"Provides a great base of knowledge for analysis of this space."
D. Myer,
Senior Vice President,
Gill and Roeser, Inc.
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Note: The following agenda is from the 2010 session. The agenda for 2011 is being compiled. To be on the mailing list for this program, click here.
AGENDA
Registration and continental breakfast open at 7:30 a.m.
8:30 a.m.
Welcome Remarks
8:45 a.m.
Keynote Address
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Patrick G. Ryan
Chairman & CEO, Ryan Specialty Group |
9:30 a.m.
The State of the Industry
| • |
Andy Marks
Senior EVP, Bollinger Insurance |
| • |
David Paul
Principal, ALIRT Research |
| • |
Richard A. Poppa
President and CEO, Independent Insurance Agents & Brokers of New York |
| • |
John Hendrix (moderator)
Managing Director, Sandler O'Neill + Partners |
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Industry financial performance and outlook |
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Premium pricing trends |
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Insurance company initiatives to enhance returns |
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The competitive landscape in distribution channels |
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Prospects for growth, profit and survival |
11:00 a.m.
Refreshment Break
sponsored by 
11:30 a.m.
Mergers and Acquisitions
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John S. Pruitt
Partner, Dewey & LeBoeuf |
| • |
Thomas E. Riley
Regional President and Chief Acquisitions Officer
Brown & Brown |
| • |
Michael Ryan
Partner, Insurance Transaction Services, KPMG |
| • |
Clark Wormer
Director of M&A, Hub International |
| • |
David Zuercher
Chairman, Wells Fargo Insurance Services |
| • |
John Wepler (moderator)
President, Marsh, Berry & Company |
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Finding equilibrium: projected consolidation trends |
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Scrutinizing the sellers: what are buyers really buying |
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Buy-side movers and shakers exploiting consolidation |
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Changing supply and demand dynamics affecting the landscape of deal pricing and structure |
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Capital availability and expected returns on investment |
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Successful closing and integration strategies |
12:45 p.m.
Luncheon
2:00 p.m.
The New Healthcare Landscape
| • |
Peter Gruenberg
Co-National Director,
Willis North America Benefits Practice |
| • |
Justin Lake
Analyst, UBS Investment Bank |
| • |
J. Kevin A. McKechnie
Executive Director, American Bankers Association |
| • |
Eric D. Fader (moderator)
Counsel, Edwards Angell Palmer & Dodge |
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Fundamentals of the new health care plan |
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Expected affects on small, medium and large businesses |
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Impact on insurance companies and agents |
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Proactive strategies for the new landscape |
3:30 p.m.
Refreshment Break
sponsored by 
3:45 p.m.
Emerging Distribution Trends
| • |
David L. Eslick
Chairman, President and CEO, Marsh & McLennan |
| • |
James S. Gault
President and COO, Brokerage Services Division
Arthur J. Gallagher & Co. |
| • |
Richard L. Miley
President and CEO, BroadStreet Capital Partners |
| • |
Wayne Walkotten (moderator)
EVP, Marsh Berry & Company |
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Dissecting the insurance consumer's wants and needs |
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Analyzing distribution segments |
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Direct vs. indirect Company distribution strategies |
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E-commerce evolution |
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The potential for the disintermediation of agents |
5:15 p.m.
Cocktail Reception |
