FR EA

Contract analysis

Clause-by-clause risk read on any document of the firm. Pick a contract, or open any document from a matter.

Contract analysis / conflicts-check-memorandum.docx
conflicts-check-memorandum.docx
1025-00005 · 8 clauses
High · 1 Medium · 5 Standard · 0
1. Purpose and Scope of Conflicts Check Medium
⚑ Liability cap to check against exposure
1. Purpose and Scope of Conflicts Check This memorandum documents the results of the conflicts check conducted in connection with the proposed retention of Calderwood & Harkness LLP ("C&H" or the "Firm") by Quorum Insurance Holdings Corp. ("QIH") and its wholly-owned subsidiary Quorum Casualty & Surety Company ("QC&S," and together with QIH, the "Client") in a pre-suit reinsurance recoverable dispute involving Excess
2. Identification of Parties Searched Medium
⚑ Assignment / subcontracting
2. Identification of Parties Searched The following parties and individuals were identified for inclusion in the conflicts search based on information provided by QIH's in-house legal team, publicly available corporate records, NAIC filings, and the Bermuda Monetary Authority's public register of insurers. The parties are organized by their role in the proposed engagement. 2.1 Client Entities The following entities h
3. Search Results and Analysis High
⚑ Non-compete / exclusivity restraint
3. Search Results and Analysis This section sets forth the results of the conflicts search for each party and individual identified in Section 2 above, together with the Firm's analysis and conclusions regarding the existence or absence of any disqualifying conflict of interest under the applicable rules. 3.1 Quorum Insurance Holdings Corp. and Quorum Casualty & Surety Company Result: Existing client. Multiple prior
4. Engagement Team Confirmation
4. Engagement Team Confirmation The proposed engagement team for Matter No. 1025-00005 consists of the following attorneys: • Douglas Carmichael — Partner, Litigation (General); Responsible Partner for the engagement • Francesca Morano — Partner, Litigation (General); Billing Partner for the engagement • Jeffrey Park — Lead Associate, Litigation (General) • Yuki Nakamura — Working Associate, Litigation (General) As n
5. Ethical Screens Medium
⚑ Liability cap to check against exposure
5. Ethical Screens Based on the results of this conflicts check, no ethical screen or information barrier is required in connection with the proposed engagement. The specific considerations supporting this determination are as follows: First, the sole former-client issue identified — the Firm's 2021 representation of Pinnacle Atlantic Capital Markets Ltd. — does not give rise to any disqualifying conflict under Rule
6. Summary of Conclusions
6. Summary of Conclusions The following table summarizes the conflicts check results for each party and entity searched:
7. Overall Determination Medium
⚑ Forum / governing law
7. Overall Determination No disqualifying conflicts of interest have been identified. Based on the comprehensive conflicts check described in this memorandum, the engagement of Calderwood & Harkness LLP by Quorum Insurance Holdings Corp. and Quorum Casualty & Surety Company in Matter No. 1025-00005 — the pre-suit reinsurance recoverable dispute with Pinnacle Atlantic Reinsurance Ltd. involving Treaty No. PA-QCS-2019-
8. Approval Medium
⚑ Confidentiality undertaking
8. Approval Prepared by: ________________________________________ Yuki Nakamura Associate, Litigation (General) Calderwood & Harkness LLP Date: March 2, 2026 Reviewed and Approved by: ________________________________________ Douglas Carmichael Partner, Litigation (General) Calderwood & Harkness LLP Date: March 2, 2026 Filed: C&H Conflicts Database; Matter No. 1025-00005 file. A copy of this memorandum has been retain