary, which was acquired by Willis Re in 1992. Prior to his retirement in 2005, he became National Director for Life, Accident & Health of Willis Re.
From 1994 to 2016, Mr. Williams was Chairman of Wattle Creek Winery, which he established in Sonoma County, California in 1994 and sold in 2016.
Mr. Williams served as HCC’s President from May 2011 until becoming its Chief Executive Officer in December 2012, a role he held until September 2018. Mr. Williams has served as a member of HCC’s Board of Directors since May 2007, including as Chairman of the Board from August 2008 to May 2011.
Following the merger of HCC with Tokio Marine Holdings in October 2015, Mr. Williams began focusing on the management and strategy of the Tokio Marine Group as a member of Tokio Marine’s International Executive Committee. Expanding on this group role, he was appointed Co-Chairman of Tokio Marine’s Global Retention Strategy Committee in April 2017. Mr. Williams’ role within the group was further expanded in September 2018 when he became Managing Executive Officer and Co-Head of International Business for Tokio Marine. 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
Neil ChawhanManaging Director, Investment Banking, RBC Capital Markets
Neil Chawhan is a Managing Director at RBC Capital Markets specializing in insurance company advisory and financing transactions. Full Bio
Neil Chawhan is a Managing Director at RBC Capital Markets specializing in insurance company advisory and financing transactions. Prior to joining RBC, Mr. Chawhan spent 2 years at Keefe Bruyette & Woods and over 15 years at Merrill Lynch in the Investment Banking Division focused exclusively on insurance clients.
Mr. Chawhan has worked on over 70 announced or completed assignments since 2000 valued at over $38 billion. Mr. Chawhan has been a trusted advisor to clients on strategic advisory projects including exclusive sales, restructurings, and domestic and cross-border acquisitions. On the financing side, Mr. Chawhan has advised clients on investment-grade and non-investment-grade debt, as well as on numerous equity and equity-linked transactions, including over 6 lead-left book-run IPOs.
Mr. Chawhan graduated summa cum laude from the University of Connecticut with a B.S. in accounting and finance and was designated a University Scholar, which is the University’s highest academic honor. Mr. Chawhan has also completed the University of Pennsylvania Wharton/Merrill Lynch Investment Banking Institute Executive Program. In addition, Mr. Chawhan is a Certified Public Accountant and holds Series 7, 24 and 63 licenses. Minimize
Jason Kaplan is a Tax Principal in the international tax group. Full Bio
Jason Kaplan is a Tax Principal in the international tax group. He acts as a trusted tax advisor to financial institutions clients in the insurance, reinsurance, investment fund, asset management and banking sectors. His work frequently involves international tax planning and advice relating to inbound and outbound investment structures and business transactions.
Jason’s client representations include a multi-billion dollar U.S. infrastructure fund on joint ventures and global portfolio infrastructure investments; the largest reinsurer in Germany on U.S. investments and tax planning, including cross-border reorganizations, the work-out of a $500 million investment portfolio of distressed U.S. real estate assets, and U.S. investments in alternative energy; a U.S. based multinational on CFC and subpart F issues and structuring issues; a multi-billion dollar UK private equity fund on acquisitions. Minimize
Joseph P. Lacher, Jr.President & Chief Executive Officer, Kemper Corporation
Joseph P. Lacher, Jr. has served as President, Chief Executive Officer and member of the Board of Directors of Kemper Corporation since November 2015. Full Bio
Joseph P. Lacher, Jr. has served as President, Chief Executive Officer and member of the Board of Directors of Kemper Corporation since November 2015.
Joe has a long and successful history of helping insurance businesses achieve their full potential. Prior to joining Kemper, he was President of Allstate Protection, where he led the company’s property and casualty offerings, serving more than 17 million American households. Before Allstate, Joe spent 18 years in various leadership roles at the Travelers Companies, one of the nation’s leading independent agency franchises. As Executive Vice President of Personal Lines and Select Accounts, he grew these businesses significantly, representing about half the corporation’s operations.
Joe earned his Bachelor of Science degree in Aerospace Engineering from the University of Notre Dame. He is a member of the International Board of Directors and an At-Large Executive Committee Member for the Juvenile Diabetes Research Foundation. Minimize
Joseph A. Milicia, FCAS, MAAADirector, Willis Towers Watson
Joe joined Willis Towers Watson in 2007. As the leader of the Americas P&C M&A practice, Joe has extensive experience evaluating claims liabilities across several lines of business and types of (re)insurers. Full Bio
Joe joined Willis Towers Watson in 2007. As the leader of the Americas P&C M&A practice, Joe has extensive experience evaluating claims liabilities across several lines of business and types of (re)insurers.
