brochure1 by huanghengdong


									5th Annual

Essential intelligence on operating
and thriving in today’s insurance
distribution business

in collaboration with
What you’ll take away:
ƒ Insight into the economic factors            Speakers
  currently impacting the industry’s
  performance, as well as those likely to      + Panelists
  affect future performance
                                               John Addeo, CEO, Confie Seguros
ƒ Recognition of the growth strategies –
  organic or acquisition-based – best suited   Neal R. Aton, President and CEO,
  to your company                              Wells Fargo Insurance Services Inc.
ƒ Knowledge of the tactics used by             Edward J. Bowler, Senior Vice
  successful acquirers                         President, Corporate Development,
ƒ The financial metrics and models you         USI Holding Corporation
  need to construct a viable internal          John Butler, Managing Director,
  succession plan                              Sandler O’Neill + Partners
ƒ How to implement an acquisition strategy     David Donnini, Principal, GTCR
  that maximizes shareholder value
                                               David L. Eslick, Chairman and CEO,
Who attends:                                   Marsh & McLennan Agency LLC

ƒ Public and bank-owned broker executives      James S. Gault, Corporate Vice
                                               President, President and CEO,
ƒ Independent agency executives
                                               Brokerage Services Division,
ƒ Finance and corporate development            Arthur J. Gallagher
  professionals at insurance brokerages and
  insurance carriers                           James W. Henderson, CEO,
                                               AssuredPartners, Inc.
ƒ Private equity investors
                                               Martin P. Hughes, Chairman and
ƒ Investment banking, legal and consulting
                                               CEO, HUB International Limited
                                               Eric Leavitt, President, Leavitt Group
ƒ Asset managers and sector analysts
ƒ National sales managers and distribution     Matthew McKenna, Director of
  strategists at carriers                      Financial Services M&A, First
                                               Niagara Financial Group, Inc.

Gold Sponsors:                                 Markham McKnight, President and
                                               CEO, BancorpSouth Insurance
                                               Services, Inc.

                                               J. Scott Penny, Regional President
                                               and Chief Acquisition Officer,
                                               Brown & Brown

                                               David Paul, Partner, ALIRT Insurance
Silver Sponsors:                               Research

                                               Phil Trem, Vice President, MarshBerry

                                               John M. Wepler, President,

Media Partners:                                Clark Wormer, Director of M&A,
                                               HUB International

