Last Year's Speakers Included:
While Drew has a finance background, his passion is entrepreneurship. He co-founded and led CalendarFly.com, an education technology company and has been a member of the NYC startup community as an adviser and startup competition judge since 2010. As a founder of the Burgerator Burger Club, he is a recognized 'expert' in where to find the best burgers in NYC. Drew began his career in FX and analysis of esoteric structured finance products and he has led publicly traded restructurings, capital raising, and partnership negotiations on three continents including in North America (US and Canada), Asia (China and Hong Kong) and Europe (France).
Jay Antenen is a senior editor for Acuris in New York where he helps oversee coverage for Dealreporter and Mergermarket. Jay has covered financial services and financial technology M&A and capital raising since 2007. He received a BA in philosophy, politics & economics from Pomona College.
Inaki is cofounder and CEO of CoverWallet, a tech startup reinventing insurance for small businesses. CoverWallet started in 2015 and has raised $10M from top VCs. Before he was cofounder and CEO of Contactive, a big data platform acquired by Thinkingphones. Prior to that he was cofounder and CEO of Pixable (50 employees, 10 million users), a tech startup acquired for $30MM by SingTel. He has also worked at McKinsey and Microsoft. Inaki completed Master and PhD degrees in Engineering at Cambridge University (UK), an MBA at MIT, and spent two years as a Fulbright Scholar at Columbia University.
Laura is a principal in KPMG's Insurance Practice and serves as the National Sector Leader for Insurance. Laura is also a member of KPMG’s Board of Directors, a member of the KPMG Foundation Board and a member of KPMG's Global Insurance Team. Laura has more than 30 years of professional experience in the insurance industry focused on audit, advisory and actuarial services including global US GAAP and IFRS conversions, Solvency II and ERM assessments, finance/ actuarial transformations and modeling services including model risk and control assessments and model validation work. Laura was named to Consulting Magazine’s Women Leaders in Consulting List in 2012. Laura is a member of the American Academy of Actuaries and a Fellow in the Society of Actuaries.
Kurt E. Karl is a Managing Director and head of Swiss Re’s Economic Research and Consulting. As such, he is the editor of sigma, Swiss Re’s insurance industry research publication. In addition, he supports Swiss Re’s strategic planning and provides internal consulting on products and economic risks. Before becoming the overall head of ER&C, Dr. Karl was for 11 years the head of the North American unit of ER&C. Prior to joining Swiss Re, Dr. Karl was chief international economist at WEFA, Inc., an economic forecasting firm located near Philadelphia. He has a B.A. from the University of Oregon, a M.Sc. from the London School of Economics and a Ph.D. from Princeton University.
Ram is a Partner at KPMG LLP in the United States and is the Global Head of Insurance Deal Advisory services for KPMG International. Ram provides mergers, acquisitions & divestitures related deal advisory and strategy advisory services to global insurance companies. His clients include several market leading Global and U.S. Fortune 500 insurance companies in the life, non-life and investment management businesses. During his career, Ram has worked at KPMG’s financial services industry groups in New York, London, Singapore and Dubai. Ram holds a Bachelor of Commerce degree in Finance and Accounting from the University of Bombay, and is a Certified Public Accountant and Chartered Global Management Accountant.
Sean Minnihan is a Managing Director and Global Head of Financial Technology with GCA Advisors. He has more than 20 years of investment banking experience, providing strategic and financing advice to financial technology clients. His areas of expertise include M&A, capital raising, insurance technology, payments, banking technology, transaction processing, exchanges, securities technology, risk and analytics and financial outsourcing. Prior to GCA Advisors, he led the firm's financial technology and capital markets practice at UBS. Prior to UBS, he led the financial technology practice at Bank of America Merrill Lynch and was a member of the financial institutions group at Goldman Sachs.
Ed Mullane is the US editor of the Mergermarket Group’s Activistmonitor news service which was launch in the spring of 2016. Activistmonitor provides predictive intelligence and behavioral data on shareholder activism to the advisory and investment community. Ed is also the editor of the technology, media and telecom sectors for the Mergermarket product. He has been reporting for this news service since 2006, covering M&A, activism and regulatory matters. Ed has been writing about business and technology since 1986, both as a journalist and as an analyst.
Murray is a Partner within KPMG's FS practice. He has extensive FS audit and advisory experience. An auditor by background, Murray joined KPMG in 1999 and became a partner in 2011. Murray works with global financial services clients in the insurance, asset management and wealth management industries. As a result of all of the change underway in the sector Murray has been involved in working with clients that are dealing with evolving financial regulation (Solvency II and RDR being examples), changing technology (move to cloud based solutions and telematics being examples), societal changes (demands of an ageing population being an example), and more recently the impact of political risk on firms within the sector (recent pension reforms being an example). One current area of focus for Murray is the UK Motor insurance market. Murray is the audit partner for three of the UK’s market leading motor insurers and leading 'usage based insurance' (UBI) businesses. He is also frequently involved in discussions with industry bodies and a variety of firms developing their UBI strategy. He frequently comments on UBI developments in the press. Murray’s advisory experience includes finance change and regulatory programmes, Sarbanes Oxley implementation projects, accounting advice on group reconstructions, Part VII transfers, and a variety of transactions. His transaction experience includes ‘buy-side’ deal evaluation, due diligence, transaction regulatory and accounting support, IPO readiness services and synergies work.
Gary Reader is KPMG’s Global Head of Insurance. His career with KPMG has spanned over 30 years, 27 of which have been focused on the insurance sector – as an audit partner, consulting partner, and most recently as a markets partner. In addition to his global leadership role, Gary is a member of the European leadership team and the global lead partner for one of the largest insurers in the world. Gary is responsible for supporting all efforts to maximize presence in the global insurance marketplace, identifying and closing advisory opportunities. His personal delivery experience lies in the area of financial management services, and having set up the financial management practice in the UK he has led a number of financial transformation projects for the firms’ insurance clients and has lived and worked in the UK, Switzerland and the US. Gary holds a Bachelor of Science from the City University of London.
Matthew has over 15 years’ experience working in the financial services sector both in industry and professional services. Primarily focusing on insurance, Matthew brings deep expertise in 3 critical areas: Strategy - enterprise-wide strategy, operating model strategy, growth and deal strategy; Transformation Design and Leadership - including cross functional, cross border, E2E transformations that deliver cost and culture benefits across all organizational functions through leveraging Lean, 6-sigma and other methodologies. And, Operational Leadership, including running organizations of 1000+ people in complex and challenging environments. Matthew has been responsible for leading global strategy and transformation teams and has personally lived and worked in the UK, EMEA and US. A skilled influencer and critical thinker, Matthew has extensive experience working with C-suite executives to drive strategic and transformational change. Prior to joining KPMG, Matthew led AIG’s Lean Center of Excellence in EMEA.
Tony Torre heads the Corporate Development and Mergers & Acquisitions team and is responsible for acquisition and divestiture activity across Prudential’s business units. Torre joined Prudential in 1987 and started the M&A Group in October of 1996. The Group has executed over 95 transactions, in 10 countries with an aggregate value of over $23 billion. Torre has a B.S. in accounting from Boston College and a M.B.A. from the University of Chicago.