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Insurance M&A and Capital Raising Roundtable

February 23, 2017
8:30 AM to 11:00 AM EST

622 Third Avenue
31st Floor
New York, NY 10017
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Portia Jones
(212) 885-8368
  • Summary
  • Agenda
  • Presenters
Please join BDO USA, LLP, Locke Lord LLP, and Sandler O'Neill + Partners, L.P. for a complimentary breakfast briefing. This event will highlight key considerations in a successful M&A transaction or capital raising transaction in today's economic climate for the insurance industry – what do we anticipate next? 

Topics to be discussed include:
  • Tax Structuring Considerations 
  • Discussion of Changing Corporate Tax Landscape
  • Block Chain Investments and M&A
  • Privacy and Cybersecurity Due Diligence
  • InsureTech
  • The Current Landscape for Insurance M&A  
  • Private Equity and Family Office Investment in the Insurance Sector
8:30 AM to 9:00 AM - Registration and Networking

9:00 AM to 10:30 AM - Program

10:30 AM to 11:00 AM - Q&A
Marc Rockower, Managing Director, Core Tax Services, BDO USA, LLP

Geoffrey Etherington, Partner, Locke Lord LLP

John Butler, Principal, Sandler O'Neill + Partners, L.P.