Brian Cohen currently serves as an Operating Partner at Altamont Capital Partners, a $2.5 billion private equity firm based in Palo Alto, CA. He also is the Chairman of Arden Insurance Services, and sits on the board of directors of Access Insurance Company, and CCA Funds, a mutual fund company.
He formerly served as the President and CEO and a member of the Board of Directors of Pacific Specialty Insurance Company. During his tenure he streamlined operations, grew and diversified revenue, and increased operating income. This culminated in the Company's designation as one of the top 50 P&C insurance companies in the United States based on financial performance.
Prior to joining Pacific Specialty, Brian led the successful turnaround of global software company, Clear Technology. Clear's client list spanned three continents and included some of the leading insurance and financial services companies in the world.
Brian began his insurance career at the Farmers Insurance Group of Companies where he held various senior executive positions including Chief Marketing Officer and Senior Vice President of Sales and Marketing. His additional duties at Farmers included serving as a member of the Office of the President, chairing the Budget Committee and the Strategy Committee, and serving on the Investment Committee. He was also a member of the Board of Directors of Farmers New World Life Insurance Company
Prior to joining Farmers, Brian played a senior executive role in building a diversified retail and financial services company that catered to the Latino market. He helped take the company public in 1996.
Brian was formerly a C.P.A. and a corporate lawyer. He earned his business degree from the University of California, Berkeley and his law degree from the University of Southern California.
He can be reached at email@example.com.
Britt Newhouse is Chairman of Guy Carpenter and a member of the Executive Committee.
From 2001 until his appointment to Chairman in 2008, Britt served as the President and CEO of the firm's Americas operations, where he was responsible for all broking business in the United States, Canada, Latin America and the Caribbean. Britt also held the position of Eastern Region Manager and served as the New York Branch Manager.
Before joining Guy Carpenter's New York Casualty Treaty department in 1979, Britt began his insurance career as a marine hull underwriter with AIG.
He currently serves on both the Education Committee and on the Board of Overseers for St. John's University, School of Risk Management, Insurance and Actuarial Science. He is also a member of the Brokers and Reinsurance Markets Association (BRMA) board of directors.
Britt holds a Bachelor of Arts degree in Russian studies from Windham College and is a graduate of the AICPCU/Wharton Advanced Executive Education Program.
David Garrett is the founder and President of Tensyl Security, a leading strategic information security consulting firm that specializes in security risk assessments, IT vendor risk management, and cybersecurity framework audits. The company is comprised of passionate industry veterans who leverage their deep investigative, technical, and legal experience to deliver skilled advice and technical oversight.
Tensyl was founded on the core belief that all organizations should have access to the latest cybersecurity guidance. The company is dedicated to providing its information security expertise to traditionally underserved organizations such as nonprofit companies. The company follows B corporation principles and has pledged to remain accountable and transparent in its efforts to improve the security of organizations which ― like Tensyl ― are striving to make a positive impact on society and the environment.
Prior to forming Tensyl, David was President of CISO Advisory & Investigations LLC, a firm that provided a wide range of outsourced information security services to Fortune 500 corporations and major law firms. He was responsible for daily operations while also actively managing interim chief information security officer (CISO), board cyber advisory, and security risk assessments.
Prior to CISO Advisory, David was Managing Director and West Coast Regional Leader at Stroz Friedberg LLC in charge of the firm's Los Angeles, San Francisco, and Seattle offices. He oversaw state-of-the-art digital forensic labs, data breach first responders, forensic examiners, and security risk professionals. He also managed active caseload of cybercrime response, security risk assessments, and digital forensics projects.
Prior to joining Stroz Friedberg, David served as Senior Corporate Counsel for Oracle Corporation and before that, he was a senior associate at Cooley LLP in San Francisco. In those positions, he successfully resolved hundreds of commercial and intellectual property matters, including copyright infringement claims, licensing disputes, and government investigations.
David is a member of the Information Systems Security Association (ISSA) and the International Association of Privacy Professionals (IAPP). He is credentialed as a Certified Information Privacy Professional (CIPP/US). He speaks regularly at educational events and conferences on various information security and data privacy topics. David received his B.A. from the University of California, Berkeley, and his J.D., cum laude, from Santa Clara University, School of Law.
Gregory P. Jacobson
Gregory P. Jacobson is co-Chief Executive Officer of The Jacobson Group, the leading provider of talent to the insurance industry. Greg has successfully guided the firm through substantial growth over the years, as demonstrated by the company's recognition as one of the fastest-growing private staffing firms on multiple occasions. In addition to overseeing the organization, Greg manages select search assignments for the firm's executive search practice. He has consulted companies internationally in all areas of the life, health, property and casualty insurance communities. He has successfully assisted leading industry organizations in the acquisition of critical senior-level talent including Board Members, CEOs and other C-suite roles.