Joe has extensive experience in conducting due diligence for potential buyers as well as supporting potential divestments of P&C properties. In addition, Joe has a strong background in property casualty claims reserving for Bermuda based captives, insurers, and reinsurers. Joe has refined his knowledge of the Bermuda marketplace through a six-month secondment in Willis Towers Watson’s Bermuda office.
Joe is a frequent speaker at the CAS’ Seminar on Reinsurance (CARe) and Casualty Loss Reserve Seminar (CLRS) including moderating a general session at the 2014 CLRS conference. He is a current member of the planning committee for CARe and a past member of the CLRS planning committee.
Joe is also the co-creator and leader of Willis Towers Watson’s Reserving Survey. Minimize
Lynn BachstetterSenior Director, Global Head of Insurance Solutions, S&P Global Market Intelligence
Lynn Bachstetter is a Senior Director for the Global Insurance Product Management team at S&P Global Market Intelligence. Full Bio
Lynn Bachstetter is a Senior Director for the Global Insurance Product Management team at S&P Global Market Intelligence. In this role, Lynn helps oversee the operational and strategic management of the Insurance Group. The Insurance Group is responsible for delivering company-specific and sector information to 2,000+ clients, including investment banks, asset management firms, global and regional insurance companies, brokers, consultants and accounting firms. Prior to joining the firm in 2008, Lynn was a credit ratings analyst with Fitch Ratings covering insurance companies. Lynn holds a Bachelor of Science in Business Administration degree from Villanova University. Minimize
Josh HalpernSenior Managing Director, Aon Transaction Solutions
Josh joined Aon's Transaction Solutions team in January 2014, from Willkie Farr & Gallagher LLP, where he was a senior associate specializing in public and private mergers and acquisitions, private equity investments, securities offerings and other corporate transactions, as well as securities disclosure and corporate governance matters. Full Bio
Josh joined Aon's Transaction Solutions team in January 2014, from Willkie Farr & Gallagher LLP, where he was a senior associate specializing in public and private mergers and acquisitions, private equity investments, securities offerings and other corporate transactions, as well as securities disclosure and corporate governance matters. Prior to that, Josh was an associate at the international law firms Dewey & LeBoeuf LLP and LeBoeuf Lamb Greene & MacRae LLP, where he focused principally on corporate insurance and reinsurance transactions. Josh has advised U.S. and global clients spanning a wide range of industries, including insurance, reinsurance, private equity, technology, pharmaceuticals, manufacturing, media and technology. Minimize
Darrel TedrowVP, Head of M&A, Corporate Planning and Development, Lincoln Financial Group
Darrel Tedrow is head of M&A, Corporate Development, and Planning. He is responsible for developing a strategy around acquisitions and divestitures, identifying potential targets, and leading transaction execution activities including structuring, negotiating, and diligence. Full Bio
Darrel Tedrow is head of M&A, Corporate Development, and Planning. He is responsible for developing a strategy around acquisitions and divestitures, identifying potential targets, and leading transaction execution activities including structuring, negotiating, and diligence.
Mr. Tedrow was named Head of M&A and Corporate Development in 2012. That role was expanded to include corporate planning, capital management and rating agency relationships in 2015. He has served in a number of roles since joining Lincoln Financial (then Jefferson-Pilot) in 2004. He was named head of life valuation in 2011. Prior to serving in that role, he worked in individual life product development as well as individual life and annuity valuation.
Prior to joining Lincoln Financial Mr. Tedrow worked for Ernst & Young where he provided financial analysis for clients as well as audit support. He also worked for American International Group in asset/liability management with a focus on individual life business.
Mr. Tedrow holds a B.S. degree in Mathematics from the University of Middle Tennessee in Murfreesboro. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Minimize
Drew is the NY based Principal at American Family Ventures, a $200m Venture Capital firm backed by American Family Insurance. Full Bio
Drew is the NY based Principal at American Family Ventures, a $200m Venture Capital firm backed by American Family Insurance. He focuses on series Seed to B insurance, cyber security, and fintech startups.
He was previously with AXA US in Strategy and M&A and assisted in the development of and then joined AXA Strategic Ventures. Drew also co-founded and led CalendarFly.com, an education technology company and has been an active member of the NYC startup community since 2008.
