Global Transaction Solutions Symposium Keynote Speakers

Greg Case

CEO of Aon

Greg Case is Chief Executive Officer of Aon plc, a leading global professional services firm providing a broad range of risk, retirement and health solutions. He is also a member of the company's Board of Directors and the Governance/Nominating Committee’s Inclusion and Diversity Sub-Committee of our Board of Directors.

Jonas Kjellberg

Co-founder of Skype

Jonas Kjellberg, one of the co-creators of SKYPE, is a respected lecturer, author, and venture investor. Jonas is currently part of BCG Digital Ventures, a corporate investment and incubation firm. The company is dedicated to inventing, building, investing in and launching category-changing businesses at start-up speed for the world’s most influential companies.

As one of the founding partners of SKYPE, Jonas was part of one of the internet’s biggest businesses – a simple, innovative idea that has gone on to revolutionize and disrupt the telecommunications sector. Having worked with Janus Friis and Niklas Zennstrom on the management side of SKYPE, Jonas eventually became VP of Global Sales and MD. Since the sale of SKYPE, he has worked extensively advising other start-ups as well as consulting and starting his own businesses.

Guy Miller

Chief Market Strategist- Zurich Group
Head of Macroeconomics

Guy Miller is Zurich Group’s Chief Market Strategist and Head of Macroeconomics and is part of Zurich’s Leadership Team. As Chief Market Strategist, he is responsible for defining the relative merits of equities, sovereign debt and corporate credit across the globe and on currency hedging. Guy is also responsible for providing the global economic backdrop that lays the foundation for planning and business decisions. Economic forecasts are made on both a short and medium term basis, capturing the major themes that are likely to shape the global economy. Guy is a regular guest on financial television and radio channels and has represented Zurich on a number of high-level working groups.

Before joining Zurich in 2003, Guy was head of US equity portfolio management at Shell Pensions, where he was a member of the Asset Allocation Committee and supervised the implementation of satellite investment mandates in the North American region. Prior to over 7 years spent at Shell Pensions, Guy was a US fund manager at National Mutual for 6 years.

Chieh Huang

CEO of Boxed

Chieh Huang is the CEO and a Co-founder of Boxed, a warehouse-club delivery service that launched in 2013. Eight years later, the company delivers anywhere in the Continental USA, with revenue now in the hundreds of millions. Prior to Boxed, Chieh earned his J.D. from Fordham University and his Bachelor of Economics degree from The Johns Hopkins University. After law school, he took a position as a corporate attorney at Proskauer where he quickly discovered that a career in law wasn’t for him. He promptly moved into his friend’s attic and helmed a mobile gaming company called Astro Ape which drew the attention of games giant, Zynga. Prior to its eventual IPO, Zynga acquired Astro Ape in 2011 and installed Chieh as the director of their New York office where he led the fastest and most efficient game team within the company. In 2013, seeing an opportunity in mobile commerce, he started Boxed from his parents’ garage. Since then, the company has raised over $300 million dollars, and invested heavily into its technology. Boxed writes its own software, runs its own state of the art fulfillment centers and builds its own automation robotics in-house.

Natalie Adomait

Brookfield Asset Management

Natalie Adomait is a Senior Vice President in Brookfield’s Renewable Power Group focused on Impact Investments. In this role, she is focused on sourcing, execution and asset management of the investments within Brookfield’s Global Transition Fund, with a particular focus on ensuring appropriate underwriting and execution of the impact plans.

Ms. Adomait joined Brookfield in 2011 in Ottawa, Canada and relocated to London in 2014. Since joining Brookfield, she has been involved in several transactions for Brookfield in both the renewable energy and real estate space. Most recently, Ms. Adomait was Head of European Portfolio Management for Brookfield’s Real Estate Group in London, where she oversaw the strategy and growth of Brookfield’s real estate businesses in Europe, including sitting on the boards for several companies including Student Roost, Center Parcs UK, Harwell Life Sciences Campus and Brookfield Properties London.

Ms. Adomait holds an Honors degree in International Business from the Sprott School of Business in Ottawa.

Paul Amiss

Winston& Strawn LLP

Paul Amiss specialises in M&A, equity capital markets, joint ventures, private equity, and venture capital investments. He has advised public and private companies and permanent capital investment vehicles, entrepreneurs, and other strategic investors on their key transactions across a wide range of sectors. Such transactions have included acquisitions, disposals, joint ventures, private equity investments (including acting for fundless sponsors), venture capital investments, initial public offerings (including those for special purpose acquisition companies), and secondary securities offerings on the London Stock Exchange (Main Market and AIM). He has particular experience in advising on cross-border transactions.

