INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019

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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
INDEPENDENCE DAY
CONFERENCE 2019    26 – 28
                   June
                   2019
VIENNA / AUSTRIA
INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
Dear members,
                                                                                     business partners
                                                                                     and friends,
                                             I take great pleasure in inviting you to our 14th unisonSteadfast Independence Day Confer-
                                             ence, to be held from June 26 to June 28 in the majestic Vienna, Austria.

                                             As in the previous years, the IDC 2019 will bring together international insurance professionals,
                                             independent experts and the brokers of the unisonSteadfast community from all over the world
                                             for a professional exchange on the latest developments in the insurance industry.
                  Table of Contents
                                             With its main topic “The transformation of the global insurance markets”, the IDC 2019 will
                                             address the most important trend, which currently occupies the world of insurance – the radical
                                             transformation process the insurance industry is undergoing today. The need to find new
      Welcome from unisonSteadfast      03   opportunities for sustainable and profitable growth has become an imperative for the entire
                                             industry. The megadeals of 2018 are on everybody’s lips and the terms “market consolidation”
                  President & CEO            and “mergers and acquisitions” have become the order of the day. Innovation, modern tech-
                                             nologies and digital customer interactions are leading to increasing risks, forcing the creation
                   Facts and Figures    04   of new business models in the industry. New markets and segments are developing, and
                                             new customer value propositions are forming. To navigate through this rapidly changing
             Independence Day 2019           environment, companies must understand how these changes will impact them and develop
                                             clear strategies to evolve and win.
        6 Reasons to attend IDC 2019    05   As in the past, we have made every effort to develop a highly educative program with a
                                             diversity of lectures and presentations around the main topic as well as topics related to the
                                             development and the strategic orientation of the unisonSteadfast network. The icing on
                Conference Schedule     06   the cake will be our world-class networking receptions in gorgeous venues of the Austrian
                                             capital, Vienna’s elegant soul and, of course, the unique vibe of the unison community, which
                                             makes each of our conferences so special.

                   Hotel Reservation    08   Please join us for another successful unisonSteadfast Independence Day Conference 2019 in
                                             Vienna!

                                             I look forward to seeing you there!
                  About the location    14

                                             Wolfgang Mercier
Registration and Delegate Information   18   (unisonSteadfast AG, President & CEO)

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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
Facts and Figures
   Independence Day 2019                                                                                          REASONS TO ATTEND
   Duration of the conference
   June 26 – June 28, 2019

   Location
                                                                                                                  IDC 2019
   Vienna, Austria

   Expected number of participants
   200 +

   Registration Fees

   “Early Bird” for registration before January 1, 2019                                                           6
   € 800
   € 600
            for the first participant of one company
            for any further participant of the same company or any accompanying person                                                       1
   Standard Registration for registration after January 1, 2019                                           promotion of joint       insights
   € 1,000 for the first participant of one company                                                      business activities        from industry
   € 750   for any further participant of the same company or any accompanying person                                                 experts
   Late Registration for registration after April 1, 2019

                                                                                                      top-class
   € 1,200 applies to all registrations submitted after April 1, 2019
                                                                                                  5   speakers
   Please note that all travel and hotel expenses are not included in the participation fee and
   are to be paid individually!

   Major topics
   Transformation of the insurance industry
                                                                                                                                                      2
                                                                                                                                        premium
   About unisonSteadfast Independence Day Conference                                                                                   class events
   Our annual unisonSteadfast Independence Day Conference is one of the most highly
                                                                                                            multi-
   acclaimed meetings for our international members and selected business partners which,                 faceted
   by our tradition, takes place in different countries and cities around the globe.                     program
                                                                                                                           excellent networking
   Every year, the conference attracts more than 200 associates from our members                                            opportunities
   re­presenting over 35 countries. The number of participants is continuously increasing.

   The conference offers a high-profile program which influences the strategic decisions
                                                                                                          4
   amongst the world’s top independent brokers, as well as unique opportunities to network
   with the decision-makers of more than 590 brokerage firms, producing over US$ 20 billion                                          3
   in premium.

