8th Annual Insurance M&A Symposium: Evolution or Revolution?

Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence

Produced in partnership with:

Debevoise & Plimpton                Deloitte

Join our mailing list to get the latest on the Insurance M&A Symposium. Check back often for updates on panel topics and speakers.

The 2017 Symposium will, once again, bring the sector's most influential executives together with the industry's top deal-makers to examine expectations and prospects for transactions in the sector. We hope you'll join us for this insightful, content-rich program. The knowledge you'll gain from panel presentations and peer networking will help you identify new opportunities to include in your strategic plans. 

Attendees of the Insurance M&A Symposium will hear from industry thought leaders as they cover topics such as:

  • Forecast for insurance M&A over the next 12 months
  • Trend lines on the economy, interest rates and regulation
  • Global in-bound interest and its implications
  • Using analytics to enhance the M&A process
  • InsurTech and its impacts on the landscape

2016 Insurance M&A Symposium Recap:

Insurance M&A Symposium 2016 Recap

We look forward to seeing you soon.


David Grosgold
Debevoise & Plimpton
Marilyn Lion
Debevoise and Plimpton
Boris R. Lukan
Deloitte Consulting LLP
Joseph A. Milicia, FCAS, MAAA
Willis Towers Watson
P&C Mergers and Acquisitions Practice Leader
Nick Potter
Debevoise & Plimpton
Tim Zawacki
S&P Global Market Intelligence
Senior Research Analyst

8th Annual Insurance M&A Symposium: Evolution or Revolution? Agenda

MONDAY, October 16th
1:00 pm
Introduction and Welcome
1:05 pm
Evolution or Revolution?
1:30 pm
2:00 pm
Panel – The Evolution of the Insurance M&A Landscape
  • • The current state of M&A in the insurance industry
  • • Forecast for insurance M&A over the next 12 months
  • • Global in-bound interest
  • • How InsurTech is changing the landscape
  • • Recent valuation trends and pricing drivers
3:00 pm
3:30 pm
Life and Healthcare Executive Roundtable
  • • The L&H insurance landscape and strategic rationale for deal-making both currently and forecasted
  • • Long term outlook for the L&H insurance sector
  • • Managing stakeholders and preparing your organization for deal making
  • • Advances in accelerated underwriting and its impacts
4:30 pm
P&C Executive Roundtable
  • • The P&C insurance landscape and strategic rationale for deal making both currently and forecasted
  • • The push towards tech focused M&A
  • • Modern methods of distribution
  • • The auto market and its outlook
5:30 pm
Day one concludes
TUESDAY, October 17th
8:30 am
Welcome Back and Setting the Stage
9:00 am
9:45 am
Analytics in Diligence
10:15 am
10:30 am
Before the Deal - Ratings Considerations
11:15 am
Regulatory Considerations
12:00 pm
1:30 pm
Driving Growth using InsurTech
  • • What are the most promising opportunities for value creation
  • • How insurance carriers are incorporating InsurTech innovation in their organic growth strategies
  • • Forecast for timing and magnitude of InsurTech impact on industry
2:15 pm
Building an InsurTech Ecosystem
  • • What capabilities do M&A teams and corporate development need to develop to capitalize on InsurTech innovation
  • • Options to engage with ecosystem (e.g., incubating, partnerships, investments, acquisitions, etc.)
  • • What lessons have been learned in developing InsurTech ecosystems
3:00 pm
3:15 pm
InsurTech Secrets: What Carriers Need to Know
  • • The evolution of the InsurTech landscape
  • • What are startups looking for from established insurers
  • • How can established insurers best capitalize on the growth of InsurTech
4:15 pm
Program Concludes

Ticket Info

$1,195 for Insurers
$1,495 for all Others
Important: Price increases on September 15th

Event location

The Ritz-Carlton Battery Park
2 West St. Ritz-Carlton Ballroom
New York, NY

A block of rooms have been reserved at the Ritz-Carlton New York Battery Park for the discounted rate of $450 per night, exclusive of taxes and fees. This rate is available through Friday, September 22nd, 2017, or until the room block is filled. To reserve your room follow this link for online reservations using the code “INSINSA” or call the Ritz-Carlton Battery Park at 1-888-241-3333 and use the code “INS” when making your reservation.

Your registration includes all conference materials, continental breakfast and lunch both days, plus the evening cocktail reception at the end of Day One.

For Group Discounts please call (434) 951-7786.

For Speaking Opportunities please contact Angie Shelton: or (804) 421-6801.

For Sponsorship Opportunities please contact Tom Sours: or (434) 951-4401.


Platinum Sponsor

Willis Towers Watson

Gold Sponsor

Sandler O'Neill + Partners, L.P.  SE2

Media Sponsors

Carrier Management

Downloads & FAQs

2016 Insurance M&A Symposium Brochure

What is the dress code?

Formal business attire.

Who Attends?

  • CEOs, CFOs, COOs, and other executives at insurance and reinsurance companies
  • Strategic planning and corporate development officers at insurance companies
  • Investment bank professionals in financial services mergers and acquisitions
  • Consultants and legal advisers to insurance companies on mergers, acquisitions and restructurings

Can I earn credits at this program?


What organizations have participated in the past?

Ambac Assurance Corp.
American Family Insurance
American Integrity Insurance Group
Ameritas Life Insurance Corp.
ARGO Group
Athene Annuity & Life Assurance Company
Baltimore Life
BrickStreet Mutual Insurance Company
CNO Financial Group
Commonwealth Annuity and Life Reinsurance Company Limited
CSAA Insurance Group
CUNA Mutual Group
Delaware Life Insurance Company
Endurance Services Limited
Guy Carpenter & Company, LLC
Hannover Re
Harbinger Capital Partners
Harleysville Insurance Company
ICW Group
Intact Financial Corporation
Jackson National
Liberty Mutual Group
Lincoln Financial
Mass Mutual
MetLife, Inc.
Munich Re
National Life Insurance Company
Nationwide Insurance
New York Life
Normandy Insurance Company
OneBeacon Insurance Group
Pacific Life
Partner Reinsurance
Preferred Mutual Insurance Company
Protective Life Corporation
Prudential Financial
RGA Reinsurance
RLI Insurance Company
Scottish Re
Sun Life Financial
Swiss Re America Holding Corporation
The Hartford Financial Services Group
Torchmark Corp
United Insurance Holdings Corp.
Unum Group
White Mountains Solutions Inc.
Willis Re Inc.
XL Group plc

What are the terms of registration?

Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit. 

Attendee substitutions from the same company may be made at any time.
In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee.
"No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to inpidual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.

Jun 16, 2017