Join IBANY on Monday, February 26 at 2 p.m. as we explore the M&A space with a diverse panel of insurance pros in recognition of Black History Month. The event will be held at the offices of Arthur J. Gallagher, 300 Madison Ave, 28th floor, New York, NY. Light refreshments will be provided.

Moderator

Kamran Khaliq is Senior Vice President of Marsh McLennan Agency (MMA) and the Business Insurance Due Diligence Practice Leader of MMA’s Private Equity and M&A Practice. With over a decade of experience in the risk-management field, Kamran has carved a niche in supporting the diverse insurance needs of financial sponsors, strategic investors, transactional advisors, and their investments/portfolio companies in the middle-market space. In addition to his role at MMA, Kamran’s contributions to both the insurance industry and M&A space are evidenced through his long-standing advisory board roles within IBANY, ACG and various entrepreneurial ventures and non-profits. Kamran’s work and efforts have been recognized by various entities and publications - IBANY’s Emerging Leader in 2017, Recipient of the Renee McFadden Scholarship and Insurance Business America’s Young Gun in 2019. Kamran began his career at Wells Fargo, following his graduation from Rutgers, The State University of New Jersey-New Brunswick, where he earned a B.S in Economics and Political Science. 

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ONLINE REGISTRATION IS CLOSED, BUT YOU CAN REGISTER ON-SITE. PLEASE ARRIVE AT LEAST 15 MINUTES EARLY.

Panelists

Paul C. Little is Co-Founder and Chief Operating Officer at Protecdiv. He has more than 30 years of experience in the insurance, reinsurance, and risk analytics industries.

Prior to Protecdiv, Paul founded and was President of Maxfield Risk Consulting which specialized in risk management and analytics consulting. Before forming Maxfield, Paul was CEO at Ultimate Risk Solutions, an economic capital software development company. Paul also served as President of EQECAT Inc. a natural hazards software and risk management company (now part of CoreLogic). Prior to joining EQECAT, Paul was EVP, Chief Brokerage Officer and Director at Holborn Corporation, a reinsurance intermediary. Paul began his insurance career at Guy Carpenter LLC, a subsidiary of Marsh & McLellan, ending his tenure there after more than 20 years, as a Managing Director. Paul is a graduate of The Wharton School of the University of Pennsylvania and holds a B.S. degree in Economics.

Established in 2020, Protecdiv is a certified Minority Business Enterprise (MBE) by the NMSDC, specializing in Property & Casualty (P&C) insurance and reinsurance brokerage. Our mission revolves around the commitment to "Improve Society Through Insurance™." As a trusted advisor, we serve a diverse clientele, including Fortune 2000 commercial entities, public entities, large and specialty insurers, mortgage and credit risk holders, and underserved communities.
With a focus on delivering excellence, Protecdiv offers extensive experience and expertise spanning various industry sectors and insurance coverage areas. Our commitment to providing a best-in-class service is complemented by the strategic use of cutting-edge tools in data management and analytics. This allows us to proficiently structure and place risk transfer programs with leading global insurers and reinsurers.
Our MBE certification benefits our clients by providing substantial, measurable, and reportable supplier diversity credits. This support aids them in achieving their Diversity, Equity, and Inclusion (DEI) and Environmental, Social, and Governance (ESG) goals. Operating with licenses in all 50 U.S. states, Washington D.C., and Puerto Rico, Protecdiv stands ready to navigate and meet unique insurance needs across diverse markets.

Brandy Carbone joined MarshBerry in 2022 as a Vice President within MarshBerry’s Financial Advisory team. Her current responsibilities include acting as a client-facing lead on merger & acquisition (M&A) and financial consulting projects, developing strategy and implementation of client deliverables, as well as recognizing opportunities for growth that ultimately enhance client satisfaction.

Brandy has over ten years of experience in investment banking, data analytics and business management - plus tenure as an entrepreneur and nonprofit leader.

Prior to joining MarshBerry, Brandy was a Senior Business Analyst & Director of Data Analytics for CM&F Group, Inc. In addition to this role, she was the diligence captain for the firm where she coordinated efforts internally and in conjunction with M&A and integration teams. She has also held roles with Bank of America Securities Corporation and Bear, Stearns & Co., Inc.

In 1981, MarshBerry was founded to serve the unique needs of each client with customized, results-oriented valuation and M&A solutions. Marshberry believed that its unmatched capabilities in intellectual capital and data analytics would help clients amplify their value creation. In 1984, MarshBerry launched its proprietary benchmarking platform and Agency Owner Publication, which provided intelligence on the best practices of independent insurance agencies and brokers. The next year, its started publishing a Perspectives for High Performance (PHP) report, which established the company as a leader in analytics-backed strategic consulting for the insurance industry and remains a cornerstone of insight-based advisory.

MarshBerry established its peer exchange networks in 1997, helping companies grow their businesses with invaluable industry learnings and shared accountability to outperform the competition. Over the next fifteen years, it launched our Sales Management, Benefits, and Recruiting practices. MarshBerry also expanded its physical presence with new offices in California, Michigan, and Dallas. Continuing the emphasis on high-quality analytics and publications, MarshBerry began publishing For The Record and Dealmakers Dialogue.

Since 2014, MarshBerry has grown tremendously. Some milestones include starting two National Brokers, launching The Connect Platform, and introducing several new thought leadership publications and reports. In addition, MarshBerry established its first international branch in Amsterdam and now has grown to six in North America and four in Europe. Today, MarshBerry is a leader in the investment banking, corporate finance and wealth management markets, ranking number one in total clients advised in S&P Global’s 2022 league tables. 

Jelani Fenton is the Founder & CEO of Safari, a workforce development technology company that is building a modern solution to address the insurance industry talent shortage. Jelani started his career as a commercial insurance broker in Marsh's leadership development program. He is also the owner of Tribe Insurance Group, a holding company that acquires and operates commercial insurance agencies and brokerages. Among its portfolio includes EG Bowman, the oldest black-woman-founded insurance brokerage in the United States, DH Lloyd, the largest black-owned commercial insurance brokerage in Washington, D.C. and JD Prime Insurance Agency, a New York-based commercial insurance agency.

Jelani subsequently transitioned into roles as an investment banker at Evercore covering insurance companies and as an underwriting manager at Rhino, a venture capital-funded insurance technology company. He holds an undergraduate degree from the University of Maryland, College Park and an MBA from the Tuck School of Business at Dartmouth.

E.G. Bowman Co., Inc. is an NYC-based, minority-owned insurance brokerage firm with over 70 years of expertise in providing innovative commercial insurance solutions to municipalities, private companies and nonprofit organizations. Ernesta G. Procope, a progressive pioneer in the minority business community, founded the company in 1953 as the first black-woman-owned commercial insurance in the United States. Since its founding, the company has remained committed to its mission to support underserved communities while providing best-in-class insurance solutions to businesses, municipalities and nonprofit entities of all sizes.

ONLINE REGISTRATION IS CLOSED, BUT YOU CAN REGISTER ON-SITE. PLEASE ARRIVE AT LEAST 15 MINUTES EARLY.