SNL Financial Hosts 2010 Insurance Brokerage Summit in New York City

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The November 10th event provides essential intelligence for operating and thriving in the insurance distribution sector.

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 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: .

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

SNL Financial
One SNL Plaza
Charlottesville, VA 22902

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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Monica Jenkins
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