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Past Event
29 April 2015



2nd Annual Insights For Your Strategy: What’s Ahead for Insurance M&A and Corporate Finance

Please join us on April 29, 2015, for a discussion of global trends and recent developments in insurance industry M&A and corporate finance.

During our lunch break we will hear from V. J. Dowling, Managing Partner, Dowling & Partners Securities.

We are also pleased to announce that we will be joined by Nick Gerhart, Insurance Commissioner, State of Iowa, and the following industry leaders as guest panelists:

  • Gautam Chawla, Managing Director, Co-Head of Global Insurance Group, Citi
  • Andrew Diaz-Matos, Vice President, Assistant General Counsel and Director of Enterprise Transactions Law, The Hartford
  • William J. Egan, Managing Director, Oaktree Capital Management
  • Chris Fagan, Chief Executive Officer, Catalina Holdings (Bermuda) Ltd.
  • Stephen Fromm, Vice Chairman, Financial Institutions Group, Deutsche Bank
  • Scott Hawkins, Vice President, Insurance Research & Consulting, Conning Research & Consulting
  • John Hendrickson, Director of Strategy, Validus Group
  • Patricia A. Henry, Executive Vice President, Global Government & Industry Affairs, ACE Group
  • Thomas B. Leonardi, Senior Advisor, Evercore Partners Inc.; Former Insurance Commissioner, State of Connecticut
  • Michael J. Millette, Past Global Head of Structured Finance, Goldman Sachs
  • Daniel J. Moyer, Vice President of Mergers & Acquisitions, Corporate Development, Nationwide Mutual Insurance Company
  • Peter R. Schaefer, President and Chief Executive Officer, Hannover Life Reassurance Company of America
  • Steven I. Schreiber, Principal and Consulting Actuary, Milliman
  • Mark H. Socha, Head of Enterprise Mergers and Acquisitions, Hartford Financial Services Group, Inc.
  • Thomas Solomon, Managing Director, Bank of America Merrill Lynch
  • Antonio (Tony) Ursano, President, TigerRisk Partners

Agenda Topics Include:

  • View from the Bankers: State of the Insurance M&A and Insurance Capital Markets
  • Future of the Reinsurance Industry in the Age of Convergence
  • Recent Regulatory Issues for Insurance Company M&A and Corporate Finance
  • View from the Inside: Creating Competitive Advantage in Today's Market by Identifying and Reeling in M&A Opportunities
  • Life Sector M&A and Financing Developments
  • Issues in Cross-Border and Public M&A
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