
Surety Underwriting and Claims Considerations for Internationally Owned Contractors
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Using a case study method, this panel will discuss some of the unique underwriting, claims and other considerations which come up when a contractor in the United States is in discussions to be acquired by a company located outside the United States. In addition to considerations related specifically to the contractor, the panel will also discuss how the surety product in North America differs from how surety is conducted throughout the rest of the world. Also included will be some practice pointers to help prepare for success when dealing with international companies.

Michael Keller
Director, Home Office Underwriting
CNA Surety
Michael Keller currently holds the role of Home Office Underwriting Director at CNA Surety which entails handling both middle market clients on the West Coast and international reverse-flow surety clients across the Nation. After attending the University of Washington, he has spent the past 12 years in the construction and surety industry with most of that time spent with CNA. He currently resides in the greater Seattle area.

Edward J Reilly
Senior Vice President
American Global LLC
Ed is a Senior Vice President at American Global working with contractors both in the Greater New York region as well as firms with a national and global presence. Ed brings over 30 years of legal and surety underwriting expertise providing strategic surety solutions to contractors throughout North America.
Prior to joining American Global, Ed was a Senior Vice President and surety leader in Aon’s Construction Services Group. Ed began his surety carrier with Chubb and spent over 20 years in various surety underwriting and legal roles, most recently as their Vice President and Regional Surety Manager and prior to that as their Surety General Counsel. Ed has regularly presented on various construction and legal topics related to surety to industry organizations including the Associated General Contractors and the ABA Fidelity and Surety Law Committee .Ed is a Vice Chair of the American Bar Association Fidelity and Surety Law Committee.
Ed’s expertise includes surety and other forms of performance security on projects including significant experience with alternative project delivery methods including public private partnerships (P3) and other large Design-Build procurements. His client base is a mix of Regional, National and Global construction companies. Ed has been involved in providing surety solutions including P3 bonds with liquidity components on some of the largest P3 and Design Build RFP project procurements of the past decade in North America.

Megan Mazzeffi
Surety Counsel
RLI Insurance Corp.
Megan Mazzeffi is Surety Counsel at RLI Insurance Corp. She provides legal support to underwriting across all surety lines. Before joining RLI, Megan worked as Claims Counsel with Travelers and CNA where she managed complex surety performance and payment bond claims. Prior to moving in house, Megan practiced law in Chicago, focusing her practice on surety, construction and commercial litigation. Megan received her Juris Doctorate from University of Illinois, Chicago School of Law and her Bachelor of Arts in Spanish and Political Science from Purdue University.

Sam Barker
Director-AsiaPac, Global Risk Claims
Liberty Mutual
Sam is the Director-AsiaPac, Global Risk Claims at Liberty Mutual. He is a graduate of Stanford University (BA Economics) and Seattle University School of Law and has over 30 years of experience in commercial and surety law. His current role with Liberty focuses on the administration and review of domestic an reverse flow claims for large international accounts, specifically for the Asia Pacific region, including Australia, Singapore and Hong Kong. In his spare time he can be found performing on stage, traveling or flailing on a golf course, weather permitting.
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