• Market conditions overview – from hard to multi-speed and nuancedÂ
• As tailwinds turn to headwinds, which strategies will win out?Â
• Unlocking value up and down the supply chainÂ
• The crunch – managing growth expectation in a softening marketÂ
• Staying nimble – finding niche opportunities to sustain growthÂ
Jerome Breslin, CEO, Clear Blue Insurance Group
• Why PE and other investors are still drawn to the MGA opportunityÂ
• Capital light to capital at risk – maximizing returns as model evolvesÂ
• The growth paradox – balancing top line targets with sustainabilityÂ
• Private credit – harnessing new capital sources Â
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Tony Ursano, Founder, CEO & Managing Partner, Insurance Advisory PartnersÂ
• The year of the whole account quota shareÂ
• Casualty sidecars and ILSÂ
• Strategic relationships v opportunistic playsÂ
• Alignment of interest – no longer table stakes?Â
• The quest for uncorrelated return – will MGA sector for capital?Â
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Eric Quinn, President, Ryan Specialty Underwriting ManagersÂ
Matthew Jones, Head of Partnerships & Transverse Ventures, MS Transverse
Greg Williams, Managing Director Specialty & Commercial, AM Best
Miles Allkins, Chief Risk Officer, Clear Blue Insurance Group
Moderator: Desmond Bohan, Managing Director, NY Metro Sales Leader, Guy Carpenter Â
• MGA M&A momentum in a softening market Â
• Valuations overview and driversÂ
• What happened to the fronting carrier consolidation driveÂ
John Colis, CEO, Euclid Program Managers
George Bucur, Managing Director, MarshBerry
Ari Brandes, Managing Director, TAG Financial
Moderator:Â Michael Halsband, Partner, McDermott, Will & Schulte
• Why Warburg concluded the de novo MGA build is structurally hard, after spending a year building a platform thesis from scratch, and why owning the market leader was the right way to play
• What Warburg actually underwrites for when investing in an MGA, from loss ratio and underwriting edge to capacity diversification, a durable right to win, and an exit plan baked in from day one
• Where Warburg has intentionally not played, including standard home and auto, categories where incumbents have decisive brand and marketing scale, and businesses stuck at high-watermark valuations
• How the exit picture has changed, including the significance of the Neptune IPO for an MGA model that has historically funded itself through wholesale rather than public markets
Michael Dimitrief, Principal, Warburg PincusÂ
Moderator: James Thaler, Head of News Content – Americas, The InsurerÂ
• Overview of the real impact AI adoption is having in the wider economyÂ
• What’s next on the horizon and how it could affect your businessÂ
Aman Gour, CEO & Co-Founder, FurtherAI
Ed La Framboise, Managing Principal, Euclid Progam Managers
Nick Colis, Chief Program Manager, Euclid Program Managers
• Hype or gamechanger?Â
• Can nimble MGAs win the race on AI adoption? Â
• Use cases – underwriting, distribution, submission triage etc.Â
• Long-term implications for talent and innovation Â
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Dawn D’Onofrio, Global Chief Underwriting Officer, Ryan Specialty Underwriting ManagersÂ
Andrew Fenton, VP Sales, Hercules
George Lewin-Smith, CEO & Co-Founder, Testudo
Simon Rees, Chief Underwriting Officer, Americas Programs, AXA XL
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Moderator:Â Kamaron Leach, Content Editor and Host, Insurer TV, North America, The Insurer
• Cycle management – keeping investors and capacity providers happyÂ
• Maintaining the sector’s reputation as winners and losers emergeÂ
• Rising to the challenge of innovating new products to meet unmet demandÂ
• Buy or build – incubating or acquiring programsÂ
• Talent and technology – investing in the futureÂ
• Underpinning unique value proposition with data-driven insights that showcase underwriting excellence Â
Tracey Sharis, CEO, Emerald Bay Risk SolutionsÂ
Amy Carlisle, President, MSI
Rekha Skantharaja, CEO, Balavant Insurance Group
Dan Hickey, President, AmTrust Specialty Insurance, AmTrust
Moderator:Â Bryan Falchuk, CEO, Property & Liability Resource Bureau
• Market adjustment or correction: how can the MGA sector navigate shifting market nuances? Â
• Demonstrating value proposition and differentiation to deliver in specialty nichesÂ
• Market sustainability: is there enough business strength to support the sector’s continued growth appetites?Â
Naveen Anand, President, Octave Partners
Patrick Charles, Global Head of P&C Programs, SiriusPoint
Josh Curry, Chief Growth Officer BMS Re & Head of BMS Capital Solutions & Advisory, BMS Group
Tim Henry, Chief Operations Officer, Arden Insurance Services
Moderator: Bryan Falchuk, CEO, Property & Liability Resource Bureau