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Alternative Asset Managers

… modeling that drives program efficiencies, comprehensive reporting to fund ownership, and best-in-class M&A due diligence capabilities across all phases from pre-transaction through post-close. Life Capital & Executive Benefits Alternative asset management creates planning needs at every level — from executive compensation and key person coverage for fund leadership, to estate, tax, and wealth transfer strategies for portfolio company owners navigating a liquidity event. We provide the full range of life and executive benefits solutions for principals, executives, and the individuals behind the transactions. Capital Advisory Traditional insurance markets don’t always offer the most efficient solution. We …

https://www.epicbrokers.com/industries/alternative-asset-managers/

EPIC Welcomes Leslie DeWald

EPIC is pleased to announce that Leslie DeWald has joined the firm as Senior Vice President-Principal within our Aviation & Aerospace practice. For more than 50 years, Leslie has been a driving force in the international aviation and aerospace insurance sector, shaping solutions for some of the most complex and unconventional risks in the industry. Her career spans the world’s major insurance markets—including the United States, Lloyd’s of London, and leading European underwriting centers—where she has served as both broker and underwriter with deep technical authority. Throughout her tenure, Leslie has held senior leadership roles within …

https://www.epicbrokers.com/insights/epic-welcomes-leslie-dewald/

EPIC Welcomes James R. Pierce

… successful businesses,” said Scott Davis, president of national specialties. “Jim has already made a tremendous impact since joining EPIC, and elevating him to chairman reflects both our belief in his abilities and our long-term commitment to the space. Amid ongoing disruption and uncertainty across the energy landscape, insurance professionals need a firm that can help clients navigate complexity while empowering producers to grow without constraint. Under Jim’s leadership, EPIC is uniquely positioned to meet that need.” EPIC’s natural resources practice will remain focused on the upstream and midstream sectors while expanding its renewable energy capabilities nationwide …

https://www.epicbrokers.com/insights/epic-welcomes-james-pierce/

Compliance Matters Newsletter | June 2026

… Number or Unique ID. EBSA Enforcement Priorities Updated The Department of Labor’s Employee Benefits Security Administration (EBSA) issued Field Assistance Bulletin 2026-01 in April to redefine its enforcement priorities and reduce what it views as “regulation by enforcement.” The guidance emphasizes focusing investigations on the most egregious misconduct and loyalty breaches, such as self-dealing or misuse of plan assets, rather than second-guessing fiduciaries’ good-faith prudence decisions. It also requires greater oversight by senior agency leadership for significant enforcement actions and aims to make investigations more timely, transparent, and consistent. The bulletin reflects a major philosophical

https://www.epicbrokers.com/insights/compliance-matters-newsletter-june-2026/

EPIC Welcomes Alex Horowitz

We are pleased to announce that Alex Horowitz has joined EPIC as Principal within our Private Client practice. Alex brings deep private client expertise, national market perspective, and a relationship‑driven approach to risk management. He specializes in serving high‑net‑worth and complex clients, aligning tailored insurance strategies with long‑term goals. His 23 years in a client advisory role reflect a strong blend of hands‑on private client experience, strategic sales leadership, and national carrier insight. “Alex brings a rare combination of deep private client expertise, national market perspective, and a truly relationship‑driven approach to insurance,” said …

https://www.epicbrokers.com/insights/epic-welcomes-alex-horowitz/

EPIC Welcomes Cody Hunter

… of experience, proven sales strategy, and strong client‑centric approach make him an exceptional addition to our practice. Cody is a natural leader with a track record of driving growth, and we are excited for the impact he will make across Texas and beyond.” “Cody brings the expertise, energy, and leadership that align perfectly with our vision for continued growth in the West Region,” said KJ Wagner, President, West Region. “His ability to build meaningful relationships, execute successful strategies, and inspire those around him sets him apart. We’re excited to have him join EPIC and look forward to the …

https://www.epicbrokers.com/insights/epic-welcomes-cody-hunter/

EPIC Team Members Recognized as 2026 Power Brokers

Celebrating Three EPIC Professionals Recognized for Protecting Client Interests and Delivering Meaningful Risk Solutions Three EPIC team members have been recognized in Risk & Insurance® Magazine’s annual Power Broker contest, which honors insurance professionals who demonstrate exceptional client service, technical expertise, and industry leadership. The following EPIC advisors were named 2026 Power Brokers: Real Estate Power Broker: Parker Rains, Managing Principal Construction Power Broker: Mary Grandy, Senior Vice President Real Estate Power Broker: Jonathan Wheat, Managing Principal “Parker, Mary, and Jonathan exemplify what it means to be thoughtful, strategic advisors to clients,” said Crawford McInnis, Chief Sales Officer at …

https://www.epicbrokers.com/insights/epic-team-members-2026-power-brokers/

Benefits Curve | Rethinking Benefits Funding: Why the Status Quo Is No Longer a Risk Strategy

For many employers, healthcare benefits have become one of the largest and least predictable business expenses. What was once treated as a relatively stable cost now carries significant volatility, uncertainty, and risk. Skyrocketing healthcare costs, including larger-than-ever high-cost claims, and shifts in pharmacy costs are forcing organizations to explore creative alternatives for cost savings. Renewal conversations are tougher. Negotiating with medical carriers on renewals is harder. Leadership teams are asking for solutions to manage the trend long-term. In today’s environment, reviewing how you fund your benefits is no longer a status quo, it’s a …

https://www.epicbrokers.com/insights/benefits-curve-rethinking-benefits-funding-status-quo-no-longer-risk-strategy/