John R. Ballinger, III

John Ballinger is a co-founder of Ballinger and Associates, an enterprise risk management firm, and 10XB Captives, a captive management company. He has over 25 years of experience in the insurance industry, conducted over 1,000 risk assessments, and managed over 5,000 claims. He has started six captives across the logistics, DoD, and heavy-civil construction space.…

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Kristen Drake

Kristen Drake is President of PolicyFind and a nationally recognized Insurance Archaeology professional with more than 25 years of professional experience, including over a decade in historical insurance research, business strategy, and operational leadership. She advises policyholders, attorneys, insurers, municipalities, educational and religious institutions, manufacturers, and developers on locating and reconstructing lost or incomplete liability insurance…

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Mitchell Lee Lathrop

Mitchell L. Lathrop has been handling insurance and reinsurance cases for over 50 years. He is a former trial lawyer licensed in California, New York and the District of Columbia. After over 40 years in trial courts throughout the United States, he today restricts his practice to arbitration, mediation, and expert consulting and testimony in…

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Carey C Wallace

Over the past 2 decades, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services including valuation, perpetuation planning services, acquisition support,  financial…

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Kearson M. (Malmgren) Strong

Kearson (Malmgren) Strong is a property claims consultant and claims handling expert with over 37 years experience in the insurance industry.  Kearson started her career as a civil/structural engineer specializing in forensic investigations.  As Kearson was “raised in the insurance industry”, as both her parents were insurance adjusters, Kearson saw an opportunity to have more…

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Jack Schwartz

After 16 years spanning stints at two of the largest insurance consulting firms in the Northeast, sandwiched in between by work for two insurance brokerages, and followed by experience at a midsized NYC law firm, I founded my own boutique insurance consulting firm. Taking the best from each stop along my career path, and identifying some…

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Trey Hutt

I earned my Bachelors degree in Risk Management/Insurance from Florida State University in 1989, and my CPCU designation in 1992, eventually adding an MBA in 2022.  Most of my career has been in the retail P&C arena, spanning 30 years, and I run a small retail agency with 14 employees.  Our client base is broad,…

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Steven Pahl

Steven H. Pahl has extensive experience in the insurance industry, as demonstrated by his work with insurers such as Allstate, CIGNA, and AIG, and brokers like Aon and Arthur J. Gallagher & Co. This background provides him with a deep understanding of industry practices, policy intricacies, and the roles of various stakeholders.   Currently, as…

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