Insurance Consulting & Risk Management
- Advised a large, US-based international fund sponsor on utilizing and structuring key life insurance products to minimize risk in certain investments.
- Advised a large, US-based international fund sponsor that was purchasing an asset from a liquidating family trust and drafted the relevant terms in the acquisition agreement and the London-based representation and indemnity insurance policy to ensure deal warranties were enforceable post acquisition.
- Counseled a specialty finance company subject to the Investment Act of 1940 regarding indemnification agreements.
- Counseled numerous private companies and individual directors on potential liability and pre-IPO activity exposures and customized specific insurance provisions to address those issues.
- Evaluated the insurance program of a mid-sized private company heavily regulated by state law, including analyzing its contracts and policies and creating an insurance captive as part of its risk management strategy.
- Advised numerous internationally based companies with regard to insurance protections worldwide and the effect on coverage in the event of bankruptcy.
- Provide risk management solutions to an American thoroughbred horse racing facility with respect to its racing, poker, golf, and dining exposures.
- Advised real estate management companies regarding insurance and indemnification provisions in lease agreements.
- Counseled a US-based company regarding managing risk worldwide by developing unique insurance coverage programs for trading platforms, back-office operations, specialized inventory risks, professional liability, claims procedures, management of claims, and coverage for terrorism risks.