Riccardo Basile

Permira

Riccardo is a Principal and a member of the Portfolio Group. He has worked on a number of transactions including Allegro Group, Magento and Tricor.

Prior to joining Permira, Riccardo was a director at AlixPartners in London for five years, where he delivered a number of operational turnaround programmes mostly in retail, consumer goods, transport & logistics and industrial products. Before that, he worked for PwC in London for five years where he focused on delivering supply chain transformation programmes. Riccardo had previously held line management roles in industry.

Riccardo holds a master’s degree in industrial engineering from the University of Bologna, Italy, and is a Chartered Engineer.

Michael Belsley

Kirkland & Ellis LLP

Michael Belsley's practice involves structuring, negotiating and documenting complex business transactions, including strategic and leveraged acquisitions, recapitalizations and divestitures, formation and governance of private equity funds (including primary investments in and secondary market sales of private equity fund interests), venture capital investments (start-up and later-stage), mezzanine debt financings, equity financings and corporate governance matters.

Michael regularly represents buyers and sellers, as well as market intermediaries, in their secondary market activities. His secondary market experience includes traditional portfolio sales, structured secondaries, synthetic secondaries (i.e., buy-ins and bundled secondary directs, as well as total return swaps), captive fund spin-outs, stapled secondary offerings, fund recapitalizations and restructurings, follow-on funding secondaries and orphaned asset sales in a variety of asset classes, including the venture capital, leveraged buy-out, special situations and real estate sectors. Michael is a frequent lecturer, speaker, and panel moderator on private equity secondaries.

Michael also frequently represents both private equity fund sponsors (i.e., general partners) and investors in private equity fund formations, fund-level restructurings and governance matters.

Justin Pierce Berutich

Euclid Transactional, LLC

Justin Pierce Berutich is SVP / Head of Tax at Euclid Transactional. A former M&A and transactional tax attorney, he enhances client value through the promotion and underwriting of tax indemnity insurance solutions. Justin’s corporate, tax, and insurance experience allows him to bring a unique perspective to each matter. He understands business, and his goal is to achieve success for Euclid’s clients by implementing highly customized insurance solutions in the most expeditious and cost-effective manner possible.

Prior to joining the insurance world, Justin, a licensed attorney in three states and the District of Columbia, facilitated efficient and timely negotiations, structuring, due diligence, and closing of deals for fortune 500 companies and high growth businesses providing business-centric advice to help his clients achieve objectives, stay competitive, manage risk, and avoid costly disputes.

Gary Blitz

Aon

Gary P Blitz is Co-CEO of Aon Mergers & Acquisitions and Transaction Solutions, with primary responsibility for Tax Insurance and other Transaction Solutions. The Transaction Solutions practice is the leading insurance broker of Transaction Liability Insurance, including Representations and Warranties Insurance (aka M&A Insurance), Tax Insurance and bespoke transactional insurance solutions. The Tax Insurance practice specializes in the placement of tax insurance programs for M&A transactions, tax credit investments and corporate tax risk management. Throughout Gary's career, he has been a leader in the tax and transactional insurance business and played an instrumental role in the development of Representations and Warranties Insurance and Tax Insurance and the growth of transaction liability insurance generally. Gary joined Aon in 2004 after a twenty-year legal career at firms, including Mintz Levin and predecessors of DLA Piper and Katten Muchin Rosenman. Gary began his career as a tax lawyer and acted as legal counsel to U.S., London and international insurers, and was a nationally recognized expert in the insurance of financial and transactional risks. Gary also founded ML Insurance Strategies, the insurance brokerage affiliate of Mintz Levin, and Kingswood Group, a tax credit insurance underwriter. Gary graduated from the University of Michigan School of Business Administration with a B.B.A. with Distinction and from New York University School of Law with a J.D. He is a member of the New York State and District of Columbia Bars, and a licensed property and casualty insurance broker in New York and other states. Gary previously served on the Board of Directors of Adoptions Together Inc., a Maryland not-for profit, in various capacities.