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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
Conference                                                                                          Agenda
                   Schedule                                                                                            of the conference
                                                                                                                       Wednesday | June 26 | Welcome Day

                                                                                                                       10:00 a.m. – 06:00 p.m.     Registration Palais Hansen Kempinski
Wed | June 26

                             11:00 a.m. – 04:00 p.m.                                                                   11:00 a.m. – 04:00 p.m.     Guided Sightseeing Tour
                             Guided Sightseeing Tour                                                                   07:00 p.m. – 09:00 p.m.     Welcome Drink (location tba)

                                                                                                                       Thursday | June 27 | Conference Day 1

                        10:00 a.m. – 06:00 p.m.                  07:00 p.m. – 09:00 p.m.                               09:00 a.m. – 09:30 a.m.     Registration Palais Hansen Kempinski
                        Registration at Palais Hansen            Welcome Drink                                         09:30 a.m. – 01:00 p.m.     Conference Block 1 “unisonSteadfast network development”
                        Kempinski Vienna                                                                                                           + Welcome Speech and information of the current development
                                                                                                                                                      by Wolfgang Mercier, President and CEO, unisonSteadfast AG
                                                                                                                                                   + New members of the network
                                                                                                                                                   + Results of the unisonSteadfast KPMG survey in cooperation
                                                                                                                                                      with KPMG
                                                                                                                                                   + Next strategic steps
                        09:30 a.m.                                                                                     01:00 p.m. – 02:30 p.m.     Lunch
                        Conference      01:00 p.m.      05:30 p.m.                                                     02:30 p.m. – 05:30 p.m.     Conference Block 2 “Market Place”
Thu | June 27

                        Program         Lunch           End of Conference Day 1                                                                    + Introduction of new products by insurance carriers,
                                                                                                                                                      wholesale brokers & Underwriting Agencies
                                                                                                                                                   + Direct discussion with unisonSteadfast brokers
                                                                                                                                                      and feedback round
                                                                                                                       07:00 p.m. – 00:00 a.m.     Dinner at a traditional Viennese “Heuriger” (location tba)

                                                                                                        1
                   09:00 a.m. – 09:30 a.m.                       07:00 p.m. – 00:00 a.m.
                   Registration at Palais Hansen                 Dinner at “Heuriger”
                   Kempinski Vienna                                                                                    Friday | June 28 | Conference Day 2

                                                                                                                       09:00 a.m. – 01:00 p.m.     Conference Block 1 “Market transformation”
                                                                 CONFERENCE DAY                                                                    + Market consolidation
                                                                                                                                                   + Capital commitment
                                                                                                                                                   + New business models
                                                                                                                                                   + M & A
                                        01:00 p.m.      05:00 p.m.                                                                                 + The future of the broker networks
Fri | June 28

                                        Lunch           End of Conference Day 2                                                                    + Succession plan
                                                                                                                       01:00 p.m. – 02:30 p.m.     Lunch
                                                                                                                       02:30 p.m. – 05:00 p.m.     Conference Block 2 “Sales and Distribution”
                                                                                                                                                   + Strategic Council Practice Groups
                                                                                                                                                   + Results of the current projects

                                                                                                        2
                   09:00 a.m.                                    07:30 p.m. – 01:00 a.m.                                                           + Subnetworks / Competence Centers
                   Conference                                    Opera Ball including Gala Dinner                      07:30 p.m. – 01:00 a.m.     Opera Ball including Gala Dinner (location tba)
                   Program

                                                                                                                       Speakers: Market analysts, insurance carriers, risk managers, private equity companies,
                                                                 CONFERENCE DAY                                        international experts as well as renowned guests from the world of politics and sports
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                                                                 This schedule is preliminary and subject to change.
INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
Main Conference Hotel
   Reservation
   Palais Hansen Kempinski Vienna *****

   International Hotel with the Heart of a Viennese

   Housed in a heritage-listed Palais on Schottenring Street, Palais Hansen Kempinski Vienna forms
   part of the famously glamorous Ringstrasse boulevard. Sights like the Burgtheater, St. Stephen’s
   Cathedral, the Parliament building or the Rathausplatz square are only a few minutes’ walk away.

   The Renaissance Revival architecture combined with innovative touches like iPad check-in
   and an iPad version of the traditional hotel information covering everything from room service
   to outdoor activities create a symbiosis of Viennese tradition and present-day zeitgeist.
   The charming palais accommodates 152 rooms and suites, two restaurants, one bar, a cigar
   lounge, six function rooms, a ballroom, a florist, a fitness area as well as the Ottoman-style
   Kempinski The Spa.

