7th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummit May 2 & 3, 2023 Mohegan Sun Hotel & Convention Center, Uncasville, CT
7th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummitMay 2 & 3, 2023Mohegan Sun Hotel & Convention Center, Uncasville, CT

2023 - Topics and Presenters 

Reps & Warranties Underwriting Trends


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


Thomas Bonfiglio
CAC Specialty



Robert Exelbert

Vice President, Transactional Risk


Bryan M. O'Keefe
Seyfarth Shaw LLP


Ben Nelson
Transaction Liability Practice Leader
CFC Underwriting

Reps & Warranties Claims Trends: Hot Button Issues



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


Mark Schwartz
Director of Transaction Liability Claims


Andrew Shapiro
Holland & Knight


Brenda Jeknavorian
Senior Vice President, Claims
Ryan Specialty

Brittany Zimmer
Assoc. General Counsel & Managing Director, Claims
Euclid Transactional, LLC

Tax Liability Insurance Update - State of the Market


Moderator: Justin Pierce Berutich
Managing Director – Head of Tax
Euclid Transactional, LLC


Mark G. McTigue
Managing Director– Tax Insurance Specialist
Marsh Specialty- Marsh USA LLC


Joe Volk
Managing Director, M&A Tax
Leo Berwick


Austin Cahill, JD, LL.M.
Managing Director
Team Leader - Tax Insurance
Alliant Insurance Services, Inc.


Michael Saitta
Head of Americas, Tax
Liberty Global Transaction Solutions

Case Law Relevant to R&W Insurance Recovery


Moderator: Jared J. Bourgeois
PwC, Director
PricewaterhouseCoopers Advisory Services LLC


Jennifer S. Windom
Co-Managing Partner, Washington, DC
Kramer Levin Naftalis & Frankel LLP.


Pierce J. Krauland
Assistant Vice President
Great American Insurance Group


Ai Tajima
Goodwin Procter LLP


Brett Burgan
CohnReznick LLP

Evolving Industry Trends – What is Insurable in 2023? 

(Healthcare, Financial Institutions, Energy, Vice Industries)


Moderator: Lidore DeRose
Senior Partner, SVP Transaction Risk


David E. Barrett
Norton Rose Fulbright US LLP


Terry Enright
Senior Vice President
Berkley Transactiona


Sally Elshihabi
Vice President, RWI Counsel
Ryan Transactional Risk

R&W Insurance in a Recessionary Environment –

What Happens to the Pricing, Coverage & Do We Expect an Uptick in Claims?


Moderator: Gena B. Usenheimer


Nick Tuliebitz
Co-Head of M&A Insurance – North America


James Melvin
Senior Vice President & Underwriter
VALE Insurance Partners


Paige Brewin
Senior Vice President – Head of Transactional Liability
Specialty and Commercial Insurance | North America


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

State of the Contingent Market


Benjamin Welch
Head of Archer Transactional


Chris Graham
Senior Vice President – Head of Contingent Liability
Specialty and Commercial Insurance | North America


David E. Hodges
Vice President, M&A and Transaction Solutions

New Applications of R&W Coverage:

Minority Investments, Secondary Transactions


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


Daniel Simnowitz
Executive Vice President
DUAL Transaction Solutions
DUAL North America


Aaron T. Slavens
Holland & Knight


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


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

Large Global Losses, Lessons Learned from Insureds and Insurers


Moderator: Anthony Dragone
Senior Vice President
M&A and Transaction Solutions


Meghan Cardell Altenhaus
Senior Director, Disputes and Investigations
Alvarez & Marsal


Nicholas A. Ritrivi
Divisional/Subsidiary Vice President
Head of Claims, Mergers and Acquisitions Liability
Great American Insurance Group


Luke Marcoux
Head of Claims, Americas
Liberty Global Transaction Solutions


Jordana Haviv
Freedman Normand Friedland LLP

Technology and the Future of Growth -

How Technology Will Move Forward the Industry


Moderator: Jessica Gray Kelly
Freeman Mathis & Gary


Michael Federer
Managing Partner, Sales & Distribution, M&A
Fusion Specialty Americas


Layla Atya

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Agenda includes all topics, presenters, hotel, and registration information.

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