Bob Boldt

Kirkland & Ellis LLP

Since passing the Certified Public Accountant Examination and joining the Firm in 1995, Bob Boldt has handled a broad array of commercial litigation cases in many tribunals, including for example, disputes involving contracts, fraud, class actions, and federal securities laws. He has especially extensive experience handling disputes following mergers and acquisitions, including indemnification and insurance claims and disputes over earn-outs and working capital.

William Clarke

Beazley

Bill joined Beazley in October 2011 as Claims Manager within Specialty Lines and Political Risks and Contingency. Prior to joining Beazley Bill practiced law for more than a decade with an international law firm where he specialized in complex commercial, shareholder derivative and securities fraud class action litigations, regularly appearing nationwide before federal and state trial and appellate courts.

Jim Cooper

Reed Smith LLP

Jim Cooper has been practicing law in Texas for over 35 years. He is a partner in the Houston office of Reed Smith (1600 lawyers & 29 offices worldwide). Jim is a past chair of the Insurance Law Section of the State Bar of Texas and a current co-chair of the American Bar Association’s Insurance Coverage Litigation Committee. He is also a fellow of the American College of Coverage Counsel, a privilege bestowed on less than 500 attorneys nationwide. Jim has been selected by his peers for inclusion in the Texas Super Lawyers rankings in the area of insurance coverage since 2006, he is recognized in “Band 1” for Insurance in Texas by Chambers USA, and he was selected by Best Lawyers in America as its 2019 Houston “Lawyer of the Year” for his work in Insurance Law. He is also a recipient of the Bowmer Professionalism Award from the College of the State Bar of Texas (the highest professionalism award from the Texas State Bar).

Ulf Cramer

Aon

Ulf Cramer is Head of M&A and Transaction Solutions DACH and is based in Frankfurt. With more than 15 years of experience in the financial services sector he joined the company from AIG where he headed-up the Trade Finance business for North Europe managing the development and growth of Trade Finance business in the German speaking countries, Benelux and the Nordics. Cramer started his carrier at Deutsche Bank prior to joining Swiss Bank Julius Baer, NY and French credit insurer Coface. He holds a master’s degree in Economics from the University of Bonn.

Jannan Crozier

Baker & McKenzie LLP

Jannan Crozier is a partner in Baker McKenzie's Corporate Group based in London and a member of the Firm's Global IMT Steering Committee. Jannan practices in Corporate Law and advises clients in relation to cross-border mergers and acquisitions, negotiated carve out transactions, joint ventures and corporate reorganizations.

Jannan joined Baker McKenzie's London office as a trainee solicitor in 2003, qualifying as a solicitor in the Corporate Group in 2005 and being promoted to partner in 2015. Jannan has completed secondments to our Moscow office (2004 to 2005) and Sydney office (2007 to 2008).

David De Berry

Concord Specialty Risk

David S. De Berry is Chief Executive Officer for Concord Specialty Risk, a part of Ryan Specialty Group’s RSG Underwriting Managers. Concord Specialty Risk provides transactional risk insurance and loss mitigation-evaluation services.

Prior to forming Concord Specialty Risk, David was Vice President at The Hartford, in charge of all claim departments within Hartford’s financial product lines (D&O, E&O, LPL, Fidelity, EPL, Transactional Risk, GAP, etc.). Prior to this, he established and ran The Hartford’s transactional risk underwriting unit.

David created the buyer-based Representations & Warranties insurance product, which resulted in the US Treasury’s revision of its temporary regulations concerning tax insurance with respect to ‘material advisor’ reporting requirements.

David is an attorney, admitted in both New York and New Jersey. He also has a Masters in Tax Law (LLM, from New York University).

Robb DeGraw

Aon

Robb is part of the Aon M&A Solutions team with an emphasis on human capital consulting services. I have been with Aon for 14 years and have served in a variety of client-facing and technical roles. We work with private equity and corporate clients and assist them with all aspects of their HR needs throughout the lifecycle of their M&A transaction.

Mary Duffy

AIG

Mary is a former practicing attorney who heads AIG’s global Mergers & Acquisitions Insurance Group, specializing in Reps & Warranties Insurance, Tax Insurance and other solutions to facilitate deals. After starting her career with Morgan, Lewis & Bockius as an associate in the Business & Finance group, she was Managing Director of Aon’s Private Equity & Transaction Solutions Group. Mary earned her J.D. from Georgetown University Law Center and her B.A. from Juniata College.

