Keynote Speakers

Keynote Speakers

  • David Cash

  • David Cash

  • Endurance Specialty Holdings Ltd.
  • Chief Executive officer

  • David Cash was appointed Chief Executive Officer in March 2010, having served as Endurance’s Chief Underwriting Officer from December 2005 to February 2010. He was named President of Endurance's Bermuda operations in May 2008, a role he previously served in from December 2004 to December 2005. Mr. Cash joined the company at its inception in December 2001 as Endurance's Chief Actuary and Chief Risk Officer, a role he held through June 2005.

    Mr. Cash previously worked for various Zurich Financial Services subsidiaries from 1993 through 2001 and prior to that served as a consulting actuary at Tillinghast-Towers Perrin. Mr. Cash received an Msc. in mathematics from Oxford University, which he attended as a Rhodes Scholar. Mr. Cash, a native of Bermuda, is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.

  • Roger Crandall

  • Roger W. Crandall

  • Massachusetts Mutual Life Insurance Company
  • Chairman, President and Chief Executive Officer

  • Roger W. Crandall is Chairman, President and Chief Executive Officer of Massachusetts Mutual Life Insurance Company (MassMutual), headquartered in Springfield, Massachusetts. Prior to being named President and CEO in January 2010 and Chairman in December 2010, Mr. Crandall served as President and Chief Operating Officer. Mr. Crandall first joined MassMutual in 1988, and spent the first 12 years of his career in the company’s Investment Management Department. In 2000, he joined Babson Capital Management LLC, a MassMutual subsidiary. In 2002, he was named Managing Director at Babson Capital and head of the company’s Corporate Bond Management, Public Bond Trading and Institutional Fixed Income units.

    In June 2005, Mr. Crandall was appointed Chairman of Babson Capital and Executive Vice President and Chief Investment Officer of MassMutual. In addition, he was appointed Co-Chief Operating Officer of MassMutual in June 2007. In this role he was accountable for Babson Capital and two other MassMutual subsidiaries – Cornerstone Real Estate Advisers LLC and Baring Asset Management Limited – as well as MassMutual’s Retirement Services, Retirement Income and Financial Products businesses. Mr. Crandall was named President and Chief Operating Officer in December 2008, at which point he joined the Board of Directors. He also is a Board member of the American Council of Life Insurers and the Wharton Board of Leadership Advisors. Mr. Crandall serves on the CEO Roundtable and the Massachusetts Governor’s Council of Economic Advisors. Mr. Crandall, a Chartered Financial Analyst (CFA), is a graduate of the University of Vermont with a bachelor’s degree in Economics. He earned his MBA with honors from the Wharton School of Business at the University of Pennsylvania.

  • Shaun Crawford

  • Shaun Crawford

  • Ernst & Young LLP
  • Global Insurance Sector Leader

  • Shaun Crawford is Global Insurance Sector Leader at Ernst & Young. Shaun has been in the financial services industry for 26 years, having worked both in consulting or line management with the majority of leading London-based insurers and retail banks.

    Until recently, Shaun led Ernst & Young’s UK insurance sector, as well as the Insurance Advisory practice across Europe, the Middle East, India and Africa. Shaun has served major financial services clients such as Legal & General, Standard Life, Zurich Financial Services and Met Life. Shaun is also a Fellow of the Chartered Association of Certified Accountants. Before leading Ernst & Young’s UK insurance practice he fulfilled similar roles at Cap Gemini and IBM Consulting. Prior to originally joining Ernst & Young in 1996, Shaun also worked within the insurance business of NatWest Bank (now RBS) and HSBC.

  • David Long

  • David H. Long

  • Liberty Mutual Group
  • President & CEO

  • David Long is President and Chief Executive Officer of Liberty Mutual Group. He was elected President in June 2010 and became Chief Executive Officer in June 2011.

    Mr. Long began his career at Liberty Mutual in 1985, and he has held positions of increasing responsibility in the company’s Commercial Markets, Underwriting and Financial, Mergers and Acquisitions and most recently International operations.

    Mr. Long’s affiliations include:

    • Serves on the Board of Directors of multiple Liberty Mutual affiliate companies
    • Chairman for the annual fundraiser for YouthCare - an after school and summer camp program for children on the autism spectrum
    • Board Member of Willow Hill School
    • Board Member of Tamarack Technologies
    • Board Member of NCCI from 2002 – 2007; Chairman 2005 – 2006.

    Mr. Long earned a B.A. degree in mathematics from Hartwick College in 1983 and a M.S. in finance from Boston College in 1989.

  • Mark Pearson

  • Mark Pearson

  • North America, AXA Financial
  • Director, President, Chief Executive Officer, North America

  • Mark Pearson is president, chief executive officer and a director of AXA Financial, Inc. He is also chairman and chief executive officer of AXA Equitable Life Insurance Company.* At AXA Group, Mr. Pearson is a member of both the Executive Committee and the Management Committee.

    Mr. Pearson joined AXA Group in 1995 with the acquisition of National Mutual, now AXA Asia Pacific Holdings. He was appointed regional chief executive of AXA Asia Life in 2001. In 2008, Mr. Pearson was named president and chief executive officer of AXA Japan.

    Before joining AXA, Mr. Pearson spent approximately 20 years in the insurance sector, holding several senior management positions at National Mutual and Friends Provident.

    He is a Fellow of the Chartered Association of Certified Accountants.

  • Susan Rivera

  • Susan Rivera

  • V3 Insurance Partners LLC.
  • President & CEO

  • V3 Insurance Partners LLC is a specialty underwriting company formed in 2009 focused on niche product offerings for small to mid-sized commercial insurers in the Professional Lines, Transportation, Internet Workers Compensation and Property segments of the market. Prior to forming V3, Susan was President of QBE Specialty and Head of Actuarial for QBE the Americas. Susan held numerous senior positions throughout her career, such as President of ACE USA and President of American Home Assurance Company. Susan is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.

  • Robert Schultz

  • Robert Schultz

  • AiX Group (Member of Hanover Insurance Group)
  • President

  • Mr. Schultz is a founding partner of AIX and is responsible for the overall operations of AIX Group. Previously, he was President and founding partner of Artis, a joint venture with Royal & SunAlliance, which wrote over $500 million of captive and self-insurance programs annually. Before Artis, he was one of the original employees of Discover Re Managers as Vice President at that firm's inception. During his tenure, he managed the Midwest territory and started the captive division. Mr. Schultz holds a Bachelor of Business

  • Jay Wintrob

  • Jay S. Wintrob

  • SunAmerica Financial Group
  • President & CEO

  • Jay S. Wintrob serves as President and Chief Executive Officer of SunAmerica Financial Group, the U.S. based life and retirement services businesses of American International Group, Inc., or AIG, and Executive Vice President of Domestic Life and Retirement Services of AIG. Mr. Wintrob was Executive Vice President of Retirement Services of AIG from 2002-2009 and also served as a director of AIG from 1999-2004.

    Mr. Wintrob joined SunAmerica Inc. in 1987 as Assistant to the Chairman, was elected Senior Vice President in 1989, Executive Vice President in 1991 and Vice Chairman in 1995. Mr. Wintrob also served as President of SunAmerica Investments, Inc., overseeing the company’s invested asset portfolio, from 1994 through 2000. Following AIG’s acquisition of SunAmerica Inc, Mr. Wintrob served as Vice Chairman of AIG Retirement Services, Inc. from 1998-2005, Chief Operating Officer from 1998-2001 and has served as President since 2000 and CEO since 2001.

