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NASBP 2023 VIRTUAL SEMINAR PACKAGE

Registration for the 2023 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2023 Virtual Seminars individually.

Multi-Subscription Discount

NASBP also continues to offer a multi-subscription discount for subscribers from the same organization. This discount is available online for the enrolled member/location(s) of a NASBP Member and for participants from branch location(s) of an Affiliate member. For a Member or Affiliate to be eligible for a multi-subscription discount, one enrolled Member or Affiliate from the same organization must have already purchased the Virtual Seminar Annual Subscription at the $999 fee. Then, when another enrolled member/location of that same organization registers, they will be charged only the $259 multi-subscription discounted rate. If you are not seeing the discounted rate, please contact Professional Development at prodev@nasbp.org and request a multi-subscription discount registration code.

All NASBP Virtual Seminar Annual Subscribers will automatically:

  • Be registered for all live Virtual Seminars held in 2023;
  • have access to recordings of all Virtual Seminars held in 2023 and
  • have access to the library of more than 200 past Virtual Seminars on-demand throughout the year!

Interested in registering 19-plus locations? Additional discounts are available. Please contact NASBP Professional Development at prodev@nasbp.org for more information.

Each purchased registration, regardless of rate, grants access to one computer login/phone connection per physical location.

NASBP Virtual Seminar Annual Subscriptions are non-refundable and cannot be pro-rated.


  • Contains 3 Component(s) Includes a Live Web Event on 04/05/2023 at 2:00 PM (EDT)

    During this NASBP Virtual seminar, we are joined by Whit Campbell of The Hartford and Kara London of Philadelphia Insurance Companies for a discussion on Indemnity Agreements.

    During this NASBP Virtual seminar, we are joined by Whit Campbell of The Hartford and Kara London of Philadelphia Insurance Companies for a discussion on Indemnity Agreements. Our presenters will discuss why sureties take indemnity agreements instead of relying on ”Common Law Indemnity”, the different types of indemnity agreements, who has to sign them, how to get released from them, and much more. Both contract and commercial perspectives will be discussed.

    Whit Campbell

    Pacific Northwest Regional Assistant Manager

    The Hartford

    Whit Campbell was born and raised in Honolulu Hawaii, moving to the mainland to attend college at the University of Puget Sound where he graduated with a BA in Finance and Economics. 

    Whit started his surety carrier at Reliance Insurance Company in 1985 where he worked in the Federal Way HO, Spokane, and Portland Branches.  He moved to Seattle with Safeco in 1989 and spent time back at Reliance and Travelers before landing at the Hartford in 2003.  Whit is currently the Pacific Northwest Regional Assistant Manager at The Hartford and his territory covers 4 Western States. 

     Whit and his wife Malia live in Kirkland, Washington.  They have three adult children.    Whit is a true history junkie and is the Surety Association of Washington’s historian.  Another interest is forestry, he owns a 40 acre forest and is Hartford’s Timber Bond expert.  He enjoys gardening and tending his 2 hives of bees and 2 chickens.  

    Kara London

    Assistant Vice President, Commercial Surety

    Philadelphia Insurance Companies (PHLY)

    Kara London, raised in South Windsor, CT, received her BS in Social Work at the University of Saint Joseph in West Hartford, CT. After graduation, Kara looked to find her fortune in Seattle, which she continues to call home.

    Kara started her surety career at Willis in 2000 gaining experience on the Broker side and later found her true calling, underwriting commercial surety, with Travelers. Kara’s resume also includes time spent with The Hartford, Parker Smith & Feek and Great American. Currently, Kara is an AVP, Commercial Surety, at Philadelphia Insurance Companies covering the Pacific Northwest.

    Kara enjoys all of the offerings of the beautiful Pacific Northwest and looks to find time to lower her handicap score, hiking, gardening, fanning on the Seattle sports teams and enjoying time with her husband, Steve. 

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    This presentation will provide the foundations of Cybersecurity and Privacy requirements and best practices in the United States.

    This presentation will provide the foundations of Cybersecurity and Privacy requirements and best practices in the United States.  On the cybersecurity front, this presentation will provide overview of cybersecurity best practices regarding preventing and responding to breaches, when a breach triggers reporting obligations and potential liability. On the privacy front, this prevention will describe the patchwork of privacy laws in the United States and developing and novel legal theories of liability for privacy violations. 