   Rooms & Suites

                                                            Room Features & Amenities

                                                            + Laptop-size safe

                                                            + Flat-screen TV

                                                            + Nespresso machine

                                                            + Working desk

                                                            + View: Street or inner courtyard

   Deluxe room                                              + Decor: Contemporary
   The views are dominated by historic buildings;
   the mood is modern, timeless and elegant.                + Beds: King, Twin or Double
   Interconnecting rooms allow for time with the
   whole family and some Deluxe rooms even offer            + Extra Bed: Sofa Bed in room
   the comfort of a balcony.
                                                            + M
                                                               aximum Occupancy:
                                                              2 Adults and 1 Child

                                                            + Size: 35 m – 38 m

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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
unisonSteadfast IDC 2019 room rates
       (prices are based on single or double occupancy)

        ROOM CATEGORY                                         SINGLE OCCUPANCY                             DOUBLE OCCUPANCY
        Deluxe room                                           € 285.-                                      € 315 .-
        Room rates are inclusive breakfast and all taxes.

       Hotel facilities at a glance

       + Fitness center, pool and spa area

       + Business center

       + High-speed Internet access

       + Several different restaurants and bars

       + Cigar Lounge

       + Limousine service

       + Concierge services

       Address
       Palais Hansen
       Kempinski Vienna
       Schottenring 24
       1010 Vienna, Austria

       www.kempinski.com/en/vienna/palais-hansen/

       Hotel reservations – General terms and conditions
       The group conference rates are exclusive and valid for the participants of   Cancelations, modifications, reductions of stay, no-shows
       the conference only. Upon request, conference rates can be allowed           All changes /cancelations shall be made and writing and sent by
       2 days pre and post the event. To guarantee the negotiated rates for         e-mail to idc@unisonsteadfast.com and will be subject to the
       the IDC 2019, all reservations are to be made via unisonSteadfast.           following conditions:
       Information on your booking will be sent to you by unisonSteadfast
                                                                                    If the guest cancels or modifies the hotel reservation before the
       with your registration confirmation.
                                                                                    official deadline for reservations on April 1, 2019, no penalties will
       The official cut-off date for all hotel reservations is April 1, 2019.       be charged.
       Please be kindly advised that room rates and availability cannot be          All cancelations received after this date can be charged for the whole
       guaranteed after this date.                                                  stay if the room cannot be resold. Booking modifications after the
                                                                                    official deadline for reservations are available upon request and are
       Deposit, guarantee and payment
                                                                                    subject to the General Terms and Conditions of the Palais Hansen
       Accommodation booking will require credit card details, so that a
                                                                                    Kempinski Vienna.
       one-night deposit can be charged. Credit cards details are to be
       submitted to the Palais Hansen Kempinski Vienna. Payment of all
       charges to the hotel will be required upon check-out.
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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
Partner Hotel
   Reservation
   Hotel Sacher Wien

   Unique Austrian tradition

   As the only privately owned and family-run luxury hotel in the city, the iconic Hotel Sacher
   Wien is a Viennese landmark, located opposite the State Opera House. The unique balance
   of maintained traditions and contemporary elements provide an authentic sense of place.
   The completely refurbished rooms all feature individually collected antiques and original oil
   paintings, making it one of Austria’s largest private art collections. Home of the Original
   Sacher-Torte, guests can experience this culinary piece of history at the famous Café Sacher
   or opt for the “no-calories” version by Sacher Boutique Spa when it is “Time-to-Chocolate.”

   unisonSteadfast IDC 2019 room rates
   (prices are based on single or double occupancy)

       ROOM CATEGORY                   SINGLE OCCUPANCY            DOUBLE OCCUPANCY
       Superior room                   € 400.-                     € 440.-
       Room rates are inclusive breakfast and all taxes.

   Hotel facilities at a glance

   + Fitness center & Sacher Boutique Spa

   + Business center

   + High-speed Internet access

   + Several different restaurants and bars

   + Concierge services

   Address
   Hotel Sacher Wien
   Philharmonikerstraße 4
   1010 Vienna, Austria

   www.sacher.com/en/hotel-sacher-wien/

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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
About          Vienna
   the location   In tune with beauty
                  Discover the Austrian capital’s majestic symphony of Rococo palaces, coffee
                  houses and wine gardens. Voted the most livable city in the world for the ninth
                  time by a renowned, international city comparison, the gorgeous Vienna is a city
                  of proud palaces and peaceful parks, a home to emperors and art, opulent balls
                  and waltzes, Sissi and Freud, Sacher tart and Wiener schnitzel. The metro­polis with
                  unique charm, vibrancy and flair boasts outstanding infrastructure, is clean and
                  safe, and has all the inspiration that you could wish for to discover this wonderful
                  part of Europe. We invite you to explore Vienna – the symphony of all senses.