Willette Elder

VALE Insurance Partners, LLC

Willette Elder is the Vice President of Tax at VALE Insurance Partners. Willette is a graduate of Howard University, where she earned her Bachelor of Arts before earning her J.D. at The George Washington University Law School and her Tax LL.M from Boston University School of Law. This led Willette to a decade of tax planning in the fields of wealth succession, corporate transactions, tax exempt entities, renewable energy and housing tax credits. During her time practicing international tax and transactions at Ernst & Young, Willette primarily served the private equity community and participated in complex tax structuring on numerous national and global M&A transactions, including two of the top media and technology mergers of all time. At VALE, Willette supports the Tax Liability Insurance product, regularly facing diverse tax issues in a growing market. When her creativity is not geared towards tax strategies, Willette focuses that energy on cooking, painting and pottery.

Simon Hacking

AIG

Simon has led AIG’s UK and London Market tax insurance offering for three and a half years, having joined AIG from Willis Towers Watson in July 2017. Simon also has experience broking tax insurance from his time at WTW and previously advised on international tax at Linklaters.

Gabriel Galanski

Macquarie Insurance Facility

Gabriel is a Vice President with the Macquarie Insurance Facility (MIF) based in New York. He has responsibility for origination, and relationship management with clients, brokers, and insurers. Gabriel joined Macquarie in 2015. Prior to Macquarie, Gabriel was the Associate Client Executive to the Head of the Multinational Practice at Marsh. Before entering the insurance industry, Gabriel served as a Captain in the United States Marine Corps.

Clive Harrow

Platinum Equity

Clive Harrow is a Vice President at Platinum Equity in the M&A Operations team. He is responsible for operational due diligence on carve-out opportunities. Based in New York, he covers global investments across all sectors.

Prior to joining Platinum, Clive worked at EY in both the US and UK across all aspects of M&A, from pre-deal assessments through deal negotiation and structuring to deal execution and post-deal optimization. He covered diverse clients across industrial products, chemicals, consumer products, life sciences and aviation.

Clive received a BA from the University of Oxford and is a UK-qualified Chartered Accountant.

Rebecca Hennessey

Aon

Rebecca joined Aon in 2018 from her previous role as a tax insurance underwriter. Rebecca works on a range of bespoke insurance solutions for tax risks and other legal contingencies, binding policies on risks throughout EMEA and APAC, including policies related to restructurings, tax disputes and international M&A.

Dana Johns

Maryland State Retirement and Pension System

Ms. Johns joined the Maryland State Retirement and Pension System in June 2011 and is a Senior Portfolio Manager in the Private Equity Group. Ms. Johns has over 15 years of investment experience and managing a global portfolio of institutional alternative investment assets. Ms. Johns has expertise and highly developed personal networks with top performing private equity and venture funds.

Ms. Johns was included on Trusted Insight’s 2020 list of Top 30 Pension Private Equity Investors. Ms. Johns is co-President of the Private Equity Women Investor Network (PEWIN), and a member of ILPA’s Diversity & Inclusion Advisory Council, AIF Women’s Leadership Steering Committee and the SEO Alternative Investments Limited Partner Advisory Council. PEWIN awarded Maryland with the 2020 Limited Partner of the Year award highlighting Ms. Johns’ work in transforming the private equity industry with a focus on diversity and inclusion. Continuously invited to key note at investment conferences and forums including the AIF Institute Global Investor Series, Big Path Impact Capitalism Summit, Labaton Sucharow Women’s Initiative Forum, AIMSE Conference, Investment Institute, Women’s Private Equity and Alternative Investment Summits, GCM Grosvenor Consortium, Markets Group Private Equity US Forum, Kayo Private Equity Conference, Pension Bridge, Emerging Manager Connect, Equity Summit, Hispanic Heritage Foundation Investor Group, Institutional Investor Private Equity Summit, SEO and NVCA. Most recent panel topics included private equity terms & trends, portfolio construction, developing fund managers, diverse fund managers, diversity and inclusion, and venture capital.

Ms. Johns has both a B.A. in Comparative Literature from Indiana University Bloomington and a B.S. in Computer Info Systems, Magna Cum Laude from Stevenson University. She graduated from Loyola University Maryland with a master's in finance while working full time as an associate at Camden Private Capital, a private equity fund of funds. She has completed the ILPA Institute’s Private Equity Executive Education program.