                                               Tim Zawacki, Senior Industry Editor,
                                               SNL Financial
Past participants                                          5th Annual
21st Century Benefit         Hartford Insurance
                                                           SNL Insurance
                                                           Brokerage Summit
Advent International
ALIRT Insurance Research     HKMB
Allied Capital               Hub International
American Bankers
                             Insurance Services Office
                                                           November 8-9, 2011
American Insurance
Management Group
                             Insure Capital Group
                                                           Chicago, Illinois
Anthony Clark                Irwin Siegel Agency
International Insurance
                             John J. Slattery Associates   It’s a time of opportunity and
Brokers Ltd.
                             Johnson & Johnson
Apax Partners
                             Keefe, Bruyette & Woods
                                                           peril for insurance brokers and
Appalachian Underwriters
Arthur J. Gallagher          KPMG                          agencies. Achieving organic
B&B Coverage                 Liberty International
                             Underwriters                  growth is no small task as the
                             Liberty Mutual Group
Bank of America Securities
Bank of Scotland
                             Marcum                        industry faces challenges from an
                             Marsh & McLennan
Beecher Carlson Holdings
                             Marshall & Sterling           uneven economy, stubbornly soft
Berkley Life Sciences
Best Practices Medical
                             McGrath Insurance Group
                                                           premium rates, evolving carrier
Black Diamond Capital        Morgan Stanley & Co.          demands and competitors eager
Partners                     Mystic Capital Advisors
Bollinger Insurance          NAPCO                         to lure away top-performing
Bond Financial Network       New Day Underwriting
Breckenridge Insurance       Managers                      employees. Acquisitions remain
Group                        NSM Insurance Group
Brown & Brown                OFI Institutional Asset       an essential, but evolving,
Capacity Coverage
Company                      OneBeacon Insurance           component of a successful
Cedar Hill Advisors
                             Ontario Teachers’ Pension     growth strategy.
Chubb Group
                             Plan Board
Citadel Investment Group
                             Oppenheimer & Co.
CIVC Partners
                             Philadelphia Insurance        The 5th Annual SNL Insurance
CNA Insurance                Companies
                             Philo Smith & Co.             Brokerage Summit brings
Conner Strong
                             Praxis Consulting
Corporate Finance
                             PricewaterhouseCoopers        together the industry’s leading
Crump Group                  Regions Insurance Group
                             Ryan Specialty Group
                                                           executives, advisors and analysts
Dawson Companies
Deloitte                     SAFECO Insurance              for an informed discussion of
Dewey & LeBoeuf              Sandler, O’Neill + Partners
Digital Insurance            SEFCU Insurance Agency        strategic planning, growth and
                             Sentry Insurance
Duff & Phelps
                             SKCG Group                    the outlook for the insurance
Edwards Angell Palmer
                             Stifel Nicolaus Weisel
& Dodge
                             SunTrust Robinson
                                                           distribution marketplace.
Endurance Worldwide
Reinsurance                  Humphrey
Federal Reserve Bank of      Wells Fargo Insurance
New York                     Services                      This year also includes interactive
Fidelity Investments         Target Insurance Services
First Horizon Insurance      Taylor & Taylor Insurance     workshops from MarshBerry
First Insurance Funding
                             The NIA Group                 on Perpetuation and M&A that
                             UBS Global Asset
Corp.                        Management                    will give you “playbooks” you
FirstMark Capital            UBS Investment Bank
Freeman & Company            Wells Fargo Securities        can take back to your agency.
Frenkel & Co.                Willis North America
FSI Group                    Benefits Practice             As always, the networking
Goldman Sachs Group          Willis Re
Greenhill & Co.              WNC Insurance Services        opportunities are unparalleled.
Hales & Co.                  Wunderlich Securities
Agenda                                            Eric Leavitt, President, LEAVITT GROUP
Tuesday, November 8                               Markham McKnight, President and CEO,
     Registration and
8:00 ......                                       BANCORPSOUTH INSURANCE SERVICES, INC.

Continental Breakfast                             Tim Zawacki (moderator), Senior Industry Editor,
                                                  SNL FINANCIAL
Sponsored by
                                                  1:00 ...... Luncheon
                                                  2:15 ...... Acquired Growth
9:00 ...... Welcome Remarks                       Our panelists will bring you up-to-date on
9:15 ...... Keynote Address                       the M&A market, as well as deliver
Martin P. Hughes, Chairman and CEO,               guidance on how to approach a transaction
HUB INTERNATIONAL                                 and the post-deal considerations you
The impact of economic and industry               should be thinking about.
changes on current performance, analyzing         John Addeo, CEO, CONFIE SEGUROS
the competitive landscape and managing            Edward J. Bowler, Senior Vice President,
the company-broker-buyer relationship.            Corporate Development, USI HOLDING
      Current Industry Financial
10:15 ....
                                                  David L. Eslick, Chairman and CEO, MARSH &
Performance and Outlook                           MCLENNAN AGENCY LLC
David Paul, Partner, ALIRT INSURANCE
                                                  J. Scott Penny, Regional President and Chief
RESEARCH                                          Acquisition Officer, BROWN & BROWN
A look at how the industry has performed          John Butler (moderator), Managing Director,
since the economic crisis, impacts to             SANDLER O’NEILL + PARTNERS
short-term and long-term growth and the
outlook for 2012 and beyond.                      3:30 ......   Refreshment Break
                                                  Sponsored by

11:15 ....    Refreshment Break
Sponsored by                                      4:00           Structuring a Transaction
                                                  A panel of seasoned buyers looks at
                                                  strategies for negotiations, key elements in
      Organic Growth
11:45 ....                                        a Term Sheet, and essential elements for a
Strategies in a Soft Market                       successful closing.

