AGENDA
WEDNESDAY, NOVEMBER 5
6:00 PM
Meet-the-Speakers Networking Reception (Park Hyatt New York)
THURSDAY, NOVEMBER 6
8:00 AM |
Breakfast |
9:00 AM |
Welcome Presented by Phil Trem, MarshBerry President – Financial Advisory |
9:15 AM |
State of the Industry In today’s dynamic insurance environment, staying competitive requires more than adaptation—it demands insight-driven strategy. Join John Wepler, MarshBerry Chairman & CEO, for a deep dive into the forces reshaping the insurance industry. This session explores key market trends, shifting buyer behaviors, and the economic and regulatory pressures influencing agency performance and valuation. Presented by John Wepler, MarshBerry Chairman & CEO |
10:00 AM |
Networking Break |
10:15 AM |
Capital Conversations: Navigating the Evolving Debt Landscape In a market shaped by evolving Federal Reserve policy, fluctuating interest rates, shifting risk appetites, and changing lender expectations, understanding the role of debt in your capital strategy is more critical than ever. Join Reed Van Gorden, Managing Director & Head of Origination, Deerpath Capital, and Bill Kindorf, Managing Director & Co-Head of Sponsor Coverage, Apogem, and Jim Roche, Chief Credit Officer, Willow Tree Credit Partners, as they share their take on the current state of the debt markets, changes within the Fed and what it means for insurance distributors and investors alike. Moderated by Gerard Vecchio, MarshBerry Managing Director & Specialty Practice Co-Head |
10:45 AM |
How Has Private Equity’s Appetite Evolved in the Insurance Industry: Equity Perspectives in a Shifting Market As economic conditions continue to evolve and investor sentiment becomes more selective, the path to a successful portfolio company investment looks different than it did just a few years ago. During this session, panelists including Trevor Rich, Partner, Lovell Minnick, Stephen Marquardt, Managing Director, BV Investment Partners, LP, and Trevor Pieri, Principal, Investments, Lightyear Capital, examine how today’s capital environment, valuation expectations, and buyer priorities are influencing investors’ strategies. Moderated by Phil Trem, MarshBerry President – Financial Advisory |
11:30 AM |
Networking Break |
11:45 AM |
At the Helm: CEO Perspectives on Life as a Portfolio Company As the insurance distribution landscape continues to evolve, CEOs of sponsor-backed brokerages are leading through a period of accelerated growth, heightened complexity, and shifting expectations. Join Matt Gardner, Founder, Chairman & Chief Executive Officer of Patriot Growth Insurance Services and Bob Klonk, Chairman and Chief Executive Officer of Unison Risk Advisors as they share how they’ve scaled significantly—organically and through M&A—while navigating the realities of private equity partnerships. Moderated by Phil Trem, MarshBerry President – Financial Advisory |
12:30 PM |
Wrap-Up |
12:45 PM |
Networking Lunch |