    Myriah Jaworski

    Member

    Clark Hill

    Myriah Jaworski is a member of the law firm Clark Hill (https://www.clarkhill.com/), where she focuses her practice on the intersection of law and technology and advises clients on enterprise-wide data privacy and cybersecurity governance, incident response, data breach and class action defense, and related government investigations. Recognized as a Super Lawyers Rising Star—Litigation and a Law360 Rising Star—Cybersecurity and Privacy, she practices in many jurisdictions throughout the United States in both state and federal courts. She can be reached at mjaworski@clarkhill.com.

    Chirag Patel

    Senior Attorney

    Clark Hill

    Chirag Patel is a senior attorney at the law firm Clark Hill (https://www.clarkhill.com/). He is a solution-oriented commercial and technology attorney with experience in e-commerce, data privacy compliance and protection, vendor MSAs and contracts, advertising, consumer protection, class actions, and trade secrets. Patel has transactional, compliance, and litigation experience in various technology, cybersecurity, and data privacy matters. He has experience with commercial contract review and transactions and conducts master contract reviews in various industries. He can be reached at cpatel@clarkhill.com.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    Now that 2022 has come to a close, the construction and surety marketplace continues to remain active. The market has seen an up-tick in investment in residential, commercial, data storage and large distribution fulfillment center production.

    Now that 2022 has come to a close, the construction and surety marketplace continues to remain active. The market has seen an up-tick in investment in residential, commercial, data storage and large distribution fulfillment center production. 

     In 2022, contractors struggled to keep up with labor pricing pressures, and general materials input that was necessary to perform on contracts. Despite this, production levels were up, margins were relatively favorable, and financial results should demonstrate positive net results. 

     2023 will likely continue to be a strong year for the construction market as backlogs are generally very strong and middle market contractors have operating plans in place to address fundamental issues, such as employee retention, material price fluctuations, and balance sheet improvement from COVID relief programs, i.e. Payroll Protection Plan and Employee Retention Credit programs.

    Our presentation will provide insights on what surety professionals will likely see from their contractor clients 2022 financial reporting and discuss possible hot spots that will need to be addressed. And as we move further into 2023, we will also discuss, and attempt to predict, the world of construction and our economy during a rising interest rate environment, recession fears, geopolitical concerns, and a generally unstable inflationary time.

    Todd A. Feuerman, CPA, CCA, MBA

    Director

    Ellin & Tucker

    Todd A. Feuerman, CPA, CCA, MBA is a director in the audit and accounting department of Ellin & Tucker. He may be reached at (410) 727-5735 or tfeuerman@ellinandtucker.com.

    Christopher W. Oven, MBA

    Principal

    Ellin & Tucker

    Christopher W. Oven, MBA,

    is a principal at Ellin & Tucker, and leader of the firm’s Corporate Finance Group. He may be reached at coven@ellinandtucker.com.

    Cazmier Tymoch, CFA, ABV, ASA

    Supervisor

    Ellin & Tucker

    Cazmier Tymoch, CFA, ABV, ASA is a supervisor at Ellin & Tucker, and a member of the firm’s Corporate Finance Group. He may be reached by email at ctymoch@ellinandtucker.com.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    Most of the items and energy that we use every day depend in some way on the extraction of natural resources, e.g., mining or drilling minerals, coal, oil, and natural gas.

    Most of the items and energy that we use every day depend in some way on the extraction of natural resources, e.g., mining or drilling minerals, coal, oil, and natural gas.  Laws regulating the extraction require reclamation bonds to secure compliance with law in the complex intersection of overlapping federal and state laws, diverse environmental settings, and changing economies.  It is important to know what you have bonded, not just who you have bonded.  It is not just about balance sheets.  This program will survey natural resource principles, the major environmental laws related to reclamation bond requirements, and the impact of changes in energy and materials use.

    W. Blaine Early, III

    Member

    Stites & Harbison, PLLC

    Member of the law firm of Stites & Harbison, PLLC, based in its Lexington, Kentucky, office. He obtained his B.A. degree from DePauw University, his Ph.D. from the University of Louisville, and his law degree, with distinction, from the University of Kentucky.