Laura Ellen Jones

Hunton Andrews Kurth LLP

Laura Ellen Jones is a tax partner at Hunton Andrews Kurth LLP whose practice focuses almost exclusively on energy tax credit matters. Laura has represented numerous clients in section 45, 48, and 29/45K tax credit transactions involving solar, landfill gas, wind, open-loop biomass, geothermal, waste-to-energy, and refined coal facilities, including the financing and purchase and sale of facilities, and the structuring of commercial arrangements for the operation of the facilities. In addition, Laura has obtained numerous private letter rulings and public guidance from the IRS on various energy tax credit transactions and issues. She also has represented clients in connection with IRS audits and reviews, federal legislative matters and Congressional investigations relating to energy tax credits. Recently, she has represented numerous clients in connection with their formation of and investment in Qualified Opportunity Funds. Laura is Chambers (USA) ranked in Projects: Renewable and Alternative Energy and received the 2013 Chambers USA “Women in Law Award” in the “Energy & Projects” category. Laura received a J.D. from Georgetown University Law Center and a B.A. in Foreign Affairs from the University of Virginia.

Meredith Jones

Aon

Meredith Jones is a Partner at Aon focused on Environmental, Social and Governance (ESG), diverse asset initiatives, and responsible investing. She leads Aon’s Global ESG Advisory Practice and continues to work with Aon’s investment consulting group with end-investor clients engaged in her area of expertise. An investment professional with more than 20 years’ experience, Meredith is the award-winning author of “Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)”, was selected as a distinguished author by the Securities and Exchange Commission in 2018 and testified before the U.S. House of Representatives in 2019.

Jens Lindner

NIBC Bank

Jens Lindner has been working at NIBC Bank since March 2013, initially as a Senior Director in the Structuring department at NIBC Bank in Germany. Since 2019 he has been Managing Director of the newly formed FinTech & Structured Finance department in Frankfurt. The team supports companies from the FinTech and Financial Services market segments with a focus on tailored, structured asset-based financing.

Before that, he had been with Commerzbank since April 2007, until November 2009 as head of the ABS Management department, responsible for a team of risk managers who managed investments in securitisations and structured credit products of the Commerzbank Group. Since joining Commerzbank in April 2007, he has been responsible for arranging term transactions with external customers as a department head in the Asset Finance Solutions division. Before joining, he worked in the position of Vice President-Senior Credit Officer in the Structured Finance Group at Moody's in Frankfurt for 5 years. He mainly oversaw European transactions and was also responsible for Servicer Quality Ratings in the EMEA region. Jens Lindner previously worked in the European Asset Securitization Group of DZ (DG) BANK, which he has played a key role in building up since 1998. During this time, his area of responsibility included the origination and structuring of transactions as well as the establishment and management of the bank's European ABS trading book. He began his professional career as a credit analyst in the cooperative financial network. Jens Lindner holds a diploma from the Frankfurt School of Finance and Management (HfB), Frankfurt am Main.

Uli Lorenz

Fidelium

Uli Lorenz is the first employee of Fidelium, since its foundation in 2017 and has several years of investment experience in companies facing special situations.

Prior to Fidelium, Uli worked for a medium-sized private equity firm, where he was involved in various successful transactions in Western Europe, particularly in the aluminium and automotive industries as well as in electronic component manufacturing and the aerospace industry.

Prior to that, he worked in investment banking and corporate finance advisory in Germany and England. Uli studied Business & Economics in Germany, Ireland and Switzerland.

Alistair Lester

Aon

As CEO of Aon M&A and Transaction Solutions in EMEA, Alistair is responsible for shaping the strategy for the business and working with the whole team on the execution of the strategy. As one of the earliest practitioners in the risk and insurance related M&A community in the late 1990's, Alistair has been personally involved in hundreds of transactions. His experience in a range of non-M&A roles at a major global broker also provided him with deeper insight on how the industry operates. He is using these insights to support Aon clients to secure investments and enhance returns in M&A.

Nick Lupica

Aon

Nick is a Director in the Aon M&A team who has been working with Aon’s lead Private Equity clients since joining Aon in 2011. He is based in London and run the Carve-out practice focusing specifically on complex transactions. His focus has been on driving value for clients between the sign and close period, ensuring a seamless transition and a strong platform for growth.

Previously he run the portfolio insurance team and was an insurance and health and benefits project manager. Nick has a BS from Miami University.

