| Tuesday, June 17, 2008 |
Session: Current Issues and Regulatory Update
Moderator:
Peter Willitts, President, Liberty Mutual Management & Bermuda Insurance Management Association
Panelist:
Shelby Weldon, Director, Insurance Compliance, Bermuda Monetary Authority
Jason Carne, Partner, KPMG Bermuda
David J Doyle, J.P., Partner, Conyers Dill & Pearman, Bermuda
Current Issues and Regulatory Update
The panel will discuss how changes to the Insurance Act, Companies Act as well as the regulatory environment are evolving and how the changes impact Bermuda captives. You will hear from the Regulator as to what are the current areas of focus for captive regulation. This will be combined with insights from the industry on how this is working from a practical point of view.
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Session: Hurricane Prediction - Art or Science
Moderator:
Philip Barnes, Managing Director, Aon Insurance Managers (Bermuda) Ltd.
Panelist:
Dr. Anthony H. Knap, President, Director and Senior Research Scientist, Bermuda Institute of Ocean Sciences (BIOS)
Steve Drews, Associate Vice President and Lead Meteorologist, Aon Re, Inc. Chicago
SORRY, THIS PRESENTATION IS NOT MADE AVAILABLE BY SPEAKERS
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Session: Access to the reinsurance markets is a good reason to form a captive. Fact or Fiction?
Moderator:
Peter Mullen, Executive Vice President, Artex Risk Solutions Inc.
Panelist:
Julian Griffiths, Senior Underwriter, Imagine Group
Matt Taylor, Senior Vice President, XL Financial Solutions Ltd
Alan Waring, President, Crump International
Access to the reinsurance markets is a good reason to form a captive. Fact or Fiction?
This session will explore how valid this statement really is. Can the same capacity be accessed whether you have a captive or not? How much freedom of rate and form do you really have with a captive? If access to capacity is truly a reason for forming a captive why isn’t captive reinsurance a major line of business for Bermuda markets? Join the panel of brokers and underwriters for a lively debate.
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Session: Healthcare Track: Attributes of Excellence - Governance of Nonprofit Captive Insurance Companies
Speaker:
Ellen Barton JD, CPCU, Independent Health Care Risk Management Consultant and a principal of ERM Strategies, LLC.
Attributes of Excellence - Governance of Nonprofit Captive Insurance Companies
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Session: Now you have a captive, what do you do?
Moderator:
Khim Chia, Assistant Vice President, Marsh Captive Solutions
Panelist:
William Noonan, Vice President, Risk Management, Structure Tone, Inc.
Gina Smith, Assistant Director, Actuarial Services, Bermuda Monetary Authority
Traver Alexander, Research Officer, Bermuda Monetary Authority
Brad Adderley, Partner, Appleby
Now you have a captive, what do you do?
- Overview of Bermuda Captive Market – BMA Review
- Ongoing Compliance
- Actuarial Report: What is BMA looking for?
- Real case study from our Risk Manager:
- Now I have a captive, what do I do?
- Challenges faced by Risk Manager
- If I can start all over again, would I do it differently?
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Session: 2:00 pm - 2:45 pm Healthcare Track: Recent Legal and Regulatory Developments Affecting Healthcare Self-Insurance Programs
Speaker:
Thomas M. Jones PC, Partner, McDermott Will & Emery LLP
Recent Legal and Regulatory Developments Affecting Healthcare Self-Insurance Programs
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Session: Healthcare Track: Understanding the Insurance Cycle
Speaker:
John H. Mize, Consulting Actuary, Tillinghast
Understanding the Insurance Cycle
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Session: 4:00 pm - 5:00 pm Healthcare Track: Captive Funding - How do We Know If We Have Enough?
Speaker:
Leigh B. Collier RHIA, MS, CPHRM, Chief Risk Officer, Baptist Health System, Inc.
Tom Stewart JD, Vice President & General Counsel, Innovative Captive Strategies, Inc.
Captive Funding - How do We Know If We Have Enough?
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| Wednesday, June 18, 2008 |
Session: How effective risk management can enhance the performance of your captive
Speaker:
Andrew Welch, Business Development Director, Green Road Technologies
Scott Gemmell, Vice President, Marsh Captive Solutions
How effective risk management can enhance the performance of your captive
Almost all companies actively manage their key risks at a corporate level, but what happens to those risks that are less critical to the sustainability of the corporation. These lower severity, perhaps higher frequency risks are those typically retained in captives. This session examines the value of actively managing these risks and explores some of the techniques and methods that have been used to successfully achieve a reduction in these types of losses.
