Speaker

Michael Malakoff has over 20 years of experience in law, tax, and wealth management in the Private Wealth space. His expertise includes compliance and consultative tax services for high-net-worth individuals, private foundations as well as trusts and estates. He has served the leaders of global institutional management firms, hedge funds, private equity firms, venture capital […]

Taylor Longacre has over 20 years of experience in assurance and consulting working with domestic and multi-national insurance carriers across life, health and property casualty sectors. He focuses on assisting clients with complex technical accounting and auditing topics, accounting standard implementation, finance transformation, business strategy, reinsurance accounting and treaty structuring, financial planning and analysis, GAAP

Rachel Dolsky has 20 years of professional experience including serving insurance, reinsurance, and corporate clients. Throughout her career, she has worked with national and global insurance and reinsurance companies as well as with numerous self-insured programs. Her experiences include loss reserving for all property/casualty lines of business, loyalty rewards programs, actuarial opinion preparation, mergers and

Brian Kehoe has a primary focus on advising clients in the insurance industry. He has over 15 years of insurance industry experience. Prior to joining Janney, Brian served as EVP of Corporate Development for Princeton Risk Partners and Princeton Property Casualty, holding companies for insurance distribution assets. Before Princeton, he was a member of the

Michael Bernier has over 24 years of experience in financial services. He currently leads the firm’s efforts around monetizable federal and state tax credits. Michael advises numerous clients on transaction related matters with a focus on the tax and business issues arising from the manner in which the US government goes about subsidizing certain activities.

Gopika Parikh has over 20 years of experience and leads the business credits and incentives practice. Gopika has focused on credits and incentives as they relate to the insurance industry, banking and capital markets, as well as asset management and private equity. She helps clients understand the tax implications of relocation, expansion, consolidation, and possibilities

Matthew Cassidy has over 20 years of experience in project management, audit and technology. He has deep and extensive experience in internal audit and Sarbanes-Oxley (SOX) compliance for insurance carriers. He leads IA innovation and technology risk solutions, including IT audit and control automation. Matt has run large global internal audit programs and SOX implementations.

Blake Roberts has more than 18 years of public accounting experience. Throughout his career, Blake has worked with public, privately held, and private equity portfolio entities, ranging from pre-IPO entrepreneurial startups to large public multinational corporations, collectively from an audit and consultative perspective, while supporting a variety of financial accounting advisory transactions and issues. Blake

Eric McGann is a financial professional with over ten years of progressive audit experience. He provides audit and attest services to various clients, both public and private. Eric specializes in the insurance industry as the lead senior manager for publicly traded global clients specializing in insurance broking services and private mutual P&C insurance companies. Throughout