Forum Agenda

Wednesday

  • - 9am to 12:30pm: Pre-Registration Opens
  • - 12:30pm to 5pm: Forum Sessions
    • - Tidalwave: The Plaintiff Attorney Perspective, with Hassan Murphy & Nick Szokoly, Murphy Falcon & Murphy
    • - Bad Behavior: How to Catch a Perpetrator
    • - KEYNOTE How Do We Avoid the Mistakes of the Past with Dr. Drew Pinsky
  • - 6:30pm: Evening Reception

Thursday

  • - 8am: Breakfast
  • - 9am to 12pm: Forum Sessions
    • - The Catastrophic Claims Playbook
    • - Damages Defense is a Mindset Not a One Case Strategy with Tom Geroulo, Bardsley Benedict and Cholden, LLP
    • - US Legal Trends Real Time Update, with John Hall, Founding Partner, Hall Booth Smith, P.C.

Networking opportunities before and after Forum Sessions.


Panelists & Moderators

Click on a name below to learn more about a specific panelist or moderator:

Andrea Wass
Senior Underwriter, SVP, Bermuda

Andrea Wass

Andrea is a Vice President with 25 years of healthcare industry experience. Prior to joining Sompo International (then Endurance) in November 2009, she was a Broker with Aon Bermuda specializing in hospital systems. She has also worked extensively in the physician space, both as an Account Executive with Aon in Miami and Tampa, FL and prior to that, at a private brokerage, Johnson & Bryan, in Atlanta, GA.

Andrea is a graduate of Kennesaw State University in the metro Atlanta area and has earned her Chartered Property and Casualty Underwriter (CPCU) and Associate in Reinsurance (ARe) designations. She also holds the Certified Professional in Healthcare Risk Management (CPHRM) designation and is a past President of the Bermuda ASHRM Chapter, BSHRM.

Anne Garcia
Senior Vice President and General Counsel, The Ohio State University

Anne Garcia

As Senior Vice President and General Counsel for The Ohio State University, Anne Garcia serves as the chief legal advisor to the President, Board of Trustees, University and Wexner Medical Center. As the leader of the Office of Legal Affairs, she manages a team which provides strategic advice and legal counsel to the university on all its key matters and risks. Anne also oversees the Office of University Compliance and Integrity, which is responsible for compliance efforts across Ohio State. As an attorney for an instrumentality of the State of Ohio, she is also an Assistant Attorney General for the State of Ohio.

Anne advances the missions of both the University and the medical center by collaborating on business initiatives and providing legal guidance and representation in areas including litigation, risk management, transactions and contracts, education, labor and employment, government relations, student issues, and athletics. She also counsels and represents the medical center administration, physicians, and staff, as well as the Health Sciences colleges. Anne is responsible for ultimate oversight of the compliance function in research, healthcare, athletics, environmental health and safety, information security, Clery Act reporting, Ohio Public Records law and the Americans with Disabilities Act.

She received her Juris Doctorate from Tulane University School of Law and attended the University of Notre Dame where she graduated cum laude. While in law school, she practiced as a student attorney with the Tulane Juvenile Law Clinic, representing the underserved youth population of New Orleans in criminal and civil litigation. Anne is licensed to practice law in Ohio, Illinois, and Missouri and is certified in Health Care Compliance. Anne is an active member of the National Association of College and University Attorneys, American Health Lawyers Association, American Society for Healthcare Risk Management, and the Health Care Compliance Association.

Carla George
Senior Claims Specialist, AXA XL

Carla George

Carla George is a Senior Claims Specialist at AXA XL in Bermuda. Carla began her insurance career with XL Bermuda Ltd in 2013, as an excess casualty Claims Counsel eventually specializing in the Healthcare product line. Shortly after joining XL Bermuda Ltd, Carla obtained her Associates in Claims - Management. She is experienced in adjusting complex and sensitive healthcare claims and prides herself in fostering professional and open relationships with her clients both internally and externally. She also has experience in the London market, completing a secondment in the AXA XL London office.

