2022 - Topics and Presenters

Reps & Warranties Underwriting Trends

Moderator: Navine Aggarwal
Executive Vice President, M&A
Ethos Specialty

Vince Bruno
Vice President & Senior Underwriter
RP Underwriting Inc.

A.J. Kritzman
Underwriting Manager of North America,
Transaction Risk Insurance

Tokio Marine HCC

Robert Exelbert
Vice President, Transactional Risk
Chubb

Thomas Bonfiglio
SVP
CAC Specialty

Tax Liability Insurance Update - State of the Market

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

Nicholas Kato
Managing Partner
Leo Berwick

Rotem Bar-Kokhva
Partner
Seyfarth Shaw LLP

Alisha Soares
Senior Vice President – Tax Insurance Specialist - Marsh Specialty
Marsh

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

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

Meghan Cardell Altenhaus
Senior Director  
Alvarez & Marsal Disputes and Investigations

Elisa Zurlini, Esq.
VP, Head of Transactional Liability Claims
Berkshire Hathaway Specialty Insurance

Matthew Grosack
Partner
Holland & Knight LLP.

Where R&W Insurance is Going:

Thoughts and Insights into the Future of the Product

Paul Rutigliano
Partner
Akerman LLP

Chris Graham
Vice President - Underwriting Leader
Specialty and Commercial Insurance | North America
QBE North America

David J. Cohen
Global Mergers & Acquisitions Group
Managing Director, Transaction Liability Insurance
Alliant Insurance Services, Inc.

Bryan M. O'Keefe
Partner
Seyfarth Shaw LLP

Chloë Steadman
Senior Vice President
Euclid Transactional, LLC

Case Law Relevant to R&W Insurance Recovery

Jared J. Bourgeois
PwC, Director
PricewaterhouseCoopers Advisory Services LLC

Eric Jesse
Partner
Lowenstein Sandler LLP

New Applications of R&W coverage:
SPACs, Minority Investments, Secondary Transactions

Garry Gordon
Divisional Senior Vice President and CUO
Great American Insurance Group

Joseph Ehrlich
National Practice Leader, Private Equity, Family Office and M&A
Brown & Brown – Specialty Risk Solutions

B. Jeffery Bell
Partner
Holland & Knight LLP

David E. Barrett
Partner
Norton Rose Fulbright US LLP

Transaction Marketplace: A Global Perspective

William M. Monat
Global Head of Transactional Liability
Mosaic Insurance

David Haigh
Managing Director
Atlantic Global Risk

Daniel Zharkovsky
Senior Vice President, M&A Insurance (North America)
AIG

Emerging Industry Trends - What is Insurable

(Fintech, Cannabis, Crypto, Financial Institutions, Oil & Gas, etc.)

Moderator: Sally Elshihabi
Special Counsel
Akerman LLP

Daniel Simnowitz
Executive Vice President
DUAL Transaction Solutions
DUAL North America

Michael Wakefield
Executive Vice President
and Transactional Liability Practice Leader
CAC Specialty

Marc R. Tortora
Divisional Vice President,
Mergers and Acquisitions Liability
Great American Insurance Group

Healthcare Transactions

Simone Bonnet
Director
Mergers & Acquisitions Group | Transactional Risk Practice
Willis Towers Watson

Jeff Rubocki
Senior Managing Director, Private Equity Practice
Risk Strategies Company

Hannah E Burnham
Senior Vice President, M&A
Mosaic Insurance

Brian Thede

Senior Vice President, M&A
Ethos Specialty

Ken Mathieu, CPA/ABV/CFF
Vice President, Forensic Services
Charles River Associates

Contingent Risks

Dominic Spinelli
Senior Underwriter, Contingent Legal Risk Insurance
Liberty Global Transaction Solutions

A. Neil Hartzell
Partner
Freeman Mathis & Gary, LLP

Michael Perich
Vice President | Head of Litigation Insurance, Transaction Liability
Lockton Companies

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