CAC LIVE | AGENDA

CAC LIVE AGENDA Tuesday 10/13 (all sessions are on Eastern Time Zone) 11:00 AM EST CAC LIVE Event Kick-off

11:15 AM – 12:00 PM EST Navigating a Hard Market During a Pandemic: A little Tim McGraw, Stephen Covey and Proverbs Can Help!

Risk managers today are facing the most challenging market in nearly two decades. Insurance premiums are skyrocketing while the world struggles to contain the novel coronavirus and manage resulting economic repercussions of truly historic proportions. You face an impossible task of reducing your total cost of risk in a once in a lifetime environment. How do you do it? This session will walk you through various strategies to help you avoid traps for the unwary and keep the tears out of your beers!

John Tanner - Chief Legal Officer, CAC Specialty Carrie O’Neil - Senior Vice President & Claims Counsel, CAC Specialty

12:15 PM -1:15 PM EST Keynote Speaker: Michael Lewis Best-Selling Author of The Undoing Project, Flash Boys, Moneyball, The Blind Side and The Big Short A sharp observer of politics, finance, and the evolution of American culture, Michael Lewis combines keen insight with his signature wit, making him one of today’s leading social commentators. Lewis’ program takes a fresh, hard look at the ever-changing value systems that drive our economic markets, political landscapes, and cultural norms, and how organizations can adapt their thought strategies to facilitate growth among all three. Lewis’ will address the Moneyball methodology, big-data analytics to the rise and fall (and rise, again) of Wall Street.

1:30-2:00 PM EST Networking Lounge Community Zoom Room – 10/13

2:15 PM – 3:00 PM EST D&O Insurance for Companies in Financial Distress and Bankruptcy CAC’s Special Situations Group will discuss the unique challenges and issues facing D&O insurance when a company is financially distressed and/or in bankruptcy, including the policy itself, placement, the current insurance market and how companies can best protect themselves.

Jason Horwitz - Senior EVP, Special Situations Group Practice Leader, CAC Specialty Billy Kroupa - Senior Vice President, CAC Specialty Alan Peterson - Senior Vice President, CAC Specialty William Fahey - Senior Vice President, Berkshire Hathaway Specialty Insurance David Hurd - Associate Vice President, Nationwide Carl Holbig - AVP Financial Lines, Starr Companies

3:00 PM – 4:00 PM EST Representation & Warranty Insurance: Market Update, Underwriting to COVID, and Claims Best Practices Our panelists, representing views from the broker, outside counsel, and underwriter perspectives, will discuss how representation and warranty insurance facilitates M&A transactions by complementing the acquisition agreement’s indemnity structure; provide an overview of recent developments in the market, including specific language of policy exclusions relating to COVID-19 and PPP; and offer advice on how to best position, pursue, and resolve representation and warranty insurance claims.

Michael Wakefield – SVP and Transactional Insurance Practice Leader, CAC Specialty Michael McGowan - Head of M&A Insurance, North America - Mergers and Acquisitions Group, AXA XL Robert Clark – Vice President, Global Head of Transactional Risk, Everest Insurance® Eric Jesse – Counsel, Lowenstein Sandler LLP

CLE Credit Provided by Lowenstein Sandler LLP This program is approved for newly-admitted and experienced attorneys. CA: This program has been approved for 1.0 California General CLE credit. NJ: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New

Jersey for 1.2 hours of total CLE credit. Of these, 0.0 qualify as hours of credit for ethics/professionalism and 0.0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.

NY: This program is approved for 1.0 New York Professional Practice credit.

4:00 PM - 5:00 PM EST Insurance Sponsor’s Open House Event – Please visit the Exhibit Hall

5:00 PM - 6:00 PM EST CAC Client Connect: Wine Tasting & Master Class Exclusive invitation only event for CAC Specialty clients

CAC LIVE | AGENDA

CAC LIVE AGENDA Wednesday 10/14 (all sessions are on Eastern Time Zone) 10:00 AM - 11:00 AM EST Insurance Sponsor’s Open House Event – Please visit the Exhibit Hall 11:15 AM - 12:15 PM EST A Wider Lens: A Perspective on the Insurance Market - Clients, Insurers and Brokers

A conversation with Mike Rice and Paul Sparks, led by Eric Joost. Interview format looking to share observations of the challenges and opportunities facing clients, the market forces and other external pressures impacting insurers and reflect on the first year of leading a new broker.

