Insurance Litigation 101
Subscriptions
February 28-March 1, 2005
The Rittenhouse Hotel, Philadelphia
Conference Chaired by
Richard F. McMenamin, Esq., Morgan, Lewis & Bockius, LLP, Philadelphia
Bruce R. Kaliner, Esq., Mound Cotton Wollan & Greengrass, New York ____________________________________________________________________________
CONFERENCE AGENDA
Day 1
February 28, 2005 (Philadelphia)
8:00
Registration and Continental Breakfast
8:45
Welcome and Introductory Remarks
9:00
Understanding The Anatomy of the Insurance Market, The Players & Their Interactions – An Overview
• Basic principles & key insurance concepts
• Risk Transfer Mechanisms
• The Players
- The insured
- The insurer
- The reinsurer
- Agents, brokers & underwriters
- Regulators
• Types of coverage
- Primary coverage
- Umbrella policies and other kinds of excess insurance
Howard T. Weir, III, Esq., Morgan, Lewis & Bockius, LLP, Washington, DC (PA)
Lawrence D. Mason, Esq., Fisher Kanaris, P.C., Chicago (TX& PA)
John D. Shugrue, Esq., Morgan, Lewis & Bockius, LLP, Chicago (TX)
10:00
Morning Break
10:15
Understanding the Insurance Marketplace: Key Products
CGL Liability Insurance
• Components of a policy, declarations, jacket, endorsements
• Rules of construction and litigation guidelines
• Occurrence v. claims made v. occurrence first reported forms
• Covered injuries and liabilities: bodily injury, property damage, advertising injury
• E-commerce coverages
• Allocation and trigger issues
David E. Wood, Esq., Wood & Bender LLP, Camarillo, CA (PA)
Richard W. Bryan, Esq., Jackson & Campbell, P.C., Washington, DC (PA)
Stephen N. Goldberg, Esq., Heller Ehrman White & McAuliffe LLP, Los Angeles (TX)
Joseph A. Ziemianski, Esq., Cozen O'Connor, Houston (TX)
11:15
Understanding the Insurance Marketplace: Key Products
Property Insurance
• Components of a policy, declarations, jacket, endorsements
• Rules of construction and litigation guidelines
• Types of property and risks that are covered
• Insurable interest
• Period of coverage
• Typical wording: conditions, limitations, exclusions
• What constitutes direct physical loss?
• Business interruption losses
Wayne R. Glaubinger, Esq., Mound Cotton Wollan & Greengrass, New York (PA)
Mark S. Katz, Esq., Mound Cotton Wollan & Greengrass, New York (TX)
Martha Sharp, Esq., Wood & Bender LLP, Woodland Hills, CA (TX)
Douglas J. Simmons, Esq., Kirkpatrick & Lockhart Nicholson Graham LLP, Pittsburgh, PA (PA)
12:15
Networking Luncheon
1:15
Understanding the Insurance Marketplace: Specialized Products
D&O & EPLI
• Sources of exposure for directors and offices
• Practical claims handling considerations
• What is covered under a D&O policy?
E&O
• What types of claims are covered?
• Who is covered and who can bring a claim?
• Recent claim trends and coverage debates
• How E&O policies interact with other coverages
Nicholas M. Lovecchio, Executive Vice President & Director, Willis Group Holdings Limited, Radnor, PA (PA)
T. David Ackerman, Esq., Vice President, Professional Liability Division, Quanta U.S. Holdings, Inc., New York (PA & TX)
Robert N. Hughes, CPCU, ARM, FACFE, DABFE, Chairman & CEO, Robert Hughes Associates, Inc., Richardson, TX (TX)
2:15
Understanding the London Market
• How risks are underwritten in the London Market
• Overview of claims handling practices
• What is Equitas?
