6th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummit May 3 & 4, 2022 Mohegan Sun Hotel & Convention Center, Uncasville, CT
6th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummitMay 3 & 4, 2022Mohegan Sun Hotel & Convention Center, Uncasville, CT

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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