2006 Speakers Presentations

Session: Bermuda Captive Owners Association (BCOA) Breakfast and Annual General Meeting

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Session: Session 1: Assembling a Captive Management Team: Key Players and Roles

Speaker:

Peter Reilly, Senior Vice President, William Gallagher Associates

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Session: Session 2: Why is Bermuda Still The Leading Domicile?

Moderator:

David Ezekiel, President and Managing Director, International Advisory Services, Ltd.

Panelist:

Lanette Frostestad, Director of Analysis and Risk Management, McKesson Corporation
Keith J. Ryan, Vice President and Chief Finance Officer, Lincoln Reinsurance Company of Bermuda Limited
William H. Baxley, Vice President, Treasurer and Assistant Secretary, Freeman

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Session: Session 3: Captive 101

Moderator:

Brad Adderley, Partner, Appleby Hunter Bailhache

Panelist:

Shanna D.R. Lespere, Deputy Director - Licensing and Authorisations, Bermuda Monetary Authority
Brian Durrant, Executive Vice President, Aon Insurance Managers (Bermuda) Ltd
Jason Carne, Partner, KPMG Bermuda

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Session: Session 4A: Captives´ Goals in Risk Management Strategic Planning plus Case Study

Speaker:

William J. McDonough, Managing Principal, INTEGRO Insurance Brokers
Kathleen Murray, Risk Manager, Boston Medical Center
Ellen L. Barton, Independent Risk Management Consultant

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Session: Session 4B: Putting Together a Mutually Successful Joint Operating Agreement

Speaker:

Dale E. Creech, Jr., Senior Vice President & Chief Legal Officer, MedAmerica Health Systems Corp. and Samaritan Health Partners

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Session: Session 4C: Working Toward Long-Term Success with a Captive

Speaker:

James D. Olsen, President, National Liability Management

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Session: Session 5: Are You Prepared for a Pandemic?

Moderator:

Philip A. Barnes, Managing Director, Aon Insurance Managers (Bermuda) Ltd

Panelist:

Mark A. Baker, Head of Global Markets, HSBC
Dr. Graham Sher, Chief Executive Officer, Canadian Blood Services
Colin P. Rainier, Managing Director, Hannover Life Reassurance (Ireland) Ltd

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Session: Session 7: Employee Benefits - The Real Deal

Moderator:

Brady Young, President & CEO, Strategic Risk Solutions

Panelist:

Jim Long, Worldwide Director of Global Benifits, AIG Global Benefits
Timothy R. Bucci, Director, Risk Management & Corporate Insurance, NiSource Inc.

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Session: Session 9: Tax Update

Speaker:

P. Bruce Wright, Partner, Leboeuf, Lamb, Greene & MacRae LLP
Richard Irvine, Partner, PricewaterhouseCoopers Bermuda

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Session: Session 10: Risk Prediction Initiative

Moderator:

J. Oliver Heyliger, Managing Director, Willis Management (Bermuda) Ltd

Panelist:

Barney Schauble, Principal, Nephila Capital
Dr. Anthony Knap, Director, Bermuda Institute of Ocean Sciences (BIOS)

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Session: Session 11: Captive Reinsurance Practical Applications

Speaker:

Ronald D. Whyte, Managing Director, Guy Carpenter

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Session: Session 12: Actuarial Issues

Moderator:

Andre Perez, Horseshoe Group

Panelist:

Karl Zimmel, Director, Risk Management, Alberto-Culver Company
Catherine Sheridan-Moore, KPMG Bermuda
Karl Goring, Consulting Actuary, Milliman
Ann M. Conway, Consulting Actuary, Towers Perrin

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Session: Session 13: Reinsurance Contracts, What You Should Know

Moderator:

Kim R Wilkerson, Associate, Attride-Stirling & Woloniecki

Panelist:

Michael G. Merlo, Esq., Senior Vice President and Chief Counsel, Aon (Bermuda) Ltd.
Alan A. Waring, President, Crump International Limited

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Session: Session 14: Fronting

Moderator:

Robert J. Gaffney, President, Liberty Mutual Alternative Markets

Panelist:

Peter Meyer, Program Manager, Firestone Building Products

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