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John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

Claims Management Background with Private Equity, Hedge Fund and Venture Capital Policyholders Adds Expert Guidance and Consultation EPIC is thrilled to announce that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, our Financial Services division. In his role within Vanbridge, Patterson will be dedicated to managing transactional and executive liability claims from notice to resolution, as well as advising throughout the broking process with respect to structuring of coverage, legal implications of agreement language, policy wording and diligence matters. Patterson’s most recent role was that of Senior Vice President, Head of U …

https://www.epicbrokers.com/insights/john-patterson-joins-vanbridge/

New Sales Inquiries

Thank you for your interest! We’d love to help your company become EPIC. The more detail you can share, the faster we can connect you to an appropriate member of our sales team. “*” indicates required fields Email* HiddenCountry* HiddenCompany* First Name* Last Name* Job Title Area of Interest*– Choose Area of Interest –Employee BenefitsPrivate ClientProperty CasualtySmall BusinessPhoneDomain Address Line 1 City State Postal Code HiddenDUNS hiddenHiddenSIC Code hiddenHiddenSIC Description HiddenAnnual Sales hiddenHiddenTotal Employee Count hiddenHiddenPersonal Phone hiddenHow can we help you become EPIC?Consent* I agree to the privacy policy and statement below.The information you enter in the …

https://www.epicbrokers.com/new-sales-inquiries/

EPIC Welcomes Graham V. Bayly

… in the financial services space. “The breadth of Graham’s knowledge and his experience working in the Private Equity and M&A space makes him a tremendous asset to EPIC and will create value for our clients on day one. He has a proven track record of establishing long-term client relationships and the diversity of his experience is highly complementary to our existing team,” said Adam Meyerowitz, President, Midwest and Southeast Region. “Graham is joining us at an exciting time, and we’re looking forward to drawing upon his significant expertise in the private equity space as we expand …

https://www.epicbrokers.com/insights/epic-welcomes-graham-bayly/

Special Compliance Alert: Court Rules OSHA Vaccination Mandate Emergency Temporary Standard Can Move Forward

… Workforce Task Force COVID-19 Workplace Safety: Guidance for Federal Contractors and Subcontractors. Nor does it apply in settings where employees provide healthcare services or healthcare support services subject to the requirements of the Healthcare ETS issued previously. The standard also does not apply to employees who work remotely or employees who work exclusively outdoors. Vaccine and Testing Mandate Implementation Steps for Employers: 1. Determine Employer Coverage All private employers with 100 or greater employees will be subject to the federal ETS or a state standard that meets or exceeds the requirements of the federal standard. The 100-employee …

https://www.epicbrokers.com/insights/court-rules-osha-vaccination-mandate-emergency-temporary-standard-can-move-forward/

OSHA Releases Emergency Temporary Standard Regarding COVID-19 Vaccination Mandate

… respond by 5 p.m. on Monday, November 8, 2021, and said it would expedite the case. The Department of Labor (DOL) quickly responded to the court ruling saying that they will defend the ruling in court. Vaccine and Testing Mandate Implementation Steps for Employers: 1. Determine Employer Coverage All private employers with 100 or greater employees will be subject to the federal ETS or a state standard that meets or exceeds the requirements of the federal standard. The 100-employee threshold is based upon a companywide headcount, not by the number of employees at a particular worksite. Employers should …

https://www.epicbrokers.com/insights/osha-emergency-temporary-standard-covid-vaccination-mandate/

Webinar Recording Now Available: Cybersecurity Survival Guide from Expert IT, Cyber, and Claims Panel

… ARe) designations by the Institutes. Vin Caracciolo Managing Director of Claims & Coverage Advocacy, EPIC Vincent is the Managing Director of Claims and Coverage Advocacy with EPIC Insurance Brokers & Consultants and is based in the New York City office. He provides coverage, brokerage and claims advocacy services to the firm’s clients. Vincent’s concentration at EPIC focuses on the Directors & Officers Liability, Errors & Omissions, Fidelity, Fiduciary, Private Equity, Financial Institutions, Employment Practices Liability and Cyber/Privacy Liability lines of business. Vincent joined EPIC in August 2016. Since 1991, Vincent’s experience has spanned that of a practicing attorney, a professional …

https://www.epicbrokers.com/insights/cybersecurity-survival-guide-from-expert-it-cyber-and-claims-panel/

Life & Executive Benefits

… specialize in working with individuals and families in industries where the financial landscape is complex, the stakes are high, and a generic approach simply doesn’t work. Insurance Advisory Platform for RIAs, Family Offices & Advisory Firms For RIAs, family offices, and advisory firms looking to integrate insurance planning into their client offering. We work alongside advisory firms as an extension of their team, providing the infrastructure, case design, and consultative support needed to address the insurance and planning needs of their clients. Our engagement is built around your process, your people, and your client experience — with clear boundaries that keep …

https://www.epicbrokers.com/services/life-executive-benefits/

EPIC Adds William Schoenbach as Managing Principal

EPIC Insurance Brokers & Consultants announced today that William Schoenbach is joining its growing Financial Services business. Schoenbach brings a wealth of knowledge to his role, where he will focus on providing risk management and transactional risk services in the financial services sector. This includes family offices, private equity firms, hedge funds, business development companies, venture capitalists, special purpose acquisition companies, REITS, and centers of influence in the mergers and acquisition space. His experience in the Alternative Asset Management industry will bring added value to EPIC and its clients. Additionally, Schoenbach will originate and manage key relationships. “We are thrilled that …

https://www.epicbrokers.com/insights/epic-adds-william-schoenbach-as-managing-principal/