Please join BDO USA, LLP, Locke Lord LLP, and Sandler O’Neill + Partners, L.P. for a complimentary breakfast briefing. This event will highlight key considerations in a successful M&A transaction or capital raising transaction in today’s economic climate for the insurance industry – what do we anticipate next?


  • Marc Rockower, Managing Director, Core Tax Services, BDO USA, LLP
  • Geoffrey Etherington, Partner, Locke Lord LLP
  • John Butler, Principal, Sandler O’Neill + Partners, L.P.

Topics to be discussed include:

  • Tax Structuring Considerations
  • Discussion of Changing Corporate Tax Landscape
  • Block Chain Investments and M&A
  • Privacy and Cybersecurity Due Diligence
  • InsureTech
  • The Current Landscape for Insurance M&A
  • Private Equity and Family Office Investment in the Insurance Sector


  • 8:30 AM to 9:00 AM – Registration and Networking
  • 9:00 AM to 10:30 AM – Program
  • 10:30 AM to 11:00 AM – Q&A

For more information & registration, please click here.