2023 - Topics and Presenters 

Reps & Warranties Underwriting Trends

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

Thomas Bonfiglio
SVP
CAC Specialty

Robert Exelbert

Vice President, Transactional Risk
Chubb

Bryan M. O'Keefe
Partner
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
Lockton

Andrew Shapiro
Partner
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
Partner
Co-Managing Partner, Washington, DC
Kramer Levin Naftalis & Frankel LLP.

Pierce J. Krauland
Assistant Vice President
Great American Insurance Group

Ai Tajima
Partner
Goodwin Procter LLP

Brett Burgan
Partner
CohnReznick LLP

Evolving Industry Trends – What is Insurable in 2023? 

(Healthcare, Financial Institutions, Energy, Vice Industries)

Moderator: Lidore DeRose
Senior Partner, SVP Transaction Risk
BRP

David E. Barrett
Partner
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
Partner
Seyfarth

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

James Melvin
Senior Vice President & Underwriter
VALE Insurance Partners

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

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
QBE

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

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
Partner
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
Aon

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
Partner
Freedman Normand Friedland LLP

Technology and the Future of Growth -

How Technology Will Move Forward the Industry

Moderator: Jessica Gray Kelly
Partner
Freeman Mathis & Gary

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

Layla Atya
CEO
Quantumerge

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