HomeWebcastRepresentation and Warranty Insurance and Transactional Risk Insurance in M&A Deals: A Practical Guide in 2020
Online CLE M&A Deals CLE

Representation and Warranty Insurance and Transactional Risk Insurance in M&A Deals: A Practical Guide in 2020

Live Webcast Date: Monday, December 16, 2019 from 12:00 pm to 2:00 pm (ET)
Mergers and Acquisitions (CLE)Live Webcast
Registration & Pricing Options
Add to Calendar 12/16/2019 12:00 pm 12/16/2019 2:00 pm America/New_York The Knowledge Group Webinar: Representation and Warranty Insurance and Transactional Risk Insurance in M&A Deals: A Practical Guide in 2020 If you haven’t registered for this event please click here:https://www.theknowledgegroup.org/checkout/?add-to-cart=149557\r\n Over the past years, transactional risk insurance has been a key player in many successful mergers & acquisitions (M&A) deals by reducing deal risk in the current competitive landscape. Businesses across the globe are turning to it in record numbers. As the M&A activity continues to increase, the demand for transactional risk insurance, particularly representations and warranties insurance (RW&I), is also expected to skyrocket. \n \nWhile transactional risk insurance policies offer numerous benefits for deal parties, they don't come without traps. To ensure that benefits are maximized and threats are mitigated, deal lawyers and other professionals should be aware of the potential issues that may arise in structuring and negotiating coverage and exclusions. \n \nThis course offers an overview of the latest trends and issues in the transactional risk insurance market, especially in the representations and warranty insurance policies. A panel of thought leaders and practitioners brought together by The Knowledge Group will help professionals better understand how to apply these business trends to their company and/or clients. They will also present strategic considerations and best practices in negotiating coverage and exclusions in 2020. \n \nKey topics include: \n \n \n The Transactional Insurance Market: Statistics \n Types of Transactional Insurance \n RW&I in M&A \n Potential Risk Issues \n Key Strategic Considerations \n Best Practices in Negotiating Coverage and Exclusions \n https://www.theknowledgegroup.org/webcasts/transactional-risk-insurance-in-ma-deals/

Online CLE M&A Deals

Join us for this Knowledge Group Online CLE M&A Deals Webinar. Over the past years, transactional risk insurance has been a key player in many successful mergers & acquisitions (M&A) deals by reducing deal risk in the current competitive landscape. Businesses across the globe are turning to it in record numbers. As the M&A activity continues to increase, the demand for transactional risk insurance, particularly representations and warranties insurance (RW&I), is also expected to skyrocket.

While transactional risk insurance policies offer numerous benefits for deal parties, they don't come without traps. To ensure that benefits are maximized and threats are mitigated, deal lawyers and other professionals should be aware of the potential issues that may arise in structuring and negotiating coverage and exclusions.

This course offers an overview of the latest trends and issues in the transactional risk insurance market, especially in the representations and warranty insurance policies. A panel of thought leaders and practitioners brought together by The Knowledge Group will help professionals better understand how to apply these business trends to their company and/or clients. They will also present strategic considerations and best practices in negotiating coverage and exclusions in 2020.

Key topics include:

  • The Transactional Insurance Market: Statistics
  • Types of Transactional Insurance
  • RW&I in M&A
  • Potential Risk Issues
  • Key Strategic Considerations
  • Best Practices in Negotiating Coverage and Exclusions

Agenda

Jonathan Gilbert, Senior Managing Director
Alliant Insurance Services, Inc.

John M. Vasily, Partner
Debevoise & Plimpton LLP

Taiesha McBroom, Vice President, Corporate Counsel
Prudential Financial

Who Should Attend

  • M&A Lawyers
  • Transactional Lawyers
  • M&A Executives
  • Corporate Risk Management Officers
  • Legal Advisors
  • Insurance Advisers
  • Top Level Management

Online CLE M&A Deals

Jonathan Gilbert, Senior Managing Director
Alliant Insurance Services, Inc.

