Visit us at Booth #1 to get a personal demo of our award-winning electronic banking platform; HSBCnet. Meet our team of professionals to discuss your cash management needs and other specialized solutions for captives.

Call 299 5230 to reserve time for your HSBCnet demo. Visit us at www.hsbc.bm/captive.

Bermuda Captive Conference Masthead
Register Now!

2005 Speakers Presentations

The following presentations are in Microsoft PowerPoint format.

 

HEALTHCARE

  • Engaging Leadership: The Key Role of Leadership in Evaluating, Implementing and Sustaining a Successful Captive
    Craig E. Samitt, MD, MBA – Chief Operating Officer, Fallon Clinic, Inc.

  • The Risk Manager’s Role: Focus on Enterprise Risk
    Sheila Hagg-Rickert, JD, MHA, MBA, CPCU, DFASHRM, CPHRM – Chief Risk Officer and Senior Vice President, Sun Healthcare Group, Irvine, CA

  • Advanced Concepts in Program Design – A Case Study From The Stanford University Medical Center
    • The CFO Perspective
      Roy Santarella, Chief Financial Officer, Stanford Hospital & Clinics
    • Optimizing Captive Structure & Operations
      Jeffrey Driver, EVP & Chief Risk Officer, SUMIT/The Stanford University Medical Center

  • Role of the Broker: Development and Beyond
    Ethan E. Crain – Associate Director, National Healthcare Alternative Risk Practice – Aon
    John F. Roger – Vice President & General Counsel – Berkshire Health Systems, Inc.
  • Futurecast for Health Care:
    • How to Identify and Get Through Growing Pains with Your Captive
      William J. McDonough, MPAH, FASHRM, MARSH – Moderator
    • Lahey Clinic Insurance Co, Ltd. – Interacting with the Clinical Staff “Hot” Topics for Captives
      Julie E. Robertson – Honigman Miller Schwartz and Cohn LLP

  • A Reinsurance Perspective: Identifying and Evaluating Your Options
    Judy Hart, Executive Vice President – Endurance Specialty Insurance Ltd.

  • Claims Management Best Practices: Thinking Beyond Resolution
    Pamela L. Popp, MA, JD, DFASHRM, CPHRM, President, ASHRM – Stanford University Medical Center

Actuarial issues Why Use an Actuary?

Karl Goring, FCAS, MAAA

CAPTIVES 101

Charles Collis, Conyers Dill & Pearman
Shelby Weldon, Bermuda Monetary Authority, Deputy Director, Insurance
Scott Bradley, Quanta
Lorraine Mewett, Ernst & Young
Jennifer Murkison, Marsh

Corporate Governance Sarbanes-Oxley issues Lessons to Learn

Held captive by the insurance market? Possibly a Captive is the answer for you…

Employee Benefits and Captives

Philip Barnes, Managing Director, Aon Insurance Managers Bermuda
Laura Taylor, Director, IRMG - an Aon company
George O’Donnell, Senior Vice President, Aon Consulting

Captive Reinsurance

Jonathan Gale – Underwriting Director, Catlin Bermuda

Rent-a-Captives – Discussion on the use of segregated accounts companies for U.S. issuing carriers and MGA’s

Michael Burns Appleby, Spurling & Hunter
Rob Byler Alea Alternative Risk
Andy McComb Allegro Insurance & Risk Mgt Ltd.

Tax Update & Impact of Latest IRS Captive Rulings

Thomas M. Jones, Partner, McDermott Will & Emery LLP
Catherine Sheridan Moore, Partner, KPMG

Unusual Captive Uses

Moderated by: J. Brady Young, Managing Director & President, Strategic Risk Solutions
Panelists: Richard M. Inserra, President, Insurance Strategies, Ltd. and Watson Gale, VP, Gen. Counsel & Corporate Secretary, Canadian Blood Services

What do I do now that I have a captive? (A practical guide to running your captive)

Moderator: Paul Bailie
Panel: Drew Talley, P. Bruce Wright, Karl Zimmel