Jorge Medina

Pillsbury Winthrop Shaw Pittman

Jorge Medina is a tax partner at Pillsbury Winthrop Shaw Pittman. His practice focuses on tax aspects of energy investment and financing transactions, including tax equity investments in the renewables space. Jorge regularly works on federal tax policy and controversy issues involving renewable energy, and he has extensive experience structuring tax-driven transactions. Prior to joining Pillsbury, he was Associate General Counsel-Tax at Tesla Inc. He was primarily responsible for all tax issues across Tesla related to the energy and storage business. He previously served as Vice President and Deputy General Counsel at SolarCity, which Tesla purchased in 2016. He also previously worked at Dewey LeBoeuf and Sidley Austin, where he handled a wide range of U.S. tax matters, particularly those in the renewable energy, equipment leasing, and tax equity fields.

Jorge has represented clients in more than 100 tax equity transactions, totaling well over $10 billion, including the largest solar distributed generation tax equity transaction in history. Other career highlights include, serving as counsel on the development and financing of the world’s first utility-scale solar plus battery storage generation facility; severing as tax counsel for SolarCity’s $2.8 billion-dollar merger with Tesla; serving as counsel for the first four solar securitization transactions ever completed, and developing a first-of-its-kind tax credit monetization transaction structure for electric vehicle tax credits. He is also known for his vast experience in resolving IRS disputes in renewables transactions (handled nine IRS audits of solar funds, involving more than $500 million at issue, with no adjustments), and helping pioneer the use of tax insurance for renewable energy projects (having negotiated over fifty tax insurance policies that insure several billion dollars in tax credits).

Esther Nayyar

Intermediate Capital Group (ICG)

Esther heads up portfolio value creation and strategic diligence for ICG's subordinated debt and equity fund. Prior to joining the company as Managing Director, Esther worked at BCG, focusing on large scale transformation. She also held roles at M&G Prudential, and Bain Capital. Esther holds an MBA from Harvard Business School, as well as an MA in History from Freiburg University. ICG is a global alternative asset manager in private debt, credit and equity, with €46bn of assets under management (as at 30 Sept 2020).

Jeffrey Neuburger

Proskauer Rose LLP

Jeffrey Neuburger is co-head of Proskauer’s Technology, Media & Telecommunications Group, head of the Firm’s Blockchain Group and a member of the Firm’s Privacy & Cybersecurity Group.

Jeff’s practice focuses on technology, media and intellectual property-related transactions, counseling and dispute resolution. That expertise, combined with his professional experience at General Electric and academic experience in computer science, makes him a leader in the field. As one of the architects of the technology law discipline, Jeff continues to lead on a range of business-critical transactions involving the use of emerging technology and distribution methods. For example, Jeff has become one of the foremost private practice lawyers in the country for the implementation of blockchain-based technology solutions, helping clients in a wide variety of industries capture the business opportunities presented by the rapid evolution of blockchain. Jeff counsels on a variety of e-commerce, social media and advertising matters; represents many organizations in large infrastructure-related projects, such as outsourcing, technology acquisitions, cloud computing initiatives and related services agreements; advises on the implementation of biometric technology; and represents clients on a wide range of data aggregation, privacy and data security matters. In addition, Jeff assists clients on a wide range of issues related to intellectual property and publishing matters in the context of both technology-based applications and traditional media.

Serving as a collaborative business partner through our clients’ biggest challenges, Jeff is part of the Firm’s cross-disciplinary, cross-jurisdictional Coronavirus Response Team helping to shape the guidance and next steps for clients impacted by the pandemic.

Ronak Patel

Campbell Lutyens

Ronak is Partner at Campbell Lutyens, an advisory firm focused on raising private equity, infrastructure and private credit funds from institutional investors worldwide and advising on the secondary sale or restructuring of portfolios of direct or fund investments. Ronak has a specialist focus on infrastructure, leading several of the firm’s fundraising mandates in this business vertical as well as being responsible for developing and maintaining key LP relationships in both the UK and the Netherlands with respect to infrastructure.

Prior to joining Campbell Lutyens Ronak was a member Deloitte’s strategy consulting practice where he worked on strategy and supply chain projects for public and private sector clients. Ronak graduated with a first-class degree in Economics from Cambridge University and is also a qualified management accountant.

Kevin Pierce

Stout

Mr. Pierce has extensive experience in transaction/post-M&A disputes, including working capital, earnout, and breaches of representations and warranties disputes. He has also advised on numerous representations and warranties insurance claims, providing assistance on the evaluation of potential breaches and determination of the amount of loss, including testimony at arbitration and participation in mediation on multiple claims.