Greg is an active participant in the insurance community. He contributes to many industry association events, including those of the International Insurance Society (IIS), the Property and Casualty Insurers Association of America (PCI), the National Association of Mutual Insurance Companies (NAMIC), and the Physician Insurers Association of America (PIAA). He is considered an expert on the industry's labor market and is often called upon to share his perspectives on the industry's talent outlook, human capital strategies, talent acquisition and succession planning. Greg is a Board Member of the National Insurance Industry Council for the City of Hope and a former Board Member for the Chicago Sinfonietta, the United States' most diverse orchestra. He is a member of the Economic Club of Chicago and an Independent Director of a New York-headquartered specialty property and casualty insurer. Greg graduated from Illinois State University of Normal.
Jaime Elgas, MSHR
Jaime Elgas is an Engagement Director for The Jacobson Group's executive search team. In this role, she manages C-level, Vice President and other executive-level searches for clients from all sectors of the insurance industry.
Jaime brings more than 10 years of human resources leadership experience to her position, including valuable time working for major insurers. Prior to joining Jacobson, Jaime recently held the role of Assistant Vice President and Head of Talent Acquisition for CNA Financial. In this role, Jaime led a team responsible for enterprise-wide talent acquisition including executive search, high-volume hiring and even university recruitment. She also developed a talent acquisition strategy that established a common vision of the future, created alignment across stakeholders, and provided an effective framework for decision-making and prioritization, among other accomplishments.
Her career also includes tenures with Chubb, Aon, Sprint Corporation, and Dell. Jaime's insurance-heavy background, coupled with her human resources leadership and recruiting experience, ensure success in client searches.
She attended Loyola University of Chicago, where she received her bachelor's degree in English and then a master's degree in human resources and organization development.
Jaime can be reached at firstname.lastname@example.org or +1 (312) 884-0412.
Jason Smolanoff is a Senior Managing Director, Global Cyber Security Practice Leader, based in the Los Angeles office. Jason, who brings more than 16 years of federal law enforcement and information security experience, has played a leading role in some of the most significant cyber security investigations in history. Over his career, he has specialized in supervising and investigating sophisticated computer and network intrusions conducted by state-sponsored organized crime, hacktivists, and insider threat actors, often developing and maintaining productive partnerships with international intelligence and law enforcement agencies as well as private industry.
Prior to joining Kroll, Jason was CEO of CISO Advisory & Investigations LLC, a firm he founded in 2015 to provide a wide range of outsourced information security services to publicly traded and private corporations, including their corporate boards and c-suite members. Concurrently, he has been serving as a Commissioner for the San Manuel Gaming Commission in Highland, California, a position he continues to hold.
From 2011 to 2015, Jason was a Managing Director in the Los Angeles office of Stroz Friedberg. In addition to business development responsibilities, Jason led engagements for over 100 matters touching all of the firm's business units, including digital forensics, incident response, security risk assessments, and investigations. During this time, he also developed a profitable content protection and anti-piracy service offering for the firm.
Jason entered the private sector after serving with the FBI from 1999-2011, primarily from the Los Angeles field office. Most recently, he was the Supervisory Special Agent for the Cyber National Security Squad, where he supervised 12 Special Agents and Intelligence Analysts in responding to all aspects of complex cyber national security investigations with a nexus to counterintelligence and counterterrorism matters.
From 2010-2011, Jason was the lead mentor of the Organized Crime Unit (OCU), Major Crimes Task Force, in Kabul, Afghanistan. This role required significant liaison with numerous coalition, Afghan, and Intelligence Community partners from the United States, United Kingdom, France and Australia, as well as Afghan prosecutors and judges.
Prior to his service in Afghanistan, Jason served as Supervisory Special Agent for FBI Special Agents and Intelligence Analysts embedded in the U.S. Secret Service Electronic Crimes Task Force in Los Angeles. It was during this time that Jason served as the primary case agent and supervisor of all aspects of Operation Phish Phry (OPP), the largest cyber investigation and prosecution in history, which resulted in the arrest and prosecution of 100 individuals in the United States and Egypt. Earlier in his career as a Special Agent with the Criminal Cyber Squad, Jason was the first FBI agent to conduct operational matters jointly with the Ministry of Public Security in the People's Republic of China. Jason was the primary case agent for the largest counterfeit software investigation in history, Operation Summer Solstice, which encompassed several complex undercover operations focused on gathering evidence to prosecute 50 individuals and seize over $500 million of counterfeit software.
Before entering law enforcement, Jason was a physical chemist employed by a major semi-conductor equipment manufacturer, where he specialized in facilitating the manufacture of cutting-edge computer chip technology for clients such as IBM, Intel, Motorola, Philips, Sony, and Lucent. His innovative leadership and solutions earned him two U.S. patents.
A noted authority in cyber-related matters, Jason is an Adjunct Professor with the Loyola Law School, as well as a member of Loyola's Cybersecurity and Data Privacy Advisory Group. Jason has also often served as keynote speaker and delivered numerous presentations before a wide range of industry, academic, government, and corporate audiences around the world.
Jim Weiss is director of analytic solutions at Insurance Services Office (ISO), which is a member of the Verisk Insurance Solutions group at Verisk Analytics. He is responsible for developing predictive models relating novel data sources to insurance losses and helping carriers integrate resulting insights into underwriting and rating approaches.
