[Event] The LatAm Gateway Summit - October 11th, Miami, Fl

by Zelle LLP

LatAm Gateway Summit

October 11, 2017

InterContinental Hotel - Miami, FL

The LatAm Gateway Summit will focus on Latin American insurance and reinsurance issues. The economic climate, claims, underwriting, and opportunities unique to Latin America will be explored. Insurers, reinsurers, risk managers, brokers, and vendors based in Miami, Latin America, the U.S., London, and Europe are invited to attend.  


8:00 am - Breakfast and Coffee

9:00 am - Welcome Remarks and Introduction

9:30 am - First Session - Dr. Brian Gendreau - Latin American Business Environment Outlook for 2017 - What is the Future for our Region?

10:30 am - Break - Light refreshments/snacks will be provided

10:45 am - Second Session - Interactive BI - This session will use a fact pattern to examine adjusting, accounting and scheduling issues commonly seen in LatAm claims.


Marcelo Fazio (MDD)

Alan Purbrick (CCI)

Alan Tucker (Abaco)

12:15 pm - Lunch

1:15 pm - Third Session - Roundtable Discussion: How can markets better work together? Large and complex risks are often placed in a number of established (re)insurance markets. As local retention in LatAm increases, how can the LatAm, European, London, and U.S. insurance markets effectively work together to resolve claims?


Hector Guardado (Validus Reaseguros, Inc.)

Javier Guardia (Liberty – Miami)

David Lammond (Generali)

Oscar Rueda (Munich Re)

Richard Conacher (Zurich Global Corporate UK)


Jason Reeves (Zelle International)

2:45 pm - Break - Light refreshments/snacks will be provided

3:00 pm - Fourth Session - Subrogation in Latin America - This session will look at how to never leave (re)insurers’ money on the table where there are viable recovery and subrogation opportunities. Lawyers from a number of jurisdictions will provide legal, commercial, and practical commentary.


Rebeca Herrera (Rebeca Herrera Abogados – Colombia)

Luis Felipe Garcia Trejo (Medina & Rodríguez – Mexico)

Ericka Angulo (Estudio Muñiz – Peru)

4:00 pm - Fifth Session - The Biggest Subrogation Recovery in History and Its Lessons for Latin America. Steven Badger will present the historic story of the $5 billion subrogation action arising from the 911 Terrorist Attack and lessons from that litigation applicable to Latin American subrogation matters.


Steven Badger (Zelle LLP)

4:50 pm - Guest speaker (TBD)

5:30 pm - Concluding remarks followed by hosted cocktail reception

*Agenda subject to modification.


Ericka Angulo Bazan is a member of the litigation department of Muñiz, Ramírez, Pérez-Taiman & Olaya Attorneys at Law. She represents clients in civil and commercial litigation at the national level. Ericka has experience in insurance and reinsurance litigation (products dishonesty coverage, unpaid contributions, maladministration, obligatory automobile insurance, etc.) judicial and extrajudicial collection, special constitutional procedures and administrative litigation in the south of the country (Ica, Arequipa, Tacna and Moquegua) and the northern area (La Libertad, Ancash, Piura and Norte Chico).

Steve Badger is a partner with Zelle LLP in Dallas, where he represents the commercial property insurance industry in emerging and significant risk exposures, both as a plaintiff in large loss catastrophe subrogation matters and as a defendant in coverage matters involving weather related litigation. Prior to his hail work, Steve devoted a decade of his career to leading the $5 billion subrogation action arising from the 9/11 Terrorist Attack.  As a lead lawyer on the Plaintiffs’ Executive Committee, Steve was involved in directing all aspects of the action on behalf of the entire group of property damage plaintiffs. The litigation was settled for $1.2 billion, reportedly the largest subrogation recovery ever obtained by the insurance industry.

Richard Conacher is a senior claims adjuster with Zurich Commercial. He has worked in the insurance industry for almost 30 years, beginning with Eagle Star and then continuing with Zurich upon the merger of these two companies in 1998. Richard began his career in personal lines adjusting homeowners claims before moving to the motor line of business where he spent a number of years settling third party personal injury litigation. In 2009, Richard entered the London energy market and has over the last eight years been involved in settling some of the biggest losses from the mining, power and offshore sectors, many of these losses emanating from the Latin American region. He has prior experience in public speaking and most recently spoke at the old Lloyds library on the subject of leaders of insurance placement's and the importance of the lead role in managing their vendors and the relationship with the client and broker.

Marcelo Fazio joined MDD Forensic Accountants’ London office in 2000. He is the firm’s managing director of Latin American Operations, based out of Miami. An economic damage quantification specialist, Marcelo has worked on business interruption assignments across Europe, North America, Latin America, Africa and the Caribbean. Marcelo has worked on a number of litigation and specialty-line cases in Latin America, including surety, fraud, arbitrations, breach of contract and shareholders disputes. Fluent in five languages, Marcelo has given numerous industry presentations, seminars and workshops in the U.S., UK, Germany, Switzerland, Mexico, Colombia, Spain, Chile and Brazil, amongst others.

Luis Felipe Garcia Trejo is office manager of the Mexico City office of Medina & Rodriguez Abrogados, a Mexican law firm specializing in insurance affairs, including coverage and litigation. He is also legal manager for extended warranty affairs.

