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-LOGO-IMA

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
  • Cross-border 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.


Andrew Rose
President Chairman and Chief Executive Officer
Albert Benchimol
AXIS Capital Holdings Ltd
President and Chief Executive Officer
Drew Aldrich
American Family Ventures
Peter Babej
Managing Director, Co-Head of Global FIG
Rich Buckley
Prudential Financial, Inc.
Vice President & Corporate Counsel
Tracy Dolin-Benguigui
S&P Global Ratings
Director and P/C Insurance Sector Lead
Mike Fleitz
Wilton Re
Chief Executive Officer
Nigel Frudd
Sompo Holdings Inc.
Managing Executive Officer
Eric Goldstein
J.P. Morgan
Managing Director and Head of North American Insurance
David Grosgold
Debevoise & Plimpton
John Hendrix
Sandler O’Neill + Partners
Managing Director
Nancy Kane
Protective Life Corporation
Senior Vice President, Acquisitions and Corporate Development
Marilyn Lion
Debevoise and Plimpton
Boris R. Lukan
Deloitte Consulting LLP
Tom Mason
S&P Global Market Intelligence
Research Analyst
Rishi Malkani
Deloitte Financial Advisory
Joseph A. Milicia, FCAS, MAAA
Willis Towers Watson
P&C Mergers and Acquisitions Practice Leader
Alon Neches
Head of Corporate Development
Nick Potter
Debevoise & Plimpton
Daniel Priest
Debevoise & Plimpton
Tax Associate
Dan Robinson
Liberty Mutual Strategic Ventures
Vice President & Managing Director, M&A and Venture Investments
Mike Rudoy
Chief Executive Officer
Tom Ryan
Anthemis Group
Rafal Walkiewicz
Willis Capital Markets & Advisory
Chief Executive Officer
Tim Zawacki
S&P Global Market Intelligence
Senior Research Analyst

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

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Download our sponsorship guide

Platinum Sponsor

Willis Towers Watson

Gold Sponsor

Sandler O'Neill + Partners, L.P.

Media Sponsor

Carrier Management

Downloads & FAQs

2017 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