Tom Baker is the William Maul Measey Professor at the University of Pennsylvania, Full Bio

Tom Baker is the William Maul Measey Professor at the University of Pennsylvania, where he is on the faculty of the Carey Law School and the Wharton School of Business. His Covid Coverage Litigation Tracker is the definitive source of information about Covid-related insurance litigation.  Tom’s prior research has explored D&O insurance and securities litigation, lawyers and medical professional liability, health insurance exchanges, cyber insurance, the regulation of robo advisors, and the rise of the insurance runoff market, among other topics of interest to an insurance-focused audience. From 1997 to 2008 he was the inaugural Connecticut Mutual Professor and Director of the Insurance Law Center at the University of Connecticut.  Beyond his academic work, he is a co-founder of Picwell, which builds great benefits decision support, an insurance litigation guru and expert witness, and the Reporter for the recently completed Restatement of the Law, Liability Insurance. His B.A. and J.D. are from Harvard University. Minimize

Paul Blume is senior vice president-state government and member relations for the American Property Casualty Insurance Association. Full Bio

Paul Blume is senior vice president-state government and member relations for the American Property Casualty Insurance Association.  APCI is a national trade association, representing nearly 1,000 property and casualty insurance companies writing nearly 36 percent of the U.S. property and casualty insurance market.  In his present position, Mr. Blume leads APCI’s regional state government relations operations, member retention and recruitment, legislative database and compliance information, and advances key advocacy issues.

Prior to joining APCI, Mr. Blume served as assistant general counsel for AIG with responsibility for government relations in several Midwest states.  Mr. Blume’s responsibilities included working with government leaders within the region, coalition partners, producers, business community allies, and others to address issues of importance to AIG’s business units and profit centers. 

Mr. Blume also worked for the American Insurance Association where he served as regional vice president for the Midwest.  While Mr. Blume was with the American Insurance Association, he successfully worked on workers’ compensation reform, tort reform, UM/UIM reform, automobile insurance reform, commercial lines regulatory reform and other property and casualty issues in over fifteen states in the Midwest and in the Mid-Atlantic region of the country.

Additionally, Mr. Blume was a vice president of government affairs for Zurich American and Prudential.  Early in his career, Mr. Blume practiced insurance regulatory law with Lord, Bissell & Brook in Chicago.

Mr. Blume and his wife Hollis have a son Jack and a daughter Lissy and live in Lake Forest, Illinois. Minimize

Ilya Bodner has changed the way people buy, sell, and think about commercial insurance. Full Bio

Ilya Bodner has changed the way people buy, sell, and think about commercial insurance. A startup enthusiast and insurtech pioneer, Ilya is the founder and CEO of Bold Penguin, a rapidly growing tech company headquartered in Columbus, Ohio. Ilya started his career on the front lines as an agent, and has been on a mission to upgrade the industry through one successful startup after another. Recent recognitions include “Executive of the Year” by BizTech and Best in Biz, “People’s Choice Innovation Leader of the Year” by the Insurance Innovation Awards, and Columbus Business First’s “40 Under 40” Class of 2019. Minimize

John Butler is Portfolio Manager and Head of Cohen & Company’s U.S. Insurance Asset Management Platform and Global ILS Program. Full Bio

John Butler is Portfolio Manager and Head of Cohen & Company’s U.S. Insurance Asset Management Platform and Global ILS Program. Additionally, since March 2019, Mr. Butler is President and Chief Executive Officer of Insurance Acquisition Corp.(NASDAQ: INSU), and since September 2020, Mr. Butler is President and Chief Executive Officer of INSU Acquisition Corp. II (NASDAQ: INAQ), both blank check companies formed for the purpose of effecting a business combination with a primary focus in the insurance, reinsurance or insurance related services sectors. From 2012 to 2017, Mr. Butler worked for Twelve Capital, a European asset manager specializing in investment in the insurance sector where he served in various senior roles including Managing Partner & Head of Investment Management.  In this role, Mr. Butler oversaw the investment of $4 billion principally in fixed income and insurance linked securities.  Prior to this, Mr. Butler worked as Senior Underwriter managing the International Catastrophe and Terrorism reinsurance portfolios of Hannover Re Bermuda, where he was responsible for managing the company’s position as a lead reinsurer particularly in European and Asia-Pacific markets.  Prior to this, Mr. Butler spent seven years with the White Mountains Insurance Group, both in Dublin and Bermuda, managing the underwriting of the international non-marine treaty portfolio.  Earlier in his career, Mr. Butler worked for entities in the London reinsurance market, underwriting a broad range of business lines.  Mr. Butler holds an honors degree in Law from the University of London, is an Associate of the Chartered Insurance Institute of the UK, a member of the Insurance Institute of Ireland and is qualified as a Chartered Insurer. Minimize

