Agenda: 2022 MarshBerry Peak Performance Summit

6:00 PM

Welcome Reception

7:45 AM	Breakfast
8:30 AM	Welcome Presented by Gerard Vecchio, MarshBerry Managing Director
9:00 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
9:45 AM	Networking Break
10:00 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
10:30 AM	Networking Break
10:45 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 George Bucur, MarshBerry Director
11:45 AM	Day 1 Wrap-Up Presented by Gerard Vecchio, MarshBerry Managing Director
12:00 PM	Lunch
1:00 PM	Open Ski
3:30 PM	Après Ski
5:30 PM	Offsite Dinner

7:45 AM	Breakfast
8:30 AM	Welcome Back! Presented by George Bucur, MarshBerry Director
8:45 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
9:15 AM	Networking Break
9:30 AM	Lloyd's Marketplace Review & MarshBerry M&A Activity Presented by Gerard Vecchio, MarshBerry Managing Director, and George Bucur,* MarshBerry Director*
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 Gerard Vecchio, MarshBerry Managing 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

The documents and the information contained herein is for information purposes only. It is not intended as, and does not constitute, an offer or solicitation for the purchase or sale of any financial instrument. Except where otherwise indicated, the information provided is based on matters as they exist as of the date of preparation, and may not be updated or otherwise revised to reflect information that subsequently becomes available, or changes occurring after the date hereof. Past performance is not necessarily indicative of future results.