    Laura M. Murphy

    Senior Claim Counsel

    Travelers Bond & Specialty Insurance

    Senior Claim Counsel with Travelers Bond & Specialty Insurance.  Ms. Murphy graduated from Trinity College (B.A.) and Western New England School of Law (J.D.).  She joined Travelers in 2008.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    The new year brought several new certification requirements that impact veteran owned small business and joint ventures partnering with veteran-owned small businesses as well as opened the door for relief from the impacts of inflation on certain federal projects.

    The new year brought several new certification requirements that impact veteran owned small business and joint ventures partnering with veteran-owned small businesses as well as opened the door for relief from the impacts of inflation on certain federal projects.  In this 60-minute seminar, you will learn about:

    1. SBA’s new certification program for veteran owned businesses, including the timing for certification and implications on previously self-certified businesses.
    2. Certification requirements under the new regulations.
    3. Considerations when forming a Joint Venture with SDVOSB / VOSBs under the new regulations.
    4. Inflation relief under the 2023 National Defense Authorization Act.

    Jennifer Harris

    Senior Counsel

    Peckar & Abramson, P.C.

    Jennifer Harris is senior counsel in Peckar & Abramson’s Washington, D.C. office. Her primary areas of practice are construction and government contracts law, complex commercial litigation, and real estate law. Jennifer’s experience includes contract litigation and negotiations, landlord and tenant matters, land-use litigation and the enforceability of land covenants. She provides counsel to clients in contract litigation, tax sale foreclosure actions, negotiations and business disputes, and matters concerning Minority/Women and Disadvantaged Business Enterprises(M/W/DBE), among other matters.

    Over the course of her career, Jennifer has been involved in all aspects of the litigation process including jury trials, district and circuit court cases, and she has specific experience in pre-trial and trial practice, motion practice, fact and expert discovery, witness preparation and settlement negotiations. Jennifer also has experience in appellate briefing and has argued before the Maryland Court of Special Appeals.

    Prior to joining Peckar & Abramson, Jennifer was a litigation attorney with a regional Maryland firm. Jennifer also clerked for the Honorable Mickey J. Norman in the Third Judicial Circuit of Maryland.  

    Jennifer holds a J.D. from the University of Baltimore School of Law, where she graduated summa cum laude and was a member of the Heuisler Honor Society. Throughout law school, Jennifer was an active member on the Executive Board of the University of Baltimore Law Review, the National Labor Law Moot Court Team, and served as a Rule 16 Attorney for the Civil Advocacy Clinic.

    Jennifer is admitted to practice in Washington, DC, Maryland and Virginia.

    Michael Zisa

    Co-Managing Partner

    Peckar & Abramson, P.C.

    Michael C. Zisa is the co-managing partner of Peckar & Abramson’s Washington, D.C. office where he focuses his practice on construction, surety and government contracts law and chairs the Firm’s Surety practice group.  For over twenty years, Mike has assisted contractors and sureties in all aspects of their business – from contract review and negotiation to contract administration and claim development and prosecution to litigation in federal and state as well as various contract appeals boards and alternative dispute resolution forums. Mike regularly speaks and writes on construction and surety issues and is recognized by ChambersUSA, Best Lawyers and Super Lawyers in the areas of construction, surety, government contracts and litigation.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    Please join our panel discussion where construction industry lobbyists will share their thoughts on the November 2022 Mid-terms elections. Learn what these experts envision might be in store when Congress convenes the first session of the 118th Congress on Jan. 3, 2023.

    Please join our panel discussion where construction industry lobbyists will share their thoughts on the November 2022 Mid-terms elections. Learn what these experts envision might be in store when Congress convenes the first session of the 118th Congress on Jan. 3, 2023.  

    Confirmed panelists include Dana Thompson, Washington Representative from the Women Construction Owners & Executives, John "JB" Byrd, representing the National Society of Professional Surveyors, Mike Oscar representing the American Subcontractors Association and Jordan Howard representing the Associated General Contractors (AGC).