Juliya Chekmarova is a Managing Director at Ardea Partners where she focuses on the insurance sector in the U.S. covering both life and property & casualty clients. Full Bio

Juliya Chekmarova is a Managing Director at Ardea Partners where she focuses on the insurance sector in the U.S. covering both life and property & casualty clients. Her recent transaction experience at Ardea includes Allstate $4bn acquisition of National General, American Equity Investment Life partnership with Brookfield, Equitable reinsurance of its legacy variable annuity policies to Venerable Holdings and XL $15bn sale to AXA.   

Prior to joining Ardea in 2017, Juliya spent five years at Goldman, Sachs & Co in the Investment Banking Division, Financial Institutions Group, focusing on the insurance sector. Prior to Goldman Sachs, Juliya worked in the Financial Institutions Group, Investment Banking at Credit Suisse. Juliya earned a BA from Barnard College, Columbia University. Minimize

As a member of the North America Government Affairs and Public Policy team, Mr. Clark is responsible for S&P Global’s strategy and execution for engagement with North American policymakers and regulators.  Full Bio

As a member of the North America Government Affairs and Public Policy team, Mr. Clark is responsible for S&P Global’s strategy and execution for engagement with North American policymakers and regulators. Within S&P Global, Mr. Clark coordinates across the organization’s multiple business divisions and corporate functions to design and evaluate responses to policy challenges.

Mr. Clark joined S&P Global in July of 2019. Before joining the company, he was the Senior Economic Policy Advisor to Senator Jon Tester (D-MT). In this role, Mr. Clark handled a wide range of issues for Senator Tester, including his banking, housing, finance, labor, and appropriations portfolios. During his time in the Senate, Mr. Clark played a key role in authoring the “Economic Growth, Regulatory Relief, and Consumer Protection Act” (S.2155), the largest modification to Dodd-Frank signed into law in the last decade. Mr. Clark also worked on multiple pieces of legislation related to insurance issues during his time in the Senate, as well as on efforts to reform the housing finance system.

Mr. Clark holds a Bachelor of Science in Political Science from the University of Oregon. Minimize

Alexander Cochran is a corporate partner and a member of the firm’s Financial Institutions Group.  Full Bio

Alexander Cochran is a corporate partner and a member of the firm’s Financial Institutions Group. He focuses on corporate transactions in the insurance industry, including mergers and acquisitions, financings and pension risk transfer transactions.

Mr. Cochran is ranked as Up and Coming for insurance by Chambers USA (2020), where clients describe him as “very technically skilled,” and “a standout in the space.” He is recognized as a Next Generation Partner for insurance and M&A in The Legal 500 US (2020) and as a Notable Practitioner by IFLR1000 (2020). He was also named a Rising Star in insurance by Law360 (2015). He is a frequent author and speaker on legal developments affecting the insurance industry. He is the co-author of numerous publications, including “Federal Reserve Publishes Advance Notice Of Proposed Rulemaking On Capital Requirements For Insurers,” FC&S Legal (July, 2016); “Federal Reserve Proposes Enhanced Prudential Standards For Insurance SIFIs,” FC&S Legal (July, 2016); “Developments At The NAIC Spring Meeting,” Law360 (April, 2016); “Financial Buyer Participation In The Insurance Industry: An Update For 2015,” FC&S Legal (July, 2015); and the Insurance and Investment Management M&A Deskbook (Practising Law Institute, 2015). His recent speaking engagements include “Insurance M&A: Evolution or Revolution?,” S&P Global Webinar 2017 and “Financial Reinsurance as Alternative Capital” at the Hanover Re Experience 2015.