Jim's team leads ISO customer and regulatory engagements for the ISO Risk Analyzer suite of predictive modeling tools for the personal and commercial auto, homeowners, and business-owners lines. He presently leads research focused on potential uses of social media and wearables data in property and casualty insurance, as well as new initiatives geared towards helping carriers manage profitability challenges in commercial auto.
Previously Jim held a number of other actuarial and data-related roles at ISO. This work included developing new rating approaches for usage-based auto insurance, where he was named actuary on the multistate filing of ISO's first two telematics-based rating rules. He has also been involved in developing the next generation of vehicle Symbols at ISO. Jim serves on the advisory board for the Verisk Data Science Excellence program.
Jim is co-author of 'Predictive Modeling for Usage-Based Auto Insurance', which appears in the textbook Predictive Modeling Applications in Actuarial Science: Volume 2, Case Studies in Insurance (2016). His earlier works have been awarded the Casualty Actuarial Society (CAS) Management Data and Information Prize (2012) and first place in the Chartered Property Casualty Underwriter (CPCU) Society Diversity Essay Contest (2013). His articles often appear in Carrier Management and other trade media publications.
Jim is a Fellow of the CAS, a Member of the American Academy of Actuaries, and a CPCU. In 2016 he was elected president of the Casualty Actuaries of Greater New York, and he is founding member of the CAS working party researching micro-insurance. He is an alumnus of Manhattan College in Riverdale, New York.
Joe Schneider is a managing director with KPMG Corporate Finance, the wholly owned investment banking subsidiary of KPMG LLP. Joe is based out of the Chicago office and focuses on the insurance sector, advising P&C and life carriers as well as insurance services firms such as brokers, managing general agencies, third party administrators and other non-risk taking insurance businesses on mergers & acquisitions, capital raising and other strategic matters.
Joe is also a recognized thought leader on autonomous vehicles and insurance, co-leading this initiative at KPMG. He has been quoted or his team's work has been cited in a wide variety of publications both in the States and abroad, including the New York Times, the Washington Post, USA Today, Time and Newsweek.
Prior to working at KPMG, Joe was an investment banker in the financial institutions group at Barclays in London.
Joe graduated from the University of Notre Dame and has an MBA from ESADE Business School in Barcelona, Spain.
Successful entrepreneur and technology consultant Laird Rixford is the president of Insurance Technologies Corporation (ITC). Founded in 1983, ITC provides marketing, rating and management software and services to the insurance industry, including independent agents and insurance carriers.
For nine years, Rixford ran his own successful consulting business for insurance, banking, real estate and mortgage companies before selling it to ITC in 2008. He joined the ITC team as vice president of product development and marketing. In 2014 Rixford was named president of ITC. He oversees the direction for each of ITC's products while also leading the company's sales and marketing departments.
Rixford is passionate about helping insurance agencies and companies succeed and grow in today's online market. He believes helping businesses grow is more than selling them a product or service. His philosophy is to become a strategic partner with agents and carriers instead of being just another vendor. He has contributed articles and been quoted in various industry publications, including Insurance Journal, Rough Notes and IA Magazine.
An expert on insurance technology and marketing, Rixford is a popular speaker on various subjects, including insurance marketing, technology and the future of the industry. He uses data driven insights to bring context to his speeches so his audience receives relatable, actionable information that can be implemented in their businesses immediately with little or no investment. The data he uses includes real time metrics from more than 6,000 insurance agencies, lead generators, and aggregators. He shares his expertise and best practices from how these insurance providers market themselves online through websites, email marketing, social media and SEO to provide 20 million annual insurance quote requests representing more than 420 million carrier rates. This data gives the audience specific metrics to benchmark, measure and improve.
Martha Notaras is a Partner at venture capital firm, XL Innovate, investing in insurtech, including startups focused on data & analytics and new business models. XL Innovate's investments include Lemonade, Embroker, New Energy Risk, Notion, Cape Analytics, Slice Labs and Stonestep. Martha is a board member at Notion, an IoT home awareness solution provider working closely with insurance companies, and a board observer at Cape Analytics, a machine learning company focused on property data.
Previously, Martha ran corporate development for DMG Information, the business data and analytics division of the Daily Mail and General Trust plc. Of the 20 investments she made at DMG Information, two achieved valuations over $1 billion. She has served as board director for many early and growth stage companies, including 10 years on the board of Risk Management Solutions, which provides catastrophe models to the insurance industry. Her prior experience includes investment banking at Merrill Lynch and commercial banking at Credit Suisse. She received her A.B. cum laude from Princeton University and her MBA from Harvard Business School, where she was a Baker Scholar, awarded for graduating in the top five percent of the class.
Peter Rafferty is a transportation engineer, researcher, and manager with the Traffic Operations and Safety Lab at the University of Wisconsin-Madison. He has been with UW-Madison for eleven years, where he leads research and development aspects of transportation systems management and operations, intelligent transportation systems, connected and autonomous vehicles, traveler information, technologies planning and evaluation, econometrics, performance measures, and multistate transportation operations. He also has prior experience with the Washington State DOT and several years of consulting experience in Tennessee, Minnesota, and Wisconsin. Peter is a licensed professional engineer and certified professional traffic operations engineer. He completed a bachelors of science, masters of science, as well as doctoral work, in transportation engineering, planning, and economics.
