Aon’s Global Transaction Solutions Symposium Agenda

Please join Elissa Etheridge to kick off the 2021 Global Transaction Solutions Symposium.

This panel will reflect on the deals, trends and market conditions that shaped 2020. We will look at the impact of COVID and the resulting volatile environment and heightened risk landscape. Our speakers will round off with a discussion on how dealmakers have been responding and best practices that can be used in this challenging environment to unlock opportunities.

Moderator: Alistair Lester, Aon

Panelists: Paul Amiss, Winston & Strawn LLP

Jannan Crozier, Baker & McKenzie LLP

Derek Shakespeare, Barclays Investment Bank

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with a on Aon expert.

Challenging environment often bring opportunities to those looking in the right places with the right risk management tools in place. In this session, our speakers will examine how businesses can leverage insurance capital to secure distressed transactions and unlock funds. It will include an overview of the distressed M&A market and the use of representations & warranties/warranties & indemnities insurance, tax insurance and litigation/ contingent risk programs to enhance asset values that no longer need to be purchased on an “as is, where is” basis.

Moderator: Matthew Wiener, Aon

Panelists: Edward Kim, Aon

Andrea Trozzi, THM Partners LLP

Tony Visage , Bracewell LLP

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with an Aon expert.

Speaker: Greg Case

Interviewer: Elissa Etheridge, Aon

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with an Aon expert.

As new business value increasingly stems from digital-activated operating models, our panel discusses how investors are adapting to manage cyber risk across the deal lifecycle. Key focus areas will include the evolving cyber risk landscape, COVID-19 impacts, value creation vs protection and the broader risk outlook for deal-making in a digital world.

Moderator: Ian McCaw, Aon

Panelists: Esther Nayyar, Intermediate Capital Group PLC

Lucia Soares, The Carlyle Group

Petter Weiderholm, EQT

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with an Aon expert.

Vaccine development marked an inflection point, giving hope that some semblance of normality will return, allowing plans to be made with spending and investment to follow. 2021 brings great expectations for global growth and financial markets, though the path ahead will be arduous. In this session Zurich Group’s Chief Market Strategist and Head of Macroeconomics, Guy Miller will provide his insights on what is to come.

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with an Aon expert.

Contingent tax liabilities can lead to contentious deal negotiations and large escrow or reserve requirements. In response, organizations are increasingly turning to tax insurance as an alternative capital management tool that can be used to deliver highly customized solutions to facilitate deals and de-risk the balance sheet. In this session, underwriters from leading tax insurers will discuss market developments and challenges, new opportunities for the use of tax insurance and how insurance capital is being used to disrupt the traditional approach to tax risk and capital management and improve bottom line results.

Moderator: Gary Blitz, Aon

Panelists: Justin Pierce Berutich, Euclid Transactional, LLC

Willette Elder, Vale Insurance

Simon Hacking, AIG

Hugo Webb, Ambridge

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with a on Aon expert.

Join Jonas Kjellberg, one of the co-creators of SKYPE, where he will talk about the journey from the Skype revolution that started in 2003 and the trends that effect business.

Across regions and industries, acquiring technology and Intellectual Property (IP) is often at the heart of a transaction decision. As a result, buyers are challenged to properly assess the risks and true value of a company, including the relative value to competing technologies and competitor IP portfolios that may pose a threat in our highly interconnected and complex marketplace. In this session, our panel will discuss practices that are critical for M&A professionals to consider that help ensure their investments are protected and positioned to maximize enterprise value.

Moderator: Lewis Lee, Aon

Peter Petitt, Aon

Sean Doyle, Ambridge Partners, LLC

Matthew Zimmer, William Blair & Company

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with an Aon expert.

The R&W insurance market has seen robust claims activity over the past few years and our panelists have been instrumental in facilitating numerous successful resolutions resulting in significant amounts being paid to policyholders. This panel will discuss the lessons the panelists have learned, the issues that commonly arise when working through R&W claims and what they want you to know heading into the claim process. In addition, we will have our tax expert discuss the process of making a tax insurance claim and what you should know about the tax insurance claim process.

