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


Randy Hein
Berkley Transactional


Toria Lessman
Senior Vice President - Underwriting Leader
Specialty Lines
QBE North America


Elizabeth Cunnane
Senior Vice President
Mergers & Acquisitions Group
Willis Towers Watson


A.J. Kritzman
Senior Underwriter, Transactional Risk Insurance
Tokio Marine HCC


Tax Liability Insurance Update - State of the Market


Roy Reynolds
Divisional SVP
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


Rikki Usinger
Head of Claims
Vale Insurance


Stephen P. Davidson, Esq.
Managing Director
Aon Transaction Solutions


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


Wayne Datz
Director, Transactional Risk Underwriting
ASQ Underwriting


Bryan M. O'Keefe
Seyfarth Shaw LLP


Sean P. Crnkovich
Managing Director
Marsh JLT Specialty

Transactional Coverage: Policyholders Expectations


Joseph Laws
Head of M&A Insurance, North America
Mergers & Acquisitions
XL Catlin - AXA XL


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


Matthew Grosack

Holland & Knight LLP


Meghan Cardell, CPA, CFE
Alvarez & Marsal


Miranda Ma
Mergers & Acquisitions Insurance


Andrew Zimmerman
Senior Vice President, Mergers & Acquisitions
Willis Towers Watson

Managing Risk Not Covered by or Limited Cover Provided Under RWI

(Accounts Receivable, Pollution, Cyber, etc.)


Robert Exelbert
Vice President, Transactional Risk


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


Jonathan GIlbert
SVP, Managing Director
Alliant Insurance Services, Inc.


Bryce Guingrich
Chief Underwriting Officer
VALE Insurance Partners

Transaction Marketplace: A Global Perspective


Jay Rittberg
Managing Principal
Euclid Transactional, LLC


William M. Monat
Executive Vice President - Transactional Solutions Leader
Mergers & Acquisition Group

Willis Towers Watson


William Hopkins
Managing Director
Arch Reinsurance Company


Robert Clark, CFA
Vice President
Everest Insurance

Case Law Relevant to R&W Insurance Recovery


Ai Tajima
Goodwin Procter LLP


Jennifer Cavill
Executive Claim Director, Financial Lines Claims
Chubb Insurance


S. Drew Levin
Latham & Watkins LLP

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