Eric Joost - Chief Technology & Global Markets Officer - CAC Specialty Mike Rice - Chief Executive Officer - CAC Specialty Paul Sparks - Chairman - CAC Specialty

12:30 PM - 1:15 PM EST Cybeta 3rd Party Cyber Risk Case Study Panelist examine how M&A activity impact breach risk and potential breach losses.

Adam Lantrip – SVP, Professional Liability & Cyber Practice Leader - CAC Specialty Darren Sonderman – EVP, Financial Lines Practice Co-Leader - CAC Specialty David Durant – Cybeta Dane Connell - Cybeta 1:30-2:00 PM Networking Lounge - Community Zoom Room 2:30 PM - 3:00 PM EST How Companies are Securing Liquidity & Managing Reserves Using Tax Insurance

Learn how tax insurance can be used as a risk management tool as industry leaders discuss the benefits of tax insurance, emerging trends and future outlook.

Jordan Tamchin -SVP, Tax Insurance Practice Leader - CAC Specialty David S. De Berry, Esq. - CEO - Concord Specialty Risk

3:15 PM - 4:15 PM EST D&O Market Update

Colin Daly - Executive Vice President & Financial Lines Practice Co-Leader, CAC Specialty Rachel Beck - Senior Vice President & Sponsor Insurance Practice Leader, CAC Specialty Nora McGee – Vice President, Public Company Divisional Underwriting Officer, AIG Justin Psaki – Executive Vice President, Arch Insurance Group Steven Walsh – Executive Vice President, Berkley Professional Liability Carrie Goesel – Vice President, CNA Ray Santiago - Executive Vice President – Head of CML & FI, Sompo International Steven Boughal – CFA, FRM – US FI Technical Underwriting Director/Head of Financial Institutions, Zurich 4:30 PM - 5:15 PM EST Oz Pearlman - Mentalist

We invite you and your entire family to join us for this mystifying event. Oz Pearlman blends mentalism, mind reading and a wholesome sense of humor into an intriguing experience like none other. After a couple of years spent working on Wall Street, Oz decided to pursue his dream and become a full time entertainer. He has now been dazzling audiences with his unique mind-reading ability for over a decade. Oz was featured on TV’s number one rated show, America’s Got Talent. Oz has also appeared on a variety of both national and international networks, a few of which include NBC’s Late Night with Jimmy Fallon, The TODAY Show & ABC World News and been profiled in Forbes, The New York Times, to name but a few.

CAC LIVE | AGENDA

CAC LIVE AGENDA Thursday 10/15 (all sessions are on Eastern Time Zone) 10:00 AM - 11:00 AM EST Insurance Sponsor’s Open House Event – Please visit the Exhibit Hall 11:15 AM - 12:15 PM EST Overview of the Structured Insurance and Financing Markets: What happened, and where do we go from here? Leaders in the Structured Insurance and Financing Markets will share their perspectives

Jack Leventhal - Senior Managing Director & Structured Solutions Co-Practice Leader, CAC Specialty Vince Mutolo - Senior Managing Director & Structured Solutions Co-Practice Leader, CAC Specialty Brian Stewart - Managing Director, Corporate Debt and Private Equity, Fortress Investment Group Jack Neumark - Head of Legal Assets, Fortress Investment Group Marty Scherzer - Senior Vice President and Head of Structured Solutions, Everest Re Group Jean François Bahier - President, Unique Risk Underwriting, AmTrust Financial Services 12:15 PM – 12:45 PM EST Employment Practices Liability Update

Bain Head – Executive Vice President - CAC Specialty Jeremie Saada – Head of US Executive Risk, Beazley Jennifer Gentry – Employment Practices Liability Product Manager, Chubb