Carla is an advocate of community service having served on several government boards completing her most recent appointment as a Human Rights Commissioner. She is currently a member of the Bermuda Anti-Doping Committee Disciplinary Panel.

Carla was called to the Bermuda Bar in 2002 and prior to joining XL Bermuda Ltd she practiced as a corporate attorney for ten years with local law firms Conyers Dill & Pearman and Trott & Duncan.

Douglas Jones
VP, Bermuda Healthcare Leader, Allied World Assurance Company, Ltd.

Douglas Jones

Doug has led the Healthcare team at Allied World since 2016, having joined the company as an underwriter in 2014. Prior to that, he spent 10 years as a healthcare broker in the Bermuda marketplace, most recently as VP of Healthcare at Willis Bermuda.

Dr. Drew Pinsky
Trusted Health and Wellness Advocate and Host of Dr. Drew on Call on HLN

Dr Drew

Dr. Drew Pinsky, known to television and radio audiences as Dr. Drew, is the host of a variety of popular podcasts including the iTunes top-rated Dr. Drew Podcast, Dr. Drew After Dark, The Adam and Drew Show co-hosted by Adam Carolla and a live streaming show called #AskDrDrew where he answers audience questions in real time. In addition, Dr. Drew hosts the hit MTV reality television series Teen Mom OG (Formerly known as “Teen Mom”), Teen Mom 2 reunion specials and is a regular guest co-host on the Howard Stern Wrap-Up Show.

For several years, Dr. Drew hosted Dr. Drew Midday Live on KABC radio in Los Angeles and San Francisco. In addition, he hosted his own nightly show on HLN, DrDrew On Call (2010-2015,) where he attracted audiences and explored what makes people do what they do. Dr. Drew starred in the hit reality series Celebrity Rehab with Dr. Drew on VH1 which chronicled the struggle for sobriety and the cycle of addictive disorders of a group of celebrities. The sixth installment of the series Rehab with Dr. Drew followed the real-life experiences of everyday people who are struggling with addiction. Additionally, Dr. Drew hosted the nationally syndicated radio show Loveline where he took calls from listeners and answered questions about adolescent and young adults health and relationship topics for over 32 years. Loveline was a nightly television show on MTV from 1996 – 2000.

Dr. Drew has appeared in several feature films including Final Kill, Sharknado: The 4th Awakens, Bob and the Monster, Wild Hogs, New York Minute and more.

A much sought-after guest on the talk show and news circuits, Dr. Drew has made many appearances on Ellen, Oprah, Rachael Ray, The View, Dr. Oz, Steve Harvey Show, Wendy Williams, Jimmy Kimmel Live, Good Morning America, the Today Show, CNN and the Fox News Channel.

Dr. Drew is the author of the New York Times bestseller The Mirror Effect: How Celebrity Narcissism is Seducing America (Harper-Collins) and Cracked: Putting Broken Lives Together Again (Harper-Collins). Dr. Drew co-authored the first academic study on celebrities and narcissism. The study was published in the Journal of Research in Personality (Elsevier) and received worldwide press coverage.

Dr. Drew received his undergraduate degree from Amherst College and his M.D. from the University of Southern California, School of Medicine, where he remained for his residency. He then became chief resident at Huntington Hospital in Pasadena and was also an Assistant Clinical Professor of Psychiatry at the Keck School of Medicine of USC.

Dr. Drew is a diplomat of the American Board of Addiction Medicine, the American Board of Internal Medicine and a fellow with the American College of Physicians (FACP). He has been appointed to the Alpha Omega Alpha Honor Medical Society. Dr. Drew is also a member of the board for the Prostate Cancer Foundation.

In addition to maintaining an outpatient medical practice and an inpatient and critical care presence at medical hospitals throughout Pasadena and the San Gabriel Valley, Pinsky served over two decades as Medical Director for Chemical Dependency Services at Las Encinas Hospital, a free-standing psychiatric facility in Pasadena, California

Dr. Drew lives in Pasadena, Ca. with his wife Susan. Their triplets recently graduated from universities and are now pursuing careers in various fields.