Brian Gendreau is a clinical professor of finance at the Warrington College of Business Administration and director of the Latin American Business Environment Program at Center for Latin American Studies of the University of Florida. Brian teaches Asset Allocation and Investment Strategy and Emerging Markets Finance and has published in both fields. Prior to coming to UF in 2009 he was an investment strategist with ING Investment Management and a member of its asset allocation committee, which set the investment policy for over $18 billion in asset allocation, life cycle, and balanced funds. Before going to Wall Street he served as a staff economist with the Federal Reserve Board and the Federal Reserve Bank of Philadelphia. Later, he worked for JP Morgan, Salomon Smith Barney, and Heckman Global Advisors (now part of the Roosevelt Investment Group). Brian has consulted on market strategy for Cetera Financial Group, a Los Angeles-­based financial advisory firm and has appeared regularly on CNBC, Fox Business, and Bloomberg television.  

Hector Guardado has been working in the LatAm region for the last 26 years, with the last 17 years dedicated to claims, working on the evaluation and process of reported claims in the U.S., Latin America and Caribbean regions for both facultative and treaty reinsurance operations. Hector is currently the claims manager for the Latin American operations of Validus Re / Talbot Group based in Miami. Prior to that, he was claims manager at AXA Re Latin America and previously held positions as reinsurance broker at Aon and JLT.

Francisco Javier Guardia is a claims manager at Liberty International Underwriters. He is an international insurance executive with over 25 years of experience managing claims throughout Latin America and the Caribbean. He is a licensed insurance adjuster in Florida as well as 18 other states, Venezuela, and Spain.

Rebeca Herrera Díaz is a Colombian lawyer specialized in international commercial law and master in laws in banking and financial Law. Rebeca has worked with companies in the Colombian insurance industry for more than 11 years in roles which have allowed her to gain experience and knowledge on issues related to international insurance services, regulation of the insurance industry, social security economic regulation, negotiation and settlement of reinsurance contract disputes, legal and technical aspects of the insurance contract and civil liability insurance, compliance and financial lines.

David Lammond possesses in excess of 30 years’ experience working in the London insurance market, specializing in direct and reinsurance CAR, engineering and property claims, primarily as lead. Before joining Generali Global Corporate & Commercial two years ago to become head of property and engineering claims, he spent 20 years at Munich Re London as a senior claims specialist. David has handled a number of significant, high-profile and complex global claims in his career and is now responsible for the claims management of a number of high profile property and construction clients.

Alan Purbrick is the CEO and founder of Capital Consulting International (CCi). Established in 1998 to provide high quality insurance-related consultancy services, CCI has grown to be the leading provider of time-related analysis and preparation of forensic timelines to the global insurance industry, especially in relation to business interruption and delay in start-up claims. Alan’s background is in construction and engineering and he became involved in the insurance industry following the IRA bombings of the City of London in 1992 and 1993. He is a chartered quantity surveyor and building engineer and has over 25 years’ experience in global construction projects, 20 of those years against the backdrop of insurance losses.

Jason Reeves, a partner in the London office of Zelle International, is an English solicitor and a licensed attorney in Texas. He has unique experience of practicing law in the U.S. and England. Jason focuses on complex insurance disputes in England, the U.S., and other jurisdictions. He resolves disputes through litigation, arbitration, appraisal, mediation, and negotiation. He primarily handles first-party insurance coverage and subrogation disputes involving energy, property, power, engineering, construction and industrial risks that often include complicated business interruption issues. He also handles third party losses – both defense and coverage. Prior to joining Zelle, he worked as an English solicitor with leading firms in the London market. Jason acts as a commercial mediator for CEDR. He regularly lectures and writes on emerging topics and key insurance-law issues.

Oscar Rueda is a mechanical engineer with a Master's Degree in Energy Conversion and Administration from the University of Applied Sciences of Offenburg (Germany). He began his career in insurance and reinsurance in 1999 as a risk control engineer and later served as director of compensation for Bolivar Commercial Insurance in Bogotá. From 2009 to 2015 he worked from Sao Paulo, Brazil, attending claims throughout Latin America for FM Global. As from March 2015, he took the position of property claims consultant in Munich Re, dealing with South American claims (excluding Brazil).

Alan Tucker is the manager of Abaco in London, where he manages a wide range of cases in the construction and energy, oil and gas, goods and engineering, maritime and political risks areas. He has over 15 years of experience as a surveyor, mainly in the oil and gas sector, during which time he has led many demands to a successful conclusion both in land and off shore, comprising most aspects of exploration, construction and production; DSU / LOPI, PD and COW / OEE. After a short break as surveyor, he travelled to Brazil where he collaborated with several Adjusters, becoming fluent in Portuguese.

Register Now

Payment (Price is USD)

Fee per attendee: $350. Registration fee includes meals and beverages.


All registrants will receive written confirmation/receipt of registration. If you do not receive confirmation from the organizers, please contact info@latamgatewaysummit.com.

Hotel Reservations

The InterContinental Hotel is offering a limited number of hotel rooms at a preferential rate of $249 (King Bed City View) or $269 (King Bay View) for Summit attendees. Attendees will receive access to reserve a room at the preferential rate after completing the Summit registration process.

Cancellation and Refund Policy

Cancellation and refund requests must be made to info@latamgatewaysummit.com no later than Wednesday, October 4, 2017. Cancellations received on or before October 4, 2017 will receive a full refund. Refund requests received after October 4, 2017 will not be granted.

Click Here to Register

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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