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Creative Solutions for Bolstering Balance Sheets Post COVID-19


Speaker(s): Jackson Bender, James Bulkowski, Joseph Ehrlich, Matthew Edgette, Timothy D. Kennedy
Recorded on: Sep. 23, 2020
PLI Program #: 302569

James Bulkowski is a Senior Manager in the tax practice of Ernst & Young LLP’s Financial Services Organization. He is based in the firm’s Hoboken, NJ office and has over 25 years of experience. He specializes in captive and alternative risk financing techniques, property & casualty insurance reviews, cost reduction, M&A due diligence, and claims.  He is also the co-leader of EY’s US Captive Services Team.  Prior to joining EY, he held a Senior Vice President position at Aon in their captive services group and was a vice president in the casualty department at Marsh.  He holds the CPCU, ARM, ACI, and AIS insurance designations.


Joe Ehrlich is the National Practice Leader for Private Equity, Family Office and M&A at Beecher Carlson Insurance Services LLC, a unit of Brown & Brown Insurance.

Joe has more than 15 years advising Private Equity and M&A professionals on the use, structuring and placement of M&A insurance products and solutions and is recognized expert in the field.  Prior to joining Beecher Carlson, Joe spent 15 years at the Owens Group, where he served as its president and member of its board of directors.  Joe spent the earlier part of his career practicing Corporate/M&A law at O’Melveny & Myers LLP and its predecessor, O’Sullivan Graev & Karabell LPP. Joe graduated cum laude from Columbia University with a B.A. in Classics in 1992 and he received his J.D. from New York University’s School of Law in 1997. Joe was recently elected to the Columbia University School of General Studies' Board of Visitor. In addition, he is Chair of the Columbia University’s Benefits Committee, a member of the Columbia Alumni Association (CAA) Strategic Planning Committee and serves on several other committees of the Columbia Alumni Association (CAA). He is also a member of the board of the Saint Anthony Hall of New York and a steering committee member for its current capital campaign. Joe is also a member, and the immediate past President, of the NYU Law Alumni Association Board. Joe lives in New York City and Tuxedo Park with his wife and two children.