Moderator: Jennifer Drake, Aon

Panelists: Bob Boldt, Kirkland & Ellis LLP

William Clark, Beazley Group

Jessica Harger, Aon

Kevin Pierce, Stout

Chris Ziemba, Euclid Transactional, LLC

When a transaction features a known, heightened risk that could result in significant loss, such as a pending litigation, a negative outcome can be potentially catastrophic to the buyer’s investment. This session will look at tools that are being used to ring-fence damages resulting from adverse judgements and other contingent liabilities.

Moderator: Stephen Davidson, Aon

Panelists: Jim Cooper, Reed Smith LLP

David De Berry, Concord Specialty Risk

Stephen Kyriacou, Aon

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with an Aon expert.

Speakers: Chieh Huang

Transaction liability insurance solutions have become a standard component of M&A transactions and continue to adapt to the evolving M&A landscape and address new types of risks, industries and deal structures. In this session, the panelists will focus on the secondaries market and look at how representations & warranties / warranty & indemnity insurance is increasingly being leveraged to improve outcomes and is responding to the unique challenges of such transactions.

Moderator: Dominic Rose, Aon

Panelists: Michael Belsley, Kirkland & Ellis LLP

Brian Musto, Goldman Sachs

Anna Rozin, AIG

Mark Storrie, Euclid Transactional UK Limited

Use this time to explore the carrier exhibit hall, network, or have a one on one discussion with an Aon expert.

This panel will discuss strategies that companies can use to improve supplier credit terms imposed by suppliers, tools to unlock cash using alternative types of structured credit, such as surety bonds and non-payment insurance which can be an attractive alternative to bank capital, and how cash conversion cycles can be shortened with insurance-backed receivables finance and supply chain finance.

Moderator: Michael Carr, Aon

Panelists:
Ulf Cramer, Aon
Jens Lindner, NIBC Bank
Uli Lorenz, Fidelium Partners

How has the Carve-out market changed over the past year? Finding every bit of value during carve-out transactions is essential to a successful transaction. We will discuss potential pitfalls and keys to a successful carve-out.

Moderator: Nick Lupica, Aon

Panelists:
Riccardo Basile, Permira

Clive Harrow, Platinum Equity

Jan Ratty, Deloitte

The risk landscape is more complex and broader than ever and requires buyers to apply a wide lens to risks due diligence. While traditional property and casualty risks and human capital considerations are a routine part of deal evaluation, proper diligence for cyber issues and intellectual property and source code rights, quality and ownership can be overlooked or performed superficially. In this panel, we’ll hear how companies are approaching due diligence to address the complexity in today’s business risk landscape and best practices for dealmakers to apply to improve their deal outcomes.

Moderator: Audrey Rojas, Aon

Panelists:
Robb Degraw, Aon
Gabe Galansky, Macquarie
Jeff Neuburger, Proskauer Rose LLP

Tax insurance is actively used to support tax equity investments in the US in renewable energy, affordable housing, historic rehabs. While mainly a US business, cross border investments in US renewable energy projects often implicates this coverage on behalf of non-US investors. This panel will discuss the scope of this coverage and how it is used to bring the strength of insurers’ balance sheets to support or minimize indemnities in these transactions.

Moderator: Gary Blitz, Aon

Panelists:
Laura Jones, Hunton Andrews Kurth LLP
Jorge Medina, Pillsbury Winthrop Shaw Pittman LLP
Claudia Robinson, Bank of America

A primer on tax insurance and its use across globally for M&A, tax equity investments and as a corporate risk management tool.

Moderator: David Sterling, RSM

Panelists:
Osmel Cuan, Aon
Rebecca Hennessey, Aon
Alex Rafter, Aon
Annabelle Trotter, Aon

2020 was a watershed year for ESG. Regulation in the UK and EU, social justice protests in the US, and Covid-19 and evolving investor ESG expectations globally all had a profound influence on environmental, social and governance activity and disclosure, and began what we believe will be a multi-year transformation of GP, LP and corporate behavior. This panel discuss the rapidly evolving ESG landscape, including:

• The UK and European regulatory framework for investors, asset managers and corporations
• How limited partners (LPs) think about ESG and what that may mean for asset raising
• ESG assessment, integration and disclosure pre- and post-investment
• The impact of ESG on valuations and exits

Moderator: Meredith Jones, Global Head of ESG Advisory, Aon plc

Panelists:
Natalie Adomait, Brookfield Asset Management
Dana Johns, Maryland State Retirement and Pension System
Raza Naeem, Linklaters LLP
Ronak Patel, Campbell Lutyens