    Prior to joining SunAmerica, Mr. Wintrob was with the law firm of O’Melveny & Myers. Mr. Wintrob received a B.A. in Political Science from the University of California at Berkeley and a J.D. from the Boalt Hall School of Law at the University of California at Berkeley.

    He has served as a non-executive director of AIA Group Limited since September 2010. He was elected in September 2011 as a director of Oaktree Capital Group, LLC. Mr. Wintrob is a member of the board of the American Council of Life Insurers and of several non-profit organizations, including The Broad Foundations, California Institute of Technology (CalTech), Cedars-Sinai Medical Center, The J. Paul Getty Trust and the Skirball Cultural Center.

Speakers A–Z

Clear Filter

Show All Collapse All

  • Philip Bancroft

  • Philip V. Bancroft

  • ACE Limited
  • Chief Financial Officer

  • Philip V. Bancroft is Chief Financial Officer of ACE Limited. He is responsible for all aspects of ACE’s financial organization, including transactional finance and decision-support activities such as performance management, budgeting, reporting, profit and cost management, and shareholder value. Mr. Bancroft joined ACE in 2002 bringing a wealth of insurance industry knowledge and corporate finance expertise. Prior to joining ACE, he spent nearly 20 years with PricewaterhouseCoopers LLP, most recently as partner-in-charge for their New York Regional Insurance Practice where he led a team of partners and staff in serving some of the firm’s most significant insurance clients.

    Mr. Bancroft received a Bachelor of Business Administration degree in Accounting from Temple University in Philadelphia in 1982. He currently serves on the Board of the YMCA of Greater Philadelphia, is an executive member of the Board of Group of North American Insurance Enterprises (GNAIE), and a member of the Board of the Bermuda Institute for Ocean Sciences (BIOS).

  • Christopher Blunt

  • Christopher O. Blunt

  • New York Life Insurance Company
  • Executive Vice President of Retirement Income Security (RIS)

  • Chris Blunt is executive vice president of Retirement Income Security (RIS), which encompasses New York Life’s income annuities, investment annuities, and mutual funds. RIS is dedicated to providing solutions to consumers in both the accumulation and income phases of retirement. Mr. Blunt is responsible for establishing the strategic direction for these businesses.

    Mr. Blunt joined the company in 2004 as executive vice president at New York Life Investment Management and was responsible for setting and executing New York Life Investment Management’s Retail Investments strategy, with particular emphasis on growing New York Life Investment Management’s sales of mutual funds and separate account wrap through all of its distribution partners. In March 2007 he was elected senior vice president and chief operating officer for Life and Annuity, and in 2008 was appointed to his current role.

    Prior to joining New York Life Investment Management, Mr. Blunt was chairman and chief executive officer of GivingCapital, Inc., a wealth management solutions provider serving the financial institutions marketplace, and before that spent 14 years in a variety of senior marketing and distribution roles in the investment management industry. Mr. Blunt was the chief marketing officer – Americas, for Merrill Lynch Investment Managers, and president of Mercury Funds Distributors. Before working with Merrill Lynch, he was a managing director with Goldman Sachs & Co., and the national sales manager for Goldman Sachs Funds.

    Mr. Blunt holds an M.B.A. in Finance from The Wharton School and a B.A. in History from the University of Michigan and serves on the Boards of The American College, The Insured Retirement Institute, The New York City YMCA, & Comfort Zone Camp.

  • John Carlson

  • John Carlson, ChFC

  • AXA Equitable Life Insurance Company
  • Senior Vice President, Life Distribution Management

  • Mr. Carlson is responsible for sales of AXA Equitable’s proprietary life products across all distribution channels. He oversees the company’s life wholesaling teams, as well as national accounts and advanced markets. Mr. Carlson will also develop strategies for new and complementary life distribution opportunities for the company.

    Prior to joining AXA Equitable, Mr. Carlson held several leadership positions in sales, marketing and product management for MassMutual Financial Group. Most recently, he was corporate vice president, national sales manager for the U.S. Insurance Group, responsible for sales of all life, disability, long-term care and annuity products. He also led external wholesaling, advanced sales, career brokerage and sales operations for the company. Before joining MassMutual in 2002, Mr. Carlson held senior sales positions at CIGNA Healthcare; Bankers Systems; Digital Equipment Corporation; and Wang Laboratories.

    Mr. Carlson holds a bachelor’s degree in finance from the University of Maine and an M.B.A from the University of Hartford. He also holds the FINRA Series 6, 7, 24 and 26 securities registrations as well as the Chartered Financial Consultant (ChFC) designation from The American College, Bryn Mawr, Pennsylvania.

  • David Cash

  • David Cash

  • Endurance Specialty Holdings Ltd.
  • Chief Executive officer

  • David Cash was appointed Chief Executive Officer in March 2010, having served as Endurance’s Chief Underwriting Officer from December 2005 to February 2010. He was named President of Endurance's Bermuda operations in May 2008, a role he previously served in from December 2004 to December 2005. Mr. Cash joined the company at its inception in December 2001 as Endurance's Chief Actuary and Chief Risk Officer, a role he held through June 2005.

    Mr. Cash previously worked for various Zurich Financial Services subsidiaries from 1993 through 2001 and prior to that served as a consulting actuary at Tillinghast-Towers Perrin. Mr. Cash received an Msc. in mathematics from Oxford University, which he attended as a Rhodes Scholar. Mr. Cash, a native of Bermuda, is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.

  • Peng Chen

  • Peng Chen, Ph.D., CFA

  • Morningstar Financial
  • President, Global Investment Management Division

  • Peng Chen, Ph.D., CFA is president of Morningstar’s global Investment Management division. He is responsible for overseeing the company’s investment consulting, retirement advice, and investment management operations in North America, Europe, Asia, and Australia, including Morningstar Associates, Ibbotson Associates, Morningstar Investment Services, Old Broad Street Research, and Seeds Finance.

    Chen joined Ibbotson Associates in 1997, and is one of the foremost authorities on asset allocation. He has played a key role in the development of Ibbotson’s investment consulting and 401(k) advice/managed retirement account services. Prior to Morningstar’s acquisition in March 2006, Chen served as managing director and chief investment officer for Ibbotson. Chen served as president of Ibbotson Associates, a registered investment advisor and wholly owned subsidiary of Morningstar, from August 2006 until November 2010.

    A respected researcher, Chen has expertise in asset allocation, portfolio risk measurement, nontraditional assets, and global financial markets. His writings have appeared in the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, Journal of Financial Planning, Bank Securities Journal, the American Association of Individual Investors Journal, Consumer Interest Annual, and the Journal of Financial Counseling and Planning. He received the “Articles of Excellence” award from the Certified Financial Planner Board in 1996 and Graham and Dodd Scroll award in 2003 and 2007 from the Financial Analysts Journal.

    Chen holds a bachelor’s degree in industrial management engineering from Harbin Institute of Technology and a master’s degree and doctorate degree in consumer economics from Ohio State University. He also holds the Chartered Financial Analyst (CFA) designation.

  • Bill Coffin

  • Bill Coffin

  • National Underwriter Life & Health
  • Editor in Chief

  • Bill Coffin is the Editor in Chief of National Underwriter Life & Health. He has been covering the insurance and risk management industries for 17 years. Prior to joining National Underwriter, he was the Director of Publications for the Risk and Insurance Management Society, Inc. (RIMS), where he ran Risk Management magazine, RiskWire and the Risk Management Monitor blog. He has also worked for the American Re-Insurance Company as a research analyst, and as an editor for the A.M. Best Company, where he wrote for Best’s Underwriting Guide, BestWeek and Best’s Review.

