United Kingdom

Workshops

Securing investments and enhancing returns – Delivering risk and insurance solutions & services into M&A transactions

Mergers & Acquisitions (M&A) is a situation not a solution and at the heart of this, the aim of the risk and insurance community should be to deliver insights and create solutions that deliver tangible financial impact on M&A deals. Against this backdrop, this interactive workshop will look at how risk and insurance professionals can help businesses secure investments while enhancing returns and giving deeper deal insights, while also giving attendees the chance to run through real life scenarios to put themselves in the shoes of the decision maker.

What will attendees learn?

By the end of this session, attendees should be able to:

  • Have the confidence to go to their colleagues and discuss the value risk management / insurance can bring to M&A
  • Understand how the interconnectivity of different risks plays a role in M&A
  • Discuss the future of M&A and where the next leaders will come from

Who is the target audience?

This workshop will be of interest to you if you are:

  • An experienced M&A professional
  • New to M&A
  • In an insurance or risk role

Presenters

  • Jonathan Brisker, Managing Director, Aon
  • Dominic Rose, Director Aon

Captive developments against a changing and more digitised risk landscape

Captives continue to be a popular way for organisations to finance risk but captives’ roles and operations have to develop to keep pace and maintain relevance. Captive premiums and asset bases continue to grow driven by both deeper and broader utilisation with a broader range of lines written to respond to the changing risk landscape, which creates new challenges.

Against this backdrop, representatives from Sovos FiscalReps, Zurich and Aon will be hosting an interactive workshop that will give attendees an update on the latest developments in the captive world, exploring if captives are still relevant, how they can be used innovatively and how they maintain compliance.

After attending the session, participants will be able to:

  • Speak about the latest captive developments
  • Understand why captives are used
  • Discuss the premium tax implications relating to captives
  • Speak about out the innovative lines of insurance captives can be used for
  • You’ll find this session of use if your role involves risk, insurance or premium tax. This session will be aimed at all role levels, regardless of whether you’re new to captives or you have an experienced understanding.

Presenters

  • Charles Winter, Head of Risk Finance, Aon
  • Emma Sansom, Head of Captive Services UK, Zurich
  • Joseph Finbow, Director Regulatory Analysis, Sovos FiscalReps

This workshop will be moderated by Aileen Lowe, Insurance Director for KPMG

 

Aon UK Limited is authorised and regulated by the Financial Conduct Authority.