GLOBAL INSURANCE M&A, STRATEGY & INNOVATION FORUM

MARCH 15, 2017, UNIVERSITY CLUB OF NEW YORK

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In today’s rapidly evolving business environment, insurance executives are desperate to reinvent their century-old business model. And most industry observers believe corporate development teams will play a leading role in facilitating that change.

According to a KPMG global study of insurance industry executives, a majority of insurers believe that aligning corporate development initiatives with overall corporate strategy is a critical first step to success. At the same time, many insurance firms are establishing venture capital affiliates tasked with evaluating and acquiring innovative and transformative technology companies, including those outside of the traditional financial services sector.

The insurance industry continues to face on-going challenges with organic growth, significant earnings pressures, and the eventual disruption of legacy business and operating models. Market leading Corporate Development teams recognize this reality and are quickly adapting to this state of transformation in the industry. They are getting more strategic about their inorganic growth initiatives, including exploring M&A opportunities to transform their traditional business models, and fostering partnerships and alliances to gain access to innovative skills and capabilities critical to the on-going transformation of the industry.

Given the complexity now facing many corporate development teams, the Global Insurance M&A, Strategy & Innovation Forum will provide a fresh new perspective on aligning corporate strategy with M&A activities. This research uncovers trends and explores the challenges of acquiring innovative and transformative technology companies and the core competencies required of corporate development teams in this new era of deal-making.

Agenda

Registration and Breakfast

The New Deal: Driving insurance transformation with strategy-aligned M&A

KPMG will present key findings of their recent study. Find out what the ‘new normal’ will look like for corporate executives engaged in supporting global M&A, strategy and innovation as levers of growth.

Speakers
Ram Menon, Global Head of Insurance Deal Advisory, Partner, KPMG LLP
Gary Reader, Global Head of Insurance, KPMG International

Panel Discussion: M&A for Strategic Growth and Innovation

How are insurance companies aligning their M&A initiatives to achieve longer term strategic growth and innovation objectives? This panel explores key issues such as:

  • Using M&A to transform the business model
  • Targeting non-traditional assets as catalysts for innovation
  • Aligning M&A strategy with the growth strategy
  • Integrating non-traditional assets into the insurance sector
  • Conducting cross-border deals to deliver strategic growth
  • Leading practices in M&A, integration and separation

  • Speakers
    Kurt Karl, Chief Economist, Swiss Re
    Ram Menon, Global Head of Insurance Deal Advisory, Partner, KPMG LLP
    Matthew Smith, Director - Global Insurance Strategy Group, KPMG LLP
    Tony Torre, Senior Managing Director- Corporate Development, Prudential
    Jay Antenen, Senior Editor, The Mergermarket Group (moderator)

Coffee Networking Break

Panel Discussion: VC Platforms Look To Drive Industry Transformations

Today’s insurance companies are establishing venture capital affiliates to acquire transformative technologies. And many are starting to look beyond the traditional insurance-tech sector to uncover ‘non-insurance’ technologies that can be incorporated into insurance related applications. Competition for the next competitive edge is heating up.

In this panel discussion, our speakers will explore how insurance companies are acquiring and integrating ‘non-insurance’ technologies to help transform their business model.

  • What opportunities do Internet of Things, telematics, wearable devices, and other cutting edge tech offer in terms of cutting costs and expanding reach to customers?
  • How can organizations best identify and quantify risks in these tech deals?
  • What role can and should Corporate Development teams play when acquiring tech firms?
  • How are companies performing when using corporate venture capital to source and acquire tech assets?

  • Speakers
    Drew Aldrich, Senior Associate, AXA Strategic Ventures
    Inaki Berenguer, Chief Executive Officer and Co-Founder, CoverWallet
    Sean Minnihan, Managing Director, GCA Advisors, LLC
    Murray Raisbeck, Partner, KPMG
    Ed Mullane, Sector Editor - Technology, Media & Telecom Group, Mergermarket (moderator)

Closing Remarks

    Speaker
    Laura Hay, National Sector Leader, Insurance, KPMG LLP

Event Concludes

Lead Sponsor

Venue


University Club Of New York

1 W 54th St
New York, NY, 10019