Mr. Cochran received his J.D. cum laude from the University of Pennsylvania Law School in 2005, where he was a senior editor of the Law Review, and his B.A. magna cum laude from Bucknell University in 2002. Prior to joining Debevoise in 2006, Mr. Cochran was a law clerk to the Hon. Mary McLaughlin of the Eastern District of Pennsylvania. Minimize

Sir Clive is the Chairman of The Resolution Group, which he founded in 2003, of which Resolution Life is one of the constituent entities. Full Bio

Sir Clive is the Chairman of The Resolution Group, which he founded in 2003, of which Resolution Life is one of the constituent entities. He is regarded as a leading life insurance executive and has significant experience in acquiring closed block life insurance businesses. He has held board level roles in all the Prior Resolution vehicles since 2003.

Prior to 2003, Sir Clive was Chairman and Chief Executive of GE Insurance Holdings, GE’s primary insurance operations in Europe with over US$3 billion of premium income at that time. The businesses he led while at GE had operations in 12 countries. Before joining GE in 1998, he co-founded J Rothschild International / Scottish Amicable International, a cross-border insurance business based in Dublin. He started his career in insurance advising clients as a broker.

He served as a non-executive director of Resolution Limited, a UK-listed life insurance group sponsored by The Resolution Group in 2008, which subsequently became the Friends Life Group PLC. It was listed on the London Stock Exchange and was a constituent of the FTSE 100 index. He stepped down from this position in 2013.

Sir Clive is active in the charitable sector and is Chairman and founder of the Resolution Foundation, a non-profit research organisation focused on the needs of low earners in industrialised countries. Minimize

Devanshu joined Marsh & McLennan in 2019 as the Head of Strategy & Corporate Development. Before joining MMC Devanshu served as Executive Vice President of Corporate Development at Athene. Full Bio

Devanshu joined Marsh & McLennan in 2019 as the Head of Strategy & Corporate Development. Before joining MMC Devanshu served as Executive Vice President of Corporate Development at Athene. Prior to Athene, Devanshu was Managing Director in the Financial Institutions Group at Goldman Sachs in the investment banking division. During his 12 years at Goldman Sachs he specialized in M&A, Financing, and Risk Management transactions across the insurance sector in the US and internationally. Devanshu’s early career was in strategy and management consulting at The Boston Consulting Group based in Singapore.

Devanshu holds an MBA with a major in finance from The Wharton School of the University of Pennsylvania, as well as Bachelor of Applied Science and Master of Philosophy degrees in computer engineering from Nanyang Technological University in Singapore. Minimize

Ben Dyson is an insurance reporter covering the EMEA region at S&P Global Market Intelligence. Full Bio

Ben Dyson is an insurance reporter covering the EMEA region at S&P Global Market Intelligence. He has been a financial journalist for 23 years, and has covered insurance and reinsurance for 20 of those years. Before joining S&P Global Market Intelligence in November 2017 Ben was finance editor at Insurance Times, a publication focusing on the U.K. general insurance market. He started his journalism career at Reactions, a magazine covering the global reinsurance market.  Minimize

Amir Emami is co-Head of SPAC coverage at RBC Capital Markets and sits within the Alternative Investors Group. Full Bio

Amir Emami is co-Head of SPAC coverage at RBC Capital Markets and sits within the Alternative Investors Group. In addition to his SPAC coverage, Amir covers Investment Holding Companies, Hedge Funds, Family Offices, and other Alternative Asset Managers, providing such clients and their portfolio companies with M&A Advice, leveraged loans, secured credit facilities, high yield debt, and equity transactions. Prior to joining RBC in 2016, Amir worked at Credit Suisse, where he started his career in the M&A Group and subsequently joined Hedge Fund Investment Banking. In between he worked at an alternative asset management company focused on direct lending, growth equity, and structured products and at the Earth Observatory of Singapore, a research center of excellence established by the Singapore government.

Amir received in AB in Economics from the University of Chicago and an MBA from Columbia Business School. He is also an Executive Board Member, emeritus, of the Program for Financial Studies at Columbia Business School. Minimize

Will Engelbrecht leads Deloitte Consulting’s M&A and Restructuring Strategy , Diligence and Value practice that focuses on helping clients develop and implement high impact inorganic and transformational strategies to create value. Full Bio

Will Engelbrecht leads Deloitte Consulting’s M&A and Restructuring Strategy , Diligence and Value practice that focuses on helping clients develop and implement high impact inorganic and transformational strategies to create value.

