Staff Guide: Run of Show
| Time | Duration | Session | Speaker | MB Notes | AV Notes |
| 7:30 AM | NA | Onxy Doors Open | NA | NA | NA |
| 8:00 AM | 60 minutes | Breakfast | NA | NA | PLAY: Upbeat pop/rock background music |
| 9:00 AM | NA | Phil's Intro | SK (VOG) | SK: Good morning and welcome to the 2021 MarshBerry Impact Summit! Please welcome to the stage, MarshBerry President of Financial Advisory, Phil Trem! | PLAY: Upbeat pop/rock walk-up music |
| 9:00 AM | 15 minutes | Welcome | Phil Trem | PT to write content | MIC: Lav on Phil SLIDE ADVANCER: Phil TIMER: Set for 15 minutes |
| 9:15 AM | NA | John's Intro | Phil Trem | PT: Please welcome to the stage, MarshBerry Chairman and CEO, John Wepler! | PLAY: Upbeat pop/rock walk-up music |
| 9:15 AM | 60 minutes | State of the Industry - Retail & Specialty Markets | Phil Trem John Wepler |
PT and JW to write content | MIC: Lav on Phil MIC: MB-provided earset mic on John SLIDE ADVANCER: Phil TIMER: Set for 60 minutes |
| 10:15 AM | NA | Break Intro | Phil Trem | PT: We're now going to take a quick 10 minute break. Grab a cup of coffee and be back here at 10:25. Thank you. | PLAY: Upbeat pop/rock background music |
| 10:15 AM | 10 minutes | Networking Break #1 | NA | NA | PLAY: Upbeat pop/rock background music STAGING: Add four stools and two side tables to stage |
| 10:25 AM | NA | Phil's Intro | SK (VOG) | SK: Please welcome back to the stage, Phil Trem! | PLAY: Upbeat pop/rock walk-up music |
| 10:25 AM | NA | Paul's/Joshua's Intro | Phil Trem | PT: Thank you, and welcome back. It is my pleasure to introduce the team from BMO Harris Bank to provide highlights from their recent analysis on the insurance sector and their forward-looking view on ratings criteria, acceptable leverage levels, rates, and more. Please welcome BMO Director of Commercial Banking Insurance, Paul Thivierge,and BMO VP of Leveraged Finance, Joshua Moore. | PLAY: Upbeat pop/rock walk-up music |
| 10:25 AM | 30 minutes | Ratings & Debt Capital Update | Paul Thivierge Joshua Moore |
Paul and Joshua to provide content | MIC: Lav on Paul MIC: Lav on Joshua SLIDE ADVANCER: Paul TIMER: Set for 30 minutes |
| 10:55 AM | NA | Panel Intro | Phil Trem | PT: Thank BMO team; We're now going to hear from three firms on their experiences either raisingn capital or providing capital. For the fourth consecutive year, private equity firms have outperformed other private market asset classes. While there are may reasons for their impressive returns, one key driver is their aggressive use of debt and equity. With that, I'd like to welcome to the stage CEO of Socius Insurance Services, Pat Hanley; Managing Director at Corsair Capital, Tony Ling; COO of NSI Insurance Group, James McCue; and my colleague, MarshBerry Managing Director Gerard Vecchio. | PLAY: Upbeat pop/rock walk-up music |
| 10:55 AM | 40 minutes | Equity & Debt Raising Panel | Gerard Vecchio Pat Hanley Tony Ling James McCue |
Gerard to provide content; Slide with speaker names/photos needed | MIC: Lav on Gerard MIC: Lav on Pat MIC: Lav on Tony MIC: Lav on James TIMER: Set for 40 minutes |
| 11:35 AM | NA | Break Intro | Gerard Vecchio | GV: We're going to take another quick 10 minute break, so be back here at 11:45 for an update from Capitol Hill. Thank you. | PLAY: Upbeat pop/rock background music |
| 11:35 AM | 10 minutes | Networking Break #2 | NA | NA | PLAY: Upbeat pop/rock background music STAGING: Remove four stools and two side tables to stage |
| 11:45 AM | NA | Phil's Intro | SK (VOG) | SK: Please welcome back to the stage, Phil Trem! | PLAY: Upbeat pop/rock walk-up music |
| 11:45 AM | NA | Joel's Intro | Phil Trem | PT: Thank you, and welcome back. Before we wrap up for the day, let's all get up-to-speed on recent updates on tax legislation and other regulatory matters from Washington. Please welcome our frient, Council of Insurance Agents & Brokers Senior Vice President, Joel Wood. | PLAY: Upbeat pop/rock walk-up music |
| 11:45 AM | 45 minutes | Update from Capitol Hill | Joel Wood | Joel to provide content | MIC: Lav on Joel SLIDE ADVANCER: Joel TIMER: Set for 45 minutes |
| 12:30 PM | NA | Wrap-Up Intro | Phil Trem | PT: Thank you, Joel. At this time I would like to invite my colleagues back to the stage to wrap up the day with a quick Q&A session. | PLAY: Upbeat pop/rock walk-up music |
| 12:30 PM | 10 minutes | Wrap-Up | Phil Trem John Wepler Gerard Vecchio |
Open Q&A | MIC: Lav on Phil MIC: MB-provided earset mic on John MIC: Lav on Gerard |
| 12:40 PM | NA | Outro | Phil Trem | PT: Thank you again for attending. Please join us around the corner for lunch, and have a great afternoon. | PLAY: Upbeat pop/rock background music |
| 12:40 PM | NA | Networking Lunch | NA | NA | NA |