Note: The next Insurance Brokerage Summit is scheduled for November 2010. The material below is from the most recent (November 2009) session.
To receive information on the November 2010 session as it becomes available, click here.
Monday, November 9
Registration with continental breakfast opens at 7:30 a.m.
8:30 a.m.
Welcoming Remarks
Gregory W. Gartland
Managing Director
SNL Center for Financial Education |
8:45 a.m.
Keynote Address: Winning in Uncertain Times
Fred Eppinger
President
Hanover Group |
- Navigating through the soft insurance market and economic crises
- Ratings Matter: The financial stability of carriers
- Managing talent as a strategic imperative
9:30 a.m.
Managing Distribution: Carriers take stock of market trends
Mark A. Blackburn
Chief Operating Officer
State Auto Insurance Companies |
Ross Buchmueller
President and CEO
PURE |
James R. Kohloff
Vice President
Amerisure Insurance Company |
Richard L. Miley
President and CEO
BroadStreet Capital Partners |
David Paul
Senior Industry Analyst
ALIRT Research |
Tim Zawacki (moderator)
Senior Insurance Editor
SNL Financial |
- Outlook for renewals in 2010 and beyond
- Evolving distribution strategies
- How carriers are managing and leveraging their agency footprints
- The future of state-based regulation
- Managing the impact of the economy on exposures
- The impact of investment portfolio losses
11:00 a.m.
Refreshment Break
11:30 a.m.
Report From The Front: The current environment and future outlook for public brokers
Eric Anderson
Chief Executive Officer
U.S. Retail, Aon Corporation |
David L. Eslick
Chairman, President and CEO
Marsh & McLennan Agency |
James C. Gault
President and COO, Brokerage Services Division
Arthur J. Gallagher & Co. |
Jim W. Henderson
Vice Chairman and COO
Brown & Brown |
John Hendrix (moderator)
Managing Director
Sandler O'Neill and Partners |
- Earnings enhancement strategies during a severe recession
- The impact of AIG
- Middle-market strategies
- Leveling the Playing Field: The return of contingent commissions?
- The potential impact of national healthcare proposals
12:45 p.m.
Luncheon
2:00 p.m.
Merger & Acquisition Dynamics
John M. Butler
Principal, Investment Banking
Financial Institutions Group
Piper Jaffray & Co. |
Kevin P. Donoghue
Managing Director
Mystic Capital Advisors |
Leonard P. Kline, Jr.
President and CEO
Ascension Insurance |
Paul Vredenburg
Vice President, Acquisitions
Brown & Brown |
Clark Wormer
Director of M&A
Hub International |
John Wepler (moderator)
President
MarshBerry |
- Today's buyers and sellers and the bid/ask spread
- The impact of current economic trends on the sustainability of the agency system
- Ways to address the lack of available capital
- Acquisition Strategies: roll-ins versus market expansion
- Positioning the agency for a future sale
3:30 p.m.
Refreshment Break
3:45 p.m.
Outrunning The Economy: Strategies for driving organic growth
Peter F. Garvey
President and CEO
Integro Insurance Brokers |
Eric Leavitt
President
The Leavitt Group |
Henry C. Lombardi
President and COO
Allied Group Holdings |
Michael Tiagwad
President and CEO
Conner Strong |
Patrick Linnert (moderator)
Executive Vice President
MarshBerry |
- Proactively managing carrier relationships
- Emerging new business production initiatives
- Account retention and living up to commitments made
- New producer hiring and development
5:15 p.m.
Cocktail Reception |