Peter van Aartrijk
Peter van Aartrijk ("R-trike," as in "bike") is co-founder of Chromium, a San Francisco-based brand strategy firm with a specialty in financial services.
He started his career as a newspaper reporter, where he learned how to question the status quo. He has worked with insurance carriers, agents, brokers and related organizations – and believes the industry is ready for disruption and wants to help those who seek to innovate and create a new employee and customer experience.
Prior to forming Chromium (www.chromium.group) in 2011 and insurance marketing firm Aartrijk (www.Aartrijk.com) in 1999, Peter served as VP, Communications for the Independent Insurance Agents & Brokers of America, a leading association of 300,000 members. There he developed a research-based groundwork for a consumer brand, Trusted Choice®.
Peter formerly held editorial positions with Best's Review and National Underwriter. He served as Director of Media Relations for the Insurance Information Institute. He has written marketing-related pieces for Independent Agent for 25 years, and hosts a long-running podcast called "On Point" for Insurance Journal.
As a spokesperson for the insurance industry, he has appeared on CNN, CNBC, Fox, and network TV, and has been quoted in The Wall Street Journal, The Washington Post, USA Today, Kiplinger's Personal Finance Magazine and other national media.
Peter is a graduate of Rutgers University (English and Journalism). He is a faculty member of IIABA's Virtual University and the National Alliance for Insurance Education and Research, where he holds the Certified Insurance Counselor (CIC) designation. He is a member of the Insurance Marketing Communications Association (IMCA) and Agents Council for Technology (ACT), and is past president of the Insurance Media Association.
He is co-founder of Channel Harvest Research (www.channelharvest.com), which conducts a major study of independent agents' attitudes of insurance carriers.
Peter coaches girls' lacrosse at a local high school and has worked on homes for the less fortunate in West Virginia for the last 10 years.
He also has played ice hockey in a men's beer league for as long as he was old enough to drink beer.
Robert F Mozeika
As Munich Re, US's Innovation Executive, Bob Mozeika works with the Reinsurance Division to investigate clients' strategic business needs in order to identify potential technology and startup solutions. He is instrumental in helping clients develop plans to integrate this technology into their organizations.
For the past two years Bob served as an Munich Re's Executive Leader in Silicon Valley. In that position he was responsible for partnering with technology companies that could enhance Munich Re's business processes, developing new emerging products, and exploring new business models.
While in Silicon Valley, Bob established a leadership position in the InsurTech space, and acquired vast knowledge of technology trends and established an extensive network of technology partners. Bob will continue to play a key role in our relationship with Plug N Play Tech Center and bring to market trends in the InsurTech space.
Bob is based in Princeton and is a member of the Reinsurance Division Leadership Team.
Mark Wells is the CEO & Publisher of Wells Media Group, Inc, home to Insurance Journal, Claims Journal, MyNewMarkets, Insurance Journal's Academy of Insurance, and Carrier Management. He is a California native and completed his undergraduate and graduate studies in finance and marketing at the University of Southern California prior to serving with the U.S. Army Security Agency.
Throughout his career, Mark has served several terms on the Board of Directors of the Western Publications Association, the Board of Trustees of Flintridge Preparatory School, and the Directors Council of the Insurance Industry Charitable Foundation. He currently serves on the Board of the National Insurance Industry Council for the City of Hope.
Mark's past honors include the following:
2010 Inductee to the Insurance Media Hall of Fame
2009 William Story Memorial Award from the National Insurance Industry Council for the City of Hope
2007 Golden Globe Award from Insurance Marketing & Communications Association
2006 Man of the Year Award, California Insurance Wholesalers Association
2017 IICF Golden Horizon Award Winner
Mark and his wife Gayle are residents of Solana Beach, CA.
Joseph L. Petrelli is the President and a founder of Demotech, Inc. Petrelli is a Member in good standing of the Casualty Actuarial Society, American Academy of Actuaries and the Conference of Consulting Actuaries. He is a graduate of The College of Insurance (now a school within St. John's University), having earned a Bachelor of Science in Actuarial Science. He has also earned a Masters of Business Administration from The Ohio State University. He has been actively engaged in the P&C insurance industry since 1969.
Employed as a consultant since 1980, his previous work experience included Nationwide Mutual Insurance Company, Countryway Insurance Company and Insurance Services Office. Since he became a consultant, his clients have included the State of Ohio Department of Insurance, Ohio State Insurance Fund, State of Iowa and hundreds of regional insurance companies throughout the United States. Assignments include loss and loss adjustment expense reserve analysis, pricing recommendations and product development as well as assignment of Financial Stability Ratings® (FSRs).
Organized in 1985, Demotech, Inc. is a Columbus, Ohio based financial analysis company. Demotech, Inc. provides services to regional P&C insurance companies, Title underwriters, public entity insurance pools and specialty insurance markets including risk retention groups and captives. Given that FSRs of A or better have an impressive record of accomplishment predicting long-term solvency, FSRs of A or better are accepted by the secondary mortgage marketplace, virtually all mortgage lenders as well as an increasing number of umbrella and errors and omissions insurance markets.
