Presentations
- “ESG in Europe and the US,” In-House Client Training (September 2022)
- “Current Claims Trends and Key Coverage Issues Arising in the UK and the US,” In-House Client Training (May 2022)
- “An Overview of the Rise of US Derivative Actions,” In-House Client Training (April 2022)
- “US Professional Indemnity, Financial Institutions, D&O, and E&O Trends,” In-House Client Training (March 2022)
- “Key Trends in Directors Officers Insurance Claims,” In-House Client Training (March 2022)
- “Reservation of rights and notice of circumstance,” In-House Client Training (May 2021)
- “The SPAC boom - litigation risks & regulatory considerations and other hot topics,” presented for AIG Financial Lines University (May 2021)
- “Introduction to the US Legal System,” In-House Client Training (March 2021)
- “Litigios de Demanda Colectiva en EEUU Bajo las Leyes de Valores (Securities Law),” In-House Client Training (March 2021)
- “Securities Class Actions in North America,” In-House Client Training (November 2020)
- “US Securities Class Actions an Overview,” In-House Client Training (October 2020, January 2021)
- “Global Financial Lines Update,” In-House Client Training (October 2020)
- “Spanish exposure to US securities law,” In-House Client Training (July 2020)
- “Scandinavian exposure to US securities laws: recent developments and ADRs treatment,” In-House Client Training (June 2020)
- “Investigation Practices and Protocols: DOJ and SEC,” In-House Client Training (June 2020)
- “Florida Bad Faith Law: The Insurer’s Duty of Good Faith to Settle Claims Against the Insured,” In-House Client Training (June 2020)
- “US Securities Class Actions an Overview,” In-House Client Training (May 2020)
- “Securities Class Actions and Foreign Issuers,” In-House Client Training (April 2020)
- “Offshore Financial Centres: Evolving Risks for FI & PI Insurers,” presented at FIPI OFC Seminar (March 2019)
- “Financial Institutions Seminar,” In-House Client Training, London (March 2019)
- “US Jurisdiction Over Foreign Insureds,” In-House Client Training in London (May 2018)
- “CFPB Issues New Arbitration Rule – Are the Flood Gates Opening for Consumer Class Actions Against Financial Institutions?” published in Mondaq Business Briefing (July 17, 2017)
- “Rising Tide of US Securities Claims Against Brazilian Companies: Practical Guidance From a D&O Perspective” (2016)
- “Hot Topics: D&O and FI Coverage Trends,” In-House Client Training (June 2016)
- Co-presenter, “California Fair Claims Settlement Practices Regulations,” presented in-house to clients (April 2015)
- Co-presenter, “Deciphering the U.S. Securities Laws: Key Issues and Concepts for Insurers,” in-house webinar for clients (July 2014)
- Co-presenter, “FDIC Failed Bank Litigation and Its Insurance-Related Implications,” presented in-house to clients (December 2013)
Publications
- Co-author, “Greenwashing, climate change disclosures, and financial lines risks,” published for Kennedys (May 2022)
- Co-author, “SEC issues proposed regulations on climate-related disclosures and D&O implications,” published for Kennedys (March 2022)
- Co-author, “Cryptocurrency, cybersecurity, and corporate fraud securities class actions filed against China-based issuers at an alarming rate,” published for Kennedys (December 2021)
- Co-author, “Cannabis and SPACs: the potential convergence of growing industries and opportunities for D&O underwriters to assess risk,” published for Kennedys (October 2021)
- Co-author, “Cryptocurrency on corporate balance sheets: D&O and E&O underwriting and claims considerations,” published for Kennedys (May 2021)
- Co-author, “D&O Insurers win declaratory judgment via insured capacity exclusion,” published for Kennedys (February 2021)
- Co-author, "EPL Claims: Changing Norms and New Legislation in the #MeToo Era," published for Kennedys (August 2018)
- Author, “CFPB Issues New Arbitration Rule – Are the Flood Gates Opening for Consumer Class Actions Against Financial Institutions?” published in Mondaq Business Briefing (July 17, 2017)
- Author, “Growth of Global Litigation Funding Market to Drive Increase in D&O Claims” published in Insurance Day (June 21, 2017)
- Author, “Litigation Funding and Its Implications for US and UK Insurers,” published in Mondaq Business Briefing (May 23, 2017)
- Author, “False Claims Act Litigation and Implications for D&O and Professional Liability Insurers” published in Mondaq Business Briefing (May 5, 2017)
- Author, “Policy Termination and Nonrenewal,” Chapter 9 in the Directors & Officers Liability Insurance Deskbook, Fourth Edition published by the American Bar Association, Tort Trial & Insurance Practice Section (2016)
- Author, “Policy Limits and Retentions,” Chapter 6 in the Directors & Officers Liability Insurance Deskbook, Fourth Edition published by the American Bar Association, Tort Trial & Insurance Practice Section (2016)
- Author, “D&O Insurers Take Note: U.S. Supreme Court Modifies the ‘Basic’ Game,” published in Insurance Law Blog (June 23, 2014)
- Author, “New York to D&O Insureds: ‘You Can’t Relate!’ Without Sufficient Factual Overlap,” published in Insurance Law Blog (June 6, 2014)