Challenging Times for M&A Insurance

About the Event

This program will trace the development of transactional liability policies and how the M&A markets have increasingly adopted these policies in private and public M&A transactions. A brief overview of the various types of transactional liability policies, their mechanics and their key provisions will be addressed with a focus on the claims history of these policies.  Specific examples from known claims, arbitrations and litigations will be provided and analyzed.

The panelists also will utilize AIG’s Mergers and Acquisitions 2019 Claims Report, Taxing Times for M&A Insurance, as the focal point for a discussion about claims trends, the types of claims buyers of transactional insurance policies are making and why transactional insurance has the potential for both frequent and severe claims.   The panelists will explain and discuss how the frequency and severity of claims is affecting the transactional insurance market and will share their experiences in utilizing various techniques and approaches as alternatives to arbitration and litigation in resolving M&A insurance claims. 

The panelists include JAMS’ neutrals with deep insurance expertise, policyholder and insurer counsel with considerable experience in placing and resolving claims under transactional insurance policies, brokers who place these policies and assist in resolving claims made under the policies and the insurers who underwrite and sell these policies.

Featured JAMS Speaker

• Peter K. Rosen, Esq., JAMS Mediator & Arbitrator (Moderator)
• Andrew S. Nadolna, Esq., JAMS Mediator & Arbitrator

Panelists

• Arthur H. Aufses III, Kramer Levin Naftalis & Frankel, LLP
• Stephen Davidson, AON, Managing Director, AON Transaction Solutions
• Joseph G. Finnerty, Partner, DLA Piper, LLP
• Matthew Heinz, Senior Managing Director, AON Transaction Solutions
• S. Drew Levin, Partner, Latham & Watkins, LLP
• William M. Monat, Transaction Insurance Products Leader, Mergers & Acquisitions Group, The Willis Towers Watson
• Jay J. Ritteberg, Managing Principal, Euclid Transactional LLC
• Martin L. Roth, Kirkland & Ellis, LLP
• Michael Turnbull, Asia-Pacific M&A Manager, AIG
• Douglas S. Worth, Senior Vice President, Regional Leader, Willis Towers Watson
• Elisa Zurlini, Assistant Vice President, AIG

Credit

1.5 General

Date / Time

Wednesday, December 11, 2019

CLE Program
6:00 PM - 7:30 PM

Networking Reception
7:30 PM - 8:30 PM

Location

JAMS New York
NY Times Building
620 8th Ave, 34th Floor
New York, NY 10018