Regional Member Briefing - Boston - June 14, 2017


Wednesday, June 14, 2017 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.


Langham Hotel Boston - McKinley Room
250 Franklin St.
Boston  Massachusetts  02110
United States
  • Agenda
  • Speakers
  • FOX Facilitators

11:30 am


12:00 pm

Lunch and Presentation/Q&A

“Understanding and Managing Significant Liability Exposures that Threaten Family Wealth”


Mike Taylor, Deputy Chief Claims Officer, PURE Insurance

Matt Conway, Managing Principal, Conway Stoughton

1:00 pm

Peer Dialogues

1:30 pm



Michael Taylor, Sr. Vice President, Deputy Chief Claims Officer, PURE Insurance

Mike joined PURE in June 2016 following 16 years at AIG. During a 34 year insurance career Mike has worked for a number of major carriers including Allstate, Hanover, CNA Property & Casualty, Palisades (a Plymouth Rock Company), and AIG with responsibility handling and managing both casualty and property claims for Personal and Commercial lines of business. In 2000, Mike was a founding member of AIG Private Client Group beginning his initiation into the high net worth personal insurance segment. He went on to become Eastern Zone General Manager of Private Client Group from 2006 – 2013 and was responsible for all functions of the business with nearly $400M of written premium in force, growing the business by nearly 40% during that period. Most recently before leaving AIG, Mike was the Global Claim Officer for Accident & Health Claims, overseeing a global staff of over 1,200 claims professionals. Now at PURE, he is principally responsible for oversight of Casualty Claims and our Member Advocate practice providing professional claim advice and service nation-wide.

Born and raised in New Jersey, Mike has a B.A. from Mount Allison University in New Brunswick, Canada. He makes his home in Colts Neck, NJ along with his wife and two children.


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Matthew G. Conway, Managing Principal, Conway Stoughton

Originally from Buffalo, New York, Matt Conway began his career at a Hartford law firm, where he practiced for 11 years, the last six as a partner almost exclusively in civil litigation. In 2003, he established Conway Stoughton. Attorney Conway is a Board Certified Civil Trial Attorney. He has tried numerous civil cases in the judicial districts throughout the entire state as well as every federal courthouse in the district. He continues to concentrate his practice in litigation, primarily representing insurance companies and their insureds. He has tried jury cases to successful verdict in claims of Traumatic Brain Injury, defamation, product liability, uninsured motorist claims, breach of contract, premises liability, section 1983 civil rights, unfair trade practices, property damage, employment discrimination, wrongful termination, trucking and motor vehicle accidents, dram shop liability, insurance coverage and bad faith. In addition, he regularly serves as a mediator, arbitrator and hearing officer.

Matthew holds B.A., cum laude, from Boston College and  J.D., cum laude, from Suffolk University School of Law. He was named one of the Top 100 Trial Attorneys in Connecticut by the American Trial Lawyers Association and chosen as a Connecticut Super Lawyer®: Civil Litigation Defense, every year since 2007. Matthew is also a Board Certified Civil Trial Attorney by National Board of Trial Advocacy, since 2002 and Martindale Hubbell AV Preeminent Rated Attorney.

Sandra Ditore, Regional Director, Membership Development, East Region

Sandra Ditore is the Regional Director of Membership Development, East Region for Family Office Exchange (FOX) which is a leading provider of research, advice and education to families of exceptional wealth. FOX serves more than 350 ultra-wealthy families and 150 multi-family offices and advisory firms across 20 countries. In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Ms. Ditore is responsible for identifying and securing sponsorship for FOX forums and educational workshops. 
Ms. Ditore has more than 20 years of experience in sales and marketing. Before joining FOX in 2002, Ms. Ditore was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.

Ms. Ditore is on the Executive Leadership Team for the Family Firm Institute (FFI) Midwest Chapter. Her involvement includes the development of educational programming for Midwest members.


Patience Marmer, Senior Relationship Manager

In her role, Patience provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. 
Patience has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for 17 years.  For ten years, Patience was embedded in a large single family office, where she built bespoke risk management programs for a multi-generational family. Patience created management frameworks for multiple museum-quality fine art and valuable collections and was the family office facilitator for multiple special projects ranging from large scale residential construction to risk and reporting technology upgrades. Patience served as partner at a Fine Art Services company where she was the Director of the Private Client Practice and adjusted on fine art claims to leading collectors, galleries and museums.  Her specialties include risk management, fine art collection management and loss prevention, multi-estate luxury service operations. 
Patience studied fine art and history at the University of Illinois and The Art Institute of Chicago.