Mr. Engelbrecht has over 20 years of consulting experience serving clients with a focus on value through transformative deals and restructuring. Specifically, Will assists clients across the M&A lifecycle from strategy development to post-deal optimization, focusing on opportunity identification investment thesis creation, and commercial and operational due diligence. Post definitive agreement, Will engages in operating model design, value capture and post-deal optimization to drive successful deal outcomes.  Finally, Will advises clients to restructure, transforming business and operating models to drive profitability

Will serves both strategic and private equity clients and has experience with buy-side and sell-side deals, corporate turn-arounds, carve-outs, JVs, and ecosystem plays

Prior to Deloitte, Will was a consultant at the Mitchell Madison Group, a boutique strategy firm spun off from McKinsey and a founding member of a sizable internet start-up

Mr. Engelbrecht received a B.A. in Economics and a B.S. in Applied Mathematics from Columbia University Minimize

Michael Goldman serves as Senior Vice President, Corporate Development for CopperPoint Insurance Companies. Full Bio

Michael Goldman serves as Senior Vice President, Corporate Development for CopperPoint Insurance Companies.

His responsibilities include the oversight and execution of the inorganic strategy of the CopperPoint Family of Insurance Companies. The strategy includes acquisitions, mutual affiliations, strategic partnerships, assumed reinsurance and other vehicles.

Goldman led the acquisition efforts to support CopperPoint’s growth and expansion across the western U.S. As a result of his efforts, CopperPoint acquired Pacific Compensation Insurance Company in 2017. The California-based workers’ compensation carrier was the company’s first strategic acquisition for approximately $160 million. In 2019, Alaska National Insurance Company became CopperPoint’s second acquisition for $900 million. Alaska National has been recognized for a decade as one of the nation’s top 50 insurance companies in the Property-Casualty Ward's 50® Companies annual benchmarking list.

From these strategic acquisitions, CopperPoint has grown its revenue base from $205 million in 2016 to $643 million at year end 2019. Additionally, invested assets increased by over $1 billion from $3.61 billion to $4.75 billion, while net income tripled, going from $55.8 million to $159.5 million in the same time period.

Today, CopperPoint operates its portfolio of insurance products in 10 western states, supported by local presence in 12 offices. These acquisitions have transformed CopperPoint into a western-based super regional insurance company and a leading provider of workers’ compensation and commercial insurance solutions. All companies in the CopperPoint family are rated A (Excellent) by AM Best.

Goldman joined CopperPoint in 2013. Minimize

Adam Hodes has served as Executive Vice President of MetLife, Inc. and Global Head of Mergers and Acquisitions since 2011. Full Bio

Adam Hodes has served as Executive Vice President of MetLife, Inc. and Global Head of Mergers and Acquisitions since 2011. He is responsible for the development and execution of all strategic transactions including acquisitions, divestitures, joint ventures, distribution agreements and block reinsurance transactions. Mr. Hodes has completed over 40 transactions at MetLife including the recent acquisitions of Versant, Inc., PetFirst, Inc. and Bequest, Inc. He has also managed the recent divestitures of MetLife Hong Kong, MetLife’s retail agency and Brighthouse Financial.

Prior to jointing MetLife, Adam spent most of his career at Investment Banking firms including Credit Suisse, DLJ and Salomon Brothers. He has a B.A. from The Wharton Scholl of The University of Pennsylvania and a J.D. from Columbia University. Minimize

John Hendrix is a Managing Director in the Investment Banking Group at Piper Sandler. Full Bio

John Hendrix is a Managing Director in the Investment Banking Group at Piper Sandler. He specializes in providing strategic advice to insurance brokers, underwriters and service providers and has over 20 years of experience as an investment banker to the financial services industry.

