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SNL Insurance M&A Symposium - October 2013  -  October 8-9, 2013

7:30 am

Day One- Tuesday, October 8

Registration with continental breakfast opens.

Hosted by:
8:30 am

Introduction and Welcome

Keith Enslow
Associate Director
SNL Knowledge Center
8:30 am

Keynote Address: Industry Update


 IMA Keynote Head Shot

Thomas B. Leonardi
Connecticut Insurance Department
9:40 am

Regulatory Challenges to M&A

  • How the evolving regulatory environment influences M&A activity
  • Regulators' key issues when evaluating M&A deals
  • Key aspects of the Federal Insurance Office's Annual Report 
  • Update on Solvency II 
  • Impact of NAIC's Own Risk and Solvency Assessment (ORSA)
  • Where is the Dodd Frank Act? Insight into Financial Stability Oversights Council's SIFI Designations
10:55 am

Network Break

Hosted by: 


11:15 am

M&A from the Executive Suite

  • The insurance landscape and strategic rationale for deal making
  • Is M&A strategic or opportunistic? 
  • Perspective on recent deals and the long term outlook for the sector 
  • How to anticipate and manage around road blocks to getting deals completed 
  • Managing stakeholders and preparing your organization for deal making  
  • When is the best time to look for deals?
12:30 pm


Hosted by:

BMO Logo 250px

2:00 pm

Moving to Close – Deal Structuring, Due Diligence and Accounting Considerations

  • Preparing for and executing focused due diligence reviews 
  • Evaluating and addressing key risks when making a deal 
  • Determining value and structuring the deal to manage a buyer's risk of the unknown 
  • Key accounting considerations in insurance M&A 
  • Key issues in executing M&A deals in the global marketplace
3:15 pm

Networking Break

 Hosted by:

KBW Logo 275px

3:40 pm

After the Deal: Strategic Perspective on Executing Integrations and Divestitures


  • Lessons learned to enable integration and divestiture success
  • Common pitfalls and critical success factors 
  • Organization structure for a successful integration 
  • Identifying sources of risk and mitigating them  
  • How to best communicate with impacted constituencies 
  • Key attributes of successful Integration/Divestiture leaders 
  • How to manage the IT integration


5:00 pm

Cocktail Reception

Hosted by: 

DebevoisePlimpton Logo 400px

8:00 am

Day Two- Wednesday, October 9

Continental Breakfast

Hosted by


9:00 am


9:15 am

Capital and the Investor Perspective

  • Private equity capital and the insurance industry: Where has private capital flowed to date? 
  • Sources of capital for future deals: private equity versus public capital markets 
  • Structure of private equity investments  
  • Drivers of private equity valuations 
  • Other hot-button issues for capital investment in the insurance industry.
10:30 am

Networking Break

10:50 am

Creating a Competitive Advantage Through Corporate Development

  • Key driver in corporate development effectiveness
  • Leading-edge analytics that are key to generating insight 
  • Organization design alternatives
  • Target search and identification best practices 
  • Value adding tools and frameworks
12:15 pm

Buffet Lunch

Peter Babej
Global Co-Head, Financial Institutions, Citigroup, Inc.
Joseph P. Beebe
Managing Director, Keefe, Bruyette & Woods, Inc.
Fredrick J. Crawford
EVP & CFO, CNO Financial Group
Tom DePatie
Managing Director, Prudential Financial
Eric R. Dinallo
Partner, Debevoise & Plimpton LLP
Janis Egelberg
Vice President, MetLife, Inc.
Maria Filipakis
Executive Deputy Superintendent, Capital Markets Division, New York State Department of Financial Services
Steven T. Foster
Director, Deloitte & Touche LLP
Eric Goldstein
Managing Director, J.P. Morgan
John Hendrix
Managing Director, Sandler O'Neill & Partners L.P.
Matthew F. Hutton
Partner, Deloitte & Touche LLP
John D. Johns
Chairman, President & CEO, Protective Life Corporation
Frank D. Lackner
Founder, Lackner Capital Advisors
Thomas B. Leonardi
Commissioner, Connecticut Insurance Department
Scott Littlejohn
Managing Director, BMO Capital Markets
Boris Lukan
Principal, Insurance M&A Leader, Deloitte Consulting LLP
Sean P. McDermott
P&C M&A Practice Leader for the Americas, Towers Watson
Dan R. Moyer
VP, Mergers and Acquisitions, Nationwide Mutual Insurance
Joseph G. Murphy
Commisioner of the Division of Insurance, Massachusetts Division of Insurance
Bruce P. Nolop
Board of Directors, Marsh & McLennan
Nicholas F. Potter
Partner, Debevoise & Plimpton LLP
Chris Ruggeri
Principal, Deloitte Financial Advisory Services LLP
Mark Socha
Head of Enterprise M&A, The Hartford
Ethan Sonnichsen
Director of Government Relations, National Association of Insurance Commissioners
Chris Tutoki
Partner, M&A Transaction Services, Deloitte Tax LLP
John M. Vasily
Partner, Debevoise & Plimpton LLP
Richard R. Whitt III
President and Co-Chief Operating Officer, Markel Corporation
Tim Zawacki
Senior Industry Editor, SNL Financial
Nicolas Zerbib
Senior Principal, Stone Point Capital LLC
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Event Date:
October 8-9, 2013
Event Location:
Union League Club
38 East 37th Street
New York, NY, US
Registration Fee:
$1,195 Insurance Companies $1,495 All Others
Your registration includes all conference materials, continental breakfast and lunch both days, plus the evening cocktail reception at the end of Day One.

