Friday 25 November 2011

SNL Financial Hosts 2010 Insurance Brokerage Summit in New York City

Charlottesville, VA (Vocus) October 25, 2010

SNL Financial, in collaboration with MarshBerry & Co., will host the 4th Annual SNL Insurance Brokerage Summit on November 10, 2010, at the Union League Club in New York City.


Produced by the SNL Center for Financial Education, the Summit will feature more than twenty leading executives, advisers and investors in the insurance brokerage industry sharing their insights on strategic planning, growth and M&A in the sector.


Topics will include:

The evolving distribution strategies of insurance carriers
The soft market and impact of current economic environment on the sector
Detailed insight into middle-market strategies
Key measures of profitability and financial strength
Valuation trends and the expectations of brokerage buyers and sellers
Strategic approaches to managing cash flow challenges and maximizing agency value
New perspectives on carriers and agencies to enhance your ability to make proactive management, investment and operational decision

The Summit provides essential intelligence on how to grow and thrive in the sector today and where it is headed tomorrow,'' said Greg Gartland, Managing Director of the SNL Center for Financial Education. ''No other event brings together a more diverse group of financiers and operators in the insurance distribution industry.


The Union League Club is located at 38 East 37th Street in New York City. To register, or for more information, please visit http://www.snlcenter.com/brokerage or call +1.434.951.7786. Registration for the event is $ 895 and includes all conference materials, plus continental breakfast, lunch, refreshment breaks and evening cocktail reception. Discounts are available for groups of three or more.


Speakers and Panelists

Michael Barton, Chairman, Willis North America Employee Benefits

David L. Eslick, Chairman and CEO, Marsh & McLennan Agency, Inc.

Eric D. Fader, Counsel, Edwards Angell Palmer & Dodge LLP

James S. Gault, Corporate Vice President, President and COO, Brokerage Services Division, Arthur J. Gallagher & Co.

John Hendrix, Managing Director, Sandler O'Neill + Partners, L.P.

Justin Lake, Analyst, UBS Investment Bank

Patrick T. Linnert, Executive Vice President, Marsh, Berry & Co., Inc.

William A. Malloy, Principal, Aquiline Capital Partners

Andy Marks, Senior Executive Vice President, Bollinger Insurance

J. Kevin A. McKechnie, Executive Director, American Bankers Association

Richard L. Miley, President and CEO, BroadStreet Capital Partners

John H. Mize, Consulting Actuary, Towers Watson

David Paul, Principal, ALIRT Research

Richard A. Poppa, President and CEO, Independent Insurance Agents & Brokers of New York

John S. Pruitt, Partner, Dewey & LeBoeuf LLP

Thomas E. Riley, Regional President and Chief Acquisitions Officer, Brown & Brown, Inc.

Michael Ryan, Partner, Insurance Transaction Services, KPMG

Patrick G. Ryan, Chairman & CEO, Ryan Specialty Group

Paul Vredenburg, Vice President, Acquisitions, Brown & Brown, Inc.

John Wepler, President, Marsh, Berry & Co., Inc.

Clark Wormer, Director of M&A, Hub International


About SNL Center for Financial Education

An affiliate of SNL Financial, SNL Center for Financial Education is the leading provider of sector-specific conferences and seminars for professionals focusing on the financial services, energy, real estate and media sectors. More than 10,000 professionals have attended CFE events, including industry executives, investment bankers, securities analysts, asset managers, institutional investors, corporate development officers, investor relations professionals and industry regulators. For more information, visit: http://www.snlcenter.com .


About Marsh, Berry & Company

MarshBerry is a preeminent provider of financial, M&A, sales management and organizational services to the top 2000 entities within the insurance distribution system. In addition, organizations not directly engaged in insurance distribution retain MarshBerry to either acquire or access those within the system.


SNL Contact

Monica Jenkins

Press Relations Manager

+1.434.951.6951

mjenkins(at)snl(dot)com


SNL Financial

One SNL Plaza

Charlottesville, VA 22902

+1.434.977.1600


Other office locations:

Ahmedabad, India; Arlington, Va.; Boston, Mass.; Boulder, Colo.; Islamabad, Pakistan; Jersey City, N.J.; London; Monterey, Calif.; New York; Richmond, Va.


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