Mr. Hendrix’s recent transaction experience at Piper Sandler includes the divestiture of First Merchants Insurance Services by First Merchants Corporation, the sale of American Benefits Consulting to Alliant Insurance Services, the divestiture of Comp Options Insurance Company by Blue Cross & Blue Shield of Florida, the sponsored demutualization and sale of Medmarc Mutual Insurance Company to ProAssurance Corporation and the acquisition of the policies of Healthcare Providers Insurance Exchange by Medical Mutual Holdings.

Prior to joining Piper Sandler in 2004, Mr. Hendrix spent five years in the insurance investment banking group at Banc of America Securities, where he worked on a broad range of securities underwriting and merger and acquisition transactions for the insurance industry. Prior to this, he worked in the financial institutions investment banking group at PaineWebber, where he focused on insurance and asset management companies. Mr. Hendrix began his career at the Federal Reserve Bank of New York in the Department of Bank Supervision and Regulation.

Mr. Hendrix graduated cum laude from Yale University with a Bachelor of Arts in History. He also holds an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University. Minimize

Adrian Jones is a partner at HSCM Ventures, the venture capital investment arm of Hudson Structured Capital Management Ltd., an alternative asset manager in re/insurance and transport. Full Bio

Adrian Jones is a partner at HSCM Ventures, the venture capital investment arm of Hudson Structured Capital Management Ltd., an alternative asset manager in re/insurance and transport.  Before joining HSCM in 2021, he was Deputy CEO of P&C Partners at SCOR, where he set-up and led SCOR P&C Ventures.  From 2010 to 2016, he was head of strategy at RenaissanceRe.  He started his career in 2001 at Bain & Co and has lived/worked in New York, Paris, Bermuda, Brussels, and Stockholm.  Minimize

Howard is a retired Deloitte Managing Director and Global Insurance Regulatory Leader. Full Bio

As an Independent Senior Advisor at the Deloitte Center for Regulatory Strategies Howard Mills advises C-Suite leaders and Boards of Directors of many of the world’s largest financial services companies on enterprise risk management, compliance program management, regulatory remediation, regulatory risk and compliance, reputational risk, capital management, cyber risk strategy, strategic risk, crisis management solutions and governance.

Howard is a retired Deloitte Managing Director and Global Insurance Regulatory Leader. He is a member of The Board of The Doctors Company and serves on the audit committee.

Howard is frequently asked to be an expert witness in litigation concerning insurance regulatory matters. Mr. Mills is widely quoted in the media commenting on the U.S. and global insurance markets and has regularly appeared in the Wall Street Journal, The New York Times, The Financial Times, Bloomberg, SNL Financial, The Hill and Politico, among others. He is a frequent speaker at insurance industry conferences and events all around the world. Howard is a regular columnist in Best’s Review.

Prior to joining Deloitte, Mr. Mills served as Superintendent of the New York State Insurance Department. During his tenure, he focused on winning an extension of the Federal Terrorism Risk Insurance Act (TRIA), leading the Department’s transition to conducting risk-based examinations, concluding settlement agreements with industry and leading on issues at the National Association of Insurance Commissioners (NAIC) such as principles based reserving and disaster preparedness. He was active at the International Association of Insurance Supervisors (IAIS), was a member of the Presidential Financial and Banking Information Infrastructure Committee, served as Co-Chair of the International Commission on Holocaust Era Insurance Claims, and testified before Congress on matters relating to the insurance industry.

Howard served three terms in the New York State Assembly (1999-2004) and rose to become the Deputy Minority Leader. While in the Assembly, he served on the Insurance Committee, was a member of the National Conference of Insurance Legislators (NCOIL) and also served on the committees on Ways and Means, Housing and Corrections. Prior to Howard’s election to the Assembly, he was elected to three terms as Supervisor of the Town of Wallkill, NY. He began his career serving as the Director of Grants and Federal Projects to Representative Benjamin A. Gilman in Washington, D.C. He has been an adjunct instructor of political science at Mount Saint Mary College in Newburgh NY and at Orange County Community College.
Mr. Mills currently serves on the Board of Directors of the Insurance Federation of New York and as a Trustee of the Griffith Insurance Education Foundation. He has over 25 years of experience serving on the Boards of not-for-profit organizations including the Orange Regional Medical Center, The Greater Hudson Valley Health Care System, the United Way of Orange County, the United Way of New York State, the Orange-Sullivan Alzheimer’s Association, Orange County Hospice and the Orange County Community Foundation.

