| Monday, September 18, 2006 |
|---|
8:00 am 10:00 am
GARDENIA ROOM |
Bermuda Captive Owners Association (BCOA) Breakfast and Annual General Meeting
Members & Prospective Members are invited
Sponsored by: Attride-Stirling & Woloniecki |
8:45 am - 10:00 am
|
Breakfast with Exhibitors
|
10:00 am 11:15 am
POINCIANA ROOM |
Opening Remarks
Hon. W. Alexander Scott, JP, MP Premier,
Bermuda
Current Issues and Regulatory Update
Moderator:
Philip A. Barnes, President of Bermuda Insurance Management Association (BIMA)
Panelist(s):
Alan Cossar, Deputy Chairman, Insurance Advisory Committee
Jeremy Cox, Executive Director and Supervisor of Insurance, Bermuda Monetary Authority
Bala Nadarajah, Head
of Corporate Insurance, Attride-Stirling & Woloniecki |
11:15 am 11:45 am
|
Coffee Break
|
11:45 am 12:30 pm
Concurrent Sessions
SESSION 1: GARDENIA ROOM
SESSION 2: POINCIANA ROOM |
Session 1: Assembling a Captive Management Team: Key Players and Roles
Sponsored by ASHRM
Speaker(s):
Peter Reilly, Senior Vice President, William Gallagher Associates
|
Session 2: Why is Bermuda Still The Leading Domicile?
Moderator:
David Ezekiel, President and Managing Director, International Advisory Services, Ltd.
Panelist(s):
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
|
12:30 pm 2:00 pm
|
Lunch with Exhibitors
|
2:00 pm 5:00 pm
Concurrent Sessions
SESSION 3: POINCIANA ROOM
SESSIONS 4A/4B/4C: GARDENIA ROOM |
Session 3: Captive 101
Moderator:
Brad Adderley, Partner, Appleby Hunter Bailhache
Panelist(s):
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
|
Session 4A: Captives΄ Goals in Risk Management Strategic Planning plus Case Study
Sponsored by ASHRM 2:00 pm - 3:15 pm
Speaker(s):
William J. McDonough,
Managing Principal, INTEGRO Insurance Brokers
Kathleen Murray,
Risk Manager, Boston Medical Center
Ellen L. Barton,
Independent Risk Management Consultant
|
Session 4B: Putting Together a Mutually Successful Joint Operating Agreement
Sponsored by ASHRM 3:30 pm - 4:15 pm
Speaker(s):
Dale E. Creech, Jr.,
Senior Vice President & Chief Legal Officer, MedAmerica Health
Systems Corp. and Samaritan Health Partners |
Session 4C: Working Toward Long-Term Success with a Captive
Sponsored by ASHRM 4:30 pm - 5:00 pm
Speaker(s):
James D. Olsen,
President, National Liability Management
|
5:30 pm 7:00 pm
|
Cocktail Party with Exhibitors
Sponsored by ACE & MARSH |
| Tuesday, September 19, 2006 |
|---|
8:00 am 9:00 am
|
Breakfast with Exhibitors
|
9:00 am 10:30 am
POINCIANA ROOM |
Session 5: Are You Prepared for a Pandemic?
Moderator:
Philip A. Barnes, Managing Director, Aon Insurance Managers (Bermuda) Ltd
Panelist(s):
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
|
10:30 am 11:00 am
|
Coffee Break
|
11:00 am 12:30 pm
Concurrent Sessions
SESSION 6A: GARDENIA ROOM
SESSION 6B: POINCIANA ROOM |
Session 6A: Meet the Market
8 tables: Green Island Reinsurance Pool, UIC Bermuda Ltd, Max Re, ACE Group, Liberty Mutual, Endurance, Catlin, Discover Re |
Session 6B: Speed Dating with Investment Managers
9 tables: Bank of Bermuda, Butterfield Bank, CARE Capital Group, Deutsche Bank, GE Asset Management, National City Bank, PRP Performa/ Orbis Funds, Schroders (Bermuda) Ltd, Munder Capital |
12:30 pm 2:00 pm
MID OCEAN AMPHITHEATRE |
Lunch with Keynote Speaker. Introduction by His Excellency the Governor, Sir John Vereker.
