The FENG Insurance S.I.G.

Next Meeting

When:

06/26/2019 – 4:30 PM to 6:30 PM (Reserve a spot at this event)

Where:

Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
9th Floor
New York, NY 10017


Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:00 pm EST
Phone number: 515-739-1034
Access code: 588787#
Please mute your phones *6

Agenda:

Shaun Gagnon, CLTC is a partner at Cambridge Insurance Advisors focusing on employee benefits, executive benefits, high net worth planning and Due Diligence for Mergers and Acquisitions.
Prior to joining Cambridge, Shaun ran an early stage venture fund for his family focusing on investments in technology and consumer nutrition companies. He also had a distinguished career in both retail insurance consulting and wholesale consulting for The Standard.
Shaun entered financial services in 2005 after completing his undergraduate degree from Bowdoin College, where he played both varsity hockey and football and was chosen as captain of the football team his senior year.
Shaun is a member of the Association for Corporate Growth, Connecticut Venture Group, Society of Human Resources Management, Connecticut Business and Industry Associations Small Business Advisory board, and is a partner with Social Venture Partners.

Chris Avery is a healthcare strategist at Cambridge focusing on employee benefits, PE/VC Due Diligence and alternative funded plans.
Prior to joining Cambridge, Chris spent over 10 years working with Institutional Investors and HNW Families to manage their wealth and investment needs. Most recently with Citizens Private Bank, Chris built and managed a new territory as the bank expanded wealth operations into the tri-state area. Chris was a Chairman's Club recipient (Top 1%) in 2016/17.

Chris graduated from the University of Connecticut in 2007 with a BA in Political Science and Economics. Chris is a Certified Wealth Strategist and holds his FINRA 7, 63, 65 and Life and Health licenses.






Great opportunity to connect with FENG Members in other industries.

Welcome & Introduction of Chairs from: Banking - Insurance

- 90 Second Elevator Pitches

- Various SIGs break out to a separate group in the meeting room.
- Open discussion on possible assistance provided from other S.I.G. members.
- Hot topics in the Media/Banking/Insurance world.
- Open “one-on-one” connecting

The meeting schedule is:
4:30 – 4:45 PM Networking
4:45 – 5:00 PM Introductions and Housekeeping
5:00 – 6:00 PM Breakout sessions with various SIGs
6:00 – 6:30 PM Networking

ALUMNI VERY WELCOMED AND ENCOURAGED TO ATTEND.

Please bring a name badge, your resume, business cards and be prepared with your elevator speech to the meeting.

Directions

757 Third Avenue is between 47th and 48th Streets, in the area of Grand Central Terminal


About the Insurance S.I.G.

Insurance Special Interest Group

It is the mission of the FENG Insurance SIG to promote an open and inclusive dialogue within the Insurance profession on best practices for both the leadership and technical areas. It is the purpose of the Insurance SIG to promote an open and inclusive dialogue providing a venue to network with other industry professionals and continue learning about current and innovative trends in this industry.

Members of our group include current and in-transition CEOs, CFOs, CAOs, Tax leaders, Treasurers, FP&A leaders, Controllers, Strategic Finance leaders, Actuarial leaders, etc. We endeavor to grow our membership across all types of insurance companies -- Life, P&C, Health, consumer and/or commercial risks, InsurTech.

Our meetings are held in conjunction with the Banking SIG and take place in New York City on the 3rd Tuesday of every month. Typically, we invite expert guest speakers on relevant topics, and we encourage our members to participate in robust Q&A and a friendly exchange of viewpoints.

Meeting information is as follows:
Grant Thornton Building
757 Third Avenue (between 47th and 48th Streets) -
9th Floor
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 4:50 pm EST
Dial In number: 605.313.5538
Access Code 615 921
Please mute your phones *6.

Please remember to bring:
• Business cards
• Name tag

S.I.G. Leadership

Andrew Edelsberg
aedelsberg@kbra.com
(646) 731-2371
Andrew was hired by in November 2015 to head the newly established insurance ratings team at Kroll Bond Rating Agency (KBRA). The team issued its first insurance financial strength rating (IFSR) in October 2016 and currently has IFSRs published on 55 insurance companies. KBRA is the world’s largest post-financial crisis rating agency with offices in New York, Pennsylvania, Maryland and Dublin, Ireland.

Before coming to KBRA, Andrew worked for A.M. Best for over 15 years in the Life/Health Ratings Division. At A.M. Best, he managed several analytical teams that provided rating coverage for diverse groups of domestic life/health insurers. Additionally, Andrew authored and oversaw the writing of research articulating A.M. Best’s credit opinion of life/health insurers as well as the rating agency’s position on industry issues. He often advised his peers on technical issues related to debt securities, rating tools and the rating process. For several years, Andrew was a standing member and co-chair of the Life/Health rating committee.

For Meeting Information, Please Contact:
Andrew Edelsberg
aedelsberg@kbra.com
(646) 731-2371

OUR SPONSORS:

cfo