John M. Vasily, Partner
Debevoise & Plimpton LLP

Taiesha McBroom, Vice President, Corporate Counsel
Prudential Financial

Online CLE M&A Deals

Online CLE M&A Deals

Jonathan GilbertSenior Managing DirectorAlliant Insurance Services, Inc.

Jon Gilbert is a Senior Managing Director and leads Alliant’s Mergers & Acquisitions practice. Jon has over 10 years of Private Equity Mergers & Acquisitions insurance experience. In addition to due diligence expertise, Jon has led insurance procurement initiatives for private equity firms nationwide, with a focus on reducing expense and increasing liquidity. Jon has worked with insurance markets to develop one-off risk transfer solutions to solve deal related issues, including insuring against breaches of representations & warranties and other contingent liabilities.

He brings a wealth of expertise regarding risk management issues and its financial impact to buyers including traditional leverage buyouts; public-to-private sales; debt/equity swap; asset sales out of bankruptcy; and corporate divestitures to name a few.   In 2014, Jon was named as one of M&A Advisors’ “40 Under 40” award recipients.

Prior to joining Alliant Insurance Services, Jon was a Senior Vice President in Marsh’s Private Equity Mergers & Acquisitions Group.  Prior to Marsh, Jon was a senior Project Manager in Lockton’s Mergers & Acquisitions Group.  Jon began his career on the insurance carrier side, last working for a subsidiary of Travelers Insurance Group, focused on drafting and amending Directors & Officers Liability policy documents. Jonathan also worked for Hartford Insurance Group, in the statutory accounting unit.

Jon received his Bachelor of Arts in Communications and Bachelor of Science in Finance and Economics from University of Hartford.

Online CLE M&A Deals

John M. VasilyPartnerDebevoise & Plimpton LLP

John Vasily is Co-Chair of Debevoise’s Financial Institutions Group. His practice is dedicated to handling insurance M&A deals, public and private, in the United States and other major markets. Mr. Vasily occupies a unique space in the insurance transactional market, focusing his practice on significant U.S. insurance M&A deals as well as transactions in emerging markets, including Asia, Africa, Latin America, Russia and Europe. Few lawyers practicing in the insurance space have done as many deals, in as many countries, as Mr. Vasily. He is recognized by IFLR1000, Chambers USA, and The Legal 500 US, and is a member of The Legal 500’s Hall of Fame.

Mr. Vasily received a J.D. from Georgetown Law Center and a B.S. from Villanova University.  He is a recent recipient of the Law Center's Paul R. Dean award, awarded to distinguished alumni.

Online CLE M&A Deals

Taiesha McBroomVice President, Corporate CounselPrudential Financial

Taiesha L. McBroom is Vice President, Corporate Counsel at Prudential Financial, Inc., where she is part of the M&A Law Team and is responsible for supporting Prudential’s M&A activities and other strategic initiatives, working alongside its Corporate Development group.  Prior to joining Prudential, Taiesha was Vice President – Managing Counsel and Chief Counsel – Strategic Transactions at Thrivent Financial, and prior to that was Sr. Counsel, Asset Management Law, where she advised on investments for the general account, focusing on private equity and private placements of investment-grade corporate bonds.   Previously, she was a partner at Dorsey & Whitney, where her practice focused on strategic, buy-side M&A.  She did her undergraduate work in Government at Cornell University, and graduated cum laude from the University of Minnesota Law School.  She is a Fellow of the Leadership Council on Legal Diversity and a Fellow in the American College of Investment Counsel.