Lisa M. Barrett
Deputy Chief Legal Officer and Director of Litigation, Cleveland Clinic

Lisa M. Barrett

Lisa M. Barrett is the Deputy Chief Legal Officer and Director of Litigation for the Cleveland Clinic. In this position she is responsible for managing claims, litigation and government investigations for the Cleveland Clinic Enterprise, including Cleveland Clinic Ohio, Cleveland Clinic Florida and Cleveland Clinic London. Prior to this role, Ms. Barrett served as the General Counsel for Akron General Medical Center and Senior Counsel in the Cleveland Clinic Law Department where her duties included providing legal advice to the Cleveland Clinic Regional Hospitals on matters involving survey and accreditation, medical staff per review, compliance, healthcare regulatory issues and law enforcement issues. Before coming to the Cleveland Clinic, Ms. Barrett was a partner in a litigation firm of Norchi, Barrett and Forbes where she specialized in medical malpractice defense, employment and higher education litigation representing area hospitals and universities. Ms. Barrett began her career as the Chief Prosecutor and Assistant Law Director for the City of Shaker Heights and is a graduate of Case Western Reserve School of Law. Ms. Barrett's husband is a Sergeant with the North Olmsted Police Department and they have four children, including a set of triplet girls.

Mike Merlo
Chief Claims Officer, Aon

Mike Merlo

Mike Merlo is Aon's Chief Claims Officer for the United States and Bermuda, leading Aon's US and Bermuda colleagues in delivering optimal claims services and resolutions to its clients and carrier trade partners. Mike has been with Aon for 18 years, joining Aon in Bermuda where he was Executive Vice President and Chief Counsel. In 2011, Mike relocated to Aon's Chicago office and took on the additional roles of Managing Director of Aon's Coverage Advocacy and Claims Resolution Practice, as well as Special Counsel to Aon Plc. In his coverage advocacy role, Mike provided counsel and advocacy to Aon's clients on a wide range of issues, but with a particular emphasis on negotiated resolution of disputed complex liability matters. Mike is a former tort defense and insurance coverage trial attorney. He holds a Bachelor of Science degree from the University of Illinois at Urbana-Champaign and a Juris Doctor from the Northwestern University School of Law. Mike is admitted to practice law in Illinois and has been admitted pro hac vice in several state and federal courts across the United States.

Nicholas Szokoly
Partner, Murphy, Falcon & Murphy

Nicholas Szokoly

Nick is a trial attorney and Partner at Murphy, Falcon & Murphy. Driven by his desire to fight for victims of negligence, Nick focuses his current practice on representing victims of wrongful death, medical malpractice and toxic substance poisoning. Within months of joining the Firm, Nick, along with Partners Billy Murphy and Paula Xinis began a multi-week complex trial on behalf of more than 75 individual plaintiffs in Baltimore City and he is also a member of the team representing the victims of Flint Michigan's water contamination in a class-action.

Prior to joining the Firm, he was the managing attorney at a boutique law firm in Baltimore that focused their practice on representing victims of childhood lead poisoning. Nick has obtained multiple multi-million dollar verdicts at trial and, over the course of his career, recovered more than $50 million for his Clients through trial and settlement. Nick has appeared multiple times before Maryland's appellate courts and served as Chairman of the Unsecured Creditor's Committee in a multi-million dollar bankruptcy of a large corporation pending in the United States Bankruptcy Court. He is a lifetime member of the Multi-Million Dollar Advocates Forum®.

