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EPIC Careers

… Consultants has a nationwide presence with a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services. Locations Headquartered in New York City, our company has locations and employees nationwide. Our local market knowledge and industry expertise helps support our clients regional and global needs. Helping Others EPIC is committed to giving back to the communities that we live and work in. Our approach to helping others includes empowering our offices and people to give back.

https://www.epicbrokers.com/about/epic-careers/

EPIC Acquires Book of Business of Brokers Insurance Mart, Inc.

… BIM is led by owner and principal Mitch Carter, who will remain with EPIC in a consulting capacity to assist with the transition of current BIM clients into EPIC’s Personal Insurance/Private Client Services operations. Said Mitch Carter, “BIM has proudly and successfully served the needs of our California clients for 45 years. In making this transition it was extremely important to find a partner who shares our client-focused beliefs and values and a commitment to service excellence.  EPIC is just such a partner, and our clients will only benefit from their ‘people first’ philosophy and access to …

https://www.epicbrokers.com/insights/epic-acquires-book-of-business-of-brokers-insurance-mart-inc/

New Cybersecurity Rules for Registered Investment Advisors

… implement broad-based cybersecurity risk management programs. The Proposed RIA Rules contain four broad categories of cybersecurity requirements for firms that are registered or are required to be registered with the SEC: Risk Assessments & Policies/Procedures: The Proposed RIA Rules would require firms to conduct cybersecurity risk assessments, document such assessments in writing, and develop and implement policies and procedures that are reasonably designed to address identified cybersecurity risks; Reporting: Report significant cybersecurity incidents affecting the adviser or its fund or private fund clients to the SEC within 48 hours; Disclosure: Publicly disclose (in brochures and registration statements) cybersecurity risks

https://www.epicbrokers.com/insights/registered-investment-advisors-new-cybersecurity-rules/

Private Equity and Auditor Independence

… and total accountability to our clients. We are honored to have built long-term relationships with clients ranging in size from top national firms to large regional and local firms throughout the United States. In working with clients across the full spectrum of service offerings, specialty niches, and overall risk profiles, we gain valuable insights into claim trends, regulatory requirements and best practices we share with decision-makers. Moreover, this knowledge allows us to build enhanced policy wordings, program structures and risk management to achieve the best overall results for our clients. DOWNLOADABLE RESOURCES Private Equity and Auditor Independence (PDF)

https://www.epicbrokers.com/insights/private-equity-auditor-independence/

Kristine Mendez Joins EPIC

Mendez Bolsters National Commitment to Surety Practice EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kristine Mendez has joined the firm. She will be based in Newport Beach, CA. Mendez is an experienced surety broker working with both contract and commercial clients, in the private and public sector, with revenues that range from $30MM – $2.5B.  She is also an experienced subject matter expert in placing and managing Subcontractor Default Insurance (SDI). Mendez joins EPIC from AON, where she was a director. In this role, she was responsible for …

https://www.epicbrokers.com/insights/kristine-mendez-joins-epic/

EPIC Adds Blake Chauvin as Vice President

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in its Concord, California office.  Chauvin, will be responsible for risk management consulting and the design, placement and management of property and casualty insurance programs. He will primarily focus on Private Equity and M&A clients and their unique needs. Chauvin brings over 20 years of experience in risk management and business consulting. He has a wealth of knowledge in working with clients in technology, energy, and healthcare, large retail and real …

https://www.epicbrokers.com/insights/epic-adds-blake-chauvin-as-vice-president/

EPIC Adds Pam Stoutenburgh in Dallas

Addition further strengthens EPIC’s Property & Casualty operations in Texas and across the Southwest Region EPIC Insurance Brokers and Consultants announced today that Pam Stoutenburgh has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner. Stoutenburgh, based in Dallas, will be responsible for new business development and the design, placement and management of property/casualty insurance programs, providing risk management strategies and solutions for mid-market and larger clients, with a focus on Private Equity/M&A and the Construction and Real Estate industries, among …

https://www.epicbrokers.com/insights/epic-adds-pam-stoutenburgh-in-dallas/

Public & Private Companies

… for companies at every stage of development. Whether navigating the complexities of a large private company, preparing for a public offering, structuring D&O protection for a SPAC from IPO through de-SPAC, or managing the ongoing demands of public company governance, our team delivers tailored guidance that reflects each client’s risk profile and business objectives. Our approach to cyber and technology E&O includes in-house technical advisory with dedicated resources who understand how cyber, crime, social engineering fraud, and D&O exposures intersect. Connect with our Team Who We Serve Large and Complex Private Companies Pre-IPO …

https://www.epicbrokers.com/industries/public-private-companies/