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26th Annual Raymond James Insurance Conference

Monday, June 26 | 8:30 AM - 4:00 PM

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The equity capital markets have experienced a challenging environment over the last year due, in part, to the Fed’s actions to combat inflation and concerns of a potential recession. While the S&P 500 finished down 19% in 2022, the insurance sector outperformed with property/casualty insurance up 17%, life insurance up 7% and insurance brokers off only 1% in 2022. We are excited to announce that the 26th Annual Insurance Conference is set for June 26th at the headquarters of the CFA Society of NY, in New York City. The line-up will include C-suite executives from leading companies both public and private operating in the insurance industry. We expect participants to discuss new trends in insurance technology, pricing, and underwriting practices. We also expect to learn more about the M&A market in insurance brokerage.


Sponsored by Raymond James

Join us for a full day of interactive panels and presentations with executives from some of the leading public and private companies in the Insurance and Insurance Technology sectors. Presenting companies will discuss the outlook of the insurance industry, as well as the evolving role of technology in the insurance market and the challenges presented by uncertain macroeconomic conditions. The list of companies include: Ambac , Arena Investors, Corvus, Coterie Insurance, Cover Whale Insurance Solutions, Inc., Fortegra, Gradient AI, Layr, Palomar, Players Health and Universal Shield.

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Participating Companies

Ambac (AMBC) is a financial services holding group with subsidiaries including Everspan Group ( Specialty P&C), Xchange Benefits (P&C MGA), and run-off financial guarantee insurance companies Ambac Assurance Corporates and Ambac Assurance UK Limited. The company prioritizes maximizing shareholder value through the execution of strategic priorities in its Specialty P&C Insurance platform and Financial Guarantee Insurance platform.

Arena Investors is a registered investment advisor that sources and manages investments primarily for insurance companies at all levels of risk/return spectrum including investment grade ABS, CRE, and special situations investments – all for borrowers who are unable to access conventional sources of financing. The company’s in-house investment team and joint venture partners allow Arena to access more opportunities than their available capital. Additionally, the company’s mandate flexibility allows the company to create a diversified portfolio which reduces idiosyncratic risk and correlation.

Corvus is a commercial insurance insurtech company which provides AI-driven services and products to brokers and policyholders to better predict and prevent loss. The company offers its smart cyber and smart tech E&O products and risk management services through its CrowBar digital platform.

Coterie Insurance is an MGA focused on simplifying business insurance. Through tech-enabled business insurance solutions, the company delivers simpler coverage, more accurate pricing and a streamlined experience. By enabling the instant quoting and issuing of policies as well as a 100% digital underwriting process, Coterie helps agents and brokers simplify and digitize their operations to better serve small businesses. Digital insurance platforms are able to leverage Coterie’s simple, easy to integrate APIs to further streamline the quoting and binding experience.

Cover Whale Insurance Solutions, Inc. is a leading commercial trucking insurtech. The company is redefining the legacy commercial trucking insurance model by applying in truck telematics technology, process automation and AI/ML/FL algorithms to change the way insurance is distributed, underwritten and managed to mitigate losses. The company’s coverages include auto liability, physical damage, cargo, general liability and non-trucking liability.

For more than 40 years, Fortegra and its subsidiaries have delivered risk management solutions that help people and businesses succeed in the face of uncertainty. As a global specialty insurer, we offer a diverse set of admitted and surplus insurance products and warranty solutions. Fortegra’s A.M. Best Financial Strength Rating of A- (Excellent) is a result of our rigorous underwriting standards and consistent profitability. For more information, please visit:

Gradient AI is a leading provider of artificial intelligence (“AI”) solutions for the insurance industry. The company provides solutions that improve loss ratios and profitability through predictive underwriting. The company uses technology to accurately identify casualty claims that are at risk of becoming high-cost by highlighting the riskiest claims quickly, as well as predicting the insurer’s corresponding reserve needs. Additionally, the company’s services can improve quote turnaround and claim expense through intelligent automation.

Layr is an insuretech that delivers software to automated and digitize insurance brokerages’ small commercial departments.  The intuitive solution provides an optimal insured experience that enables the greatest access to and understanding of the insurance market while materially increasing profitability and efficiency for the insurance brokerage.

Palomar is a rapidly growing innovative insurer focused on providing specialty insurance to residential and commercial customers. The company’s underwriting and analytical expertise allows it to concentrate on certain markets that it believes are under served by other insurance companies, such as the markets for earthquake, hurricane, inland marine, and flood insurance. Palomar uses proprietary data analytics and a modern technology platform to offer customers flexible products with customized and granular pricing for both the admitted and excess and surplus lines markets. Palomar’s products are distributed through multiple channels, including retail agents, program administrators, wholesale brokers, and in partnership with other insurance companies.

Players Health is risk services and insurance firm that protects athletes and sports organizations through its risk management platform. The company provides products and services to ensure the safety of sporting environments while also providing insurance products such as general liability, D&O, and medical coverage.

Universal Shield is a hybrid insurance and insurtech enterprise which was formed as a result of the merger of UIM Holding Company and Shield Indemnity, Inc. in January 2022. The company provides P&C multi-line insurance solutions in the admitted and non-admitted markets.

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