    Bill speaks regularly at industry events and his work has appeared in numerous other business publications, including The Wall Street Journal, BusinessWeek, Fortune, Captive Review, Financier Worldwide and New European Economy. He is also a published novelist and game designer as well as the co-founder of Reliquary Press, an independent book publisher. Bill lives with his family in Oakhurst, New Jersey.

  • George Cook

  • George T Cook

  • Graystone Consulting, (Morgan Stanley Smith Barney LLC)
  • Senior Vice President - Investments

  • George Cook is a Senior Vice President-Investments for Graystone Consulting, a division of Morgan Stanley Smith Barney LLC. As an Institutional Consulting Director, George is responsible for strategic policy, portfolio optimization and investment manager selection. He has over 30 years of investment experience. A graduate of Northern Illinois University, Mr. Cook began investment consulting with Blunt Ellis and Loewi of Chicago in 1981. He joined the Consulting Division of EF Hutton in 1984. In 1990 he became a Consulting Group Director, focusing on key institutional relationships, including hospitals, university, insurance, foundation, endowment and public companies. George attended the Wharton School, University of Pennsylvania in 1997, earning the Certified Investment Management Analyst designation. He is a member of the Investment Management Consultants Association. In addition, he serves on the board and the Best Practices Committee of the Association of Investment Consultants.

  • Alex Cowley

  • Alex Cowley

  • UBS Securities LLC
  • Managing Director, Insurance Solutions Group

  • Alex Cowley is a Managing Director within the FIG DCM and Insurance Solutions team. He is responsible for originating, structuring, and executing capital efficient solutions for insurance companies. Prior to joining UBS, he spent 8 years with Lehman Brothers, executing solutions in both the capital markets and the reinsurance market. He has executed numerous private and public transactions for insurers and reinsurers in both the US and Europe - Prior to Lehman Brothers, Alex spent 10 years with GenRe in Germany, the UK, and the US. Alex began his career with MetLife in the UK - Alex received a B.Sc. from Cass Business School (UK). Alex is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and a Fellow of the Institute of Actuaries (UK)

  • Roger Crandall

  • Roger W. Crandall

  • Massachusetts Mutual Life Insurance Company
  • Chairman, President and Chief Executive Officer

  • Roger W. Crandall is Chairman, President and Chief Executive Officer of Massachusetts Mutual Life Insurance Company (MassMutual), headquartered in Springfield, Massachusetts. Prior to being named President and CEO in January 2010 and Chairman in December 2010, Mr. Crandall served as President and Chief Operating Officer. Mr. Crandall first joined MassMutual in 1988, and spent the first 12 years of his career in the company’s Investment Management Department. In 2000, he joined Babson Capital Management LLC, a MassMutual subsidiary. In 2002, he was named Managing Director at Babson Capital and head of the company’s Corporate Bond Management, Public Bond Trading and Institutional Fixed Income units.

    In June 2005, Mr. Crandall was appointed Chairman of Babson Capital and Executive Vice President and Chief Investment Officer of MassMutual. In addition, he was appointed Co-Chief Operating Officer of MassMutual in June 2007. In this role he was accountable for Babson Capital and two other MassMutual subsidiaries – Cornerstone Real Estate Advisers LLC and Baring Asset Management Limited – as well as MassMutual’s Retirement Services, Retirement Income and Financial Products businesses. Mr. Crandall was named President and Chief Operating Officer in December 2008, at which point he joined the Board of Directors. He also is a Board member of the American Council of Life Insurers and the Wharton Board of Leadership Advisors. Mr. Crandall serves on the CEO Roundtable and the Massachusetts Governor’s Council of Economic Advisors. Mr. Crandall, a Chartered Financial Analyst (CFA), is a graduate of the University of Vermont with a bachelor’s degree in Economics. He earned his MBA with honors from the Wharton School of Business at the University of Pennsylvania.

  • Shaun Crawford

  • Shaun Crawford

  • Ernst & Young LLP
  • Global Insurance Sector Leader

  • Shaun Crawford is Global Insurance Sector Leader at Ernst & Young. Shaun has been in the financial services industry for 26 years, having worked both in consulting or line management with the majority of leading London-based insurers and retail banks.

    Until recently, Shaun led Ernst & Young’s UK insurance sector, as well as the Insurance Advisory practice across Europe, the Middle East, India and Africa. Shaun has served major financial services clients such as Legal & General, Standard Life, Zurich Financial Services and Met Life. Shaun is also a Fellow of the Chartered Association of Certified Accountants. Before leading Ernst & Young’s UK insurance practice he fulfilled similar roles at Cap Gemini and IBM Consulting. Prior to originally joining Ernst & Young in 1996, Shaun also worked within the insurance business of NatWest Bank (now RBS) and HSBC.

  • Keith Dardis

  • Keith Dardis

  • Sprint
  • Regional Vice President of Business Sales for the Northeast Region

  • Keith Dardis is the Regional Vice President of Business Sales for the Northeast Region. The Northeast Region is comprised of approximately 400 salespersons generating over $2.5B in revenue annually. Our Business Sales group is comprised of 3 different segments 1) Enterprise- handling our largest Fortune 1500 accounts 2) General Business- handling the next tier of business customers and 3) Public Sector- handling local and state sales as well as entities purchasing off these contracts. Before accepting his current role, Keith held the position of RVP for the North Region for Enterprise accounts. Keith has held various other positions within Sprint including Product Manager, Finance Analyst, Director of Strategy and Pre-Sales support and National Account Branch Manager. Prior to joining Sprint, Keith worked for 3M, Vestron Movie Productions and Bluewater Information Convergence.

    Keith holds a Bachelor of Sciences degree from Villanova University with a major in Finance and a minor in Accounting.

    Keith is married. His wife's name is Wendy and they have two boys, Jake and Collin.

  • Steve Deschenes

  • Steve Deschenes

  • Sun Life Financial
  • Senior Vice President and General Manager, Annuities Division

  • Stephen L. Deschenes is Senior Vice President & General Manager for the Annuities Division for Sun Life Financial’s U.S. Operations. He was named to this position in June 2009.

    In this role, Mr. Deschenes will oversee Sun Life’s annuity business line, working with the company’s marketing, actuarial and distribution units to build best practices and create a diversified portfolio of competitive products that meet advisor and customer retirement income needs.

    Prior to joining Sun Life, Mr. Deschenes worked for MassMutual Financial Group, where he served as Senior Vice President and Chief Marketing Officer for the Retirement Income Group. Before joining MassMutual, he served as Executive Vice President for Fidelity Investments. Mr. Deschenes joined Fidelity Investments in 2003 and led product development and marketing for the defined contribution business. He also co-led the company's Retirement Leadership Forum, an enterprise-wide initiative focused on building an overall retirement strategy producing several major launches including the Fidelity Retirement Institute and new retirement income products. He is also a founder of the online financial advice site mPower (now part of Morningstar).

    Mr. Deschenes graduated Magna Cum Laude from Harvard University with a BA in Psychology and Social Relations. He holds NASD Series 7 and 24 licenses.

  • John Doyle

  • John Q. Doyle

  • CHARTIS
  • CEO of Global Commercial Insurance

  • Mr. Doyle is Chief Executive Officer of Global Commercial Insurance at Chartis. He is responsible for Chartis’ commercial property casualty businesses worldwide.