                  Vienna – a romantically imperial city
                  Vienna is a dream city for anyone with a romantic streak or an interest in history. Sightseeing
                  opportunities are to be found in abundance. Wander along narrow, medieval alleyways or
                  across imperial squares, view Schönbrunn Palace or the Imperial Palace (Hofburg) in the
                  footsteps of Sissi and Emperor Franz Josef, and marvel at the majestic architecture along
                  the Ring boulevard. Be inspired by an atmosphere steeped in history – which also boasts the
                  comforts and infrastructure of a modern city!

                  Vienna – city of music
                  Vienna has been synonymous with music for centuries, and was home to many celebrated
                  composers including Mozart, Beethoven, Schubert and Johann Strauss. This outstanding
                  musical heritage has been preserved right to the present day. The Wiener Philharmoniker is
                  one of the world’s top orchestras, the Vienna Boys’ Choir is triumphantly successful wherever
                  it tours, and the Vienna Conservatorium has produced innumerable international award-winners
                  in all musical disciplines. Yet Vienna also boasts a lively scene for young people – if you love
                  music, you are sure to profit from Vienna.

                  Vienna – city of culture
                  Vienna possesses a lively and vast array of cultural attractions. Whether classical or experimental
                  theater, film or dance festivals, opera or operetta, or exhibitions and concerts – no matter when
                  you come and how long you stay, there is sure to be something exciting for you to discover.

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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
Vienna – city of art
   Down the centuries, Vienna has always produced and nurtured world-famous artists. The
   collecting passion of art-loving rulers and monarchs has made Vienna a treasure house par
   excellence. The Museum of Fine Arts, for instance, is one of the world’s largest and most
   distinguished museums, housing priceless works of art. Art accompanies you wherever you
   go in Vienna – even some of its underground stations are listed properties (on account of
   their elegant, ornamental Jugendstil style designed by Otto Wagner)! And Vienna is also
   uniquely zestful as far as its literature is concerned. After all, where else in the world will
   you find a city with its own “coffee house literature”?

   Vienna – city of striking architecture
   From the Gothic intricacies of St. Stephen’s Cathedral to the baroque grandeur of the Staats­
   oper, Vienna’s skyline is a wonder to behold. Shaped by the architecturally striking work
   of many Counter-Reformation artists, Vienna has been influenced by both Germanic and
   Mediterranean cultures, evident in its grand porticoes, shaded balconies, symmetrical arcades
   and majestic loggias. This remarkable city has retained its eclectic elegance through the
   centuries, and despite severe structural casualties during WWII bombings, there are still dozens
   of original sites to explore.

   Vienna – city of great minds and captivating coffee houses
   Vienna has always been a fertile soil for artists and intellectuals, and a lot of the creativity and
   big ideas have happened first in the city’s charming coffeehouses. Sigmund Freud, Leon Trotsky
   and Leo Perutz are just a few recognizable names associated with Vienna’s intellectual scene.
   When entering a coffee house in Vienna one feels compelled to exhibit the composure that
   is demanded by this kind of elegant establishment. Often described as ‘the city’s public living
   rooms’, guests at these typically Viennese gathering spots need only purchase a single
   coffee, and they are free to linger below the high ceilings, cultivated interior decoration and
   diverse fellow patrons for the entire day. As an absolute staple of the city’s culture, UNESCO
   recently named the Vienna coffee house on their list of the ‘National Agency for the Intangible
   Cultural Heritage’. Within this inventory, the coffee house is described as a place ‘where time
   and space are consumed, but only the coffee is found on the bill’.

   Vienna – city of culinary delights
   Vienna is a sugar rush kind of city – so well known for its sweets that there never seems to be
   enough time to sample all of its tortes and pastries, including the ones named for Mozart,

                                                                                                                                                 VIENNA
   the ones created by Sacher and the ones honoring various eminences of the Austro-Hungarian
   empire. The good news is that it is possible to steep yourself in Austria’s grand food traditions.
   Do not miss to visit one of Vienna’s famous coffee houses, luxurious confiseries or traditional
   wine taverns (“Heurige”) and work your way through famous culinary specialties.

   No matter what you may be looking for in a city, the beautiful Austrian capital has it all –
   from great composers and world-class artists though excellent coffee to the Viennese wine
   grown in Vienna and enjoyed in wine taverns.

