JFA: Navigating Insurance Risk in Investment Funds

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Join us in Jersey for the latest edition of the JFA Investment Funds Risk Management Session, where we will explore the evolving insurance landscape for investment funds and SPVs, with a specific lens on offshore markets. This session will provide a comprehensive overview of current market conditions affecting Financial Institutions and Funds, including the unique dynamics at play in jurisdictions like Jersey and exploring the associated litigation exposure. This session is aimed at the following professionals involved in the investment funds ecosystem: Fund administration teams Fund operations professionals Fund managers and GPs Directors and board members of investment structures Legal counsel and compliance officers Risk and insurance managers Fund accountants Family offices professionals We’ll take a deep dive into the mindset of insurance underwriters—examining their goals, risk appetites, and the pressures they face when pricing and structuring coverage. The session will also cover the current claims environment, common litigation triggers, and how policyholders can strategically position themselves to respond to or avoid disputes. Real-world cautionary tales will illustrate what can go wrong when insurance coverage is inadequate, with practical tips on how to structure policies and manage risks effectively. We’ll also explore GP/LP nuances, contract language pitfalls, and red flags that could expose fund structures to legal or financial liability. Whether you're working on the operational frontlines or setting strategic direction, this session will equip you with the tools to strengthen your fund’s risk posture, make informed decisions about insurance adequacy, and better navigate the intersection of fund management, underwriting, and litigation exposure. Meet Our Speakers David Rogers - Managing Director, Financial Institutions, Gallagher David leads the Financial Institutions team at Gallagher London, with responsibility for client service, leadership, and insurance placement. With over 25 years of industry experience, David’s career began after graduating from University College London. He joined Aon in 1999, moved to Willis in 2003, and has been with Gallagher since 2014. Throughout his career, David has worked exclusively with financial institutions, including global banks, insurers, financial services firms, and investment managers. His team manages one of the most diverse portfolios of policyholders in the market. David retains an active role in policy placement and maintains daily contact with London market insurers. Anthony Kay - Group Head, Commercial and Professional Risks, Gallagher Anthony has more than 10 years of experience in the insurance industry. He joined Gallagher in 2020 and previously worked at Willis from 2015. Anthony leads Gallagher’s Commercial teams across the Channel Islands and the Isle of Man, providing bespoke insurance and risk management solutions to a wide range of corporate clients. Robert Christie – Partner, Bedell Cristin Jersey Partnership Robert is a Jersey Advocate, and also qualified as an English and BVI barrister. He specialises in trusts, company, commercial, and insolvency litigation. His practice spans high-value commercial matters, including breach of trust and directors’ duties claims, disclosure proceedings, enforcement of foreign judgments, and trust company litigation. Robert acts for both institutional and individual clients, including major trust companies, trustees, directors, beneficiaries, and shareholders. His experience includes securing litigation funding for clients where necessary and advising on director and trustee duties, especially in insolvency contexts. A graduate of Oxford University, Robert was called to the English Bar in 2006 and practised at Radcliffe Chambers, Lincoln’s Inn. Between 2012 and 2015, he worked for a leading offshore firm in the BVI, appearing regularly in the BVI Commercial Court and the Eastern Caribbean Court of Appeal. Since relocating to Jersey in 2015, Robert became a partner at a local firm in 2019 before joining Bedell Cristin as a partner in 2020. He continues to advise on cross-border litigation involving multiple offshore jurisdictions.

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