Mr. Mills is a member of the International Insurance Society and is an active participant at The Council on Foreign Relations.

Howard earned his B.A. in political science from Marist College and his M.A. in public administration from The American University. He completed a one year non-degree course of study in PPE (politics, philosophy, economics) at Mansfield College, Oxford University. Minimize

Martha Notaras is Managing Partner at Brewer Lane Ventures, Full Bio

Martha Notaras is Managing Partner at Brewer Lane Ventures, investing in early stage insurtech and fintech companies focusing on creating new business models, empowering incumbents, and leveraging insights from data & analytics. Brewer Lane Ventures has invested in Socotra, Ladder Life, Avibra, and Cape Analytics. Prior to joining Brewer Lane Ventures, Martha was a Partner at XL Innovate, investing in insurtech startups including Lemonade, GeoQuant, Cape Analytics, Slice Labs, and Pillar Technologies.

Martha serves on the boards of Palomar Holdings, Inc. (NASDAQ: PLMR) and ATTOM Data Solutions.

Previously, Martha ran corporate development for DMG Information, the business data and analytics division of the Daily Mail and General Trust plc. Of the 20 investments Martha made at DMG Information, two achieved valuations over $1 billion. Martha has served as board director for many early and growth stage companies, focusing on fintech, insurtech, proptech, edtech and digital media. Martha’s prior experience includes investment banking at Merrill Lynch and commercial banking at Credit Suisse.

Martha earned her A.B. cum laude from Princeton University and her MBA from Harvard Business School, where she was a Baker Scholar, awarded for graduating in the top five percent of the class. Minimize

Andrew J. Poole, is Chief Executive Officer and Chairman of Delwinds Insurance Acquisition Corporation. Full Bio

Andrew J. Poole, is Chief Executive Officer and Chairman of Delwinds Insurance Acquisition Corporation. Mr. Poole’s career has been centered on generating attractive risk-adjusted returns as a manager of capital at various hedge funds with a focus, in part, on analyzing and valuing the entire capital structure of public insurance companies. He has over 16 years of diversified investment experience and possesses an in depth understanding of insurance markets, financial markets and economics. Mr. Poole was the Chief Investment Officer of Tiberius Acquisition Corporation (Nasdaq: TIBR), or Tiberius, a blank check company which went public in March 2018 with $174.225 million held in trust and which consummated its initial business combination with International General Insurance Holdings Ltd. (Nasdaq: IGIC), or IGI, an international specialty insurance and reinsurance group registered in Bermuda, in March 2020, on the day after the CBOE Volatility Index, or VIX, (which tracks the 30-day implied volatility of the S&P 500) closed at a record high. Upon the closing of Tiberius’ business combination, Mr. Poole joined the board of IGI. Concurrently, he was and remains an investment consultant at The Gray Insurance Company. Mr. Poole’s most recent role prior to joining Tiberius and The Gray Insurance Company was as a Partner and Portfolio Manager at Scoria Capital Partners, LP, a long/short equity hedge fund, where he managed a portion of the firm’s capital including insurance sector investments. Prior to Scoria, Mr. Poole held various positions at Diamondback Capital Management (including Portfolio Manager) and SAC Capital, both multi-strategy multi-manager cross capital structure long/short hedge funds. Mr. Poole started his career at Swiss Re (SIX: SREN) working in facultative property placements and was previously on the board of Family Security, a personal lines insurance company, prior to the sale of the company to United Insurance Holdings Corporation (Nasdaq: UIHC). Mr. Poole is a graduate of The George Washington University. Minimize

Mark Purowitz is a Senior Partner in the Financial Services practice of Deloitte Consulting LLP. Full Bio

Mark Purowitz is a Senior Partner in the Financial Services practice of Deloitte Consulting LLP. He has over 30 years of broad financial services industry and consulting experience across the globe. He focuses his time now on helping Insurance clients think about organic and inorganic growth, consider the impacts of growth on operating model design and customer experience, develop new digital-enabled business models, as well as mergers and acquisitions. Mark leads Insurance M&A in the US, and co-leads Deloitte’s efforts in the InsurTech ecosystem on a global basis. Minimize

Paul is the global Industry Solutions Director for Financial Institutions for Allianz SE (AGCS).  Full Bio

Paul is the global Industry Solutions Director for Financial Institutions for Allianz SE (AGCS). In this role Paul is bringing a consistent One Allianz approach to our Financial Institutions customers.  Paul will work across all lines of business, globally, and act as a single point of contact within Allianz for the Financial Services industry. Paul will also work with a team of experts to develop new solutions for the concerns and needs of Financial Institutions and also provide thought leadership.