He also has a deep finance background, getting his start in FX and analysis of esoteric structured finance products. He has led publicly traded restructurings, capital raising, and partnership negotiations on three continents including in North America (US and Canada), Asia (China and Hong Kong) and Europe (France). Minimize
Al is a Managing Director in Inpoint, Aon’s consulting practice. Full Bio
Al is a Managing Director in Inpoint, Aon’s consulting practice. He has over 15 years investment banking exerience in Asia, Europe and North America, covering the full spectrum of financial services companies, offering M&A advice and managing private and public market capital raisings. He has also been Global Head of Strategy and M&A at Zurich Insurance, Head of Strategy for QBE and CFO of Hampton Re. Minimize
Doug is the National Financial Services Insurance leader with Deloitte Transactions and Business Analytics LLP. Full Bio
Doug is the National Financial Services Insurance leader with Deloitte Transactions and Business Analytics LLP. He has more than 20 years of experience in providing a wide range of valuation and financial consulting services to leading global financial companies, specifically insurance companies. He has substantial experience in the valuation of business enterprises, business interests, and intangible and tangible assets. Doug has provided services both on a domestic and global basis for a wide range of valuation purposes including: mergers and acquisitions analyses, tax and regulatory compliance, dispute resolution, financial structuring advice, strategic financial planning and lease financing.
Prior to joining Deloitte, Doug was a senior underwriter at an international property and casualty insurance company. During his six year underwriting career, Doug’s responsibilities included developing/expanding the book of business by fostering relationships with insurance brokers as well as analyzing the insurance risk profiles of multinational corporations. Included in his analysis was the evaluation of a company’s cash reserves, loss/reserve ratios, and risk diversification techniques. Minimize
Prashanth is a Principal in our Insurance Practice and in addition leads our InsurTech offering. He has over 20 years of experience. Full Bio
Prashanth is a Principal in our Insurance Practice and in addition leads our InsurTech offering. He has over 20 years of experience.
Prashanth currently serves as an advisor to the Property and Casualty Insurance industry. His primary focus is advising his clients on technology strategy, large scale business transformation projects, and helping them navigate emerging technology disruptions. In addition he specializes in working with InsurTech startups, to understand how they can disrupt and or enable current business models and he works to connect insurers to relevant startups and innovation eco-systems.
Prashanth has previously worked at The Hartford, where he served in multiple roles including as a division CIO and as the head of IT Strategy and Enterprise Architecture. Minimize
Mark Purowitz is a Senior Partner in the Financial Services practice of Deloitte Consulting LLP. Full Bio
Mark Purowitz is a Senior Partner in the Financial Services practice of Deloitte Consulting LLP. He has over 30 years of broad financial services industry and consulting experience across the globe. He focuses his time now on helping Insurance clients think about organic and inorganic growth, consider the impacts of growth on operating model design and customer experience, develop new digital-enabled business models, as well as mergers and acquisitions. Mark leads Insurance M&A in the US, and co-leads Deloitte’s efforts in the InsurTech ecosystem on a global basis. Minimize
John HendrixManaging Director, Investment Banking, Sandler O'Neill + Partners
John Hendrix is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P. He specializes in providing strategic advice to insurance brokers, underwriters and service providers and has over 20 years of experience as an investment banker to the financial services industry. Full Bio
John Hendrix is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P. He specializes in providing strategic advice to insurance brokers, underwriters and service providers and has over 20 years of experience as an investment banker to the financial services industry.
Mr. Hendrix’s recent transaction experience at Sandler O’Neill includes the divestiture of First Merchants Insurance Services by First Merchants Corporation, the sale of American Benefits Consulting to Alliant Insurance Services, the divestiture of Comp Options Insurance Company by Blue Cross & Blue Shield of Florida, the sponsored demutualization and sale of Medmarc Mutual Insurance Company to ProAssurance Corporation and the acquisition of the policies of Healthcare Providers Insurance Exchange by Medical Mutual Holdings.
Prior to joining Sandler O’Neill in 2004, Mr. Hendrix spent five years in the insurance investment banking group at Banc of America Securities, where he worked on a broad range of securities underwriting and merger and acquisition transactions for the insurance industry. Prior to this, he worked in the financial institutions investment banking group at PaineWebber, where he focused on insurance and asset management companies. Mr. Hendrix began his career at the Federal Reserve Bank of New York in the Department of Bank Supervision and Regulation.
