Representative Transactional and Regulatory Matters*

• Representing Arbitrum in the development of an insurance solution for DAO tokenholders.
• Representing Armilla in general insurance matters, including the development of AI insurance products.
• Representing Gusto in general insurance matters, regulatory matters, creating and implementing innovative business models.
• Representing Care.com in general insurance matters, captive formation and regulatory matters.
  
• Representing KKR as local regulatory counsel in connection its acquisition of Global Atlantic and approval of the Form A.
• Representing Munich Re Ventures in connection with its investment in NEXT, including the filing and approval of the Form A.
• Representing Procure in connection with the development of its insurance operations, MGA agreements and product distribution.
• Representing Energetic Insurance in product formation and regulatory matters.
• Representing LeaseLock in general corporate and regulatory matters.
• Representing Sensible in general corporate matters, captive formation and regulatory matters.
• Conducting diligence, business plan assessments and insurance regulatory compliance in connection with portfolio company investments and acquisitions.
• Developing comprehensive risk management policies, including the formation and use of alternative risk structures, for the LA 2028 Summer Olympic Games.
• Representing clients in connection with regulatory matters, including investigations, in front of various insurance departments, including the New York State Department of Financial Services.
• Developing numerous customized insurance solutions to address risks that cannot be fully covered through traditional insurance markets for IP, M&A transactions, shared economy, venture capital, private equity, family offices, product recall and cybersecurity risk.

*Includes work completed prior to joining Fenwick

Representative Insurance Coverage and Bankruptcy Matters*

• Advising the creditor committee and/or litigation trust on the identification and assessment of insurance assets for Mallinckrodt, 24 Hour Fitness and Fusion.
• Advising the board of directors for debtors Enjoy and Packable on critical insurance issues in connection with bankruptcy.
• Advising a major school in connection with the recovery of more than $100 million in insurance proceeds related to sexual misconduct and general liability insurance.
• Advising an international hedge fund in connection with the recovery of more than $100 million in insurance proceeds for FCPA violations and related securities litigation.
• Advising a major international insurer in a District of Massachusetts federal district court trial involving the duties a primary carrier owes to the excess carrier.
• Advising a manufacturing company involved in California state court litigation in connection with the declaration of coverage related to the duty to defend.
• Advising an insurance carrier in high-profile litigation matters in the US District Court for the Eastern District of New York, including several Racketeer Influenced and Corrupt Organizations Act actions and a New York State Department of Financial Services investigation.

* Includes work completed prior to joining Fenwick

Speaking Engagements

• "Fireside Chat: DAOs and Risk," ETHDC, May 2024
• "Evaluating AI Risk: What Every Company Needs to Know," FINEX Flash Webinar, May 2024
• "Insurance Practical Tips and Trends: What Every In-House Counsel Should Know," Fenwick CLE Marathon, January 2024
• “Managing Risk with a High Degree of Uncertainty,” OnRamp Insurance Conference, May 2021
• “Complex Insurance Claims: Top 5 Things to Know,” PAC-12 University General Counsel Conference, Las Vegas, March 2019
• “The Effect of Regulations on Insurtech and Vice Versa,” Techstars: Innovation Meets Regulation webinar, September 2018
• “Insurtech Contracting 101: Key Points Around Contracting Issues with Carriers,” Techstars webinar, July 2018
• “The Path to Insurer Adoption of New Insurance Products,” Insurtech Insights conference, London, June 2018

Publications

• "Evaluating AI Risks: What Companies Need to Know," May 2024 (co-author)
• "NAIC Forms Third-Party Data and Models Task Force and Proposes 2024 Charges and Work Plan," April 2024 (co-author)
• "The Shifting Regulatory Landscape for Level-Funded Plans: An Alternative for Group Health Insurance," February 2024 (co-author)
• "Best Practices for Utilizing AI/ML Tools as NAIC Adopts the Model Bulletin on Use of AI," December 2023 (co-author)
• "NAIC Considers Use of and Reliance on Third-Party AI Systems," August 2023 (co-author)
• “Viewpoint: Effective Risk Management and Insurance Procurement,” Insurance Journal, November 2022 (co-author)
• “Looking to Embed Insurance on Your Website? Know These Licensing Rules First,” Legaltech News, June 2022 (co-author)
• “I’m glad I’m a failure,” Massachusetts Lawyers Weekly, September 2020 (author)
• “Legal Focus: Covid-19 pressure builds on US insurance industry,” Insurance Day, June 2020 (author)
• “From Chaos to Continuity,” Continuity, Insurance & Risk, May 2020 (co-author)
• “March Madness Without the Madness: Drumbeat Grows to Ban Fans,” Bloomberg, March 2020 (quoted)
• “AI can streamline insurance claims – but at what cost?” Financial Times, September 2019 (quoted)
• “The future of insurance is happening without insurance firms,” The Economist, July 2019 (quoted)
• “Opinion: Driverless Tech Will Turn Car Insurance Market on Its Head,” Insurance Edge, 2019 (co-author)