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Insurance IN/sights Symposium 2024

Explore the landscape. Reveal the horizon.

October 8, 2024 | SECOND, 849 6th Ave | New York NY 10001
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Summary

Embark on a journey of discovery at our one-day Insurance IN/sights Symposium, designed to illuminate the evolving landscape of the insurance industry. This conference offers a comprehensive view of the external factors shaping strategic plans and business objectives, equipping attendees with the knowledge to navigate rapidly changing markets.

This year’s symposium features industry leaders who will share insights on the current economic environment and how factors such as interest rates, inflation, the rise of AI, geopolitics, cybersecurity, and more influence decision-making and outlooks. The event also offers ample networking opportunities for attendees to connect with industry peers, share ideas, and build valuable connections.

In addition to our main program, our morning sessions delve into specialized topics and data-driven solutions, featuring expert guidance through engaging discussions and real-world case studies. These sessions are designed to provide you with the tools to make informed decisions and uncover hidden opportunities.

Join us at this year's Insurance IN/sights Symposium to explore the landscape of the insurance industry and reveal the horizon of your business's potential. Prepare to explore, connect, and transform. We look forward to seeing you there.


Who Should Attend

CEOs, CFOs, COOs, and other executives at insurance companies, reinsurance companies, and brokerages

Strategic planning and corporate development officers at insurance companies

Investment bank and private equity professionals in financial services mergers and acquisitions

Consultants and legal advisers to insurance companies on mergers, acquisitions, and restructurings

Agenda

October 8, 2024

Tim Zawacki, Principal Research Analyst, S&P Global Market Intelligence

Terry Leone, Manager, Financial Institutions Research – Insurance, S&P Global Market Intelligence

Jai Thakker, Senior Manager, Insurance Client Operations, S&P Global Market Intelligence

Brandon Newland, Senior Director, Head of Content and Product Management, Credit Solutions, S&P Global Market Intelligence

Meredith Beddow, Group Manager, Market Development Lead, RatingsDirect®, S&P Global Market Intelligence

Matt Katz, Credit Risk Specialist, S&P Global Market Intelligence

Kelsey Stokes, Sales Head, Insurance, S&P Dow Jones Indices

Engage with industry-leading professionals in focused discussions, where we delve into the latest developments, strategies, and research in the insurance market.

  • These intimate morning roundtable sessions will feature presentations and Q&A with our experts on select topics relevant to insurers
  • Get firsthand insights into the data and solutions reshaping the insurance landscape and discover how to leverage to propel your insurance solutions forward

 

U.S. Insurance Investments

Kelsey Stokes, Sales Head, Insurance, S&P Dow Jones Indices

Tim Zawacki, Principal Research Analyst, S&P Global Market Intelligence

 

Credit & Risk: The Impact on the Insurance Industry

Brandon Newland, Senior Director, Head of Content and Product Management, Credit Solutions, S&P Global Market Intelligence

Meredith Beddow, Group Manager, Market Development Lead, RatingsDirect®, S&P Global Market Intelligence

Matt Katz, Credit Risk Specialist, S&P Global Market Intelligence

 

In today’s world there are many concerns that are top of mind for business leaders.  Our team of thought leaders will lead an interactive discussion surrounding the following topics:

  • Understanding organizational risk
  • The evolution of credit monitoring
  • Tracking risk signals
  • Areas of focus for the future

 

Expand Your Boundaries Outside U.S. Insurance

Terry Leone, Manager, Financial Institutions Research – Insurance, S&P Global Market Intelligence

Jai Thakker, Senior Manager, Insurance Client Operations, S&P Global Market Intelligence

Chris Winter, Associate Director, Insurance, S&P Global Market Intelligence

Join two Chief Risk Officers, representing P&C and Life companies, along with our Head of Credit and Risk Solutions to:

  • Discuss the unique challenges impacting their respective insurance sectors
  • The inherent uncertainty of future risk, including AI and changing demographics

Sarah Williams, Chief Risk Officer, The Guardian Life Insurance Company of America

Steve Guijarro, U.S. Chief Risk Officer & Group Head of Exposure Management, Ascot Group

Whit McGraw, SVP, Head of Credit & Risk Solutions, S&P Global Market Intelligence (Moderator)

A group of industry experts will opine on the state of M&A in the insurance industry, including:

  • Consolidation in the broker and MGA space
  • What catalysts could reignite the M&A market?
  • Acquisition as a survival tool for distressed companies

Neil Chawhan, Managing Director, Investment Banking, RBC Capital Markets

John Stamatis, Co-Head of North America, Howden Capital Markets & Advisory

Gerard Vecchio, Head of Capital Markets and Co-Head of Specialty Distribution, MarshBerry

Matt Hutton, Partner, Deloitte & Touche LLP (Moderator)

An in-depth analysis of the insurance sector by S&P Global Ratings analysts, including:

