Speaker

Phil Schmoyer

Herzinger – Principal, Section Leader, National Financial Services, Baker Tilly US LLP

Mr. Herzinger has over 30 years of experience in financial and tax services. He is an executive and C-suite advisor in tax and accounting aspects of structuring tax-efficient capital market financings, asset management alternative investments, liquidity facilities and insurance products that allow a financial services company to have both flexibility and enhanced returns on investment. […]

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Elizabeth Henderson

Henderson – Global Head of Climate Solutions, Aon plc

Ms. Henderson the head of the Chicago catastrophe risk analytics group. The group provides catastrophe modeling analysis and reinsurance placement support to Aon Reinsurance clients, mainly in the US. Liz is charged with positioning her team as a key differentiator in client-facing solutions and as an important component to the broader catastrophe modeling and analytical

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Andrea Keenan

Keenan – EVP and Chief Strategy Officer, AM Best Rating Services

Ms. Keenan directs AM Best Rating Services’ strategy globally, and is responsible for the commercial, public relations, business development, industry research and corporate events teams. Andrea started at AM Best in 2000 as AM Best’s first country risk analyst, overseeing the launch of AM Best’s country risk methodology. She served multiple roles at AM Best,

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Meredith Jones

Jones – Managing Director, EY

Ms. Jones has more than 20 years of experience in the investment industry. She is an investment and business strategist with more than a decade of experience in ESG, sustainable investing and diverse investing initiatives. Currently she has client and market facing responsibility for driving revenue and visibility in areas of expertise. Prior to joining

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Peter Bradford

Bradford – Managing Director Global Leader – Fraud, KPMG LLP

Mr. Bradford is the Fraud Risk Management and Forensic Audit Support Lead at KPMG in the US. He is also the national leader for Anti-Bribery Anti-Corruption (ABAC) related services for KPMG in the US. Pete has performed ethics and compliance assessments, M&A due diligence, corporate control assessments and investigations. He joined KPMG from a Fortune

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Diego Restrepo

Restrepo – Tax Managing Director, Global Executive and Private Client Tax Services, KPMG LLP

Mr. Restrepo has over 18 years of experience in providing tax services to family offices, working closely with high-net-worth individuals and their trusts and estates. Diego focuses on advising family businesses and their owners on how to grow and preserve their wealth, while dealing with the complex issues within income tax. Formerly, Diego was with

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Michelle Canaan

Canaan – Manager, Research & Innovation, Deloitte Center for Financial Services

Ms. Cannan has over 20 years of experience in insurance research. As a subject matter specialist for the insurance industry, Michelle produces thoughtware on current and future industry trends, including strategies and solutions for our clients. Michelle has authored several papers most recently include, “Financial inclusion and the underserved life insurance market, part two: Closing

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