Paul joined Allianz SE (AGCS) in January 2015 as the North American Regional Head of Financial Lines. Paul was tasked with relaunching Financial Lines in North America for Allianz SE (AGCS). From November 2017-November 2018 Paul acted as the Global Head of ART and increased visibility of the team both externally and internally, while integrating the group into AGCS.  Paul added the additional roles of regional head for Liability in 2017/2018. 

Paul has over 25 years of experience in the insurance industry and has worked for Zurich Insurance in London and New York, American Wholesale Brokerage in San Francisco and AIG in both New York and Paris.

Paul started his career in insurance 1994 after leaving law school, working as Divisional Counsel for AIG’s New York based subsidiary National Union Fire Insurance Company of Pittsburgh, Pa. (National Union). At National Union, Paul held many positions including Divisional Counsel for the commercial/national unit and Chief Underwriting Officer and Vice President of National Union. In March of 2001 Paul joined the Financial Lines Division of AIU (AIG’s international arm of business) in New York as a Vice President. Paul subsequently moved to Paris with AIG in 2002 to be Chief Underwriting Officer for Financial Lines Europe. In 2004, Paul left underwriting to start a career as a broker for American Wholesale Brokerage Group, starting their Financial Lines office in San Francisco, leaving this position in 2006 to join Zurich. At Zurich Paul held the positions of Global Chief Underwriting Officer for D&O, EPL and PTL for Zurich’s Global Corporate Unit, Global Head of Zurich’s Mergers and Acqusitions Insurance Group and Global CUO for D&O, Management Liability and Financial Institutions for Zurich General Insurance. Paul’s last position at Zurich was as Global Head of Special Lines.  Paul left Zurich in 2015 to join Allianz.

Paul graduated from Seton Hall University in 1990.  He passed the New York and New Jersey bar in 1993.  Mr. Schiavone obtained his law degree from New York Law School in Manhattan, graduating in 1993. Minimize

Doug is the National Financial Services Insurance leader with Deloitte Transactions and Business Analytics LLP. Full Bio

Doug is the National Financial Services Insurance leader with Deloitte Transactions and Business Analytics LLP. He has more than 20 years of experience in providing a wide range of valuation and financial consulting services to leading global financial companies, specifically insurance companies. He has substantial experience in the valuation of business enterprises, business interests, and intangible and tangible assets. Doug has provided services both on a domestic and global basis for a wide range of valuation purposes including: mergers and acquisitions analyses, tax and regulatory compliance, dispute resolution, financial structuring advice, strategic financial planning and lease financing.

Prior to joining Deloitte, Doug was a senior underwriter at an international property and casualty insurance company. During his six year underwriting career, Doug’s responsibilities included developing/expanding the book of business by fostering relationships with insurance brokers as well as analyzing the insurance risk profiles of multinational corporations. Included in his analysis was the evaluation of a company’s cash reserves, loss/reserve ratios, and risk diversification techniques. Minimize

William J. Wheeler has served as the President of Athene Holding Ltd. (“Athene”) since September 2015. Full Bio

William J. Wheeler has served as the President of Athene Holding Ltd. (“Athene”) since September 2015. Together with the CEO, Mr. Wheeler is responsible for Athene’s overall strategic direction. In particular, Mr. Wheeler oversees all of Athene’s business units, which includes its retail and institutional operations, and also its corporate development and risk activities. Prior to joining Athene, Mr. Wheeler was President of the Americas group for MetLife Inc. (“MetLife”) where he oversaw the insurance and retirement business in the United States and Latin America. Previously, Mr. Wheeler had been Executive Vice President and Chief Financial Officer at MetLife. Prior to joining MetLife, Mr. Wheeler was an investment banker at Donaldson, Lufkin & Jenrette. Mr. Wheeler has an AB from Wabash College, where he is now a member of the board of trustees, and an MBA from Harvard Business School. He currently serves on the boards of Evercore Inc., Athora Holding Ltd., Venerable Holdings, Inc. and the American Council of Life Insurers. Minimize