An extended discussion of strategies for          David Donnini, Principal, GTCR
core organic growth under the current             James W. Henderson, CEO, ASSUREDPARTNERS
economic conditions.                              Matthew McKenna, Director of Financial Services
Neal Aton, President and CEO, WELLS FARGO         Mike Sullivan, Executive Vice President and Chief
INSURANCE SERVICES INC.                           Marketing Officer, DIGITAL INSURANCE INC.
James S. Gault, Corporate Vice President,         Clark Wormer, Director of M&A,
President and CEO, Brokerage Services Division,   HUB INTERNATIONAL
                                                  5:15 ......   Cocktail Reception
Register at or (434) 951-7786
Wednesday, November 9
                                                  When + Where
7:45 ...... Continental Breakfast                 November 8-9, 2011
8:30 ...... Perpetuation:                         InterContinental Chicago
                                                  505 North Michigan Avenue
What Is Your Plan?                                Chicago, IL 60611
Most brokerages inevitably fail to perpetuate     A block of rooms at the venue has been
ownership internally. Perpetuation entails        reserved for this event at a special rate of
the successful transfer of stock, leadership      $289 per night, exclusive of taxes and fees.
and relationships. The session will include       The discount rate is available through
a detailed perspective on organizational          October 8th, 2011 or until the block is
                                                  filled. To reserve your room, please call the
changes that must occur in order to
                                                  InterContinental directly at 800-628-2112
perpetuate ownership internally. Attendees
                                                  and mention the Insurance Brokerage
will leave with the information, financial        Summit program.
metrics and proprietary models necessary to
                                                  How to Register
construct a viable internal succession plan.
Phil Trem, Vice President, MARSHBERRY
                                                  By Phone: (434) 951-7786
John M. Wepler, President, MARSHBERRY
                                                  Pricing through 9/27/11:
10:15 .... Refreshment Break                      $995 Insurance brokers/agents
                                                  $1,295 All others
10:45 .... Acquire or Be Acquired
                                                  After 9/27/11:
A look at successful processes employed by        $1,195 Insurance brokers/agents
the world’s leading insurance brokerage           $1,495 All others
acquirers. Topics include acquisition strategy,   Cancellation Policy
pricing, structure, due diligence and             ƒ by Tuesday, October 18: Full refund,
integration. Attendees will leave under-             less a $150 administrative fee;
standing the process and financial modeling       ƒ by Tuesday, November 1: Full credit,
necessary to implement an acquisition                (less a $150 administrative fee)
                                                     towards attending another SNL CFE
strategy that maximizes shareholder value.           program within 13 months;
Phil Trem, Vice President, MARSHBERRY             ƒ after Tuesday, November 1:
John M. Wepler, President, MARSHBERRY                not eligible for refund or credit.
                                                  Attendee substitutions from the same
      Program concludes
12:15 ....                                        company are welcome at any time. For
with buffet lunch                                 more information regarding our refund,
                                                  complaint and program cancellation
                                                  policy, please call us at (434) 951-7786.
About MarshBerry                                  Continuing Education Credits
The preeminent provider of financial, M&A,
                                                  CFA Institute: 11 Professional
sales management and organizational services
                                                  Development Credit Hours
to the insurance distribution system,
                                                  National Association of State Boards of
MarshBerry has ranked #1 among advisory
                                                  Accountancy: 12 CPE Credit Hours
firms every year for the past 14 years based on
the number of M&A transactions concluded.         Complete details are at:
In addition, MarshBerry is engaged by firms
outside of the industry interested in acquiring
or gaining access to those within the system.

Register at or (434) 951-7786

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