CLOs on the Move


 
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Flow

At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.

McFadden Trachtenberg PLLC

We get it. You are running a business and dont have time or money to waste. You need practical outside counsel that helps you get the right result without undue disruption or expense. We know that you need to realistically assess the risks in any given situation, decide on an approach that suits your business objectives, and execute successfully. Usually fast. Frequently yesterday. Our team brings a uniquely business-savvy perspective and valuable insight borne of substantial in-house experience as well as a level of client service honed by years of building highly successful client relationships as outside counsel. Put simply, we treat our clients like we dreamed of being treated when we were in-house. We deliver. Members of our team have led the charge on corporate and employment law aspects of some of the biggest mergers of their time and seen to successful integration once the deals were done. Weve served as outside counsel handling all varieties of corporate matters and managed major dockets of litigation, helped clients dramatically reduce such claims before they are filed, handled administrative charges nationwide, dealt with boards and senior leadership in "bet the company"​ scenarios and been joined at the hip with in-house counsel, human resources professionals, and managers in the front lines. Weve been the go-to resources on mission-critical and day-to-day issues as well as everything in between. We can help you anticipate the next big issue, identify opportunities, avoid unintended consequences, exceed expectations, and maintain the trust and confidence of your internal clients – something we know you worked hard to build. Lets talk. We would love to hear what you have going on and what you see as trends, primary challenges and next issues. We always want to learn more about your business. We want to help you in your mission to add value. And when you are ready, lets talk about how we can help your team.

Monica Massey Consulting, LLC

Monica Massey is a high energy motivational speaker with a reputation for energizing and inspiring audiences of all sizes. Whether youre looking to motivate your team, inspire your community, or ignite attendees at a conference, Monica will deliver a powerful message that will leave a lasting impact. Using healthy doses of "real talk" and relatable humor, Monica brings her no-nonsense self to stage to make audiences laugh, cheer and leave feeling inspired and empowered. Available for keynote presentations, panels, workshops/breakouts and serving as emcee. If youre looking for a dynamic speaker whos guaranteed to bring some serious energy to your meeting or program, look no further. Topics include: • Innovate or Die • Getting DEI Right • Build Your Own Table: Women in the workplace • Leaders Dont Always Get Leadership Right • Adopting a Move It Mindset • Eat the Elephant in the Room: Dealing with Crisis • Words Matter: Effective communications