8th Annual Insurance M&A Symposium: Evolution or Revolution? In partnership with October 16-17, 2017 Ritz-Carlton Battery Park, New York, NY spglobal.com/ima Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence.
8th Annual Insurance M&A Symposium: Evolution or Revolution? October 16-17, 2017 Ritz-Carlton Battery Park, New York, NY Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence. Produced by the Knowledge Center, a division of S&P Global Market Intelligence, the 8th Annual Insurance M&A Symposium is a unique conference for the insurance sector to discuss strategic issues facing the insurance industry. Presented in partnership with Debevoise & Plimpton and Deloitte, it is a collaborative gathering where executive decision makers and advisors share their outlook on the M&A landscape. Executive bankers, investors, regulators and corporate leaders will come together to share invaluable insights on the market today and future expectations. Expect to gain actionable knowledge that will inform your strategic plan and business objectives. The Insurance M&A Symposium is an exclusive networking opportunity, with the specialized connections you will find nowhere else. Here, you will meet with the dealmakers those making deals and those looking to make deals. This year s symposium will highlight the challenges and opportunities facing the insurance M&A landscape. With a newly elected president in place, potential factors of regulatory reforms, and the rise of InsurTech, insurers will be forced to adapt to the changing environment. Will the future see an evolution or revolution in the insurance industry. Join us to find out! For any CEO/CFO considering the buy or sell side of a transaction, the info provided/obtained was invaluable Insurance industry executive Copyright 2017 by S&P Global Market Intelligence. All rights reserved. S&P Global Market Intelligence, its affiliates, and third party providers (together, S&P Global) offers these courses with the understanding that it is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. S&P Global Market Intelligence has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Statements made by persons who are not S&P Global Market Intelligence employees represent their own views, and are not necessarily the views of S&P Global Market Intelligence. 0617
Agenda Day One Monday, October 16th 1:00 p.m. Opening Remarks S&P Global Market Intelligence 1:05 p.m. Evolution or Revolution? 1:20 p.m. Keynote 2:00 p.m. The Evolution of the Insurance M&A Landscape 3:00 p.m. Networking Break 3:30 p.m. Life and Health Executive Roundtable 4:30 p.m. P&C Executive Roundtable 5:30 p.m. Cocktail Reception Sponsored by Day Two Tuesday, October 17th 8:30 a.m. Evolution or Revolution Continued 9:00 a.m. Keynote 9:45 a.m. Before and After the Deal: Ratings Considerations 10:30 a.m. Coffee Break 10:45 a.m. Analytics in Diligence 11:15 a.m. Regulatory Considerations 12:00 p.m. Lunch 1:30 p.m. Driving Growth using InsurTech 2:15 p.m. Building an InsurTech Ecosystem 3:00 p.m. Coffee Break 3:15 p.m. InsurTech Secrets: What Carriers Need to Know 4:00 p.m. Wrap Up Agenda is subject to change. Please check online for updates: spglobal.com/ima
Speakers Featured Speakers Boris Lukan Principal, Insurance M&A Leader, Deloitte Consulting LLP Boris leads the insurance M&A and restructuring practice for Deloitte Consulting in the U.S. With over 25 years of experience in consulting to the insurance industry, he is one of the firm s most experienced insurance M&A consultants. Nick Potter, Debevoise and Plimpton LLP Nicholas Potter is a corporate partner, Co-Chair of the firm s Financial Institutions Group and a member of the firm s Mergers & Acquisitions and Securities Groups. He also served as the Co- Chair of the firm s Pro Bono Committee from 2001-2012.Ga. Tim Zawacki Senior Research Analyst, S&P Global Market Intelligence Tim has covered the insurance industry in various capacities since joining SNL Financial in 1999. Based in Charlottesville, VA, he authors the annual US P&C Market Report, containing an historical overview and projections of industry results for key lines of business. Drew Aldrich Principal American Family Ventures Brian Anderson Principal Nationwide Ventures Peter Babej Global Head of Financial Institutions Citigroup Lynn Bachstetter Senior Director - North America Insurance Product S&P Global Market Intelligence Deep Banerjee Sector Lead, Life Insurance Ratings S&P Global Ratings Albert Benchimol President and Chief Executive Officer AXIS Capital Holdings Rich Buckley Vice President and Corporate Counsel Prudential Financial Tracy Dolin Sector Lead, P&C Insurance Ratings S&P Global Ratings Mike Fleitz Chief Executive Officer Wilton Re U.S. Nigel Frudd Managine Executive Officer, Head of Global M&A and Group Counsel Sompo International Eric Goldstein Managing Director and Head of North American Insurance J.P. Morgan David Grosgold Debevoise & Plimpton LLP John Hendrix Managing Director Sandler O Neil + s Puneet Kakar InsurTech Practice Leader Deloitte Nancy Kane Senior Vice President, Acquisitions and Corporate Development Protective Life Corporation Marilyn Lion Debevoise and Plimpton Rishi Malkini Principal Deloitte Consulting Thomas Mason Research Analyst S&P Global Market Intelligence Joe Milicia M&A Practice Leader for the Americas Willis Towers Watson Alon Neches Head of Strategy and M&A AIG Martha Notaras XL Innovate Dan Robinson VP & Managing Director, M&A and Venture Investments Liberty Mutual Strategic Ventures Tom Ryan Anthemis Group Alex Timm Chief Executive Officer Root Insurance Rafal Walkiewicz Chief Executive Officer Willis Towers Watson Securities Mike Weiner Chief Financial Officer National General Holdings Weldon Wilson Chief Executive Officer, Resolution Life Please check online for updates: spglobal.com/ima.
The Essentials When and Where October 16-17, 2017 Ritz-Carlton Battery Park 2 West Street Ritz-Carlton Ballroom New York, NY How to Register spglobal.com/ima (888) 991-7786 Professional Development Credits Day One and Day Two - CPE (8.5 hrs) CFA (7.5 hrs) Your registration includes all conference materials, lunch both days and continental breakfast on day two, plus the evening cocktail reception at the end of Day One. In partnership with Sponsors Platinum Sponsor Gold Sponsor Media Sponsor
212 7th St NE Charlottesville, VA 22902 PRSRT FIRST-CLASS U.S. POSTAGE PAID Charlottesville, VA PERMIT NO. 381 8th Annual Insurance M&A Symposium: Evolution or Revolution? October 16-17, 2017 Ritz-Carlton Battery Park, New York, NY Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence. Learn more: spglobal.com/ima