    Mr. Doyle had previously served as President and Chief Executive Officer of Chartis U.S., responsible for the company’s property and casualty businesses in the United States and Canada. Mr. Doyle joined National Union, an AIG company, in 1986 and was elected AIG Senior Vice President in 2006.

    Mr. Doyle is a graduate of the University at Buffalo. He is a member of the Board of the New York Police and Fire Widows’ & Children’s Benefit Fund and is also a Trustee of the Inner-City Scholarship Fund.

  • William Dubinsky

  • William Dubinsky

  • Willis Capital Markets & Advisory
  • Managing Director & Head of ILS

  • Bill heads the WCMA insurance-linked securities efforts. He joined from Swiss Re Capital Markets, where he had lead responsibility for originating and structuring ILS and related solutions. Since 1997, he has participated in more than 25 ILS transactions for reinsurers, insurers, government entities and corporate clients worldwide. Prior to Swiss Re, he worked at Merrill Lynch focusing on M&A and capital raising for insurers. He also worked with Aon Capital Markets in the initial years of the ILS market. Bill earned a B.A. from Harvard College, a J.D. from the University of Michigan Law School, and a MBA from the Kellogg School of Management.

  • Richard Dziadzio

  • Richard S. Dziadzio

  • AXA Equitable Life Insurance Company
  • Senior Executive Vice President & Chief Financial Officer

  • Richard S. Dziadzio is a senior executive vice president for AXA Equitable Life Insurance Company and chief financial officer for AXA Financial, Inc. and AXA Equitable, a position he has held since 2007. He is also a member of the company’s Executive Operating Committee.

    Mr. Dziadzio has responsibility for all actuarial, investment and risk management functions, as well as the controller, tax, expense management, corporate real estate, corporate sourcing and procurement, and distribution finance areas.

    Mr. Dziadzio has been with AXA Group since 1994. In 1998, he became head of finance and administration for AXA Real Estate Investment Managers. From 2001 to June 2004, he was responsible for business support and development for AXA Financial, AllianceBernstein and AXA Investment Managers.

    Mr. Dziadzio joined AXA Financial in 2004, and was elected executive vice president of AXA Equitable later that year, and executive vice president and deputy chief financial officer of AXA Financial and AXA Equitable in 2005. In addition, he is a director of AllianceBernstein.

    Mr. Dziadzio received a B.S. in economics from the Wharton School of Business at the University of Pennsylvania, and an M.B.A from INSEAD in Fontainebleau, France.

  • Douglas French

  • Douglas French

  • Ernst & Young LLP
  • Managing Principal, Insurance and Actuarial Advisory Services

  • Doug French is the Managing Principal of Ernst & Young’s Insurance and Actuarial Advisory Services practice and is based in the firm’s New York office. In addition, he is responsible for all advisory services for the insurance sector within the firm’s Financial Services Office. Prior to joining Ernst & Young he was a Principal and Global Practice Director of a major actuarial consulting firm.

    Mr. French has spent over 24 years in actuarial consulting and has extensive experience in various areas including mergers and acquisitions, strategic planning, sales compliance and market conduct, product development, financial reporting and measurement, asset/liability management, financial projections and modeling, and distribution economics and effectiveness.

    Prior to entering actuarial advisory services, Mr. French was involved in various areas of life insurance company actuarial operations, with an emphasis on product development. Mr. French holds a Bachelor of Science in Mathematics with honors from the University of Texas at Austin. He is a Fellow of the Society of Actuaries, a Fellow of the Institute of Actuaries of Australia, a Member of the American Academy of Actuaries and a Fellow of the Conference of Consulting Actuaries.

    He is a frequent speaker at industry seminars on topics such as enterprise risk management, capital management, economic capital modeling, retirement income and Solvency II. Mr. French is a co-author of the Institute of Actuaries of Australia sessional paper “Margin on Services Reporting: The Financial Implications,” which was the Institute of Actuaries of Australia 1993 Parker Prize Winner.

  • Gregory Gaskel

  • Gregory Gaskel

  • Standard & Poor's Ratings
  • Managing Director, North America Insurance Ratings

  • Greg Gaskel, Managing Director, is the lead analytical manager for North American Insurance Ratings, managing a team of over 60 credit professionals providing ratings and credit analysis on the full spectrum of the insurance industry; including property/casualty, reinsurance, life, health plans, insurance-linked securities, and natural peril catastrophe bonds.

    As lead analytical manager, Greg is responsible for maintaining analytical quality and global comparability, advancing ratings criteria development, publishing industry commentary and market outreach.

    Greg previously served as team leader for the North American Life and Health Insurance segment, and prior to that was one of the team’s senior analysts responsible for large and mid-sized life insurance groups in the United States. Responsibilities included leading and participating in global criteria projects.

    Before joining Standard & Poor’s, Greg was employed for fifteen years at Prudential Financial, Inc., where he acquired hands-on experience in corporate finance and capital management. While with the Treasurer’s Department at Prudential, Greg was involved in the management of the company’s capital, liquidity, dividends, subsidiary structure, as well as rating agency and regulatory relationships. In this position, Greg led the treasury related aspects of Prudential’s largest acquisitions.

    Greg holds a Bachelor of Arts in Economics from Rutgers College and an Executive Masters of Business Administration from New York University.

  • George Graziani

  • George Graziani

  • Swiss Re
  • FSA FCIA, Senior Vice President, Longevity Risk

  • George Graziani is responsible for longevity risk for Canada and the English Caribbean. He is based in Toronto, Canada, and works on both transactional and developmental aspects of longevity. George assists clients understand and hedge their longevity exposures through customized value added solutions.

    Prior to joining Swiss Re George was the vice chairman of Insurance Capital Markets Holdings Ltd. (ICMH), an asset manager and consultant specializing in derivative and cash based strategies in the micro longevity sector.

    Before ICMH, George priced, traded and structured longevity transactions for International Life Advisors Ltd., a Bermuda based subsidiary of Life Equity. In the process George drew on his investment banking, insurance/reinsurance and risk management expertise.

    Since 1992 George has modelled, structured and executed insurance, reinsurance and related capital market transactions. Prior to joining Life Equity, George was the marketing director and actuary for BMO FG’s offshore reinsurance business domiciled in Barbados supported by an $800 million balance sheet, and was the director of Corporate Insurance for BMO FG in Toronto.

    George is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries. He holds an honors degree from University of Toronto in Mathematics and Philosophy.

  • Phil Hall

  • Phil Hall

  • Highland Capital Management, LP
  • Managing Director

  • Mr. Hall is a Managing Director at Highland Capital Management, L.P. Prior to joining Highland in July 2010, Mr. Hall was a Director in the Life Finance Group at Credit Suisse, a group focused on trading products related to longevity and mortality risks. Mr. Hall was instrumental in establishing the group’s presence in the Life Settlement market, leading the effort to roll out the product to market. Subsequently, he worked on both the origination side of the business, sourcing life settlement policies through a variety of insurance agencies and brokers, and on the distribution side with a focus on selling longevity risk in physical and derivative form to US investors. Prior to joining the Life Finance group, Mr. Hall was a Senior Manager in the Fixed Income IT division focusing on solutions for Credit Suisse’s Emerging Markets, Debt Capital Markets and Global Structuring groups. Mr. Hall received a BSc with First Class Honors in Mathematics with Computer Science from Brunel University in London, England.

  • Robert Hartwig

  • Robert P. Hartwig, Dr.