Because of his commitment to providing legal services to people in need, he provides volunteer legal services to families referred by the Maryland Disability Law Center, serves as legal advisor to an association of military veterans and has served on the Maryland Attorney Grievance Commission's Peer-Review Committee since 2011. He is a member of the Board of Governors of the Maryland Association for Justice, formerly the Maryland Trial Lawyers Association and Co-Chair of Education and Program Committee and has been an invited speaker to several national legal seminars where he presented to other trial attorneys on topics including the use of epidemiological research in establishing individual causation, trial skills and litigation of contaminated municipal water cases. In 2016, he was named Co-Chair of the long-running HB Lead Litigation Conference.

He is a member of the bar in Maryland, the District of Columbia, the United States District Court for the District of Maryland, the bankruptcy bar of the United States District Court for the District Court of Maryland, the United States District Court for the District of Michigan, the United States Court of Appeals for the Fourth Circuit and the United States Court of Appeals for the Sixth Circuit.

A graduate of the University of Baltimore School of Law, he resides in Baltimore County, Maryland with his wife — a former Assistant States Attorney — two daughters and two dogs; all of whom only occasionally listen to him. He is an accomplished endurance runner with more than 9 marathons under his running shoes and dreams of a Boston Qualifying time.

Paul DeGiulio
Senior Vice President, Bermuda Claims Group, Allied World Assurance Company, Ltd.

Paul DeGiulio

Paul DeGiulio, Senior Vice President, Bermuda Claims Group, Allied World Assurance Company, Ltd, has been managing Allied World's healthcare claims since shortly after the company's founding in late 2001. He began his legal carrier as a practicing litigator in New Jersey before moving into a variety of claims handling positions at a large NY-based carrier before relocating to Bermuda. As a result, he has been on the front lines as claim costs have increased dramatically and will speak to the changes in strategy as between insureds, claimants, and carriers brought about by necessity and experience.

Philip Ashley
Special Counsel, Bates, Carey LLP

Philip Ashley

Phillip Ashley is Special Counsel in the law firm of Bates, Carey LLP, in Chicago, IL. He has worked as claims consultant for Sompo International/Endurance Specialty Insurance Ltd. since 2005. In that role, he evaluates, manages and negotiates high exposure healthcare and medical malpractice litigation. In addition, he assists the underwriting team with client development and retention, as well as policy drafting, coverage issues and audits.

Phil has worked in Hospital Professional Liability Claims since 1999 when he joined GE's Employers Reinsurance Corp. (ERC) as a member of the Healthcare Professional Liability Claims Team, specializing in catastrophic injury medical malpractice cases. In 2002, he was appointed Leader of GE ERC's Primary Hospital Claims Team where he managed a team of attorneys and claims professionals and oversaw a large book of hospital professional liability claims nationwide.

Phil earned both his undergraduate degree and law degree “cum laude” from the University of Missouri-Kansas City. After law school, he practiced law in Kansas City in the areas of medical malpractice defense and commercial litigation for 11 years. He tried cases in Kansas, State and Federal courts, and prosecuted many appeals in Kansas and the 10th Circuit. He earned a CPCU designation in 2006. Phil has written articles on medical malpractice trends and presented at client and industry events.

J. Spencer Wideman
Senior Vice President, Pricing Actuary, Sompo International

J. Spencer Wideman

Spencer is a Senior Vice President lending actuarial pricing support for the Bermuda Healthcare Practice, as well as Bermuda XS Casualty, Professional Lines, and Property. He is also the Sompo International Global Head of Pricing for US Healthcare, XS Casualty and Cyber, where he provides a global product view on the technical price for each of these products. He has 20 years of industry experience, much of it spent in pricing roles performing large account pricing and maintaining actuarial models. Prior to joining Endurance in March of 2012, Spencer worked as a Senior Pricing Actuary for WindRiver Reinsurance in Bermuda, Director & Actuary with United National Group in Charlotte, NC, and previously held various actuarial pricing and reserving positions with CNA Insurance in Chicago, IL.

Spencer is a Fellow of the Casualty Actuarial Society (FCAS) and a Member of the American Academy of Actuaries (MAAA). He graduated Summa Cum Laude with Honors in Mathematics from Alma College.

For more information, please contact: email@BermudaHealthcareForum.com