Page 20 - 2019 Mid-Year Program Book
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PRESENTERS
Sumeet Bhatia David Bradford
Zurich Advisen
Sumeet Bhatia is the Vice President, Dave Bradford is EVP for Strategy
Head of Innovation for Zurich North and Strategic Partnerships at
America. In this role, he is responsible Advisen. He is also a founder of
for development and execution of the Advisen. As Chief Strategy Officer,
North America Innovation strategy. Dave monitors market trends and
He is also responsible for identifying advises the CEO and fellow Executive
and assessing key emerging trends Committee members on strategic
within the Insurance industry to prioritize innovation developments that impact our ability to fully serve our
efforts and to design and develop new products, services clients. As Director of Strategic Partnership Development,
and digital capabilities. Prior to his current role, he was a he cultivates and manages relationships with companies
member of Zurich’s Alternative Markets’ Programs team, with complementary products and services. Prior to
where he was responsible for onboarding new programs as co-founding Advisen in 2000, Dave spent 20 years in
well as developing and institutionalizing the New Programs the reinsurance industry in underwriting, actuarial and
process. Sumeet was also a member of the North America strategy development roles.
Strategic Execution team, where he was responsible for
developing and driving North America’s strategy. Prior
to joining Zurich, he held several leadership positions in
Strategy, Innovation and Product Development across Tony Campisi
multiple industries. Sumeet holds a Master of Science, Glatfelter Insurance Group
Engineering degree from the University of Texas and also Tony Campisi is the President/CEO
participated in the executive management program at the of Glatfelter Insurance Group, an all
University of Chicago Booth School of Business. lines, full service insurance broker
providing a wide array of property,
casualty, life, accident and health
Steve Boyd insurance products and risk
Arrowhead Group management services to individuals, businesses and
organizations throughout the United States. Tony has
Steve Boyd serves as President been with the Glatfelter organization since 1980 serving
and COO of Arrowhead. He joined in various roles that included Controller, Vice President
Arrowhead in 1995 and currently of Finance, Executive VP of Operations and finally as
oversees Arrowhead’s operational President/CEO in 2000. Prior to his employment at
infrastructure, working with Glatfelters, Tony worked as a CPA for Butler & Gingerich
Division leaders to support and in York, PA. Tony holds a CPCU Designation, a BS in
expand their existing product and Accounting and Finance from York College of PA and is a
distribution platforms. Earlier, Boyd served as President Graduate of the Insurance Agency Management Program
of Arrowhead’s Commercial Division where he was of the University of Pennsylvania’s Wharton School.
responsible for the strategic oversight of the Commercial
Division’s underwriting profit, carrier relationships, risk
management and business development. He also served
as Arrowhead’s Chief Information Officer. Still earlier, he
oversaw the development of a full-service online product 2019 TMPAA
distribution platform for Arrowhead’s independent
agencies. In 2000 he led the team that developed private Mid-Year Meeting
label insurance services to independent agencies, banks
and other financial institutions.
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