  • Insurance Information Institute
  • President

  • Robert P. Hartwig is president of the Insurance Information Institute. Since joining the I.I.I. in 1998 as an economist and becoming chief economist in 1999, Dr. Hartwig has focused his work on improving understanding of key insurance issues across all industry stakeholders including media, consumers, insurers, producers, regulators, legislators and investors. Follow him on Twitter.

    Presently, the I.I.I. provides assistance on thousands of stories annually and covers all aspects of print, television, radio and new media while also responding to thousands of requests from I.I.I. member companies and other constituencies. The institute is generally recognized to be the most credible and frequently used single source of information and referral for the widely diverse insurance industry. Its Board represents companies from all areas of the industry, including life insurers. In addition, some 20 other insurance organizations contract with I.I.I. for media services.

    The I.I.I. is involved in products and services as varied as original research and publications with the National Bureau of Economic Research and The Wharton School, through widely used consumer publications and Fact Books, to maintaining the National Insurance Consumer Helpline on behalf of the entire U.S. property/casualty industry. Each year the institute’s staff makes more than 100 presentations worldwide on behalf of member organizations.

  • Steve Hatch

  • Steve Hatch

  • Zurich, North America
  • Chief Claims Officer

  • Mr. Hatch began his career with GAB Robins, a third party claims administrator, and subsequently started his own business serving commercial customers. Prior to joining Zurich, he spent nearly 20 years with United Services Automobile Association, where he held key leadership roles. During his tenure at USAA, Mr. Hatch led various areas of the technical claims operation and was responsible for developing strategy, policies and procedures for all areas of the business.

    Mr. Hatch holds a Bachelor's Degree from Shorter College, Ga. He also completed executive education programs from the Wharton School of the University of Pennsylvania and the Darden School of the University of Virginia. Mr. Hatch has also earned the CPCU (Chartered Property Casualty Underwriters) and AIC (Associate in Claims) designations. He has also served on a number of non-profit boards and participated in various insurance-related organizations.

  • Tom Hegna

  • Tom Hegna

  • TomHegna.com
  • President

  • Tom Hegna is the President of TomHegna.com. He is a former First Vice President of New York Life. Originally from Glenwood, Minnesota, he attended North Dakota State University on an Army ROTC Scholarship and graduated with honors. He was commissioned in the U.S. Army and spent 6 years on Active Duty and another 16 ½ years in the US Army Reserve and retired as a Lieutenant Colonel in 2006.

    In 1988, Tom started his career in the insurance industry with MetLife. He qualified for membership into the Million Dollar Round Table (MDRT) in each of his first three years (MDRT is recognized throughout the industry as the standard of sales excellence in the life insurance and financial services business). In July, 1996, he joined New York Life. He was promoted to Vice President in March 2006 and First Vice President in March 2010. In August 2011, he started TomHegna.com and now speaks for numerous companies all over the world. He is author of the book "Paychecks and Playchecks." He resides in Fountain Hills, Arizona. insurance and financial services business). In July, 1996, he joined New York Life. He was promoted to Vice President in March 2006 and First Vice President in March 2010. In August 2011, he started TomHegna.com and now speaks for numerous companies all over the world. He is author of the book "Paychecks and Playchecks." He resides in Fountain Hills, Arizona.

  • Richard Hershman

  • Richard H. Hershman, CPA

  • FTI Consulting
  • Senior Managing Director and Practice Leader - Global Insurance Services Practice, Forensic and Litigation Consulting

  • Richard Hershman is a senior managing director and leader of FTI’s global insurance services. Mr. Hershman has more than 35 years of professional experience in accounting, auditing, financial investigations and complex financial matters involving financial reporting, and the application of generally accepted accounting principles (GAAP) and statutory accounting principles. Mr. Hershman is a certified public accountant. Mr. Hershman’s career includes assignments as executive vice president, chief financial officer and member of the board of a major insurance carrier. He has also been on the board and audit committee of several other insurance companies. In addition, he was an audit partner at one of the Big 8 accounting firms and an officer at one of the leading international investigations and intelligence firms.

  • David Herzog

  • David Herzog

  • AIG
  • Executive Vice President and Chief Financial Officer

  • David Herzog is Executive Vice President and Chief Financial Officer of AIG. Mr. Herzog first joined the organization at American General in February 2000 as Executive Vice President and Chief Financial Officer of its Life Division. Following AIG’s acquisition of American General Corporation in 2001, he was also named Chief Operating Officer and Chief Financial Officer for the combined domestic life insurance companies. He was elected Vice President, Life Insurance for AIG in 2003 before being named Vice President and Chief Financial Officer, Global Life Insurance in 2004. In 2005, Mr. Herzog was named Comptroller, an office he held until October, 2008 when he was appointed to his current position.

    Prior to joining American General, Mr. Herzog held numerous positions at General American Life Insurance Company. He was Chief Financial Officer of GenAmerica Corporation, the parent company of General American and Reinsurance Group of America. Prior to joining General American, Mr. Herzog was Vice President, Controller, for CitiCorp Life Insurance Companies and an Audit Supervisor with Coopers & Lybrand.

    Mr. Herzog holds a bachelor’s degree in accountancy from the University of Missouri-Columbia and an M.B.A. in Finance and Economics from the University of Chicago’s Graduate School of Business. Additionally, he has attained the designations of Certified Public Accountant and Fellow in the Life Office Management Association.

    Mr. Herzog serves on the University of Missouri-Columbia Trulaske College of Business Strategic Development Board. He has also served on the Board of Trustees of the American College, The Logos School and the University of Missouri School of Accountancy Advisory Board.

  • David Hollander

  • David Hollander

  • Ernst & Young LLP
  • Partner, Global Insurance Advisory Services

    • Dave manages the firm’s advisory services and supporting resources to the insurance industry in the Americas, and he oversees the formation and management of EY’s third party alliances for insurance industry globally.
    • Dave has over 25 years of experience working in and advising the insurance industry, with broad business and IT strategy as well as hands-on leadership and implementation of major operational change programs.
    • Prior to joining Ernst & Young this year, Dave was CEO of Unirisx, a SaaS-based Policy Administration Solution servicing over 50 lines of business in over 20 countries. Before Unirisx, Dave founded and ran a global Insurance Software Solutions group of more than 200 dedicated professionals organized around world, licensing leading edge insurance solutions in: Claims, Policy and Underwriting domains to leading insurance carriers around the globe. Additionally, he was responsible for the life insurance software assets with 50 customers in three countries, and serving 16 of the top 20 insurers in the US.
    • Dave holds a degree from the Wharton School of Business at the University of Pennsylvania, has authored numerous articles for Best’s Review, Insurance and Technology and other trade publications, and is a frequent speaker at industry conferences.

  • Mark Hug

  • Mark Hug

  • Prudential Financial
  • Chief Marketing Officer, Individual Life Insurance

  • Mark A. Hug is the Chief Marketing Officer for the Individual Life Insurance business at Prudential. In this capacity, he has marketing responsibility for all domestic individual life insurance sales through the company’s career agency sales force and third party distribution channels.

    Prior to joining Prudential in 2004, Hug was the President of Allmerica Financial Services. His primary responsibilities included all aspects of marketing, product management and distribution of all life and annuity products. Previous positions include Senior Vice President of Life and Annuity Products for The Equitable Life Assurance Society, where he was responsible for the design and management of Equitable’s insurance products and Head of Sales at The Aetna, where he was responsible for all distribution systems (brokerage, career agents, broker/dealers, banks and direct sales) for life, annuity and pension products. Over the course of five years at The Aetna, he held a variety of positions involving life insurance products, marketing and sales.