12:45 PM - 1:15 PM EST Fiduciary Liability Insurance Update Robert Regueiro – Senior Vice President, CAC Specialty Keith Freid – Senior Vice President, AIG Financial Lines Christine Montelbano – Tokio Marine HCC

1:30-2:00 PM EST Networking Community Lounge Zoom Room - 10/15 2:00 PM – 2:45 PM EST Contingent Risk Insurance Get Deals Done, Strategically Manage Risk, and Monetize Legal Positions - Cares Acts and Beyond

Active or potential litigation or regulatory action can create costly uncertainty. Our team of former AMLAW 25 corporate litigators discuss the fast-growing contingent risk market and how companies and law firms can leverage bespoke policies to increase liquidity, monetize legal positions, solve M&A deal friction, enhance credit, and manage investor relations. We will use the recent uncertainties created by participation in CARES Act stimulus programs as an example of how this insurance can be used to proactively manage risks.

Andrew Mutter – Senior Vice President – CAC Specialty David Barnes - Senior Vice President - CAC Specialty Robert Underhill - SVP, Transactional Insurance at Berkshire Hathaway Specialty Insurance 3:00 PM – 4:00 PM EST Promoting Equality in Corporate America

Join Ursula Burns, former Xerox CEO and Chairwoman, and Laura Huang, HBS professor, as they discuss the current social climate and the role that companies and employees need to play to promote equality and greater representation in corporate America. Ursula joined Xerox as an intern in 1980 and rose through the ranks to become President in 2007. From 2010 to 2016, she served as Xerox CEO, managing to turn a company once only known for paper copies into a viable and profitable business. Under Ursula’s successful leadership, Xerox transformed into one of the world’s most diversified business services companies. Burns is the first African-American woman to lead an S&P 500 company. Ursula was named chairwoman of VEON in 2017, just as the international telecom expanded offerings to its more than 240 million customers to compete as a global online company. She was appointed by President Barack Obama to lead the White House national STEM program from 2009 – 2016 and served as Chair of the President’s Export Council during from 2015 to 2016. Ursula regularly appears on the Fortune’s and Forbes’ list of the world’s most powerful women and serves on the Board Directors of Exxon Mobil, Nestle, and Uber. Ursula also provides leadership counsel to several community, educational and non-profit organizations including: The Ford Foundation, the MIT Corporation, Cornell’s Tech Board of Overseers, The New York City Ballet, the Mayo Clinic, among others. Laura Huang is an associate professor of business administration at the Harvard School of Business. Prior to joining HBS, she was an assistant professor of management at the Wharton School, University of Pennsylvania. Laura’s

CAC LIVE | AGENDA

research examines early-stage entrepreneurship and the role of interpersonal relationships and implicit factors in the investment decisions of financiers such as angel investors and VCs. Her work studies the subtle signals and cues that often impact the behavioral perceptions of investors, which can lead to implicit bias in the investing process. Her research has been featured in the Financial Times, The Wall Street Journal, USA Today, Forbes, and Nature. Laura has won a number of awards for her research, and was named one of the 40 Best Business School Professors Under the Age of 40 by Poets & Quants. In her book “Edge: Turning Adversity into Advantage” Laura shows that success is about gaining an edge: that elusive quality that gives you an upper hand and attracts attention and support. Some people seem to naturally have it. Laura teaches how to create our own edge from the challenges and biases we think hold us back and turn them to work in our favor.

Ursula Burns - Senior Advisor, Teneo and Current Member of the Board of Directors of Uber, Nestlé, ExxonMobil, Ford Foundation Laura Huang - Harvard Business School, Associate Professor of Business Administration Eric Joost - Chief Technology & Global Markets Officer - CAC Specialty Jack Leventhal - Senior Managing Director & Structured Solutions Co-Practice Leader, CAC Specialty Jennifer Schaeffer - Senior Vice President, CAC Specialty

4:00 PM Closing Comments

For additional questions regarding CAC LIVE, please email info@cacspecialty.com

mailto:info@cacspecialty.com