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


Thomas Bonfiglio
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
Seyfarth Shaw LLP


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

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
Holland & Knight LLP.

Where R&W Insurance is Going:

Thoughts and Insights into the Future of the Product


Paul Rutigliano
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
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
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
Holland & Knight LLP


David E. Barrett
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)

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
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
Freeman Mathis & Gary, LLP


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

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