    Hug also previously served as Chief Marketing Officer for Connecticut Mutual’s Corporate Owned Life Insurance product line, and prior to that, he spent 11 years in the actuarial field at Transamerica Life Companies in Los Angeles.

    Hug earned a B.A. degree in mathematics from the University of Notre Dame in 1979. He is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and registered principal of the NASD. Hug is also an active participant in industry events, including the American College, LIMRA and the ACLI.

  • William 'Bill' Johnson

  • William 'Bill' J. Johnson, Jr.

  • Fidelity Investments Life Insurance Company (FILI)
  • Executive Vice President, Investment Product Development and Risk Management

  • William J. Johnson, Jr.

    Bill Johnson is Executive Vice President, Investment Product Development and Risk Management for Fidelity Investments Life Insurance Company (FILI), a division of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.

    Mr. Johnson joined Fidelity in 1992 as an associate actuary in FILI. In 1995, he became an actuary and in 1998 he was promoted to vice president. In 2002, Mr. Johnson was named senior vice president. He assumed his current position in 2005.

    Before joining Fidelity, Mr. Johnson held positions at Sun Life of Canada, New England Mutual Life and National Life of Vermont.

    Mr. Johnson received a Bachelor of Arts degree from the Wharton School at the University of Pennsylvania. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He holds NASD series 7 and 24 licenses. He also serves on the Board of Directors for the Utah, Rhode Island, and New Hampshire Life and Health Guaranty Associations.

  • Charles Landgraf

  • Charles L Landgraf

  • Dewey & LeBoeuf LLP
  • Partner

  • Mr. Landgraf is widely considered one of the top insurance lobbyists in Washington. In addition to leadership responsibilities for the legislative practice group, he personally represents a variety of clients in the insurance, energy and real estate industries before Congress and the Administration. As part of his insurance work, Mr. Landgraf has formed several onshore and offshore captives and has obtained amendments to various federal environmental, aviation and maritime statutes for insurer clients in recent years. He regularly practices before the executive branch, including the Departments of Treasury, Commerce, Homeland Security and Transportation, and the Office of Management and Budget.

    Regulation of trade in services and international intellectual property law are also areas of concentration for Mr. Landgraf. He assisted in drafting the 1993 Russian insurance law, advised the China Insurance Regulatory Commission in 2000 and 2001, and continues to manage trademark and other intellectual property litigation in a score of international countries for a major Washington, DC-based trade association. Mr. Landgraf, who was the managing partner of LeBoeuf Lamb's London office, has a working knowledge of the Russian and Thai languages.

  • David Long

  • David H. Long

  • Liberty Mutual Group
  • President & CEO

  • David Long is President and Chief Executive Officer of Liberty Mutual Group. He was elected President in June 2010 and became Chief Executive Officer in June 2011.

    Mr. Long began his career at Liberty Mutual in 1985, and he has held positions of increasing responsibility in the company’s Commercial Markets, Underwriting and Financial, Mergers and Acquisitions and most recently International operations.

    Mr. Long’s affiliations include:

    • Serves on the Board of Directors of multiple Liberty Mutual affiliate companies
    • Chairman for the annual fundraiser for YouthCare - an after school and summer camp program for children on the autism spectrum
    • Board Member of Willow Hill School
    • Board Member of Tamarack Technologies
    • Board Member of NCCI from 2002 – 2007; Chairman 2005 – 2006.

    Mr. Long earned a B.A. degree in mathematics from Hartwick College in 1983 and a M.S. in finance from Boston College in 1989.

  • Edward Majkowski

  • Edward Majkowski, Jr.

  • Ernst & Young LLP
  • Partner, Financial Services

  • Ed Majkowski is a partner in Ernst & Young’s Financial Services Office. He has more than 18 years of experience focused primarily in the industries of insurance and asset management. Ed has significant experience in performing audit services to property/casualty, life/health insurance and reinsurance enterprises and asset managers. He has coordinated audit services for companies with a wide range of size and complexity, including a Fortune 100 financial services organization, companies with global operations, and U.S. domestic insurance and asset management enterprises. Over the past 10 years, Ed has also been responsible to oversee and perform a wide range of advisory services to several financial services organizations, including two Fortune 100 Companies. Ed advises clients in the areas of business strategy, regulatory compliance, risk management, performance improvement, enhancing internal controls, and transaction due diligence. Ed is the President of the Society of Insurance Financial Management, and he has spoken several times on various topics. His most recent speeches were focused regulatory matters impacting financial services organizations, with particular emphasis on insurance companies. Ed received his B.S. in accounting from St. Peter’s College. He is a member of the AICPA.

  • Kristi Matus

  • Kristi A. Matus

  • USAA
  • Executive Vice President and Chief Financial Officer

  • As CFO for USAA, Kristi Matus is the chief steward of the association’s portfolio of owned and managed assets. Matus directs USAA’s activities in the areas of financial management to include treasury, corporate controller, taxes, strategic cost management, investments and financial analysis, as well as provides governance for USAA in risk management, underwriting and pricing and investment strategy and portfolios.

    Matus joined USAA in September 2002 as Vice President, USAA Life insurance Company, responsible for pricing and product development and was promoted to President and CEO of USAA’s Life Insurance Company two years later. In January 2007, Matus became President of USAA’s Life and Investment Services and successfully integrated the sales and operations of the two organizations.

    Prior to USAA, Matus served as executive vice president and chief operating officer for Thrivent Financial Bank, where she provided strategic leadership from start-up through the acquisition and integration of three savings institutions. Matus holds Series 7 and 24 securities licenses and is a member of the American Academy of Actuaries and a fellow in both the Society of Actuaries and Life Management Institute. Most recently she was recognized as one of 100 Most Influential People in Finance by Treasury & Risk Magazine, 2010’s Most Powerful and Influential Woman of Texas by the National Diversity Council and Best CFO of Large Private Companies in 2009 by the San Antonio Business Journal. Matus currently serves on the HeartGift San Antonio Board of Directors, Concordia University Austin Board of Regents, FM Global advisory board and the Wall Street Journal CFO Network. She was a previous board member of the American Council of Life Insurers (ACLI).

  • John McCarroll

  • John K. McCarroll

  • Q Capital Strategies
  • Vice President & General Counsel

  • Mr. McCarroll joined the Company in 2005. Mr. McCarroll has extensive experience in the area of corporate insurance law and has spent a significant portion of his career advising both life insurers and property and casualty insurers and other insurance-related entities on a wide variety of regulatory, compliance, and licensing issues. Mr. McCarroll has worked at both Locke Lord and Dewey & LeBoeuf, two of the country's leading insurance law firms. In addition to his insurance background, Mr. McCarroll has also represented clients in litigation, corporate and employment matters. Mr. McCarroll graduated with a B.A. from the University of Virginia and holds a J.D. from St. John's University School of Law. Since 2006, Mr. McCarroll has been a member of the Board of Directors of the Life Insurance Settlement Association (LISA), the life settlement industry's trade association, and is currently a Vice President of the association.

  • David O'Malley

  • David M. O'Malley

  • Penn Mutual Life Insurance Company
  • Executive Vice President & Chief Financial Officer

  • David O’Malley is executive leader for product development and servicing areas, ensuring a seamless experience for producers and clients. His responsibilities include oversight of our offering of competitive life and annuity products, as well as management of new business and underwriting, information management and technology, and the project management office.

    Mr. O’Malley joined Penn Mutual’s Investment Department in 1994. His expertise in the investment field enabled him to build a highly successful career that has led to positions of increasing complexity, including vice president and head of fixed income. In addition, his expertise in derivatives and asset-liability management has been instrumental in designing the hedging program for life and annuity products with living benefits.

