| Monday, September 17, 2007 |
Session: Special Session for BCOA Members and Prospective Members: The Role of Captives in a Softening Marketplace
Moderator:
J. Oliver Heyliger, Managing Director, Willis Management (Bermuda) Limited
Panelist:
Daniel T. Meyer CPCU, Senior Vice President, Guy Carpenter & Company Inc.
Arthur Koritzinsky, Managing Director, Marsh USA Inc.
Dale E. Creech, Jr, Chief Legal Officer, Premier Health Partners
The Role of Captives in a Softening Market
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Session: Current Issues and Regulatory Update
Moderator:
Philip Barnes, President, Bermuda Insurance Management Association
Panelist:
Shanna Lespere, Deputy Director Insurance Licensing and Authorisations, Bermuda Monetary Authority
Tim Faries, Group Head - Trusts, Insurance Group Team Leader, Partner, Appleby
Jason Carne, Partner, KPMG Bermuda
Current Issues & Regulatory Update
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Session: Convergence of Capital and Insurance Via Securitization
Speaker:
Dennis Mahoney, Chairman AON Global
Convergence of Capital and Insurance via Securitization
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Session: Captive 201
Moderator:
Kilian Whelan, President, JLT Insurance Management (Bermuda) Ltd
Panelist:
William Noonan, Corporate Risk Manager, Structure Tone, Inc.
Christopher J. Ryan, Senior Manager, McDermott International, Inc.
Marcelo Ramella, Assistant Director Research, Bermuda Monetary Authority
A. Gerald Backstrom, Director of Tax and Insurance, Bunge Limited
Captive 201
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Session: Sponsored by ASHRM: The Brokers role in Developing Captive Management Best Practices
Speaker:
M. Michael Zuckerman Juris Doctor, Senior Vice President and Director, National Healthcare, Aon Risk Services
The Broker’s Role in Developing Captive Management Best Practices
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Session: Sponsored by ASHRM: Captive Underwriting - Everything Old is New Again
Speaker:
Peggy Nakamura RN, MBA, JD, DFASHRM, CPHRM, Assistant Vice President, Chief Risk Officer and Associate Counsel, Adventist Health
Captive Underwriting: Everything Old is New Again
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Session: Segregated Account Companies - The Real Benefits and the Considerations Required in Structuring an SAC Program
Moderator:
Scott Gemmell, Vice President, Marsh Captive Solutions
Panelist:
James S. Gamble, Vice President, Underwriting, Asurion
Catherine Sheridan Moore, Tax Partner, KPMG Bermuda
Brad Adderley, Partner, Appleby
Segregated Accounts Companies. The Real Benefits and the Considerations Required in Structuring an SAC Program
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Session: Sponsored by ASHRM: The Final Pieces of the Puzzle: providing the Impact of Claims Management Results
Speaker:
Robert B. Blasio JD, President/CEO, Western Litigation Inc.
Pamela L. Popp MA, JD, AIM, DFASHRM, CPHRM, Assistant Vice President, Western Litigation Inc.
The Final Piece of the Puzzle: Demonstrating the Impact of the Successful Claims Management Program
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| Tuesday, September 18, 2007 |
Session: The Latest on U.S. Captive Taxation
Speaker:
Catherine Sheridan Moore, Tax Partner, KPMG Bermuda
Thomas M. Jones, Partner, McDermott Will & Emery LLP
The Latest on U.S. Captive Taxation
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Session: Measuring Captive Value & Performance
Moderator:
J. Oliver Heyliger, Managing Director, Willis Management (Bermuda) Limited
Panelist:
Charlie Woodman, Practice Leader, Risk Finance, Willis Atlanta GA
Erik Johnson, Deloitte & Touche LLP London
Wake Up Benjamin, You’re in the Army Now. Is That Captive Of Yours All It Can Be?
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Session: Case Studies: US Liability Programs
Moderator:
Peter Willitts, President, Liberty Mutual Management
Panelist:
Donald MacMeekin, Senior Vice President, Wachovia Insurance Services
Francis B. Denis, Program Manager, Lexington Insurance Company
Ann McIntyre, Landrum Professional Employer Services
Case Studies: US Liability Program
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Session: Case Studies: Customer Programme
Moderator:
Jill Husbands, Managing Director, Marsh, Captive Solutions
Panelist:
David Simpson, GMAC
Max Reid, GMAC
Captives for customer programs - Max Reid & David Simpson – GMAC Insurance
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Session: Case Studies: Using an Alternative Risk Solution for International Benefits
Moderator:
Clayton Price, Senior Vice President, Marsh Captive Solutions
Panelist:
Karen M. Markowski, Director of Insurance Department, Treasurers, 3M
Brad D. Viessman, Benefits Specialist, 3M
Gary Pitman, President, Chevron International Limited
Using an Alternative Risk Solution for International Employee Benefits
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Session: Case Studies: More than benefits to the Story
Moderator:
Brady Young, President & CEO, Strategic Risk Solutions
Panelist:
Timothy R. Bucci, Director, Risk Management & Corporate Insurance, NiSource Inc.
NiSource Insurance Corporation Limited - A Tool to Create Shareholder Value
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