  • An evaluation of the credit quality and future outlook for the Property & Casualty (P&C) and Life Insurance sectors
  • Analysis of risk factors affecting predictability, such as climate change, interest rates, inflation, supply chain, trade, and more
  • Impact of industry trends, including regulatory developments, competitive dynamics, and macroeconomic influences

John Iten, Managing Director and Property/Casualty Insurance Sector Lead, S&P Global Ratings

Carmi Margalit, Managing Director, North America Financial Services Ratings, S&P Global Ratings

Join a diverse panel of professionals to discuss the symbiotic intersection of Private Equity (PE) and Insurance, including:

  • How PE's influence has transformed insurance company strategies and balance sheets across the P&C and life sectors
  • The macroeconomic and market factors that will continue to fuel PE involvement in insurance
  • How evolving oversight in key offshore domiciles may impact strategic decision-making and capital allocation

Craig Buck, President and CEO, Converge RE II

Max Kaftal, Managing Director, Financial Services, Piper Sandler

Aartie Manansingh, Head of the Private Equity and Transaction Solutions, WTW

William Monat, Global Head of Transactional Liability, Mosaic Insurance

Tim Zawacki, Principal Research Analyst, S&P Global Market Intelligence (Moderator)

A panel of expert strategists will discuss the impact of the upcoming election, including:

  • Potential effects on the industry with a change in U.S. federal leadership
  • Anticipated changes to U.S. federal tax policies and environmental regulations
  • Strategies for insurers to navigate post-election scenarios

Ben Herzon, Economics Executive Director, U.S. Macro, S&P Global Market Intelligence

Francis (Frank) J. Kelly, Senior Political Strategist, DWS

Jerry Theodorou, Policy Director, Finance, Insurance and Trade, R Street Institute

Hailey Ross, Insurance Reporter, S&P Global Market Intelligence (Moderator)

Bryan Falchuk,Founder and Managing Partner,Insurance Evolution Partners

Chris Winter, Associate Director, Insurance, S&P Global Market Intelligence (Moderator)

Bryan Falchuk, author of The Future of Insurance series, will hypothesize about the future of the industry, including:

  • Risk Selection – using new ways of looking at risk (including AI) to enable much deeper understanding of exposure
  • Next-Gen Rating – enabling better pricing through better inputs, and the flexibility to respond dynamically to factors impacting loss cost
  • Rethinking Product – recognizing that coverage was designed for exposures that may no longer mirror those we face, necessitating new ways of thinking about insurance products

Chris Winter, Associate Director, Insurance, S&P Global Market Intelligence

  • Engage in insightful discussions with speakers and S&P Global subject matter experts
  • Connect with industry peers and make new contacts
  • Enjoy food and entertainment while catching up on the issues most relevant to you

Speakers

Join executives and industry thought leaders to hear their views on the industry, where the next opportunities lie and their vision of the future.
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Associated Talk
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Pricing

We are back in person so don’t miss this opportunity to re-connect and enjoy the full event experience. Save with the discounted registration fees on offer and secure your spot today.
$399
S&P Global Clients
$599
Non-clients

Venue
SECOND NYC

849 6th Ave | New York NY 10001

SECOND NYC

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FAQ

Online through this registration link.

Yes, we allow accredited media writing on behalf of major industry publications to cover the event at no charge. Please reach out to the contact below for press pass approval:


Amanda Oey: Amanda.Oey@spglobal.com

We're happy to transfer your registration to a member of your organization at no cost, up to 2 business days before the event. Requests must be received in writing via email to GlobalEvents@spglobal.com and are subject to approval. If you're not able to attend or send a colleague in your place, you will have the opportunity to receive a refund as noted in our cancellation policy.

You MAY be eligible to receive a full or partial refund if the following conditions apply:

  • Full Refund: If the event is cancelled due to inclement weather, faculty cancellation or force majeure, S&P Global (SPG) will refund the registrant's tuition in full, however SPG will not be liable for incidental or consequential out of pocket expenses incurred by registrants.
  • Partial Refund: If you cancel ten business days or more prior to the start of the program, you will receive a refund of the program fee less a $150 administrative fee.

You MAY NOT receive a refund if the following conditions apply:

  • No Shows: If you do not attend the program, you are responsible for the full program fee and will not receive a refund.
  • Late Cancellation: If you cancel fewer than ten (10) business days before the start of the program, you are responsible for the full program fee and will not receive a refund.
  • Those who cancel within ten (10) business days of the program and have registered under the Invoice option remain liable for the full program fee.

SPG, its affiliates, and third-party providers offer these programs with the understanding that SPG is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. SPG reserves the right to (i) make portions of the program registration information available to program sponsors; and (ii) to cancel or change programs, content, speakers or venues at any time. Full payment must be received by SPG prior to the start of the program. Attendee substitutions from the same company may be made at any time; however, SPG reserves the right to decline registrants at any time for any reason.

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