    The session will be moderated by Larry LeClair, NASBP's Director of Government Relations.

    Dana Thompson

    Washington Representative

    Women Construction Owners & Executives

    Dana Thompson is the Washington Representative for Women Construction Owner's and Executives.

    John "JB" Byrd

    Representing National Society of Professional Surveyors, Vice President

    Miller/Wenhold Capitol Strategies

    "JB" is Vice President with Miller/Wenhold Capitol Strategies specializing in government affairs with 19 years in advocacy, policy, and strategic initiatives. He began working in the Federal policy arena in October 2001 as an aide to a U.S. Senator. In 2005, JB was hired by John M. Palatiello & Associates, a public affairs consulting firm which merged with Miller/Wenhold in 2018. He is the registered federal lobbyist for the National Society of Professional Surveyors (NSPS) and was the first Government Affairs Manager for MAPPS. JB is also the lead staffer for the Council on Federal Procurement of Architectural and Engineering Services (COFPAES) since 2005, the Business Coalition for Fair Competition (BCFC) since 2009, the Digital Coast Partnership and Advocacy Coalition since 2012, the 3D Elevation Program (3DEP) Coalition since 2014, and the Coalition for the White House Conference on Small Business (WHCSB) since 2015. JB now lobbies for the Subsurface Utility Engineering (SUE) Association, the U.S. Geospatial Executives Organization (USGEO), and the Geospatial Equipment & Technology Institute (GETI).

    Mike Oscar

    Government Relations Director

    American Subcontractors Association (ASA)

    Mike Oscar is the Government Relations Director at the American Subcontractors Association (ASA). 

    Jordan F. Howard

    Director, Federal and Heavy Construction Division

    Associated General Contractors of America

    Mr. Howard is the Director of the Federal and Heavy Construction Division at the Associated General Contractors of America in Washington, D.C. He received his J.D. from the Antonin Scalia Law School at George Mason University and earned his B.A. (Magna Cum Laude) in English and Political Science from Texas Tech University. He is licensed to practice law in the state of Maryland.  

    Larry LeClair (Moderator)

    Director of Government Relations

    NASBP

    Larry is Director of Government Relations at the National Association of Surety Bond Producers (NASBP) where he assumed that role in January 2010. Prior to joining NASBP, Larry has advocated for policy interests on behalf of trade and professional associations for over 25 years at both the state and federal level, which includes the American Tort Reform Association, the American Institute of CPAs and the North American Securities Administrators Association. 

    In his role as Director of Government Relations at NASBP, Larry is the chief lobbyist for the association on Capitol Hill representing its interest on issues such as the SBA Bond Guarantee Program, preserving the Federal Miller Act, and educating and engaging members of Congress and their staff concerning the importance of the surety bond product.

    Larry received his Bachelor of Arts Degree in Political Science from the University of Southern Maine in Portland, Maine and his Masters Degree in Public Policy from Georgetown University in Washington, DC.  Larry, his wife Barb, and their Welsh Corgi Jack, live in Potomac, MD.  

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    Developers and Lenders always want to make sure that any liens placed against real property are addressed to ensure clear title and no impediments to project financing.

    Developers and Lenders always want to make sure that any liens placed against real property are addressed to ensure clear title and no impediments to project financing. One means by which mechanic’s liens can be addressed are through the use of lien discharge bonds. During this NASBP Virtual Seminar, we are joined by attorneys Jonathan Dunn of SMTD Law LLP and Derek Popeil of Chubb who will provide a summary overview of the law applicable to mechanics’ lien discharge bonds, including the nature and purpose of lien discharge bonds, the scope of the surety’s liability, the surety’s defenses, and the surety’s subrogation and contribution rights related to lien discharge bonds.