Markel Corporation, founded in 1930, is comprised of five major operating units, Global Insurance, Specialty, Wholesale, International, and Global Reinsurance, with 62 offices in 20 countries.
Since 1986, the year Markel became a public company, book value has grown from $3.42 per share to $603.13 per share through June 2016, reflecting a compound annual growth rate of 19%.
Tony began his career with the Markel organization in 1964 upon graduation from the University of Virginia McIntire School of Commerce with a major in Economics.
He was a member of the Board of the National Association of Professional Surplus Lines Organization (NAPSLO) from 1978 to 1983, serving as its President in the last year. He also served on the Board of the NAII (now the PCI) from 1988 to 1993, serving as Chairman of the Surplus Lines Committee in 1993. In 2004, he was honored as a recipient of the Ernst and Young Entrepreneur of the Year Award. In 2005, Tony was awarded the Charles A. McAlear Award by NAPSLO for long and outstanding service to the Surplus Lines Industry. In 2006, Tony was awarded the City of Hope Spirit of Life Award for his notable contributions to the insurance industry and his community. In 2011, he was awarded the Vince Donahue Lifetime Achievement Award by the AAMGA. In 2014, Tony was inducted as a laureate into the Richmond Business Hall of Fame recognizing his success and leadership in the insurance industry and community. In 2016, he was named as one of the thirty most influential business leaders in Richmond over the last 30 years by the Richmond Times-Dispatch.
Although semi-retired, he stays active as a Director of the Company and accepts a variety of special assignments from Markel's current leadership.
Tony's noteworthy charitable causes have included Faison School for Autism; Alzheimer's Association; University of Virginia; AHA; Cullather Brain Tumor & Quality of Life Center; Goochland Family Services; Special Olympics of Virginia; and, United Way of Greater Richmond Alexis de Tocqueville Society. He was the National Chairman of the $1 Billion Centennial Power of Hope Campaign for City of Hope, which successfully reached its goal in January 2014. His current projects include the Markel Friedman Foundation for Ovarian/Peritoneal Cancer Research (at City of Hope); the Richmond SPCA's full service veterinarian clinic; a hospice home in partnership with Bon Secours Hospital System; an initiative for early education of inner city Richmond schools; and, Operation Healing Forces, an initiative started by his brother, Gary, that provides therapeutic retreats for wounded Special Operation Forces and their spouses.
He has two daughters, Diana Phelan of Atlanta, Georgia, and Melinda Markel, of Richmond, Virginia, and two grandchildren, Ryan Phelan and Regan Phelan. He now resides in Naples, Florida and Richmond, Virginia with his wife, Betsy Markel.
Vice President of Content Andrew Simpson is a veteran of insurance publishing and journalism. After jobs with the Independent Insurance Agents of Massachusetts, the Insurance Information Institute and Standard Publishing, the Georgetown University graduate founded his own insurance trade publishing firm in 1983 along with a business partner. They published InsuranceTimes, a Northeast regional trade weekly, and Financial Services Times, a financial services monthly. The company sold Financial Services Times to ABC Capital Cities in 1994 and, in late 2003, Simpson sold InsuranceTimes to Wells Media Group. Wells then folded InsuranceTimes into its flagship publication, Insurance Journal, in 2004. Simpson has been with Wells Media Group ever since, first as editor of Insurance Journal East and then as content vice president overseeing coverage for its multiple print and digital platforms and contributing his own regional and national stories. His work has won several B2B journalism awards. He is based in his home state of Massachusetts.
Bill heads the Willis Towers Watson Securities insurance-linked securities effort in cat bonds, sidecars, ILS funds, contingent capital and derivatives. Since 1997, he has participated in more than 55 deals placing over $10 billion of ILS. Clients include reinsurers, insurers, government entities and corporate clients worldwide. He joined from Swiss Re Capital Markets, where he had lead responsibility for ILS origination and structuring. Previously, he worked at Merrill Lynch focusing on M&A and capital raising for insurers. He also worked with Aon Capital Markets in the initial years of the ILS market. Bill earned a B.A. from Harvard College, a J.D. from the University of Michigan Law School, and an MBA from the Kellogg School of Management.
Norrine Brydon leads CoreLogic's Insurance Services Research and Content Strategy.
From 2009 to 2014, Norrine served as Marshall & Swift/Boeckh's Chief Data Officer responsible for data collection, governance, analysis and monetization of MSB's construction cost data. With acquisition by CoreLogic in 2014, Norrine administered executive stewardship over global Insurance data, research and content while bringing Insurance to Value (ITV) concepts and Total Component Estimating to Australia and New Zealand.
Norrine currently leads CoreLogic's Insurance Services research, content strategy, thought leadership and utilization of CoreLogic's extensive real property data. Norrine manages a team of in-house subject matter experts dedicating to evangelizing CoreLogic's deep industry knowledge, unique science and data assets.
