| Monday
September 12, 2005 |
8:30
am – 5:00 pm
GARDENIA ROOM |
Healthcare
Track: Growing Your Health Care Captive – presented
by: ASHRM |
| 8:00 am |
Welcome |
| 8:30 am – 9:00 am |
Opening Comments
Judy Hart, President Bermuda Society for Healthcare Risk Management
(BSHRM) and Pamela
Popp, President ASHRM |
| 9:00 am – 9:45 am |
Keynote: Engaging
Leadership
Craig
Samitt, MD, COO, Fallon Clinic
The need for leadership and trustee commitment
in creating a strong alternative risk program for a health care entity. |
| 9:45 am – 10:30 am |
The Risk Manager’s Role: Focus
on Enterprise Risk
Sheila
Hagg-Rickert, JD, MBA, MHA, CPCU, DFASHRM, PHRM
Concepts of health care enterprise risk
management and distinctions between serving as risk manager for a health
care entity and as a member of its governing board. |
| 10:30 am – 10:45 am |
Coffee Break |
| 10:45 am – 11:45 am |
Advanced Concepts in Program Design
Jeff Driver, JD, MBA, Executive Vice President and Chief Risk Officer,
Stanford University Medical Center and Roy Santarella, CFO, Stanford
University Clinic
What it takes to create a hybrid self-insured
model in the spirit of enterprise risk. |
| 11:45 am – 1:00 pm |
Lunch |
| 1:00 pm – 1:45 pm |
The Role of the Broker: Development
and Beyond
Ethan Crain, Associate Director, National Healthcare Alternative
Risk Practice, Aon Risk Services
John F. Rogers, Vice President & General Counsel, Berkshire
Health Systems
Broker and client perspectives on the
journey to post program development; the role of the captive management
team in partnership with the broker. |
| 1:45 pm – 3:45 pm |
Panel
Discussion: Futurecast for Health Care: How to Identify and
Get Through Growing Pains with Your Captive
Moderator:
Bill
McDonough, Senior Vice President, Marsh – Healthcare National
Practice Leader
Panelists:
Michael
Hawkins, Esq., Corporate Director Risk Managment, Fletcher Allen
Healthcare
Neal Sullivan, Esq., Director Risk Management, Lahey Clinic
Pamela
Popp, Senior Director, Risk Management, Stanford University Medical
Clinic
Julie Robertson, Senior Partner, Healthcare Practice, Honigman,
Miller, Schwartz and Cohan |
| 3:45 pm – 4:00 pm |
Coffee Break |
| 4:00 pm – 4:30 pm |
A Reinsurance Perspective: Identifying
and Evaluating Your Options
Judy
Hart, Endurance Specialty, Bermuda
The underwriter's perspective on providing excess medical professional
liability reinsurance to a captive program vs. traditional excess
coverage in enterprise risk. |
| 4:30 pm – 5:00 pm |
Closing Session
Pamela
Popp, ASHRM |
3:00 pm – 5:30 pm
POINCIANA ROOM |
Captive 101
Chair:
Charles Collis, Partner, Conyers,
Dill and Pearman
Panel:
Dr.
Scott Bradley, Chairman, Bermuda Insurers' Admissions Committee
Jennifer
Murkison, Vice President, Marsh Management Services (Bermuda)
Ltd.
Lorraine
Mewett, Partner, Ernst & Young
Jeremy Cox, Supervisor of Insurance,
Bermuda Monetary Authority
Topics to include: Understanding the Captive Concept; Captive Feasibility
and Implementation; Operations Issues; Captive Governance and Bermuda
Regulatory Issues. This session is designed for Risk Management professionals
who are evaluating the pros and cons of establishing a captive in Bermuda
and for those professionals new to captive insurance companies in Bermuda. |
| 6:00 pm – 7:30 pm |
Opening Reception at Fairmont Southampton
Beach Club. |
Top
| Tuesday
September 13, 2005 |
| 8:00 am – 9:00
am |
Breakfast with Exhibitors |
9:00 am – 10:15 am
POINCIANA ROOM |
Welcome and Opening Remarks
Hon.
W. Alexander Scott, JP,
MP – Premier, Bermuda
Current Issues and Regulatory Update
Moderator:
Oliver
Heyliger, President of Bermuda Insurance Managers Association
(BIMA)
Panel:
Hon.
Paula Ann Cox, JP, MP – Minister of Finance, Bermuda
Cheryl-Ann Lister – Chairman, Bermuda Monetary Authority
Jeremy Cox – Supervisor of Insurance, Bermuda Monetary Authority
Bala
Nadarajah – Senior Counsel and Head of Corporate Insurance,
Attride-Stirling & Woloniecki |
10:15 am – 10:45
am |
Coffee Break |
10:45 am – 11:45 am
POINCIANA ROOM |
Tax Update –
Catherine
Sheridan-Moore, Partner, KPMG
Tom
Jones, Partner, McDermott Will & Emery |
11:45 am – 12:30 pm
POINCIANA ROOM |
The Challenges of Fronting
Moderator:
Peter
Willitts, President, Liberty Mutual, Management Bermuda
Panel:
Omar
Perez, Vice President, Director of Risk Management, Andreini
and Co.
