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.

A panel discussion will follow discussing tax reform from an accounting, legal and M&A standpoint, addressing current concerns, ramifications on the Insurance industry and what you need to consider.


Mike Dombrowksi, Managing Director, Management Advisory Services, BDO USA, LLP

Geoffrey Etherington, Partner, Locke Lord LLP

John Butler, Principal, Sandler O’Neill + Partners, L.P.

Tax Reform Panelists

Marc Rockower, Managing Director, Core Tax Services, BDO USA, LLP

Christopher M. Flanagan, Partner, Locke Lord LLP.

John Butler, Principal, Sandler O’Neill + Partners, L.P.

Topics to be discussed include:

  1. Re-Insurance Structures
  2. Blockchain Investments and M&A
  3. Privacy and Cybersecurity Due Diligence
  4. InsureTech
  5. The Current Landscape for Insurance M&A
  6. Private Equity and Family Office Investment in the Insurance Sector

Thursday, March 1, 2018
3 West Club
3 W 51st St
New York, NY 10015


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.