    Jonathan J. Dunn

    Partner, SMTD Law LLP

    Jonathan J. Dunn is a partner in SMTD Law LLP’s Irvine, California office. Jonathan focuses his practice in construction practices, surety law, creditor's rights and remedies, including bankruptcy and work-outs, and transactions relating to construction, debtor/creditor and commercial matters. Prior to forming SMTD, Jonathan was a partner at an international law firm, an in-house attorney with two national bonding companies where he handled construction defaults in the Western United States, and active in his family’s construction business. Jonathan is asked to write and speak frequently, and has written numerous articles and presentations. Jonathan is a vice chair of the AGC-California Legal Advisory Committee, active in the ABA’s Forum on Construction Law section, a prior Vice Chair of the Fidelity & Surety Law Committee, as well as involved in numerous other construction and surety associations and legal bar organizations. Jonathan obtained his J.D. from Seattle University School of Law (formerly Univ. of Puget Sound L.S.), and his Bachelor of Arts degree in Economics from UCLA in 1989. Jonathan is licensed to practice in California, as well as various federal, special and bankruptcy courts.

    ​Derek Popeil

    Vice President, Surety Claims Manager

    Chubb

    Derek Popeil is a  in the Surety Claims department with over 30 years of experience in the surety industry. He has been with Chubb for the last 9 years. He initially started his career as an Associate General Counsel for First Indemnity of America Insurance Company. After 10 years with First Indemnity of America Insurance Company, he left to enter the private practice of law where he handled construction and surety claims and litigation in representation of numerous sureties. Derek graduated from Muhlenberg College in 1988 receiving a Bachelor of Arts degree. In 1991, he received his Juris Doctorate from Widener University School of Law. He is licensed to practice law in both federal and state courts of New York and New Jersey.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    The recent decision granting summary judgments in favor of a group of surety defendants in the closely watched federal case of Scollick v. Narula finally provides important judicial insights into the surety industry’s obligations under the False Claims Act.

    The recent decision granting summary judgments in favor of a group of surety defendants in the closely watched federal case of Scollick v. Narula finally provides important judicial insights into the surety industry’s obligations under the False Claims Act. Attorneys Matthew Baker and William Groscup of Watt Tieder will provide timely comments and guidance on the implications for bond producers and surety underwriters.

    Matthew Baker

    Partner

    Watt Tieder

    Matt Baker is a partner in Watt Tieder’s McLean, Virginia office concentrating his practice in the areas of construction, government contracts, surety, and commercial litigation.   Matt has assisted clients with disputes arising from a wide range of vertical and horizontal construction projects including transit and light rail, highway and utility projects, marine construction, airports, buildings, embassies, and schools.  Matt has further represented clients in connection with a variety of matters including payment disputes, changes clause claims, design defects,  delay claims, False Claims Act (“FCA”) litigation, and indemnity claims.  Matt is also a frequent speaker, panelist, and author on topics involving the intersection of the law and the construction and surety industries.

    William Groscup

    Senior Partner

    Watt Tieder

    Bill Groscup counsels and advises owners, general contractors, subcontractors and sureties with respect to contract administration, claim preparation, dispute resolution and litigation both domestically and abroad. His experience includes contract drafting and negotiations, claim advice, strategies for contract administration, dispute resolution and litigation on a wide spectrum of commercial construction projects, including power plants, mass transit systems, tunnel projects, overseas military bases, railway bridges, and luxury hotels.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    During these uncertain economic times its more important than ever for surety professionals to have an understanding of current economic trends and how those trends are impacting your contractor clients balance sheets.

    During these uncertain economic times it's more important than ever for surety professionals to have an understanding of current economic trends and how those trends are impacting your contractor clients balance sheets.  During this NASBP Virtual Seminar, we are joined by Will Gruy of FMI and Jack Callahan of Construction CPA firm CohnReznick. Will, will kick off the presentation by sharing a big picture look at the economy and how it is impacting the construction industry and what’s on the horizon as we look towards 2023. Then Jack will zoom in on these issues with more detailed experience and examples on how he is seeing these economic trends reflected on contractor’s balance sheets and how to help your contractor clients navigate what’s just around the river bend. 

    Jack Callahan

    CPA, Partner - Construction Industry Leader

    CohnReznick

    With more than 35 years of experience, Jack Callahan serves as CohnReznick's Construction Industry Leader overseeing a team of 200 professionals across the United States. He has served as a trusted advisor to contractors throughout their entire lifecycle demonstrating exemplary client satisfaction building a reputation as a results-oriented leader dedicated to driving company growth and transformation. Jack and his team have worked extensively with both private developers and public agencies to develop and implement fiscal and integrity monitoring programs to successfully mitigate the costs of fraud, waste, and abuse on large development projects. Jack was the lead partner for CohnReznick on the monitoring and investigative work performed at Ground Zero and continues to spearhead the ongoing initiatives at LaGuardia and O’Hare airports. Jack has extensive knowledge, insights, and experience in accounting, corporate taxation, and business consulting matters within the construction community and values his well-earned role as trusted business advisor.