    After his appointment as chief risk officer, Mr. O’Malley led the company’s Enterprise Risk Management Department, aggregating and coordinating the risk-management practices across the Penn Mutual enterprise. Later, as senior vice president of Product Management, he led the development and delivery of competitive products and solutions to meet the needs of the company’s clients and producers. In 2008, Mr. O’Malley was appointed executive vice president, and took on the additional executive leadership responsibilities for Information Management and Technology, Producer and Client Services, and the Project Management Office. In 2009, he acquired responsibility for the New Business and Underwriting department to help assure alignment between the development and service of our life insurance and annuity products.

    Mr. O’Malley graduated summa cum laude from Drexel University in Philadelphia, Pennsylvania, with a bachelor’s degree in finance and economics.

  • Mark Pearson

  • Mark Pearson

  • North America, AXA Financial
  • Director, President, Chief Executive Officer, North America

  • Mark Pearson is president, chief executive officer and a director of AXA Financial, Inc. He is also chairman and chief executive officer of AXA Equitable Life Insurance Company.* At AXA Group, Mr. Pearson is a member of both the Executive Committee and the Management Committee.

    Mr. Pearson joined AXA Group in 1995 with the acquisition of National Mutual, now AXA Asia Pacific Holdings. He was appointed regional chief executive of AXA Asia Life in 2001. In 2008, Mr. Pearson was named president and chief executive officer of AXA Japan.

    Before joining AXA, Mr. Pearson spent approximately 20 years in the insurance sector, holding several senior management positions at National Mutual and Friends Provident.

    He is a Fellow of the Chartered Association of Certified Accountants.

  • Paul Puleo

  • Paul Puleo

  • North America Deutsche Bank
  • Managing Director, Head of Financial Institutions Group - Capital Markets and Treasury Solutions

  • Paul Puleo is a Managing Director at Deutsche Bank and is Head of the Financial Institutions Group within Capital Markets and Treasury Solutions for North America (CMTS-NA). Paul’s team focuses on debt origination, liability management and structured solutions for Insurance Companies, Regional and Money Center Banks, Finance Companies, Asset Managers and Financial Technology Companies. He is a member of the CMTS –NA Executive Committee and the Global FIG Management Committee.

    Paul joined Deutsche Bank in 2003 after spending ten years at Lehman Brothers, where he was a pioneer in the development of structured solutions for Insurance Company risk and capital management. Earlier in his career Paul worked as a Senior Analyst at Moody’s and as an Audit Manager at Coopers and Lybrand. Paul graduated from University of Pennsylvania’s Wharton School in 1987 with a BSE majoring in Accounting and Actuarial Science. He has qualified as a CPA and an FSA.

    Paul lives in Chappaqua, New York with his wife and 4 children.

  • Christopher Raham

  • Christopher Raham

  • Ernst & Young LLP
  • Senior Actuarial Advisor, Insurance and Actuarial Advisory Services

  • Chris Raham is a Senior Actuarial Advisor in the Insurance and Actuarial Advisory Services practice of Ernst & Young, and has seventeen years of experience serving the financial services industry. Leader of the firm’s Retirement Income team, Mr. Raham is responsible for the delivery of the firms’s product and actuarial services aimed at institutions seeking a competitive advantage in the retirement market place.

    A frequent contributor in both mainstream and industry publications, Chris has recently appeared in SmartMoney, Best’s Review, and National Underwriter. Recent presentations at industry events include “Navigating the Road to Retirement” at the 2008 Retirement and Savings meeting of the Securities Industry and Financial Markets Association, “Changing the Retirement Paradigm” at ReFocus 2009, and “Optimization in terms of a portfolio of products at EBRI’s 64th Policy Forum, May 2009.

  • Susan Rivera

  • Susan Rivera

  • V3 Insurance Partners LLC.
  • President & CEO

  • V3 Insurance Partners LLC is a specialty underwriting company formed in 2009 focused on niche product offerings for small to mid-sized commercial insurers in the Professional Lines, Transportation, Internet Workers Compensation and Property segments of the market. Prior to forming V3, Susan was President of QBE Specialty and Head of Actuarial for QBE the Americas. Susan held numerous senior positions throughout her career, such as President of ACE USA and President of American Home Assurance Company. Susan is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.

  • Sid Sankaran

  • Sid Sankaran

  • AIG
  • Senior Vice President, Chief Risk Officer

  • In October 2010, Sid Sankaran joined AIG as Senior Vice President, Chief Risk Officer. Prior to joining the company, Sid was a partner in the Finance and Risk practice at Oliver Wyman Financial Services. He headed the firm’s Toronto office and served as Canadian Market Manager since 2006. Sid has spent his career working with financial services companies, including a number of insurers, on risk management issues. He has also conducted strategy and risk-focused studies across a range of financial institutions, including insurers, banks, securities firms and specialty finance companies in North America and Europe. Earlier in his career, Sid worked at Mercer Risk, Finance & Insurance Consulting and MMC Enterprise Risk, focusing on insurance company valuation and mergers and acquisitions. Sid holds a Bachelor of Mathematics degree (majoring in actuarial science) and graduated with distinction from the University of Waterloo in Ontario, Canada. He completed actuarial examinations from the Society of Actuaries.

  • David Schieldrop

  • David Schieldrop

  • Barclays Capital
  • Managing Director, IBD-Financial Institutions Group

  • David P. Schieldrop is a Managing Director in the Financial Institutions Group at Barclays Capital, based in New York. He is responsible for general client coverage of both life and property/casualty sectors, with a particular specialization in mergers and acquisitions.

    Mr. Schieldrop has specialized in investment banking for insurance companies for over 20 years. He joined Barclays Capital in September 2008 from Lehman Brothers.

    Mr. Schieldrop joined Lehman Brothers’ Insurance Banking team in 2000, following a number of years in similar positions at Citigroup and Salomon Brothers.

    Mr. Schieldrop is a graduate of Harvard College.

  • Robert Schultz

  • Robert Schultz

  • AiX Group (Member of Hanover Insurance Group)
  • President

  • Mr. Schultz is a founding partner of AIX and is responsible for the overall operations of AIX Group. Previously, he was President and founding partner of Artis, a joint venture with Royal & SunAlliance, which wrote over $500 million of captive and self-insurance programs annually. Before Artis, he was one of the original employees of Discover Re Managers as Vice President at that firm's inception. During his tenure, he managed the Midwest territory and started the captive division. Mr. Schultz holds a Bachelor of Business

  • Alastair Shore

  • Alastair C. Shore, FCAS, MAAA

  • CUNA Mutual Group
  • Senior Vice President, Chief Actuary and Chief Risk Officer

  • Alastair Shore is Chief Risk Officer and Chief Actuary for CUNA Mutual Group in Madison, Wisconsin where he is responsible for establishing a framework for the management of risk; the identification and assessment of risk; directing the corporate insurance and reinsurance programs to mitigate risk and leading the actuarial function. Prior to his current role, Alastair was the Chief Underwriter responsible for the company’s overall underwriting. He led efforts to improve the understanding of insurance exposure and to develop appropriate insurance coverage. He also managed the day-to-day underwriting of new applications for insurance and renewal of existing policies. Alastair joined CUNA Mutual in 2006. Prior to joining CUNA Mutual, Alastair was Chief Underwriting Officer for the U.S. unit of multinational insurer Catlin, Inc. Before that, he was the Senior Vice President, Chief Risk Officer for Fireman’s Fund Insurance Company in Novato, California. He also held the position of Chief Actuary for St. Paul Re Europe in London, England. He also served as Staff Actuary for Lane Clark & Peacock, also in London. Alastair earned a MA in mathematics and management from the University of Cambridge in England. He is a Fellow of the Institute of Actuaries (FIA) in the United Kingdom; a Fellow of the Casualty Actuarial Society (FCAS) in the U.S.; and a member of the American Academy of Actuaries (MAAA).

