Euclid Transactional’s
3rd Annual
Carrier Symposium

October 7, 2025

We are looking forward to seeing you at our 3rd Annual Carrier Symposium for an afternoon of conversation about the state of the transactional insurance market.

 

If you would like to register, please click here.

Please email Kelly Coyle with any questions: kcoyle@euclidtransactional.com 

2025 Carrier Symposium Agenda

Thursday, October 7, 2025

12:00 p.m.
Registration and Lunch

12:50 p.m.
Opening Remarks by Phil Casper

1:00 p.m.
M&A Outlook – An Outside Perspective
Jay Rittberg with John Butler, Managing Director of Financial Services and Head of Insurance Investment Banking Group at Piper Sandler

1:20 p.m.
State of RWI / W&I Market
Will Hooper, Alice Ho, Crystal Png, Shawn O’Neill

1:40 p.m.
2025 Euclid Claims Study Highlights and Claims Trends
Justin Giles, Daniella Smith, Meg Gardiner

2:05 p.m.
Coffee Break

2:20 p.m.
Spotlight On Notable Claims
Nick Morales, Rose Kenerson, Joe Corsello, Brittany Zimmer

2:45 p.m.
State of the Tax Insurance Market
Justin Berutich, Kyle Reiter, Chris Waddington

3:05 p.m.
Coffee Break

3:25 p.m.
Data and Analytics in Transactional Insurance
David Bailey, Tom Creasy

3:55 p.m.
Euclid’s Internal Advantage: Expertise at Work
Ajit Bhat, Jordan Susko, Kendal Longmore, Tim Grosso, Miranda Ma

4:20 p.m.
Brokers Perspective
Albert Song with Craig Warnke, Managing Director and Transactional Risk Chief Operating Officer of Marsh

4:45 p.m.
Closing Remarks by Jay Rittberg

5:00 p.m.
Cocktail Reception to Follow