Mr. Pierce has also performed numerous complex financial analysis involving embezzlement and kickback schemes, fraudulent financial reporting, Ponzi schemes, and asset tracing, among others. Additionally, he has been retained as expert and testified on behalf of the Securities and Exchange Commission as well as by the Federal Public Defender’s Office in the Northern District of Ohio.

Alex Rafter

Aon

Alex Rafter is an assistant vice president on Aon’s Transaction Solutions team. Prior to joining Aon in June 2017, Alex worked at Liberty Mutual. Alex focuses on structuring, brokering and marketing the Transaction Solutions team’s full suite of products.

Jan Rattay

Deloitte

Jan is a Partner in Deloitte’s Transaction Services team in London. He has over 15 years of experience working with both Private Equity and corporate clients and has advised on over 200 transactions. Jan has supported large cap Private Equity funds and their portfolio companies on operational and value creation matters across the M&A lifecycle, including due diligence, carve-outs, 100 plans, performance improvement and value creation projects, exit preparation and VDDs.

Dominic Rose

Aon

As a Director in Aon's M&A and Transaction Solutions London team, Dominic works with corporate, private equity and infrastructure clients across the EMEA region and beyond to design, structure and place insurance products to support buyers and sellers in M&A transactions, key products being warranty and indemnity (rep and warranty) and other legal contingency policies. Dominic joined Aon in 2017 from the London office of Paul Hastings, having originally qualified and practised as an M&A/Corporate Associate at Herbert Smith, where he advised on domestic and cross-border mergers, acquisitions, divestitures, joint ventures, IPOs, equity investments and reorganisations, before holding a number of in-house roles, including as Head of Corporate Affairs at a film finance and production company.

Anna Rozin

AIG

Anna Rozin is the regional manager for the North America M&A team at AIG. The team specializes in transactional insurance products, including representations and warranties insurance. Prior to joining AIG, Anna was an associate at Ropes & Gray, LLP in the firm’s Private Equity group, advising private investment firms, corporations and financial institutions on mergers and acquisitions, private equity investments, restructurings and general corporate matters. Ms. Rozin received her J.D. from Fordham University School of Law and her bachelor’s degree from Rutgers University.

Derek Shakespeare

Barclays

Derek Shakespeare is a Managing Director, Co-Head of UK M&A and Head of FIG M&A EME at Barclays, based in London. He has over 29 years of investment banking experience and holds an M.A. in Mathematics from St John’s College, Cambridge University. Derek has undertaken a broad variety of investment banking assignments and has provided advice on Mergers & Acquisitions, IPO’s, Joint Ventures and debt and equity capital raising across Europe, the U.S and in Asia. Recent advisory roles include: Intact Financial Corp on its joint bid for RSA Insurance Group, TalkTalk Telecom plc on the offer from Tosca IOM, Aston Martin Lagonda on its Strategic Technology Agreement and Financing, and Chrysaor Holdings on its merger with Premier Oil plc.

Lucia Soares

The Carlyle Group

Lucia Soares is a Managing Director and Portfolio Chief Information Officer Americas at The Carlyle Group. Ms. Soares provides information technology advisory to Carlyle investment teams and optimizes portfolio company performance by partnering with CEOs around information technology transformation opportunities and risks facing their businesses. She is based in Menlo Park, California.

Previously, Ms. Soares was Managing Director at Health2047 leading venture formations that addressed U.S. healthcare challenges. She spent 15 years at Johnson & Johnson, serving a variety of executive roles. As CIO and board member of multiple high-growth medical device businesses, she created technology strategies to grow and optimize businesses with the use of technology. Ms. Soares began her career working for an early Internet professional services agency, USWeb / marchFIRST where she partnered with clients to build first-generation web solutions and built the west coast User Experience practice.

Ms. Soares completed Executive Education coursework at Harvard Business School, and earned an MBA from San Jose State, a Master's in literature from UC Santa Cruz, and a B.A. in foreign languages from San Jose State where she graduated Summa Cum Laude.

David A. Sterling

RSM US LLP

David is a partner in RSM’s Mergers and Acquisitions Tax Practice. He has more than thirty years of experience in public accounting in such areas as consolidated returns, C corporations, S corporations, partnerships, cooperatives, mergers, acquisitions and divestitures.

Throughout his career, David has spoken on a wide variety of topics, including the federal tax considerations of mergers, acquisitions and divestitures, employee stock ownership plan accounting issues, federal tax considerations of stock options, and the federal tax treatment of environmental clean-up costs.

