6:00 PM

Meet-the-Speakers Networking Reception (Bevy at Park Hyatt New York                                                                                                                                                                       


8:00 AM


9:00 AM

Presented by Phil Trem, MarshBerry President – Financial Advisory

9:15 AM

State of the Industry - Retail & Specialty Markets
High retention ratios, low capital requirements and strong, stable valuations are just a few of the characteristics that create such strong interest in our space. The insurance industry continues to face dramatic competition, challenges and opportunities for growth and success. This session will provide the audience with an overview of the current insurance marketplace, M&A appetite and consolidation trends.
Presented by John Wepler, MarshBerry Chairman & CEO, and Phil Trem, MarshBerry President - Financial Advisory

10:15 AM

Networking Break

10:25 AM

Ratings & Debt Capital Update
The team at BMO Harris Bank provides highlights from their recent analysis on the insurance sector and their forward-looking view on ratings criteria, acceptable leverage levels, rates, and more.
Presented by Paul Thivierge, BMO Harris Bank Director, Commercial Banking - Insurance, and Joshua Moore, Vice President, Leveraged Finance – BMO Capital Markets

10:55 AM

Equity & Debt Raising Panel
For the fourth year in a row, private equity firms continue to outperform other private market asset classes. While there are many reasons for their impressive returns, one key driver is their aggressive use of debt and equity. During this panel, attendees will hear from three firms and their experience raising or providing capital. Panelists include:
  • Pat Hanley, CEO of Socius Insurance Services
  • Tony Ling, Managing Director at Corsair Capital
  • James McCue, COO of NSI Insurance Group
Moderated by Gerard Vecchio, MarshBerry Managing Director

11:35 AM

Networking Break

11:45 AM

Update from Capitol Hill
Get up-to-speed on recent updates on tax legislation and other regulatory matters from The Hill.
Presented by Joel Wood, Senior Vice President, Council of Insurance Agents & Brokers

12:30 PM


12:30 PM

Networking Lunch