AGENDA

WEDNESDAY, NOVEMBER 6

6:00 PM

Meet-the-Speakers Networking Reception (Park Hyatt New York)                                                                                                                                                                       

THURSDAY, NOVEMBER 7

8:00 AM

Breakfast

9:00 AM
Welcome
Presented by Phil Trem, MarshBerry President – Financial Advisory

9:15 AM
Unveiling the Current Landscape: State of the Industry
 
Step into the heart of the insurance industry’s present landscape as this session offers a comprehensive overview of the prevailing trends, challenges, and transformative forces shaping the sector in 2025.
 
Presented by John Wepler, MarshBerry Chairman & CEO 

10:15 AM

Networking Break

10:30 AM
Panel Discussion: Navigating Debt & Equity in Today’s Insurance Market
 

Gerard Vecchio, MarshBerry’s Managing Director and co-head of the Specialty Distribution practice, moderates a panel addressing raising debt for insurance brokers in a fluctuating fed funds rate environment.

Panelists include:

  • Paul Thivierge, Director, Commercial Banking – Insurance, BMO Harris Bank
  • Rick Dennen, Chief Executive Officer, Oak Street Funding
  • Jim Roche, Chief Credit Officer, Willow Tree Credit Partners

Moderated by Gerard Vecchio, MarshBerry Managing Director

11:15 AM
Pros & Cons: Public vs. Private Capital Structure - Fireside Chat

12:00 PM

Networking Break

12:15 PM
Keynote Address

1:00 PM
Wrap-Up

1:15 PM

Networking Lunch