Deal with Me: Transaction Insurance Leaders Chat with Matt and Dan

Today, we begin a series of podcasts designed to provide insights—both personally and professionally—into the people that lead the Transaction Insurance industry, and increase the understanding of the Transaction Insurance marketplace, products, and trends.

Listen below to Matt and Dan’s first podcast episode, a conversation with guest Jeff Cowhey:

 

In his current role at Ambridge Partners, Daniel Auslander is responsible for maintaining and developing their brokerage relationships.  Ambridge, a managing general underwriter, is a market leader in the Transactional Insurance product lines with a keen interest in expanding its product portfolio – including Directors & Officers Liability and Intellectual Property Insurance.

 

 

 

Mintz Member Matthew T. Simpson focuses his practice on helping his clients navigate increasingly complex corporate transactions including leveraged buyouts, recapitalizations and minority investments in the United States and abroad. He is a leader of the firm’s transactional insurance practice, offering his clients increasingly creative and effective ways to distinguish themselves in competitive processes while mitigating downside risk, and acts as underwriting counsel to a leading transactional insurance underwriter.

 

 

Jeffrey D. Cowhey is co-founder and Chief Executive Officer of Ambridge Group, a managing general underwriter of Transactional, Legal Contingency, Management Liability, and Intellectual Property Insurance products. Established in October 2000, Ambridge provides its clients with customized and responsive underwriting solutions for a wide variety of exposures that prevent a transaction from being completed. Ambridge’s affiliate, Ambridge Europe Limited is a managing general underwriter of complex risks in the United Kingdom and other countries in the European Union and is authorized and regulated by the Financial Conduct Authority.

How to Contribute Content for PLUS

Have you ever wondered how PLUS content gets sourced and developed? PLUS has several volunteer roles that are essential to the development and delivery of content. These roles include:

  • PLUS Symposia Chairs
  • PLUS Content Advisory Committees
  • PLUS Trend Advisors
  • PLUS Editorial Board

You can find more information about these roles here, and you can see the list of current content contributors in these roles on the PLUS website here.

Ideas generated by these roles as well as the Request for Proposal (RFP) process for National Events allows PLUS to continue to deliver timely, relevant and high quality content. While you might be familiar with the Request for Proposal (RFP) process for the PLUS Conference or Symposia, you may not be aware of all of the other content opportunities that are available.

Here is a glimpse at the additional PLUS content channels:

  • The PLUS Journal is a quarterly publication available exclusively to PLUS members. Articles are written by industry insiders and highlight the hot topics and key issues impacting the professional liability marketplace, as well as upcoming PLUS events and news.
  • The PLUS Blog is a great place to share thoughts on professional liability insurance with the PLUS membership of over 7,000 professional liability practitioners. PLUS has regular blog contributors and also welcomes one-off posts by members who wish to contribute.
  • PLUS Podcasts are pre-recorded, audio-only content that is available to members and non-members via the PLUS Connect App. Podcasts are an opportunity to share timely discussions amongst industry thought leaders on new trends and pressing issues.
  • PLUS Webinars are robust educational presentations which may be live or pre-recorded and require pre-registration.

You can learn more about these content channels here.  Interested in submitting an idea? We’d love to hear from you! Use the PLUS Content Idea form to submit your content ideas.

The New Administration and D&O Risks (a Podcast Series): Early Thoughts

Wondering how the changes in Washington may shape D&O risk landscape?  Our expert panelists (Kevin LaCroix of RT ProExec, Rob Yellen of Willis Towers Watson and John Fielding of Chubb—a Washington insider—this panel’s ringer!) share their thoughts and insights into how the early days of the new Biden administration and a new balance of power in Washington could impact D&O exposures and loss.  For this first of our three-part series, we looked at early day developments—appointments or prospective appointments, early priorities and executive action, the climate and potential for rulemaking and legislative initiatives. For anyone tracking D&O risk trends in 2021, this is a can’t miss podcast.

Please note:  Our next session is planned for 100 or so days in.

 

John Fielding, Senior Vice President and General Counsel, Global Government and Industry Affairs, for Chubb

John Fielding is Senior Vice President and General Counsel, Global Government and Industry Affairs, for Chubb.  John provides legal, regulatory and policy guidance and advice in connection with state, federal and international legislative and regulatory matters, representing the company in a wide range of regulatory and industry settings.

 Prior to joining Chubb, John served as General Counsel for the Council of Insurance Agents & Brokers (CIAB).  He was also Of Counsel with law firm Steptoe & Johnson, where, for over a decade, he represented CIAB, as well as other insurance trade associations, carriers and producers before Congress, the National Association of Insurance Commissioners (NAIC), the National Council of Insurance Legislators (NCOIL), and state insurance regulators with respect to policy and regulatory matters. John served on the Board of Directors of the National Insurance Producer Registry (NIPR) for many years, including four years as Vice President of the board.  Prior to his tenure with Steptoe, he was Senior Counsel for Financial Services at the NAIC.

 

Rob Yellen, Executive Vice President, D&O and Fiduciary Liability Product Leader, FINEX at Willis Towers Watson

With over 28 years of Financial Lines industry experience, Rob Yellen is a respected leader in the management and professional liability space. He currently works with Willis Towers Watson, FINEX NA brokers and claims advocates to identify and track developments in risk, coverage and markets, and with our business partners to develop innovative, best-in-class strategies and solutions. Rob joined Willis Towers Watson in 2015 from AIG where, during his 14-year tenure, he served in several key leadership roles–including Chief Underwriting Officer, Financial Lines, U.S. and Canada and, most recently, Head of Product Development for Financial Lines–globally and for the Americas Region.

 

Kevin LaCroix, Executive Vice President at RT ProExec

Kevin LaCroix is an Executive Vice President at RT ProExec, Beachwood, Ohio, a division of R-T Specialty, LLC. RT ProExec is an insurance intermediary focused exclusively on management liability issues. Kevin is also the author of the Internet weblog, The D&O Diary, which the New York Times called “influential” and the Wall Street Journal described as “widely followed.” Kevin has been involved in directors’ and officers’ liability insurance issues for more than 35 years.