Prior to joining the Firm in 1994, David spent more than twelve years in the tax department of a Big Four firm.

Mark Storrie

Euclid Transactional UK Limited

Mark Storrie is a Principal of Euclid Transactional UK Limited. Mark was previously the Emerging Markets M&A Manager at AIG, where he was responsible for managing their transactional insurance business in Africa, India, MENA and Central and Eastern Europe. Mark qualified as a solicitor at Clifford Chance LLP and has over 10 years’ experience of advising on and underwriting M&A transactions, in particular private equity buyouts and transactions in emerging markets. He holds a LL.B (Hons) law degree from Durham University.

Annabelle Trotter

Aon

Annabelle joined Aon from her previous role as a tax associate in a London based international law firm, where she advised on cross-border M&A and private equity deals, fund structuring, debt finance facilities and real estate matters as well as advising clients and insurers in relation to tax coverage in W&I policies and standalone tax risks. Annabelle is a qualified solicitor.

Andrea Trozzi

THM Partners LLP

Andrea has over 16 years' experience working as a director, adviser and buy-side investor in restructuring transactions. Since joining THM, Andrea has advised on a range of large, complex European restructuring mandates including a number of real estate situations and bank resolution processes. Andrea is a Chartered Financial Analyst. He previously worked for Goldman Sachs and Lehman Brothers.

Tony Visage

Bracewell LLP

Tony Visage, Chair of the firm's securities and corporate governance litigation practice group, focuses his trial practice on shareholder class actions and derivative cases alleging violations of the Securities and Exchange Acts, as well as insider trading, fraud, accounting irregularities, reporting requirement violations and state law claims. Tony has first-chair jury and bench trial experience. He defends companies and individual directors and officers. He has conducted numerous internal investigations in response to derivative demands and other matters giving rise to the need for a special investigation by independent counsel. Tony also works with special committees and conflicts committees of boards on matters involving fiduciary duties.

Tony represents clients in the negotiation of and seeking coverage under commercial insurance policies, including Representations and Warranties and Director & Officer Liability insurance policies.

Tony advises universities, colleges and private schools on sensitive matters and insurance coverage and advises their boards on their fiduciary and other duties.

Hugo Webb

Ambridge

Hugo Webb is a Director of Ambridge Europe Limited. His is a English qualified lawyer with twelve years’ experience. He advised on UK tax law and international tax planning at Olswang, Bingham McCutchen and Akin Gump in London, and started advising Ambridge on the underwriting of tax risks in 2012. He joined Ambridge in 2015, and leads the underwriting of tax risks for Ambridge across Europe, Asia, Africa, South America and Australasia. He holds an LLM (Tax) from King’s College London and an MSci from Imperial College London.

Petter Weiderholm

EQT

Petter Weiderholm joined EQT in February 2016 as the CIO and in June 2018 became the Global Head of IT Strategy.

Prior to joining EQT, Petter worked as Vice President of Business IT at Spotify for five years and before that at SapientNitro (NASDAQ:SAPE), a global e-commerce consulting company. He also spent several years in different tech startups in Stockholm and Linköping. Petter has more than 15 years of experience managing teams and delivering a wide range of IT projects, with a focus on supporting back office automation and business intelligence.

Petter Weiderholm holds a M.Sc degree in Computer Science and Engineering from Linköping's Tekniska Högskola.

Michael Young

Reed Smith LLP

Michael advises clients in respect of a broad range of corporate finance and company/commercial transactions, including cross-border and domestic takeovers, mergers and acquisitions, joint ventures and equity issues by public and private companies. Michael has extensive experience in acting for companies on their admission to the markets of the London Stock Exchange and subsequent fundraisings. Michael is the EMEA vice-chair of the firm’s global Mergers & Acquisitions group.

Christopher Ziemba

Euclid Transactional, LLC

Christopher Ziemba is the Chief Claims Officer for Euclid Transactional, LLC. Prior to joining Euclid, Chris served as a managing claims attorney for a member company of a Fortune 500 insurance services corporation, specializing in executive and professional liability insurance. Chris managed a team of claim attorneys and claim professionals handling claims under various specialty product lines, including non-profit, D&O, management liability, employment practices and fiduciary. Chris has over 20 years of legal and claims experience and received his JD from Chicago-Kent College of Law and an MBA from the Illinois Institute of Technology.