Mr. Hendrix graduated cum laude from Yale University with a Bachelor of Arts in History. He also holds an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University. Minimize
Peter Schuur is co-chair of Debevoise’s global tax practice. Full Bio
Peter Schuur is co-chair of Debevoise’s global tax practice. He advises on a broad range of U.S. and cross-border M&A transactions, with a focus on corporate transactions in the insurance industry. He also has extensive experience advising clients on the structuring and formation of investment funds and international investment platforms. He works closely with Debevoise’s Private Equity, Insurance and Investment Management Groups.
Mr. Schuur is known for his market knowledge and insights on cross-border transactions, drawing on his eight years in Debevoise’s London office. He is recognized as a leading tax lawyer by Chambers Global and Chambers USA, where it is noted “he knows the issues and the clients; he has a good reputation” and clients describe him as an “analytically excellent attorney who pays attention to what is important to his clients.” In The Legal 500 US, clients note that he is “outstanding, proactive and thoughtful” and has a “deep and clear knowledge of U.S. and international tax and a very commercial outlook.”
Mr. Schuur is a member of the Executive Committee of the Tax Section of the New York State Bar Association. He is a frequent speaker on tax issues relating to M&A, insurance and investment funds, including at the Insurance Tax Conference, the LICONY Tax Conference and the NYSBA Annual Meeting.
Mr. Schuur joined Debevoise in 1992. He has a B.S. from the University of Michigan and a J.D. with honors from the University of Chicago Law School. Minimize
Adam Coe is Head of M&A, AXA US and AXA Advisors CFO. Adam leads M&A activity within the US, including market engagement, due diligence and deal structuring. Full Bio
Adam Coe is Head of M&A, AXA US and AXA Advisors CFO. Adam leads M&A activity within the US, including market engagement, due diligence and deal structuring. In addition, he is the CFO for AXA Advisors (Broker Dealer and Wealth Management subsidiary), responsible for all finance coordination, efficiency opportunities and financial planning. In both capacities, he coordinates closely with other areas of finance, commercial business lines, Strategic Initiatives Group and key teams in Paris.
Since first joining AXA in 2007, Mr. Coe has held positions in Finance, Strategic Initiatives Group and Wealth Management operations. Outside of his roles with AXA Mr. Coe spent time in management consulting with AT Kearney and actuarial consulting with Towers Perrin.
Mr. Coe received a Masters of Business Administration from Columbia Business School and a Bachelor’s degree in Industrial Engineering from Texas A&M University. He is also an Associate of the Society of Actuaries. Minimize
Nicholas Potter is a corporate partner, Co-Chair of the firm’s Financial Institutions Group and a member of the firm’s Mergers & Acquisitions and Capital Markets Groups. Full Bio
Nicholas Potter is a corporate partner, Co-Chair of the firm’s Financial Institutions Group and a member of the firm’s Mergers & Acquisitions and Capital Markets Groups. He also served as the Co-Chair of the firm’s Pro Bono Committee from 2001-2012. Mr. Potter’s practice focuses on corporate transactions in the insurance industry; he advises insurers and reinsurers, private equity firms, investment banks, and other industry participants on public and private mergers, acquisitions, restructurings, corporate governance, regulatory issues, and capital markets transactions and financings including life insurance “embedded value” and excess reserve financings.
Mr. Potter is ranked in the top tier for the Insurance: Transactional and Regulatory category by Chambers USA (2012-2016), which notes that he is an “outstanding lawyer,” and “deserves the utmost respect for his tremendous integrity.” Chambers USA (2008-2009) describes him as a leading insurance transactional and regulatory lawyer with “top-notch negotiation skills” and “the ultimate professional – a hard-working, dedicated lawyer who knows insurance, M&A and corporate law like the back of his hand. It’s a formidable package of skills.” Mr. Potter is also recognized by The Legal 500 US (2012-2016), which notes that he is the “authority on insurance M&A and provides instant credibility when he enters the room,” and by IFLR1000 (2017) as a leader in M&A. Mr. Potter was recognized as a New York Lawyer of the Year by The Best Lawyers in America (2017). He was also named “Dealmaker of the Week” by The Am Law Daily (2012) for his leading role in advising both Canadian insurance company Sun Life Financial and specialty insurer Markel Corporation in two separate transactions that were announced just days apart.