Before joining MSB, Norrine held various roles in domestic and international construction projects for Jacobs Engineering and Hilton Hotels Corporation. Brydon holds degrees/certificate's in Finance, Engineering and Construction Management. Norrine has served as keynote speaker and delivered numerous presentations around the world - frequently speaking on valuation risk topics and is an advocate for Smart Data!
Bret Shroyer, FCAS
Bret Shroyer, FCAS, runs Valen's professional services division. Bret applies his 20 years of experience as a property and casualty (P&C) actuary and insurance professional to identify practical solutions for client success, bringing tangible benefits to insurers.
Prior to joining Valen, Bret was SVP of Reinsurance for Willis Re, where he focused on quantitative analysis and actuarial modeling to support property reinsurance placements. Bret joined Willis in 2009, bringing a wide range of professional experience in actuarial analysis and financial modeling. From 2006 to 2008, Bret served as CFO of an environmental consulting and construction firm. Immediately prior to this, Bret held numerous positions including Senior Actuary, Underwriting Director, and Predictive Modeling Manager during his ten-year tenure at Travelers. Prior to Travelers, Bret practiced three years as an Actuarial Consultant with Deloitte.
Bret earned a B.A. in Mathematics from the University of St. Thomas in St. Paul, Minnesota. He is a Fellow of the Casualty Actuarial Society.
Ryan Purdy, FCAS, MAAA is a principal and consulting actuary at Merlinos & Associates. Since joining the industry, he has been heavily involved in ratemaking, reserving, rate filing preparation, product design, and regulatory interface for personal and commercial lines of business. Mr. Purdy currently divides his time between servicing insurance company clients and regulatory clients, where he advises both on actuarial issues and concerns on product development, pricing and operations.
As leader of Merlinos' analytics practice, Mr. Purdy directs initiatives with both carriers and regulators in the area of using complex models in product management, claims, and operations. In this role, Mr. Purdy has overseen the development of analytics initiatives for pricing segmentations, risk transfer, and portfolio optimization using insurance data and catastrophe modeling results. In his work with regulators, he has assisted with the interrogation and validation of complex models such as GLMs, geospatial clusters, ensemble trees, earthquake, hurricane, and customer retention models. Additionally, he has developed training programs for regulatory clients to educate staff on industry's use of predictive and catastrophic models.
In addition to work in analytics, Mr. Purdy also serves his clients in more traditional roles. He works with clients regularly to address pricing and reserving needs, which includes having served as Appointed Actuary for several carriers. In these roles, Mr. Purdy has developed a specialty working with carriers and residual market entities in distressed and non-standard markets. With these clients, Mr. Purdy has helped bring innovative products to market such as primary flood, commercial wind-only property, and large deductible replacement policies.
Mr. Purdy joined Merlinos in 2006 as an actuarial analyst. He is a Fellow of the Casualty Actuarial Society, a Member of the American Academy of Actuaries, and he graduated summa cum laude from Auburn University with a Bachelor of Science in Applied Mathematics.
President and Chief Executive Officer of Grinnell Mutual, Larry Jansen, began his insurance career in 1969 with Hawkeye Security Insurance Company, followed by a position at Maryland Casualty Insurance Company. He joined Grinnell Mutual in 1979 as a personal lines underwriting manager. During his career at Grinnell Mutual, Larry has served as regional underwriting manager, regional vice president of the Iowa/Wisconsin region, and senior vice president of underwriting and production.
Larry was named president of Grinnell Mutual in 2012. He used his experience, vision, and energy to develop a strategic roadmap, to make significant financial changes, and to re-engage business customers as well as employees. Under his leadership, Grinnell Mutual has experienced record-breaking profitability over the last three years.
Larry's commitment to user-centered technology has been the catalyst for converting the company's legacy systems to Guidewire, a state-of-the-art insurance platform. He has also created two new underwriting companies — Grinnell Select Insurance Company, providing new pricing structures to meet a competitive marketplace and, coming next year, MyCompass — a company providing a new rating methodology designed to appeal to millennial customers.
Again taking the lead on industry innovation, Larry was responsible for Grinnell Mutual's role as one of seven founding members of the Global Insurance Accelerator, an incubator for insurance-focused technology startups. Grinnell Mutual has also recently invested in the Iowa AgriTech Accelerator, which focuses on agtech startups.
His vision has also produced a new brand campaign for the mutual membership as well as for the company, the first significant change in more than five decades. The new brand reflects Grinnell Mutual's forward-looking culture while remaining anchored to the company's legacy of trusted relationships.
Those relationships extend to Grinnell Mutual employees. Because Larry has never wavered from his core belief that the employees are the company's most important asset, he has earned their trust and respect. Grinnell Mutual has earned Iowa Top Workplaces recognition for six consecutive years, one of only 10 companies to do so.
Larry graduated with a bachelor's degree from the University of Iowa, and holds the Chartered Property and Casualty Underwriter (CPCU) designation. He has served the Iowa insurance industry by chairing the Iowa Fair Plan, as president of the Mutual Insurance Association of Iowa, and as a trustee of the Iowa Automobile Insurance Plan.
