5th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummit May 18 & 19, 2021 Mohegan Sun Hotel & Convention Center, Uncasville, CT
5th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummitMay 18 & 19, 2021Mohegan Sun Hotel & Convention Center, Uncasville, CT

2021 Topics & Presenters

Reps & Warranties Underwriting Trends



A.J. Kritzman

Senior Underwriter, Transactional Risk Insurance
Tokio Marine HCC


Nick Tuliebitz, Esq.
Co-Head of M&A Insurance - North America


Simone Bonnet

Willis Towers Watson


ax Liability Insurance Update - State of the Market


Roy Reynolds
Divisional President
Great American Insurance


Jessica Harger
Senior Vice President
Aon Transaction Solutions


Justin Pierce Berutich
SVP – Head of Tax
Euclid Transactional, LLC


Peter Wells
Head of Tax and General Counsel
VALE Insurance Partners

Reps & Warranties Claims Trends:

Where Are the Claims Coming From – Hot Button Issues


Moderator: Kevin Mattessich
Managing Partner, New York Office
Kaufman Dolowich & Voluck LLP


Brenda Jeknavorian
Vice President - Claims
Concord Specialty Risk


John Patterson
Head of US Claims
Ethos Specialty Insurance Services


Jared J. Bourgeois
PwC | Director
PricewaterhouseCoopers Advisory Services LLC

Where R&W Insurance is Going:

Thoughts and Insights into the Future of the Product


Moderator: Navine Aggarwal

Executive Vice President
Head of M&A Insurance
Ethos Specialty Insurance Services, LLC


David E. Barrett
Norton Rose Fulbright US LLP


Michael Wakefield
Senior Vice President – Transactional Insurance Practice Leader
CAC Specialty




Transactional Coverage: Policyholders Expectations


Nick Tuliebitz, Esq.
Co-Head of M&A Insurance - North America


John McNally
Managing Director
Transaction Advisory Group


Megan Quail
Senior Vice President & Underwriter
VALE Insurance Partners

Healthcare Transactions: What is Insurable?


Jeffrey W. Mittleman
Holland & Knight LLP


Brian Thede
Senior Vice President, Healthcare
Ethos Specialty Insurance Services, LLC


Peter de Boisblanc
V.P., Transactional Risk, U.S. Practice Leader


Ben Welch
BlueChip Underwriting Services

Breaking Down Financial Statement Claims


Nancy M. Reimer
Freeman Mathis & Gary


Brett E. Burgan, CPA/CFF, CIRA
Partner, Transaction and Litigation Services
Daszkal Bolton LLP



Managing Risk Not Covered by or Limited Cover Provided Under RWI

(Accounts Receivable, Pollution, Cyber, etc.)


Garry Gordon
Divisional Senior Vice President
Mergers & Acquisitions Liability
Great American Insurance Group


Bryce Guingrich
Chief Underwriting Officer
VALE Insurance Partners

Transaction Marketplace: A Global Perspective


Jay Rittberg
Managing Principal
Euclid Transactional, LLC


William M. Monat
Global Head of M&A


David Haigh
Managing Director
Atlantic Global Risk LLC


Case Law Relevant to R&W Insurance Recovery


Ai Tajima
Goodwin Procter LLP


Syed S. Ahmad
Hunton Andrews Kurth


Peter de Boisblanc
V.P., Transactional Risk, U.S. Practice Leader

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