Aon plc (AON) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript

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Financial Services Conference December 10, 2025 1:00 PM EST Company Participants Edmund Reese - Executive VP & Chief Financial Officer Conference Call Participants Robert Cox - Goldman Sachs Group, Inc., Research Division Presentation Robert CoxGoldman Sachs Group, Inc., Research Division All right. Well, I think we're just about at time here. So we'll get started. Very happy to be joined up here on stage with Edmund Reese, CFO of Aon. Thanks for joining us, Edmund. Edmund ReeseExecutive VP & Chief Financial Officer Thank you for having me, Rob. It's always good to participate in this conference. Question-and-Answer Session Robert CoxGoldman Sachs Group, Inc., Research Division Yes. And so Edmund, maybe we just start off with some background. You've got some unique insights coming to Aon with a fresh perspective about 1.5 years ago. Can you give us some insight into where Aon's business stands today versus when you joined? And maybe just walk us through the key strategic priorities for the firm? Edmund ReeseExecutive VP & Chief Financial Officer Yes. Yes. Remember, you're right, it was just about 1.5 years ago. I remember, I was coming in to Aon after we just exited the 20-year period of what I'd call financial outperformance. TSR was at 16%. That was above the S&P, that was above the industry. I met with a lot of investors as I was coming in the door. And I think investors were wondering if we were -- if we had reached an inflection point, and they wanted stronger conviction, I'd say, in 3 key areas. One was, were we going to be able to continue to drive organic revenue growth at industry levels; two, were we going to be able to continue to expand margins? And I'm sure we'll get into what our history has been there, but were we going to be able to continue to expand Recommended For You