Broadcast Date: Tuesday, January 19, 2021
from 3:00 pm to 4:30 pm (ET)


The representations and warranties insurance (RWI) market continues to rapidly evolve as it responds to the ongoing pandemic. A number of RWI trends have started to emerge including the classification of the current crisis as a heightened due diligence area and the standardization of COVID-19 exclusions. More significantly, several other issues are yet to arise as the health crisis continues to unfold.

With COVID-related challenges and other important trends in the backdrop, it becomes more essential for companies that depend on R&W insurance to become updated. They should carefully examine and proactively address pitfalls considering the recent developments.

Join a panel of transactional risk insurance practitioners as they provide the audience with an in-depth discussion of the latest trends and developments in RWI policies. Speakers will discuss, among other things, the best practices that can help companies use their insurance policy effectively in today’s fast-paced environment.

Key topics include:

  • Impact of COVID-19 on R&W Insurance
  • Other Significant Issues
  • What Companies Should Be Doing Now
  • Best Practices
  • Outlook


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

On-demand Webcast (CLE)



General knowledge of business insurance


Course Code:



NY Category of CLE Credit:

Areas of Professional Practice


Total Credits:

1.5 CLE

Speaker Panel:

Jacob Borth, Vice President
Alliant Insurance Services, Inc.

Jacob is a Vice President at Alliant Insurance Services. Jacob acts as advisor and liaison between clients and various insurance carriers, servicing clients’ risk management needs and more specifically in the transactional liability space. Jacob also executes request for proposal preparation/presentation and insurance carrier negotiations, in addition to his role growing Alliant’s M&A practice.

Jacob began in the insurance industry in 2011 and specializes in Reps & Warranties/Transactional Liability. Jacob provides customized solutions that help prevent and respond to liability exposures and has further experience in Directors & Officers and Professional Liability coverages.

Prior to joining Alliant in 2014, Jacob worked as a commercial bank analyst for JPMorgan Chase, a Project Manager for Penske Automotive, followed by his introduction into insurance, whereby he underwrote publicly-traded companies at AIG and later brokering these products at Marsh & McClennan in Chicago, IL.

Jacob earned a BA in English Literature and Law & Commerce from Miami University (OH) and an MA in International Business from Regents University London.

Rickie Trudeau, Underwriting Counsel, Mergers & Acquisitions
Liberty Global Transaction Solutions

Rickie Trudeau has extensive experience representing private equity clients and their portfolio companies on acquisitions, minority investments and restructurings and representing investment banks, commercial banks, strategic investors and private corporations in structuring multi-million and multi-billion dollar secured and unsecured credit facilities, including acquisition financings. Prior to joining Liberty GTS, Rickie was both a private equity and a banking and finance associate at Weil, Gotshal & Manges. Rickie received her BA in History of Art from Yale and her JD from University of Pennsylvania Law School. Rickie is admitted to practice in New York.

Bryan M. O'Keefe, Partner
Seyfarth Shaw LLP

Bryan O’Keefe is a partner in the Washington, DC office of Seyfarth Shaw LLP and a member of the firm’s Labor & Employment Department. Bryan frequently represents companies in transactional due diligence and bankruptcy matters. Prior to and since joining Seyfarth, Bryan has been responsible for due diligence on more than 1,500 deals, with a particular emphasis on private equity transactions and those involving the use of representations and warranties insurance. Bryan has led the development of the firm’s transactional underwriting practice group. This team advises transactional risk insurers on all aspects of a deal, including assisting with insurer due diligence, identifying key risks with the transaction, and working with buyers’ counsel to negotiate a transactional risk product that serves the needs of all.


Jacob BorthVice President

Alliant Insurance Services, Inc.

Rickie TrudeauUnderwriting Counsel, Mergers & Acquisitions

Liberty Global Transaction Solutions


Bryan M. O'KeefePartner

Seyfarth Shaw LLP

  • How has RWI evolved in the past 5+ years?
  • Current trends from 2020: M&A deal flow/type and RWI
    • How might these trends change in 2021?
  • RWI-specific trends (premium, retention, coverages, etc.)
  • Due diligence and underwriting focus trends
  • Carrier capacity and competitive landscape (providers)
  • Beyond 2021

Date & Time:

Tuesday, January 19, 2021

3:00 pm to 4:30 pm (ET)

Who Should Attend:

  • M&A Lawyers
  • Transactional Lawyers
  • M&A Executives
  • Risk Managers
  • Legal Advisors
  • Insurance Advisers
  • C-Level Executives
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Jacob BorthVice President
Alliant Insurance Services, Inc.
Rickie TrudeauUnderwriting Counsel, Mergers & Acquisitions
Liberty Global Transaction Solutions
Bryan M. O'KeefePartner
Seyfarth Shaw LLP



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