   Visit Vienna – a destination for all senses!

   Sources: www.aboutvienna.org/city.php, www.austria.info/us, www.bbc.com/travel/story/20131023-in-tune-with-vienna, www.theculturetrip.com,
             www.washingtonpost.com, www.wien.info/en

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INDEPENDENCE DAY CONFERENCE 2019 - VIENNA / AUSTRIA June 2019
Registration and Delegate Information
   Participants can register online via our registration form available on the official IDC homepage
   at http://idc.unisonsteadfast.com/en/registration/. Onsite registration is not available.
   Please kindly note that registration will close on April 1, 2019 at 7:00 p. m. (CEST). Late reg-
   istrations will be available upon request and are subject to unisonSteadfast approval. Please
   be kindly informed that our Registration Fee For Late Registration will apply to all registrations
   submitted after the official registration deadline.

   Registration Fees
   Registration Fee includes admission to all sessions, networking events (sightseeing tour, dinner,
   evening receptions, coffee breaks, lunches) and shuttles to the events as well as all presentations
   and material available post conference.

   Registration Fees

                              “EARLY BIRD” *                                                STANDARD REGISTRATION
        Full Participation Fee              Discounted Participation Fee         Full Participation Fee              Discounted Participation Fee

                € 800.-                              € 600.-                           € 1,000.-                                 € 750.-
   for the first participant of             for any further participant for the first participant of                for any further participant
   one company                              of the same company or for one company                                  of the same company or for
                                            any accompanying person                                                 any accompanying person

                                              LATE REGISTRATION AFTER APRIL 1, 2019
                                    1,200.-                                   applies to all registrations submitted after April 1, 2019

                                                                            * “Early Bird” applies to all registrations submitted till January 1, 2019

   Confirmation of Registration
   After registering online, a confirmation of your registration including the summary of your registra-
   tion and the confirmation of your hotel reservation will be sent to you by unisonSteadfast within
   3 working days. If you have not received your written confirmation within 3 working days after
   submitting your registration online, please contact Ms. Polina Balko idc@unisonsteadfast.com.

   Conditions of Participation
   1. Registration Deadline                                                    3. Payment of Registration Fee
   April 1, 2019 is the deadline for registration.                             The registration fees have to be paid in advance prior to the conference.
                                                                               We will invoice you accordingly. Admission to the conference and all
   2. Registration Fees
                                                                               social events will be refused if payment has not been received.
   Registration Fee includes admission to all sessions, networking events
   (sightseeing tour, dinner, evening receptions, coffee breaks, lunches)      4. Cancelation and Refunds
   and shuttles to the events as well as all presentations and material        unisonSteadfast must be notified of any cancelation in writing (i.e. by
   available post conference.                                                  e-mail or fax) by April 1, 2019 at the latest. Cancelations received after
                                                                               April 1, 2019 and no-shows will not be refunded. Cancelations of Late
   “Early Bird” for registration submitted before January 1, 2019
                                                                               Registration cannot be refunded.
   € 800 Full Participation Fee per participant
                                                                               Participants submitting notice of cancelation after April 1, 2019 or failing
   € 600 Discounted Participation Fee per any further participant of the
                                                                               to show up for the conference will be charged the full participation fee
   same company or any accompanying person
                                                                               as well as the hotel booking if the room cannot be resold.
   Standard Registration for registration submitted before April 1, 2019
                                                                               5. Liability and Compensation
   € 1,000 Full Participation Fee per participant
                                                                               Should the conference be disrupted or even prevented from taking place
   € 750 Discounted Participation Fee per any further participant of the
                                                                               altogether as a result of unforeseen political events, industrial action or
   same company or any accompanying person
                                                                               force majeure, the organizers shall not be liable to pay any compensation.
   Late Registration for registration submitted after April 1, 2019            Furthermore, the organizers deny liability for any personal loss by or injury
   € 1,200 Full Participation Fee per participant                              to participants during the event. Participants are strongly recommended
   applies to all registrations submitted after April 1, 2019                  to take out their own personal insurance if so required.

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We look forward to welcoming
you to Vienna!
For questions regarding the Independence Day 2019
in Vienna, please feel free to contact:

Ms. Polina Balko
Mail:       IDC@unisonsteadfast.com
Telephone: +49 (0)40 80 90 729-00
Telefax:   +49 (0)40 80 90 729-99
                                                    Status: November 2018
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