The audience at the SNL Insurance M&A Symposium is comprised of

  • 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
Aflac, Inc.
Agents National Title Insurance Company
Allied World Assurance Company
Alterra Capital Holdings
American Enterprise
American European Insurance Group
American Express
American Family Insurance
Aon Risk Services
Arbiter Partners
AXA Liabilities Managers
Baltimore Life
Blue Warrior Capital
BlueCross BlueShield SC
BMO Capital MArkets
BNP Paribas Securities
BrickStreet Insurance
Charles Schwab
Citigroup Alternative Investments
Country-Wide Insurance
Croft & Bender
CUNA Mutual Group
Debevoise & Plimpton LLP
Deutsche Asset Management
Deutsche Insurance Asset Management
Endurance Services Limited
Endurance Worldwide Reinsurance
Essent Guaranty
Farmers Insurance
Farmers Insurance Group
Fidelity & Guaranty Life Insurance Company
First Acceptance Corp
FIS Global
Forethought Financial Group
Freedom Specialty Insurance
Friedman, Fleischer & Lowe
Goldman Sachs Group Inc.
Gramax Insurance Co
Griffin Financial Group
Guy Carpenter
Hales & Company
Hannover Life Re
Harbinger Capital Partners
Harleysville Group
Harleysville Insurance Company
Hiscox Inc.
J.C. Flowers & Co.
J.P. Morgan
Keefe, Bruyette & Woods
Kingstone Companies
Lazard Ltd
Liberty International Underwriters Canada
Liberty Mutual Group
Life Insurance Council of New York
Lincoln Financial Group
Macquarie Capital (USA) Inc.
MDAdvantage Insurance Company of New Jersey
Morgan Stanley
Narragansett Bay Insurance Company
National Association of Insurance Commissioners
National Automotive Insurance
Nationwide Mutual Insurance Company
New York Life Insurance
New York State Banking Department
New York State Insurance Department
PacificSource Health Plans
Patriot Risk Management
Philadelphia Insurance Companies
Plymouth Rock Assurance Corp
Pride National Insurance Company
Princeton Insurance Company
Prudential Financial
Ramirez and Company
RAS, Inc
RGA Reinsurance Company
Samsung Life
Sandler O'Neill + Partners
Scottish Re Group Limited
Skadden, Arps, Slate, Meagher & Flom
Stone Point Capital
Sun Life Financial
Swiss Re Life & Health America
Syncora Guarantee Inc.
Tawa Group
The Blackstone Group
The Hartford
Torchmark Corporation
Towers Watson
Trenwick America Reinsurance Corporation
Unum Group
White Mountain Re Solutions
XL Group Plc
Zurich Insurance
Event Date:
October 8-9, 2013
Union League Club
38 East 37th Street
New York, NY, US

The Union League Club's accommodations are sold out. Please refer to the list below of other lodging options available very close to the Union League Club.

The Kitano New York  
66 Park Ave, New York, NY ‎ 262 ft NE
(212) 885-7000 ‎ • kitano.com
70 Park Avenue: A Kimpton Hotel  
70 Park Ave, New York, NY ‎ 388 ft NE
(212) 973-2400 ‎ • 70parkave.com
Morgans New York Hotel  
237 Madison Ave, New York, NY ‎ 278 ft NW
(212) 686-0300 ‎ • morganshotel.com
The Pod 39 Hotel  
145 E 39th St, New York, NY ‎ 0.2 mi E
(212) 865-5700 ‎ • thepodhotel.com
Jolly Hotel Madison Towers  
22 E 38th St, New York, NY ‎ 267 ft N
(212) 802-0600 ‎ • jollymadison.com

CFA Institute
SNL Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 9 PD credits hours as granted by CFA Institute. If you are a CFA Institute member, PD credit for you attendance at this event will be automatically recorded in your PD Diary upon request.
National Association of State Boards of Accountancy
Participants who complete this program qualify for 8 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-based internet. SNL Knowledge Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 4th Ave N, Ste 700, Nashville, TN, 37219-2417.
What is the dress code?
Formal business attire.
What is the cancellation policy?
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 SNL CFE 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.
SNL Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. SNL Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. SNL Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, SNL Knowledge Center will refund the registrant's tuition in full, however SNL Knowledge Center  will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding SNL Knowledge Center refund, complaint or program cancellation policy, please call us at (434) 951-7786.
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