AGENDA

WEDNESDAY, NOVEMBER 7, 2018

7:15AM - 8:00AM
 
8:00AM - 8:15AM
 
8:15AM - 9:30AM
 
 
 
 
9:30AM - 10:00AM
 
 
 
10:00AM - 10:45AM
 
 
 
11:00AM - 12:00PM
 
12:00PM - 1:15PM
 
1:15PM - 2:00PM
 
2:00PM - 2:30PM
 
2:30PM - 3:00PM
 
3:00PM - 3:15PM
 
3:15PM - 4:00PM
 
 
4:00PM - 5:00PM
 
 
5:00PM - 5:15PM
 
5:15PM - 6:30PM
 
Breakfast
 
Welcome & Introductions
 
State of the Industry
 
 
 
 
Networking Break
 
 
 
P&C Market  Update*
 
 
 
Benefits Market Update - Panel Discussion
 
Networking Lunch
 
Middle Market M&A Update
 
Ratings Update - Leveraged Brokers
 
Lender Market Update
 
Networking Break
 
Update from Capital Hill - Regulatory & Tax Outlook
 
Leveraging your Capital Partner Once the Deal is Done
 
Wrap Up and Q&A
 
Networking Cocktail Hour
 
 
 
 
 
MarshBerry’s State of the Industry Review provides highlights of the challenges and opportunities that are likely to present themselves in the upcoming year to independently owned agents and brokers.
 
 
 
 
 
 
 
 
 
 
 
 
 
* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.
28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230