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Online CLE M&A Deals

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   Live Webcast

Prerequisite:
   General knowledge of business insurance

Course Code:
   148600

NY Category of CLE Credit:
   Areas of Professional Practice

Total Credits:
    2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Alliant Insurance Services is one of the nation’s leading and fastest growing distributors of diversified insurance products and services. In the face of increasing complexity, our approach is simple: bring on the best people and invest more deeply in the industries and clients we serve. We operate through a network of specialized national platforms and regional offices to offer a comprehensive portfolio of services to our clients. Our goal is to ensure that they get the most innovative product and the most innovative thinking in the industry. www.alliant.com 

Website: http://www.alliant.com/

Debevoise & Plimpton LLP is a premier law firm with market-leading practices, a global perspective and strong New York roots. Clients look to them to bring a distinctively high degree of quality, intensity and creativity to resolve legal challenges effectively and cost efficiently.

Debevoise’s diverse teams bring extensive industry experience, a strategic approach and a global perspective to every matter. Their lawyers are ambitious, intelligent, dynamic and diverse individuals who are committed to being analytically strong, professionally curious and fundamentally knowledgeable about their markets while maintaining the highest ethical standards and building lasting client relationships. Through true collaboration, Debevoise draws on the strength of their culture and structure to deliver the best of the firm to every client.

Website: https://www.debevoise.com/

Jon Gilbert is a Senior Managing Director and leads Alliant’s Mergers & Acquisitions practice. Jon has over 10 years of Private Equity Mergers & Acquisitions insurance experience. In addition to due diligence expertise, Jon has led insurance procurement initiatives for private equity firms nationwide, with a focus on reducing expense and increasing liquidity. Jon has worked with insurance markets to develop one-off risk transfer solutions to solve deal related issues, including insuring against breaches of representations & warranties and other contingent liabilities.

He brings a wealth of expertise regarding risk management issues and its financial impact to buyers including traditional leverage buyouts; public-to-private sales; debt/equity swap; asset sales out of bankruptcy; and corporate divestitures to name a few.   In 2014, Jon was named as one of M&A Advisors’ “40 Under 40” award recipients.

Prior to joining Alliant Insurance Services, Jon was a Senior Vice President in Marsh’s Private Equity Mergers & Acquisitions Group.  Prior to Marsh, Jon was a senior Project Manager in Lockton’s Mergers & Acquisitions Group.  Jon began his career on the insurance carrier side, last working for a subsidiary of Travelers Insurance Group, focused on drafting and amending Directors & Officers Liability policy documents. Jonathan also worked for Hartford Insurance Group, in the statutory accounting unit.

Jon received his Bachelor of Arts in Communications and Bachelor of Science in Finance and Economics from University of Hartford.

John Vasily is Co-Chair of Debevoise’s Financial Institutions Group. His practice is dedicated to handling insurance M&A deals, public and private, in the United States and other major markets. Mr. Vasily occupies a unique space in the insurance transactional market, focusing his practice on significant U.S. insurance M&A deals as well as transactions in emerging markets, including Asia, Africa, Latin America, Russia and Europe. Few lawyers practicing in the insurance space have done as many deals, in as many countries, as Mr. Vasily. He is recognized by IFLR1000, Chambers USA, and The Legal 500 US, and is a member of The Legal 500’s Hall of Fame.

Mr. Vasily received a J.D. from Georgetown Law Center and a B.S. from Villanova University.  He is a recent recipient of the Law Center's Paul R. Dean award, awarded to distinguished alumni.

Taiesha L. McBroom is Vice President, Corporate Counsel at Prudential Financial, Inc., where she is part of the M&A Law Team and is responsible for supporting Prudential’s M&A activities and other strategic initiatives, working alongside its Corporate Development group.  Prior to joining Prudential, Taiesha was Vice President – Managing Counsel and Chief Counsel – Strategic Transactions at Thrivent Financial, and prior to that was Sr. Counsel, Asset Management Law, where she advised on investments for the general account, focusing on private equity and private placements of investment-grade corporate bonds.   Previously, she was a partner at Dorsey & Whitney, where her practice focused on strategic, buy-side M&A.  She did her undergraduate work in Government at Cornell University, and graduated cum laude from the University of Minnesota Law School.  She is a Fellow of the Leadership Council on Legal Diversity and a Fellow in the American College of Investment Counsel.

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