• Relationship and interaction between Lloyd’s and London Market insurance companies
Robert A. Skinner, Esq., Ropes & Gray LLP, Boston (PA)
Catherine A. Mondell, Esq., Ropes & Gray LLP, Boston (TX)
Donald E. Seymour, Esq., Kirkpatrick & Lockhart Nicholson Graham LLP, Pittsburgh, PA (PA)
3:00
Afternoon Break
3:15
Key Reinsurance Concepts
• Types of reinsurance
- treaty vs. facultative
- proportional vs. excess
- financial reinsurance
• Basic reinsurance concepts
- utmost good faith
- "follow the fortunes"
- relationship with the underlying policyholder
• Key treaty provisions
• Reinsurance arbitration
Sandra Tvarian Stevens, Esq., Wiley Rein & Fielding, Washington, DC (PA)
Stuart Cotton, Esq., Mound Cotton Wollan & Greengrass, New York (PA)
Emilie L. Bakal, Esq., Mound Cotton Wollan & Greengrass, New York (TX)
Tracey W. Laws, Esq., Chadbourne & Parke LLP, Washington, DC (TX)
4:00
Tutorial on the Insurance Claims Process
• Notice & demands for coverage
• Investigating & evaluating the claim
• Reservation of rights letter/Declinations
• Assessing other insurance and valuing the claim
• Settling the coverage claim or preparing for litigation
Edward R. Reilly, Jr., Chairman, Edward R. Reilly & Co., Inc., Englewood, NJ (PA)
Susan Barry, Esq., Wood & Bender LLP, Camarillo, CA (PA)
Mark V. Handy, AIC, Assistant Vice President, American International Underwriters, AIU CLMD Property/Energy, New York (PA & TX)
Alan H. Gray, Founder and Executive Vice President, The Affiliated Alan Gray Companies, Boston (TX)
TX speakers to be announced
5:00
Networking Reception
Day 2
March 1, 2005 (Philadelphia)
March 8, 2005 (Dallas)
8:30
Continental Breakfast
9:00
Introduction to Insurance Regulatory Issues
• Relationship between federal and state regulation
• Functional areas subject to regulation & identification of unregulated areas
• Sources of regulatory authority
• Emerging issues in insurance regulation
Michael F. Consedine, Esq., Saul Ewing LLP, Harrisburg, PA (PA)
Norma L. Garcia, Deputy Commissioner, Legal and Compliance, Texas Department of Insurance, Austin, TX (TX)
W. Christopher C. Doane, Esq., Department Counsel, Pennsylvania Insurance Department, Harrisburg, PA (PA)
10:00
Morning Break
10:15
Moderated Point-Counterpoint on Insurance Litigation Issues
• Attorney client privilege with insurer/insured communications
• Is discovery from the underlying litigation needed in the coverage dispute?
• Settlement information/communications from the underlying action
• Checklist and analysis of the types of documents to pursue
• Electronic evidence – where to find electronically stored information and protecting it
• What kind of information is used at trial?
• Identification of the key documents each side should or does try to have produced
• Analysis of the issues surrounding lost policies
• Bad faith
• Choice of forum
• Trial strategies in insurance coverage cases
Ellen S. Friedell, Esq., Associate General Counsel, Rohm and Haas, Philadelphia, (PA)
Peter J. Biging, Esq., Lewis Brisbois Bisgaard & Smith LLP, New York (PA & TX)
David E. Wood, Esq., Wood & Bender LLP, Camarillo, CA (TX)
D. Christopher Heckman, Esq., Counsel, Exxon Mobil Corporation, Irving, TX (TX)
11:15
Developments in the Insurance Marketplace – What’s Moving the Market Currently
• Alleged anti-consumer practices – suits against the industry
• Hardening vs. softening of the market
David A. Luttinger, Esq., Morgan, Lewis & Bockius, LLP, New York (PA)
John E. Failla, Esq., Morgan, Lewis & Bockius, LLP, New York (TX)
Audrey M. Samers, Deputy Superintendent and General Counsel, New York State Insurance Department, New York, NY (PA)
Andre E. Harlfinger, Esq., Adjunct Professor, The King's College , Bronxville, NY (PA)
Ira S. Bergman, Esq., Law Office of Ira S. Bergman, Philadelphia (PA)
12:30
Adjourn
____________________________________________________________________________
Registration Fee
The registration fee includes continental breakfast each day, one luncheon, attendance at all conference sessions, a copy of the conference handbook on CD, networking reception, and coffee breaks. The registration fee is $695 for the first attendee.
How to Register
Fax is the best way to enroll, allowing us to attend to your registration immediately. Please fax this form to (610)768-0303, call 1-800-MEALEYS, (610)768-7800, e-mail mealeyseminars@lexisnexis.com or mail this form with payment to Mealey Publications, P.O. Box 62090, King of Prussia, PA 19406-0230. Receipt of payment guarantees your registration.
Special Discounts
• Corporate Discount — $200 off — $495
• Additional registrants from the same firm or company — $150 off — $545
• Government employees — one-third off — $465
• Sitting judges — attend free
• Paralegals — two-thirds off — $235