Speaker

Mr. Latini has over 25 years of experience providing corporate finance and investment banking services to middle market and large corporate clients. He leads the firm’s insurance industry effort and focuses on merger and acquisition advisory services and capital offerings. His merger & acquisition transaction experience includes approximately $2 billion in transaction value and he […]

Ms. Bourgon has over 20 years of experience in the insurance industry with multinational organizations, startups and as an insurance industry consultant. Currently, she oversees a portfolio of work that spans all sectors of the insurance industry. For the past 3 years, Andrée has focused on building the insurance strategy and transaction practice including a

Mr. Zielinski has over 10 years of experience within the financial services taxation industry with a specialization in insurance. RJ has served various clients in life insurance, property & casualty insurance, health insurance, reinsurance, and financial guarantee companies. He has significant experience in accounting for income taxes, statutory tax accounting, insurance tax advisory services, tax

Ms. Sposato is the Insurance Sector Leader for Finance within EY’s Financial Services Office Advisory Practice. She has over 25 years of experience in the financial services industry; 17 years in consulting (serving insurance clients) and over 10 years in the insurance industry focused on property and casualty clients as well as life and annuity

Dr. Frank Schmid is also a member of the executive board of Gen Re AG in Cologne.  Frank is an insurance industry thought leader with a unique breadth of business and organizational leadership, academic achievements, and central banking experience. Previously, Frank was affiliated with AIG, the National Council of Compensation Insurance, and the Federal Reserve

Mr. Schneider is a managing director at KPMG Corporate Finance LLC, the wholly owned investment banking subsidiary of KPMG LLP. Joe 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 nonrisk-taking insurance businesses on mergers & acquisitions,

Mr. Schmoyer has over 17 years of experience. He helps financial services clients assess their digital growth strategy for alignment with corporate vision and capabilities, improve their operating models through process technology design and implementation projects, enable successful migration to the cloud (e.g., AWS, MS Azure) for improved performance and cost savings, and modernize data