Sponsored by Wells Fargo
Speaker(s):
Sir Nicholas Young,
Chief Executive, British Red Cross |
2:00 pm 3:30 pm
Concurrent Sessions
SESSION 7: GARDENIA ROOM
SESSION 8: POINCIANA ROOM |
Session 7: Employee Benefits - The Real Deal
Moderator:
Brady Young,
President & CEO, Strategic Risk Solutions
Panelist(s):
Jim Long,
Worldwide Director of Global Benifits, AIG Global Benefits
Timothy R. Bucci,
Director, Risk Management & Corporate Insurance, NiSource Inc. |
Session 8: Segregated Cells/ Rent-a-Captive Practical Applications
Moderator:
Peter J. Willitts, President, Liberty Mutual Management (Bermuda) Ltd.
Panelist(s):
Peter J. Mullen,
Managing Director, Gallagher Captive Practice
Peter J.N. Strong,
President, Independent Management Ltd
Richard G. Turner,
Managing Director of Sales, Liberty Mutual Alternative
Markets |
3:30 pm 4:00 pm
|
Coffee Break
|
4:00 pm 5:00 pm
POINCIANA ROOM |
Session 9: Tax Update
Speaker(s):
P. Bruce Wright,
Partner, Leboeuf, Lamb, Greene & MacRae LLP
Richard Irvine, Partner, PricewaterhouseCoopers Bermuda |
6:30 pm
|
Cocktails and Gala Dinner
Sponsored by Barclays |
| Wednesday, September 20, 2006 |
|---|
7:30 am 8:30 am
|
Breakfast with Exhibitors
|
8:30 am - 9:30 am
POINCIANA ROOM |
Session 10: Risk Prediction Initiative
Moderator:
J. Oliver Heyliger, Managing Director, Willis Management (Bermuda) Ltd
Panelist(s):
Barney Schauble,
Principal, Nephila Capital
Dr. Anthony Knap,
Director, Bermuda Institute of Ocean Sciences (BIOS) |
9:30 am 10:30 am
POINCIANA ROOM |
Session 11: Captive Reinsurance Practical Applications
Speaker(s):
Ronald D. Whyte, Managing Director, Guy Carpenter |
10:30 am 10:45 am
|
Coffee Break
|
10:45 am 11:45 am
Concurrent Sessions
SESSION 12: GARDENIA ROOM
SESSION 13: POINCIANA ROOM |
Session 12: Actuarial Issues
Moderator:
Andre Perez, Horseshoe Group
Panelist(s):
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 |
Session 13: Reinsurance Contracts, What You Should Know
Moderator:
Kim R Wilkerson,
Associate, Attride-Stirling & Woloniecki
Panelist(s):
Michael G. Merlo, Esq.,
Senior Vice President and Chief Counsel, Aon (Bermuda)
Ltd.
Alan A. Waring,
President, Crump International Limited |
11:45 am 12:45 pm
Concurrent Sessions
SESSION 14: GARDENIA ROOM
SESSION 15: POINCIANA ROOM |
Session 14: Fronting
Moderator:
Robert J. Gaffney, President, Liberty Mutual Alternative Markets
Panelist(s):
Peter Meyer,
Program Manager, Firestone Building Products |
Session 15: Audit Issues
Moderator:
Mark Smith,
Partner, Deloitte & Touche Bermuda
Panelist(s):
Andy McComb, President, Allegro Insurance and Risk Management Ltd
Philip Burrill,
Senior Manager, Ernst & Young Bermuda
Michael J. Tait, Chief Financial Officer, Marsh Management Services
(Bermuda) Ltd |
2:00 pm Tee-Off Time
|
Golf outing
Sponsored by JLT Risk Solutions Management (Bermuda) Ltd. Transportation arranged to pick up golfers at 1:00 pm from the Hotel and 7:45 pm from the Mid Ocean Golf Club. |
