AGENDA

MONDAY, JANUARY 24

6:00 PM

Welcome Reception                                                                                                                                                                                                                                                                                                                                                                                                                                                                

TUESDAY, JANUARY 25

7:45 AM

Breakfast

8:30 AM

Welcome
Presented by Gerard Vecchio, MarshBerry Managing Director

8:45 AM

MarshBerry State of the Industry
High retention ratios, low capital requirements and strong, stable valuations are just a few of the characteristics that create such strong interest in our space. The insurance industry continues to face dramatic competition, challenges and opportunities for growth and success. This session will provide the audience with an overview of the current insurance marketplace, and what we believe brokers should be focusing on to remain viable.
Presented by John Wepler, MarshBerry Chairman & CEO

9:30 AM

Networking Break

9:45 AM

Trends in Specialty M&A
Consolidation in the insurance industry is nothing new and has been a growing trend in the past several years. With the growing pace of specialty distributor acquisitions, it’s no surprise there is an uptick in consolidation among the larger private equity backed and public brokers and at this stage, it could be just the tip of the iceberg. This session will explore the current M&A market for specialty brokers and how firms can continue to move upstream and expand their footprint.
Presented by George Bucur, MarshBerry Director

10:15 AM

Industry Panel Discussion: The (Re) Emergence of Fronting Carriers
During this interactive carrier panel, attendees will hear from experts on what is driving the re-emergence of fronting carriers, expectations on risk moving into 2022, and what carriers are doing to adapt to the rapidly consolidating distribution force.
Moderated by Gerard Vecchio, MarshBerry Managing Director

11:15 AM

Day 1 Wrap-Up
Presented by Gerard Vecchio, MarshBerry Managing Director

11:30 AM

Lunch

12:30 PM

Open Ski

3:30 PM

Après Ski

5:30 PM

Offsite Dinner

WEDNESDAY, JANUARY 26

7:45
AM

Breakfast

8:30
AM
Welcome Back!
Presented by George Bucur, MarshBerry Director
8:45
AM
State of the Specialty Industry
MarshBerry’s State of the Specialty Industry takes a deeper dive into challenges MGAs, MGUs, and Wholesalers are facing including market access, economies of scale and investment in technology and infrastructure.
Presented by Gerard Vecchio, MarshBerry Managing Director
9:15 
AM

Networking Break

9:30 
AM
Resources Available to Help Grow Your Firm
Presented by PEAK Performance Summit Sponsors
10:00 
AM
Fireside Chat: Life After the Transaction
MarshBerry sits down with Pat Hanley, CEO – Socius, to learn how his organization came to the decision to bring on a capital partner, key insights on how they chose a partner, and how their decision has impacted business post-transaction.
Moderated by George Bucur, MarshBerry Director
10:45 
AM
Day 2 Wrap-Up
Presented by Gerard Vecchio, MarshBerry Managing Director
11:00 
AM

Lunch

12:00 PM

Open Ski

3:30 PM

Après Ski

5:30 PM

Sponsor Dinners