2024 - Topics and Presenters:

Reps & Warranties Underwriting Trends

Jared Tromer
Vice President, Transactional Risk
Chubb

Bryan M. O'Keefe
Partner
Seyfarth Shaw LLP

Robert Lustgarten
Senior Vice President, RWI
Ryan Transactional Risk

Andrew Hirsch
Senior Director
WTW

John Kosir
SVP
CAC Specialty

Reps & Warranties Claims Trends: Hot Button Issues

Moderator: Kevin Mattessich
Partner
Kaufman Dolowich 

Anthony Dragone
Senior Vice President
M&A and Transaction Solutions
Aon

Laurel Brewer
US Claims Counsel
RP Underwriting, Inc.

Chael Clark
Partner
Holland & Knight LLP.

Ken Mathieu
Managing Director
BRG

Tax Liability Insurance Update - State of the Market

Moderator: Kyle Reiter
Assistant Vice President
Euclid Transactional

Robert Goodreau
Head of Tax
Archer Transactional, a Balance Partners Program

Michael Saitta
Head of Tax Insurance
Berkshire Hathaway Specialty Insurance

Joe Volk
Managing Director, M&A Tax
Leo Berwick

Michael Haun
Partner, Tax Department
Paul Hastings

Have Terms and Competition Gone Too far?

Adequacy of Pricing, Retentions and General Coverage on R&W Deals

Pierce J. Krauland
Assistant Vice President
Great American Insurance Group

Roy G. Locke
Senior Vice President, Marsh USA LLC
Marsh

Aaron T. Slavens
Partner
Holland & Knight

Aaron Fields
Vice President & Counsel, RWI
Ryan Transactional Risk

Vipul Kumar
SVP - Transactional Advisory Practice
NFP

Large Global Losses, Lessons Learned from Insureds and Insurers

Meghan Cardell Altenhaus
Managing Director
Alvarez & Marsal

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

Vanessa Pellettier
Senior Vice President | Align Claim Services
DUAL North America

Jared Evans
Head of Claims
Liberty GTS

Jordana Haviv
Partner
Freedman Normand Friedland LLP

RWI Diligence: Activity/Trends

John Brumlik
Managing Director
Ironsides Advisory

Justyna Kuczynski
Senior Manager, Legal Litigation
BDO

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

Tokio Marine HCC

Daniel Simnowitz
Executive Vice President
Sands Point Risk

Michael Mora
Managing Partner, M&A
Fusion Specialty Americas

Mega Size Deals: Are they Insurable?

Can We Effectively Diligence Them, Is Pricing adequate,

How Does the IndustryAddress Aggregation Issues?

David E. Barrett
Partner
Norton Rose Fulbright US LLP

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

Miranda Ma
Managing Director
Euclid Transactional, LLC

Case Law Relevant to R&W Insurance Recovery

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

Jared J. Bourgeois
Partner
PricewaterhouseCoopers Advisory Services LLC

Amos Friedland
Partner
Freedman Normand Friedland LLP

John Minett
Technical Director and Counsel
Public D&O and Transactional Liability
Bond & Specialty Ins. - Claim
Travelers

Secondary Transactions - Market Trends

Brett Rawlings
Team Leader, Transaction Liability
CFC

Adria M.Crowe
Partner
Seyfarth Shaw LLP

Ai Tajima
Partner
Goodwin Procter LLP

Jerald Khoo
SVP, M&A and Transaction Solutions
Aon

Emily Rosen
SVP | Transaction Liability
Lockton Companies

Rate Adequacy: How the Product Has Evolved Over the Past Several Years

Moderator: Alona Croteau
Partner and Director of Client Relations
Freeman Mathis & Gary, LLP

Randy Hein
President
Berkley Transactional

David Haigh
Founding Partner
Atlantic Global Risk

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