Creating an Oasis from the Desert

Exploration of Assets, Both Balance Sheet and Intangible

This focused two-day event equips you with practical strategies for navigating complex asset valuation, marshaling, and preservation challenges in insurance receiverships, all while protecting policyholders in an increasingly digital world.

From traditional securities and real estate to digital assets, smart contracts, deferred tax assets, and intercompany receivables, today’s receivership landscape demands specialized expertise and greater collaboration than ever before.

8:00 AM – 8:10 AM

Opening Remarks and Housekeeping Comments

8:10 AM – 8:30 AM

Welcome

Charles Bassett
Arizona Director of the Department of Insurance and Financial Institutions

8:35 AM – 9:50 AM

Session 1: HR Issues During Organizational Transitions

Presenter: Trey Boone, eSource Human Resources

9:55 AM – 10:50 AM

Session 2: Digital Assets

Presenter: Josh O. Lively, Cantilo & Bennett

10:50 AM – 11:05 AM

Networking Break

11:05 AM – 12:00 PM

Session 3: Reinsurance – Red Flags, Tools and Collaboration

Moderator: Joel Glover, Faegre Drinker

Panelists:
Bruce Baty, Norton Rose Fulbright US LLP
Mike Fitzgibbons, Fitzgibbons & Company, Inc.
Lori Munn, Arizona Department of Insurance and Financial Institutions

12:00 PM – 1:30 PM

Luncheon Break and Keynote Presentation

Keynote Speaker: Jared Smith, Senior Curator of History, Tempe Historical Museum

1:30 PM – 2:25 PM

Session 4: What’s Your Move? Unique Assets Resolution

Moderator: Joe Holloway, California Liquidation Office

Bruce Baty, Norton Rose Fulbright US LLP

Jane Moenck, Risk & Regulatory Consulting

Attendees will respond to scenarios with possible resolutions, which a panel of seasoned receivers will then discuss.

2:30 PM – 3:30 PM

Session 5: Ethics and the Use of Artificial Intelligence for Insurance Receivers

Panelists:
Paige D. Waters, Partner, Troutman Pepper Locke LLP
Stephanie O’Neill Marco, Counsel, Troutman Pepper Locke LLP

3:25 PM – 3:45 PM

Networking Break

3:50 PM – 4:50 PM

Session 6: Complex Investment Structures

Panelists:

Scott Millimet, PIMCO
Gautam Devarashetty, Oliver Wyman

8:00 AM – 8:05 AM

Housekeeping Comments

8:05 AM – 9:00 AM

Session 7: Recovering Value for the Receivership Estate from Non-Traditional and Encumbered Assets

Panelists:
Kevin Baldwin, Special Deputy Receiver, Illinois Office of the Special Deputy
Fred Griffith, CFO, Lumbermens Mutual Casualty Co., In Liquidation

9:05 AM – 10:00 AM

Session 8: AI Update, Governance & Risk Management

Presenters:

Scott M. Kosnoff, Faegre Drinker Biddle & Reath LLP

Mason S. Medeiros, Faegre Drinker Biddle & Reath LLP

10:00 AM – 10:20 AM

Networking Break

10:25 AM – 11:20 AM

Session 9: Asset Recovery Litigation

Panelist: 

Kyle Ewing, Greenburg Traurig

Mason S. Medeiros

Dustin Plotkin, Oliver Wyman

11:25 AM – 11:30 AM

Wrap-Up and Upcoming IAIR Events