Larry and his wife Echo live in Grinnell and have one son, Justin.
Dorothy Andrews has 27 years of actuarial and insurance experience with property and casualty insurance companies, life insurance companies, reinsurance companies, international consulting firms, government agencies, and academia. Her responsibilities have included predictive analytics/modeling, actuarial analysis/oversight, and risk management, among many others.
Developing model validation techniques to mitigate model risk.
Developing monitoring and performance analytics to track model fit.
Developing retention and price elasticity models for new and renewal business.
Modeling insurance risks with Experian and Dunn & Bradstreet credit data.
Analyzing data to identify variables that exhibit a significant relationship to loss events.
Developing text mining techniques to mine risk adjuster notes for hidden non-codified variables.
Applying theoretical compound distributions (such as Tweedie) to model loss cost metrics of insured attributes.
Applying GLM, GENMOD, NLMIXED and other statistical procedures to fit statistical models to loss behavior in personal and commercial lines of business.
Applying clustering techniques and neural networks to the analysis of relationships in policyholder and agent data.
Identifying external data sources, which bear a significant relationship to the analysis of insurance company data.
Fred E. Karlinsky
Fred E. Karlinsky is Co-Chair of Greenberg Traurig's Insurance Regulatory and Transactions Practice Group. Fred has nearly twenty-five years of experience representing the interests of insurers, reinsurers and a wide variety of other insurance-related entities on their regulatory, transactional, corporate and governmental affairs matters. Fred is a recognized authority on national insurance regulatory and compliance issues and has taken a leadership position in many insurance trade organizations, has led many industry-driven legislative and regulatory initiatives, and is a sought after thought leader who has spoken and presented papers to insurance executives and governmental officials, both nationally and internationally.
Fred is experienced in transactional law, executive and legislative governmental affairs, administrative law, and corporate representation. He advises clients on operational issues — including start-up initiatives, structuring, capitalization, and collaborative business relationships— and a complete array of regulatory and compliance issues, including licensure and corporate amendment applications, business expansion initiatives, solvency and statutory accounting issues, rate and form filings, and financial and market conduct examinations, to name a few.
Fred has a long history as a primary strategist in all types of insurance-related legislative and regulatory initiatives for all kinds of insurance, including homeowners, automobile, workers' compensation, medical malpractice and other lines of property and casualty and life and health insurance.
In addition to his role with Greenberg Traurig, Fred has been an Adjunct Professor of Law at Florida State University College of Law since 2008, where he teaches a course on Insurance Law and Risk Management. Fred is also a Florida Supreme Court Certified Mediator. Currently, Fred serves as Governor Rick Scott's appointee on the Florida Supreme Court Nominating Commission and the Florida Constitution Revision Commission (CRC).
Fred can be reached at: email@example.com
Rob Newbold is Executive Vice President of Business Development and Client Services. He is responsible for the Americas Business Development team and for providing support and client service to AIR clients in the insurance, reinsurance, securitization, and intermediary markets in the Americas and Bermuda. Over the course of more than 15 years at AIR, he has been involved in over 125 catastrophe bond transactions.
Prior to joining AIR, he coordinated all facets of catastrophe modeling for one of the largest property and casualty insurers in the industry. Rob received a B.S. in Systems Engineering from the University of Virginia and earned an MBA and an M.S. in Information Systems from Boston University's Graduate School of Management.
Scott Walker appointed Ted Nickel as Commissioner of Insurance for the State of Wisconsin on January 3, 2011. The Office of the Commissioner of Insurance (OCI) regulates the business of insurance in Wisconsin. OCI is responsible for examining industry financial solvency and market conduct, licensing agents, reviewing policy forms for compliance with state legislation, investigating consumer complaints and providing consumer information. In addition to its regulatory duties, OCI administers the Injured Patients and Families Compensation Fund, Local Government Property Insurance Fund, and State Life Insurance Fund. As Commissioner, he serves as the final adjudicator of all OCI administrative actions, vice co-chairs the Governor's Financial Literacy Council, and serves on the Wisconsin Retirement Board.
In December 2016, Commissioner Nickel was elected as President of the National Association of Insurance Commissioners (NAIC). As President, he serves on the Executive (EX) Committee, Cybersecurity (EX) Task Force, Government Relations (EX) Leadership Council, International Insurance Relations (EX) Leadership Group, and the Internal Administration (EX1) Subcommittee. He is a member of the NAIC American Indian and Alaska Native Liaison Committee and serves on several other NAIC task forces and committees. In addition, he chairs the Mortgage Guaranty Insurance (E) Working Group.
Commissioner Nickel is also a member of the International Association of Insurance Supervisors (IAIS). He is a member of the Executive Committee, Audit and Risk Committee and Chairs the Site Selection Committee.
In August 2014, the Commissioner was appointed to the Federal Advisory Committee on Insurance which serves as an advisory committee to the Federal Insurance Office.
