Page 22 - 2019 Mid-Year Program Book
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PRESENTERS
Melena Ortega Jim Robert
Munich Reinsurance America, Inc. Best Foot 4Ward
Melena has 20+ years global As a certified trainer with experience
insurance experience in underwriting, in the insurance industry as
business development, market an adjuster, field operations
strategy and innovation. In manager, product manager, system
addition to her current innovation designer, and training developer, Jim
responsibilities, Melena has Product Robert delivers ongoing learning,
Manager responsibilities for the needs analysis, design, scripting,
software development, pricing and client implementation development, assessment, implementation and
for a product line within the Munich Engine initiative. evaluation of programs/processes to ensure alignment
This initiative is focused on offering easy to integrate with business strategy. After 27 years with GAB and York
risk selection and pricing APIs for MGAs. Melena started Risk Services, he started his own company, Best Foot
her insurance career holding multiple positions within 4Ward, focused on the development of our industry’s
an MGA. She has managed programs for AIG Excess staff, both technical and soft skills. Also, of key
Casualty and underwrote complex casualty risks for AIG, importance is the development of front-line leaders who
Swiss Re and Munich Re. Her career has taken her to ensure that corporate targets are met by guiding their
New York, Australia and London. Over the past few years staff. His core leadership courses strengthen those
she has been fully focused on innovation initiatives skills and align management teams, resulting in more
where she has worked to develop concepts, build new effective guidance and better results.
business models and collaborate with business units to
execute new products.
David Sherwood
Deloitte Advisory
Tom Riley
AssuredPartners David Sherwood is a Deloitte Advisory
Managing Director specializing in
Tom Riley serves as President risk management, regulation and
and COO of AssuredPartners compliance. David has worked in the
and is responsible for the day- insurance, healthcare, banking and
to-day leadership and general asset management sectors. David
management of the company. In has both domestic and international
this role, Tom has set the foundation experience having worked both in the UK and US. He has
for the growth and structure of the also taken a lead role in global regulatory developments.
company while utilizing his over 30 years of experience He has held both head of compliance and head of risk
acquiring and building brokerage firms. This knowledge roles. David is an Associate of the Society of Investment
has been instrumental in leading the best M&A team in Professionals (ASIP), United Kingdom and Member of
the business with the closing of over 200 acquisitions the Chartered Financial Analysts (CFA), United States.
since 2011. Tom is involved with the regional leadership He is a graduate of London Metropolitan University with
team to ensure local operations stay in touch with a degree in Financial Services.
their communities while positioning financial, sales,
marketing, IT and HR structures for additional growth.
Tom began his career as a certified public accountant
with Arthur Young before spending more than 20 years
with the publicly traded national insurance brokerage
Brown & Brown. Tom earned an M.B.A. and a B.S. in
Accounting from the University of Kentucky.
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