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

9:20 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
 

Phil Trem, MarshBerry’s President Financial Advisory, sits down with industry leaders to address the pros and cons of a public vs. private capital structure.

Panelists include:

  • John Mina, CEO, Accession Risk Management Group
  • Tim Turner, Chairman and CEO, Ryan Specialty

Moderated by Phil Trem, MarshBerry President

12:00 PM

Networking Break

12:15 PM
Keynote Address- Geoff Colvin, Senior Editor-at-Large, Fortune
 

Geoff Colvin is an acclaimed business journalist, author, and speaker known for his deep insights into leadership, economics, and the future of business. As Senior Editor-at-Large for Fortune magazine, Geoff has covered the most pressing issues facing business leaders today, from technology disruption to market dynamics and leadership strategies. With decades of experience analyzing trends and interviewing top executives, Geoff’s expertise spans leadership, innovation, and the intersection of technology and human capabilities.

Presented by Geoff Colvin, Senior Editor-at-Large, Fortune; Bestselling Author

1:00 PM
Wrap-Up

1:15 PM

Networking Lunch