Commissioner Nickel has been actively engaged in insurance industry affairs in Wisconsin. Prior to his appointment, Commissioner Nickel worked for almost 18 years as director of Governmental and Regulatory Affairs for Church Mutual Insurance Company in Merrill, Wisconsin. He has served on the board of directors of the Wisconsin Insurance Alliance, including having served as chair. Commissioner Nickel served on the board of directors of the Wisconsin Insurance Security Fund and the Oklahoma Property Casualty Insurance Guaranty Association, as well as having served as a member of the Legal and Government Affairs Committee of the Property Casualty Insurers Association of America.
Commissioner Nickel earned his Bachelor of Science Degree in Business Administration with a concentration in finance from Valparaiso University.
Stuart Rose is Global Market Strategy Director for Predictive Analytics at Guidewire. He is responsible for thought leadership and marketing content for applying analytics within the insurance industry. Stuart began his career as an Actuary, where he has worked for a leading global insurance company in both their Life and Property and Casualty divisions and now has over 25 years experience in the insurance industry.
Prior to working for Guidewire, Stuart spent nine years at SAS leading their Insurance Analytics Practice. As well as working for a variety of software vendors where he was responsible for marketing, product management and application development. My extensive insurance background comes from working with insurance companies in United States, United Kingdom, Europe, Latin America, China and South Africa.
Stuart is a regular contributor to insurance publications, he frequently speaks at insurance conferences and is co-author of the book "Executive Guide to Solvency II". Stuart resides in North Carolina, but grow up in England and graduated from Sheffield University with a BSc in Mathematical Studies.
Thomas B. Considine
Thomas B. Considine is a proven insurance & healthcare c-suite executive, as well as a former NJ state financial services & managed care commissioner with a broad understanding of issues from the business, legal and regulatory perspectives.
The National Conference of Insurance Legislators (NCOIL) established the new position of Chief Executive Officer and named Considine to it effective January 1, 2016.
Considine also serves as Principal and Managing Member of Gravilaur Solutions, LLC, an organization that provides strategic, operational and regulatory consulting to a number of business associations, health plans, hospital systems, insurance companies and others.
Prior to Gravilaur, Considine served Meadowlands Hospital Medical Center as its President and Chief Executive Officer (CEO). In that position, he was responsible for the overall operation and oversight of the facility and sat on the hospital's board of directors.
He joined Meadowlands following a successful tenure at MagnaCare, a regional health plan where he served as Chief Operating Officer (COO). While at MagnaCare, he also instilled a culture of accountability and improved performance management across the entire organization that prepared the company for sale to a major investment bank at a remarkable return to the prior ownership group.
Considine also served as the New Jersey Commissioner of Banking and Insurance under Governor Chris Christie. In addition to serving as the primary advisor to the Governor on issues related to banking, insurance, real estate and managed care, Considine brought about seismic change in the 527-member department while fostering a regulatory culture that promoted growth all in the face of budgetary adversity. He repealed 21 burdensome regulations while improving efficiency across operating units. He championed a sweeping reform of the state's PIP system, and successfully led the state through reaccreditation by State Banking (CSBS) and Insurance (NAIC) organizations. Considine's NAIC peers elected him to the organization's Board of Directors, as well as a member of its Executive Committee and as Chair of its Northeast Zone.
Prior to his service to New Jersey, Considine spent 17 years at MetLife in positions of increasing responsibility. At the time he departed to join the NJ Cabinet, he served as Vice President & Government Relations Counsel responsible for state government relations and public policy throughout the US.
Considine holds a JD cum laude from the Seton Hall University School of Law, and a BS magna cum laude degree from the Stillman School of Business at Seton Hall University, where he received the Outstanding Alumni Service Award in 2012. He also holds postgraduate certificates from Northeastern and the Harvard Business School.
In 2013, he was recognized as one of the top 100 lawyers of Irish-American descent in the United States, as well as named to "Who's Who in the World". PolitickerNJ.com ranked him No. 28 on its "Health Care Power List 2014" and NJBIZ magazine named him #3 of the Most Powerful People in New Jersey Healthcare in 2011, and #10 in 2010. It also recognized him as the #10 Most Powerful Person in New Jersey Banking in 2010. A Hudson County, NJ native, he resides in Monmouth County, NJ, with his wife, Anne, and their two children.
Patrick Jacolenne is the Executive of Data Strategy for CoreLogic. He is responsible for driving organic & inorganic growth in the monetization of data. Leveraging market trends and client intelligence to deliver innovative and disruptive solutions to transform CoreLogic’s value proposition and enterprise data strategy.
Prior to joining CoreLogic, Patrick served in several strategic roles within JPMorgan Chase & Co. as the Executive Director of Big Data and Advanced Analytics he built a Data Marketplace creating a 360° view of Chase’s Consumer and Community banks 65MM customers. Additionally, Patrick was instrumental in building a unified data strategy & culture and leading data transformation initiatives across 12 consumer facing business units at Chase. Patrick also chaired the Data Management & Governance council to ensure the quality, protection and management of customer data was compliant with legal, compliance and 10 government regulators.
During his career Patrick has been deeply involved in leading very strategic data monetization initiatives. Recognized for his creativity in delivering compelling enterprise strategies, inspiring an infectious data-driven culture that promotes innovation and transformation across sales, product, data and technology.