Mr. Potter’s recent articles include “The Legal 500: Insurance & Reinsurance Country Comparative Guide,” The In-House Lawyer (April, 2017); “Developments At The NAIC Spring Meeting,” Parts 1–3, Law360 (April, 2016); “Financial Buyer Participation In the Insurance Industry: An Update for 2015,” FC&S Legal (July, 2015); “NAIC 2015 Spring National Meeting,” Insurance Coverage Law Report (May/June, 2015); “Up To 49 Percent Foreign Ownership Of Indian Insurers Is Now Law,” FC&S Legal (May, 2015); “Citing Private Equity Concerns, New York Department of Financial Services Proposes Increased Scrutiny and Disclosure for Acquisitions of New York Domestic and Commercially Domiciled Insurers,” FC&S Legal (June, 2014); “Report on the NAIC 2014 Spring National Meeting,” FC&S Legal’s “Eye on the Experts” blog (April, 2014); “FSB Applies G-20 ‘Key Attributes’ to Insurers,” Westlaw Journal (October, 2013); and “The Beat Goes On,” Best's Review (February, 2013).
Mr. Potter received his A.B. magna cum laude from Harvard College in 1985 and his J.D. from Harvard Law School in 1988. He is a member of the Association of the Bar of the City of New York and the American Bar Association and regularly writes and speaks on insurance industry M&A and finance topics. Mr. Potter serves on the Board of Directors of Poets House, Inc. and Search and Care, Inc. Minimize
Arthur HallNational Employee Benefits Practice Group Leader, USI Holdings
Arthur brings over twenty years of strategic, innovative and consultative leadership. Full Bio
Arthur brings over twenty years of strategic, innovative and consultative leadership. In his current role as National Employee Benefits Practice leader, Arthur leads USI’s 2nd largest business and consistent growth driver for USI. The Employee Benefits practice comprises over 1500 associates, 300+ sales consultants, 100+ technical resources, and 40+ leaders around the country.
Arthur began his career as a disability sales specialist in the Long Island New York market with Paul Revere Insurance in 1992. After a successful 3 years, Arthur joined C&B Consulting group and help found the medical General Agency division.
In 1998, this business was sold to USI and merged with Emerson Reid. Arthur served as Vice President of Sales for several USI businesses, including Retail Employee Benefits and Property and Casualty divisions, Wealth Management and a 401K division. In 2003 Arthur was named CEO and Emerson Reid began an aggressive acquisition strategy. Over several years Emerson Reid completed over 10 acquisitions across the tri-state area.
Arthur is the proud father of 4 boys with his wife Kristen and are actively involved in the New Canaan, Connecticut community. Kristen and Arthur met while attending Catholic University, where Arthur earned his degree in Finance. He serves as a passionate coach for his sons in the local soccer, baseball, and football team. He is the founder of Feed My Starving Children’s NYC Mobile Pack, an organization with a 2015 goal of providing 500,000 meals to needy. Minimize
Janice WeidenbornerExecutive Vice President and General Group Counsel, Third Point Reinsurance Ltd.
Ms. Weidenborner is the Executive Vice President and Group General Counsel and has served in that position since January 1, 2016. Full Bio
Ms. Weidenborner is the Executive Vice President and Group General Counsel and has served in that position since January 1, 2016. On February 24, 2016, Ms. Weidenborner became Secretary of Third Point Reinsurance Ltd. and Third Point Reinsurance Company Ltd. Prior to joining the Company, Ms. Weidenborner was General Counsel for the Ariel Re group of companies, from January 2013 to December 2015. Ms. Weidenborner has held senior legal counsel positions in both Bermuda and the U.S., with a significant focus of her practice on insurance and reinsurance, and general corporate and transactional matters. From 1987 to 2012, Ms. Weidenborner held various roles at the ACE Group (and its predecessor companies) including Senior Vice President, Associate General Counsel and Regional Compliance Officer, ACE Bermuda Insurance Ltd., Associate General Counsel, ACE Tempest Reinsurance Ltd., and General Counsel, ACE Financial Solutions International. Ms. Weidenborner holds a B.S. in Aviation Management from Embry Riddle Aeronautical University. She began her career in New York as an Airline Underwriter for CIGNA Property and Casualty. After earning her MBA in Finance from Fordham University, Ms. Weidenborner served as a Senior Financial Analyst for CIGNA. She holds a Juris Doctor degree from Rutgers University. Minimize
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Early Bird RateExpires August 30
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On-site registration is available for $1895. Please register in advance to secure your discounts.
The Standard Registration Rate applies to attendees who are not employees of an insurance carrier or insurance broker, such as investment bankers, attorneys, accounting and consulting firms, other vendors and service providers.
The Carriers/Brokers Registration Rate applies to any person currently employed by an insurance carrier or insurance brokerage firm.
Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit. Attendee substitutions from the same company may be made at any time. In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee. The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786. Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.
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