M&A for Insurance Businesses

Thursday, September 26, 2019 | 6:00 p.m. – 8:10 p.m.
Followed by a Networking Reception

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• The past couple of years have seen an explosive growth of merger and acquisition activity in the insurance and reinsurance industry, but will the trend continue? This program will afford an up-to-the moment guide to an evolving and dynamic landscape for new and experienced attorneys, corporate strategists, investment bankers and finance professionals.

  Our panel of attorneys and finance professionals will examine the ways M&A transactions differ for the re/insurance industry and provide a broad analysis of:

  • The forces shaping the growth in deal volume
  • The “nuts and bolts” of the structures used
  • Due diligence practices
  • Principal tax and regulatory considerations
  • Capital availability and conditions in the US and other global markets
  • Activity across business lines, such as property casualty, life, and intermediaries

  Live Program:
  NYC Bar, RAA, IFNY Members: $50^*
  Nonmembers: $85
  ^*RAA and IFNY members, please contact Customer Relations at (212) 382-6663 to register.

  Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2017-2019), In-House/Corporate Counsel, Judges (and their staff who are also members), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

• Rajab S. Abbassi   Kirkland & Ellis LLP	Peter D. Edgerton  Sidley Austin LLP	Jon A. Hlafter        Skadden, Arps, Slate, Meagher & Flom LLP	Peter Manley Managing Director, Financial Institutions Group J.P. Morgan
  JillAllison Opell        Foley & Lardner LLP	John Pruitt  Co-Head of Global Insurance Eversheds-Sutherland (US) LLP	Robert A. Romano  Locke Lord LLP	Philip Salem Partner, Managing Director, Co-Head Americas, Insurance Goldman Sachs
  Allison J. Tam    Willkie Farr & Gallagher LLP	Kim R. Wilkerson    Senior Vice President Regional Head of Claims Insurance XL Bermuda Ltd AXA-XL

• 6:00 p.m. -6:50 p.m.	Transaction Nuts & Bolts The Players and the Motivations Why is this Sector Different? The Approaches (Stock and Legal Entity Acquisition/Merger/Fronting/Assumption Reinsurance/Novation/Solvent Schemes of Arrangement/Business Transfers) Valuations and Purchase Price Provisions Other Specialized Provisions Tax Considerations Claims Management Considerations Moderator: Lorraine D. Mandel Panelists: Rajab Abbassi, Peter Edgerton, Peter Manley, Kim Wilkerson
  6:55 p.m. – 7:35 p.m.	The Regulatory Process Regulatory Approvals in US and Other Jurisdictions Can Due Diligence Cover the Risk? Capital Requirements Cross-Border Transactions Moderator: Dan Rabinowitz Panelists: JillAllison Opell, John Pruitt, Allison Tam
  7:40 p.m. -8:10 p.m.	Current Trends Consolidation in the P&C, Intermediary and Life Insurance Markets Not Just a Spread Business? Incubation of New Products Case Histories Moderator: Dan Rabinowitz Panelists: Jon Hlafter, Robert Romano, Philip Salem

• CLE Credit
  New York: 2.0 Professional Practice
  New Jersey: 2.1 General
  California: 2.0 General
  Pennsylvania: 1.5 General

• Sponsoring Association Committee:
  Insurance Law, Drexel B. Harris, Jr, Chair

  Networking Reception Sponsors:
  Co-Sponsoring Organizations:

  Sponsorship Opportunities are Available! Please Contact:
  Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 | aavila@nycbar.org

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