Richard
Turner, Liberty Mutual Alternative Markets, Managing Director
of Sales
Cammy
Lantis, Vice President, Lantis Enterprises, Inc. |
| 12:30 pm – 2:00 pm |
Lunch – Keynote Speaker: Neal
Petersen "Beyond Barriers" |
Concurrent
sessions
2:00 pm – 3:30 pm
POINCIANA ROOM |
Employee Benefits
Moderator:
Philip
Barnes, Managing Director, AON Insurance Managers (Bermuda)
Ltd
Panel:
Laura
Taylor, Director, IRMG (an AON Company, New York
George
O'Donnell, Director of Benefits Consulting, AON Consulting,
New Jersey |
Group/Association
Captives
Moderator:
David
Ezekiel, CEO & President, IAS Ltd.
Panel: Rex
Jennings, Lockton
Wayne
J. Smith, Assistant Executive Director, Insurance Services,
Managing Director, Insurance
Trust, Pennsylvania School Boards Association |
| 3:30pm – 4:00pm |
Coffee Break with Exhibitors |
4:00 pm – 5:30 pm
POINCIANA ROOM |
What do I do now that I have a
Captive? –
panel discussion, tips & pitfalls
Moderator:
Paul
Bailie, Partner, JLT Risk Solutions Management (Bermuda) Ltd.
Panel:
Karl
Zimmel, Director of Risk Management, Alberto Culver
Drew
Talley, Fisher Scientific International, Inc. |
6:00pm – 7:00pm
POINCIANA ROOM |
Cocktail Party |
Top
| Wednesday
September 14, 2005 |
| 8:00 am – 9:00
pm |
Breakfast with Exhibitors |
Concurrent
sessions
9:00 am – 10:30 am
POINCIANA ROOM |
Rent-a-Captives –
Discussion on the use of segregated
accounts companies for U.S. issuing carriers and MGA’s
Moderator:
Andrew
McComb, President and CEO, Allegro Insurance & Risk Management
Panel:
Rob Byler, President, Alea North
America
Michael
Burns, Partner, Appleby, Spurling, Hunter |
| GARDENIA ROOM |
Actuarial Issues
Andy
Johnson, Milliman, USA
Tom
Harris, Director, Risk Management, Tyson Foods, Inc.
Karl
Goring, Milliman Inc.
Brendan
O’Reilly, Mazars Chartered Accountants |
| 10:30 am – 11:00 am |
Coffee Break with exhibitors |
11:00 am – 11:45 am
POINCIANA ROOM |
Corporate Governance – Sarbanes-Oxley
issues
Lessons to Learn
Moderator:
Rory
Gorman, Managing Director, Marsh Management Services (Bermuda)
Ltd
Panel:
Werner
de Bruin, Partner, PriceWaterhouseCoopers
Katherine Carbon, Boeing Risk
Management Dept
Tom Heim, Senior Vice President,
Hilb, Rogal & Hobbs Company |
11:45 am – 12:30 pm
POINCIANA ROOM |
Investment Alternatives
Panel:
Hugh
Barit, President and CEO, PRP Performa
Geoff
Gardner, a Director of Orbis Investment Management Ltd.
Alton
Cogert, President, Strategic Asset Alliance
With interest rates on the rise from
their lowest levels in recent history and fewer banks willing to offer
Letters of Credit at competitive prices, it is critical that captive
owners pay close attention to how their investment program is constructed
and maintained. The speakers will share some of their experiences
of how they have assisted their clients in developing successful investment
programs that not only maximize risk-adjusted returns but also satisfy
the collateral requirements of the captive. A Captive Owner will also
discuss how he has been able to achieve these goals with his company. |
| 12:30 pm – 2:00 pm |
Lunch – Bermuda Club “Kick-off” Lunch |
2:00 pm – 3:00 pm
POINCIANA ROOM |
Captive Reinsurance –
panel of Bermuda Reinsurers
Moderator:
Bert
Golinski, Managing Director, Guy Carpenter
Panel:
Louis
Gariépy, Vice President Underwriting & Actuary,
ACE Financial Solutions International
Stephen
Fallon, Senior Vice President, Underwriting, North America, IPC
Re
Jonathan
Gale, Underwriting Director, Property and Casualty Catlin |
| 3:00 pm – 3:15 pm |
Coffee Break with Exhibitors |
3:15 pm – 4:15 pm
POINCIANA ROOM |
Unusual Captive Uses –
An exploration into non-traditional
captive solutions as well as look at traditional coverages with
a new twist
Moderator:
Brady Young, Managing Director &
President, Strategic Risk
Solutions
Panel:
Richard
Inserra, President, Insurance Strategies Ltd
David
Florian, Senior Vice President & Director Reinsurance, Wachovia
Insurance
Watson
Gale, Vice President and General Counsel, Canadian Blood Services |
4:15 pm – 5:15 pm
POINCIANA ROOM |
Ask the Experts Panel of Bermuda
Captive Experts respond to questions on any related subject.
Brad
Adderley, Partner, Appleby, Spurling and Hunter
Jill
Husbands, Managing Director, Marsh Management Services (Bermuda)
Ltd.
David Mutch, Partner, Deloitte & Touche
Tom
Harris, Risk Management, Tyson Foods, Inc. |
| 7:15 pm – 11:00 pm |
Gala Dinner Sponsored by Barclays at Fairmont
Hamilton Princess |
Top |