Tyler Williams presently is the principal of his own financial services consulting firm in Washington, D.C., Full Bio

Tyler Williams presently is the principal of his own financial services consulting firm in Washington, D.C., advising financial services companies and corporate leadership on board governance, regulatory policy, corporate development and strategy, data synthesis and development, among other issues. Until May 2020, Tyler served as the Deputy Assistant Secretary for Financial Institutions Policy at the U.S. Department of the Treasury. In that capacity, he was responsible for policy development and programs related to financial institutions (The Office of Financial Institutions Policy), insurance (The Federal Insurance Office), and played a leading role in the Department’s pandemic response in those areas--including serving on the Secretary’s emergency response team. Additionally, Tyler worked on issues related to the integration of technology in both insurance and financial institutions, regulatory matters in the payments industry, housing finance, BSA/AML, the Terrorism Risk Insurance Program, among other issues. Previously, he served as Banking Counsel for Senator Thom Tillis (R-NC), where he managed Senator Tillis’ responsibilities before the Senate Banking Committee in addition handling all tax and trade issues for the office—advising the Senator on S. 2155, the Economic Growth, Regulatory Relief, and Consumer Protection Act, H.R. 1, the Tax Cuts and Jobs Act, CFIUS reform legislation, among other priorities. During the 114th Congress, Tyler served as Legislative Director and Counsel to Congressman Robert Hurt (R-VA), focusing his work on Congressman Hurt’s duties as the Vice Chair of the Capital Markets subcommittee on the House Financial Services Committee. Previously, Tyler spent three years with former Speaker John Boehner’s (R-OH) team as a Legislative Assistant, and prior to working on Capitol Hill, Tyler spent three years in New York working for an institutional investment research firm, where he focused his research on financial services, payments, and the intersection between finance and policy. Tyler holds a BA in Economics and minor in Biology from Kenyon College, a JD from The George Washington University School of Law, and is licensed to practice law in the state of New York. Minimize

Anne Ross has 40 years of legal experience serving the insurance industry, with a practice primarily focused on transactions involving insurance companies and their affiliates.  Full Bio

Anne Ross has 40 years of legal experience serving the insurance industry, with a practice primarily focused on transactions involving insurance companies and their affiliates. Anne is a business law partner at Foley & Lardner LLP, where she is a member of the firm’s Insurance Practice Group and Transactions Practice Group.

Anne has advised numerous stock and mutual insurance companies on a wide variety of transactions, including private financings, strategic partnerships and joint ventures, stock acquisitions and other equity investments, coinsurance and other bulk reinsurance transactions, and mergers of stock and mutual insurers. She has represented mutual companies and sponsoring companies on demutualizations, affiliations, and mutual holding company conversions. Anne regularly advises boards of directors on corporate governance matters. She has also assisted insurance companies and other institutional investors with insuretech acquisitions and venture capital investments in insurance adjacent businesses.

In addition to acting as a legal advisor to insurance companies and their affiliates, Anne has served on the Boards of Directors of Wisconsin Lawyers Mutual Insurance Company since 1988 and SECURA Insurance, A Mutual Company since 1993. Minimize

Marty Young is a globally recognized financial executive and advisor with over 20 years of financial and operational experience Full Bio

Marty Young is a globally recognized financial executive and advisor with over 20 years of financial and operational experience addressing over 75 special situation investments. He is the co-founder and CEO of Buckle, an inclusive financial services platform company which is incorporating new technologies and data into insurance and credit products, alongside executing an M+A strategy, and is passionate about creating the USAA of the gig economy. He also serves as Managing Director at M-III Partners, the top Wall Street boutique restructuring firm, and serves on the Advisory Board of the School of Industrial and Systems Engineering of Georgia Tech. Marty holds a bachelor’s degree in physics from the United States Military Academy at West Point, a master’s degree in operations research from Georgia Institute of Technology, and a master’s degree in business administration from New York University, among others. Minimize