    Jack joined CohnReznick in August 2005 after serving as the managing shareholder of a leading private New Jersey accounting firm. He is actively involved in all aspects of the Construction and Engineering industry and a member of numerous industry trade groups. Jack got involved early in creating a support role for Public Private Partnerships, is an active member of American Institute for the Advancement of American Infrastructure. Jack’s individual accomplishments include his status as a Mole and serving on their finance committee, role as Treasurer for ACE Mentor Program of NY, and the Minority Business Development Institute. He presents regularly at conferences and is well known as an industry thought leader presenting on webinars, publishing business articles, and providing insights on social media through various industry trade groups and firm publications.

    ​Will Gruy

    Senior Consultant

    FMI

    Will Gruy us a Senior Consultant with FMI, in that role he works with companies across the U.S. serving the built environment with an emphasis on operational improvement and strategic thinking. He specializes in corporate strategy, using a research and evidence-based approach to achieve improved financial results through organizational focus. 

    With a background in information technology consulting focused on project management, analytics and business strategy, Will brings a unique viewpoint to strategic discussions and implementations.   

    Prior to FMI, Will worked as an IT consultant for a major consulting firm. He developed operational improvement tools for managers that utilized the constant flow of data produced by operations. These tools increased the productivity of both personnel and assets deployed and provided better information to support organizational decision making. 

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    Private equity in the modern form is a relatively new vehicle across the history of investing. According to the WSJ, similar investment strategies have existed since the colonial period though it wasn’t until the post-WWII period that the first “private-equity firm” emerged in the US.

    Private equity in the modern form is a relatively new vehicle across the history of investing.  According to the WSJ, similar investment strategies have existed since the colonial period though it wasn’t until the post-WWII period that the first “private-equity firm” emerged in the US.  Underwriting private equity business began with commercial surety in the late 1990s and today is a growing trend in the construction industry.  

    In this seminar, Anthony Romano of Everest and John Guglielmo of Intact will discuss the emergence of private equity in commercial and contract bonding.  The presentation will include industry trends, opportunities, underwriting strategies and mitigation tools to navigate the complexities of private equity.

    John Guglielmo

    President, U.S. Commercial Surety

    Intact Insurance Specialty Solutions

    John Guglielmo is the President of U.S. Commercial Surety at Intact Insurance Specialty Solutions. John has over 25 years of experience in the surety industry.

    Previously, he was the Vice President of Surety at ACE USA from September 2004 to July 2012. Prior to that, he was the Vice President at Avalon Risk Associates from March 2000 to August 2004.

    John began his career in the surety industry as an Underwriter at American International Group (AIG) from January 1996 to September 1997. John then moved to Amwest Surety Insurance Company from September 1997 to March 1999 where he worked as a Senior Underwriter - Surety.

    John has a degree from The Johns Hopkins University.

    Anthony Romano

    Senior Vice President & Global Surety Head

    Everest Insurance

    Tony is an industry-recognized executive with 30 years of experience. Prior to joining Everest, Tony was Senior Vice President and Managing Director of a surety managing general underwriter (Suremerica) representing XL Catlin.  He oversaw all aspects of the international MGU platform.  Tony spent the majority of his career employed by AIG in a variety of domestic and international senior product-line roles.  He led the Surety operations in the U.S. and Canada where he focused on developing contract, commercial and international surety business.  Before assuming this role, he managed AIG’s international Fidelity and Financial Institution books.  During his career he has underwritten and managed all segments of the surety product line, including: small, mid and jumbo contract, commercial and international business.  Prior to joining AIG, Tony was a field underwriter within CIGNA’s New York regional surety office, and participated in the company’s merger with Liberty Mutual.  

    He completed studies at St. Peter’s University and holds a B.S. degree in Accounting.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.