  • Paul Smith

  • Paul Smith, CPCU, CLU

  • State Farm Mutual Automobile Insurance Company
  • Senior Vice President, Treasurer and Chief Financial Officer

  • Paul Smith, CPCU, CLU, Senior Vice President, Treasurer and Chief Financial Officer of State Farm Mutual Automobile Insurance Company®

    Paul Smith, CPCU, CLU, is Senior Vice President and Chief Financial Officer of State Farm Mutual Automobile Insurance Company in Bloomington, Illinois.

    Smith joined State Farm in 1988 as a staff auditor at corporate headquarters. From 1990 to 2001, Paul held a variety of positions in the financial functions at State Farm, in both corporate and field locations. He was named executive assistant to the Chairman’s Council in 2002 and was promoted to Vice President – Financial Operations in 2004.

    In 2005, Paul was named Operations Vice President in the Mid-America Zone, and in 2007 Senior Vice President – Mid-America Zone. He joined the Chairman’s Council in 2009, assuming his current position in 2010. Smith received a bachelor’s degree in accounting from the University of Wisconsin at Eau Claire and is a graduate of The General Managers Program at Harvard Business School.

    He passed the Certified Public Accounting exam in 1986 and earned the Chartered Life Underwriter (CLU) designation in 1990 and the Chartered Property Casualty Underwriter (CPCU) designation in 1992.

  • Donald Stafford

  • Donald Stafford

  • Insurers World
  • President

  • Don Stafford’s education includes Undergraduate Studies: New England Conservatory of Music, Beta Gamma Sigma Honor Society for Collegiate Schools of Business, Master of Business Administration, and MBA: Northeastern University. His business profile includes the titles of Founding President of the Association for Property SIU Assistance, Affiliate Board Member of the Property Loss Research Bureau, Executive VP of Home Entertainment Distributors Inc., and Executive VP of VIA Group, LLC in addition to his Presidency of Insurers World™. Don has been in the consumer electronics business since 1973 and has worked with insurance related clients for over 30 years. He joined Insurers World™ in 1984 and has been responsible for strategic initiatives and product development since that time. Don is noted for both his knowledge and enthusiasm about contents estimating, replacement fulfillment and customer services, and enjoys his work with Insurers World™ carrier partners at both the home office level and in the field.

  • Jim Toole

  • Jim Toole

  • FTI Consulting
  • Managing Director – Global Insurance Services Practice, Forensic and Litigation Consulting

  • Jim Toole is a managing director, FTI Consulting in the Forensic and Litigation Consulting, Global Insurance Services practice, and is based in North Carolina.
    Mr. Toole brings over 20 years of US and Latin America management and technical experience in the life, health, and property casualty insurance industry, including a variety of roles with MetLife; Tillinghast-Towers Perrin; Milliman; and MBA Actuaries. During his tenure with Milliman, Mr. Toole helped establish the Latin America practice as the leading provider of merger and acquisition services in the region. In addition to merger and acquisition services, Mr. Toole’s experience includes product development, financial reporting, audit and regulatory support roles. Mr. Toole’s individual life product experience includes term, whole life, universal life, and variable, as well as a variety of health riders and stand alone products. Mr. Toole’s health experience spans self-insured plans; multiple employer welfare arrangements; large and small group; health savings accounts; individual; work-site; and specialty products. Health policy interests include medical errors, health disparities, community benefit for non-profit hospitals, and health impact assessments. Prior to joining FTI Consulting, Mr. Toole was managing director of the Life and Health division of MBA Actuaries. He is currently responsible for the day-to-day operations of the Winston-Salem office.

  • Paul Tuhy

  • Paul Tuhy

  • XL Insurance
  • Head, Global Claims

  • Paul Tuhy is Global Head of Claims for the XL Insurance companies. He oversees all claim staff and product lines globally for XL Insurance claims operations. He has more than 25 years of insurance industry experience in increasingly senior claims management positions. Paul joined XL Insurance in December 2003. After holding positions as Head of Claims Operations for North America and Head of Claim Operations – Continental Europe & Asia, he was subsequently appointed Global Head of Claims.

    Prior to joining XL Insurance, Paul held claims management positions with Kemper Insurance Company and Reliance National Insurance Company. In 1992, Paul established and managed the Blackmoor Group, Inc., the Third Party Claim Administration subsidiary of Reliance National. He also owned and managed Consolidated Adjusters, Tampa, FL, a regional independent adjusting company handling task assignments and CAT claims. Paul attended The Ohio State University and The Ohio Highway Patrol Academy.

  • Jay Wintrob

  • Jay S. Wintrob

  • SunAmerica Financial Group
  • President & CEO

  • Jay S. Wintrob serves as President and Chief Executive Officer of SunAmerica Financial Group, the U.S. based life and retirement services businesses of American International Group, Inc., or AIG, and Executive Vice President of Domestic Life and Retirement Services of AIG. Mr. Wintrob was Executive Vice President of Retirement Services of AIG from 2002-2009 and also served as a director of AIG from 1999-2004.

    Mr. Wintrob joined SunAmerica Inc. in 1987 as Assistant to the Chairman, was elected Senior Vice President in 1989, Executive Vice President in 1991 and Vice Chairman in 1995. Mr. Wintrob also served as President of SunAmerica Investments, Inc., overseeing the company’s invested asset portfolio, from 1994 through 2000. Following AIG’s acquisition of SunAmerica Inc, Mr. Wintrob served as Vice Chairman of AIG Retirement Services, Inc. from 1998-2005, Chief Operating Officer from 1998-2001 and has served as President since 2000 and CEO since 2001.

    Prior to joining SunAmerica, Mr. Wintrob was with the law firm of O’Melveny & Myers. Mr. Wintrob received a B.A. in Political Science from the University of California at Berkeley and a J.D. from the Boalt Hall School of Law at the University of California at Berkeley.

    He has served as a non-executive director of AIA Group Limited since September 2010. He was elected in September 2011 as a director of Oaktree Capital Group, LLC. Mr. Wintrob is a member of the board of the American Council of Life Insurers and of several non-profit organizations, including The Broad Foundations, California Institute of Technology (CalTech), Cedars-Sinai Medical Center, The J. Paul Getty Trust and the Skirball Cultural Center.

  • Nicolas Zerbib

  • Nicolas D. Zerbib

  • Trident Funds
  • Senior Principal, Stone Point Capital and Member, Investment Committees

  • Nicolas D. Zerbib is a Senior Principal of Stone Point and a member of the Investment Committees of the Trident Funds. He joined Stone Point in 1998. Previously, he was an Analyst at Goldman, Sachs & Co. from 1993 to 1996. Mr. Zerbib is a director of Amherst Holdings LLC, Edgewood Partners Holdings, LLC, Higginbotham Insurance Agency, Inc., NXT Capital, LLC, Preferred Concepts LLC, Privilege Underwriters, Inc. and StoneRiver Holdings, Inc. He holds a B.A. from Amherst College and an M.B.A. from the Harvard Graduate School of Business Administration. I look forward to being in touch.