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Session: Healthcare Track: Coverage Check-up - Assessing and Understanding Your Healthcare Captive’s Coverage
Speaker:
John B. Mumford Jr. JD, Partner, Hancock, Daniel, Johnson & Nagle, PC
Coverage Check-up - Assessing and Understanding Your Healthcare Captive’s Coverage
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Session: Cultivating your Captive
Moderator:
Kilian Whelan, President, JLT Insurance Management (Bermuda) Ltd
Panelist:
Ray Mattholie, Group Risk Management, Jardine Matheson Limited
Cultivating you Captive
Through case study examples this session will demonstrate how your captive can grow in size and sophistication in tandem with the changing needs of the corporate parent including how a single parent captive can effectively use the segregated accounts concept to maximize efficiencies in a global risk management program.
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Session: Healthcare Track: Is it Time for a Captive Insurance Company Audit?
Speaker:
M. Michael Zuckerman JD, Senior V.P. & Director, National Healthcare Alternative Risk & Professional Development
Is it Time for a Captive Insurance Company Audit?
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Session: Life on the Rock - Life and Annuity Business in Bermuda
Moderator:
J. Oliver Heyliger, Managing Director, Willis Management (Bermuda) Limited
Panelist:
Michael N. Smith, Chief Executive Officer, Wilton Re Bermuda Limited
Keith J. Ryan, Vice President and Chief Finance Officer, Lincoln Reinsurance Company of Bermuda Limited
Life on the Rock - Life and Annuity Business in Bermuda
Life insurance has been the silent but quietly active partner in the Bermuda insurance market. Learn about Triple X Surplus Relief, Longevity Risk Transfers, Variable Annuity Riders and full-blown Life Securitizations. This session will educate you on and further explore the nature of these transactions and the foreseeable trends in offshore life markets.
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Session: Healthcare Track: Controlling Our Destiny - The Life of a 25 Year Old Captive
Speaker:
Laurence J. (L.J.) Fallon JD, Vice President & Chief Risk/Quality Officer, Carle Risk Management Company
Controlling Our Destiny - The Life of a 25 Year Old Captive
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| Thursday, June 19, 2008 |
Session: Tax Update
Moderator:
Richard E. Irvine, Partner, PricewaterhouseCooper Bermuda
Panelist:
P. Bruce Wright, Partner, Dewey & LeBoeuf LLP
Mary Gillmarten, Partner, Deloitte & Touche
Tax Update
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Session: Subprime Crisis
Moderator:
William Thomas-Ferrand, Vice President, Marsh Captive Solutions
Panelist:
Christopher C. Rasmussen, Executive Director, Morgan Stanley
Thomas Kelly, Director, Insurance Practice, KPMG
Yvette Pierre, Principal, Policy, Research and Risk Assessment, Bermuda Monetary Authority
Andrew M. Baron, Senior Portfolio Manager, Fixed Income, Butterfield Asset Management
Subprime Crisis
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Session: Healthcare Track: Risk Management Implications of “Never Events”
Speaker:
Paula D. Sanders Esquire, Partner, Post & Schell, P.C.
Risk Management Implications of “Never Events”
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Session: Comprehensive Cost of Risks
Moderator:
J. Oliver Heyliger, Managing Director, Willis Management (Bermuda) Limited
Panelist:
Steve Saporito CPCU, Managing Director, Willis Enterprise & Risk Finance Practice
SORRY, THIS PRESENTATION IS NOT MADE AVAILABLE BY SPEAKERS
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Session: Healthcare Track: Category 5 Claims - Managing High Exposure Claims Against Healthcare Providers
Speaker:
John B. Mumford Jr. JD, Partner, Hancock, Daniel, Johnson & Nagle, PC
Category 5 Claims - Managing High Exposure Claims Against Healthcare Providers
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Session: Letters of Credit and Trusts - What One Needs to Know
Moderator:
Xina Stewart, Vice President, Institutional Trust, Comerica
Panelist:
Colin Freeman, Manager, Offshore Financial Markets, Barclays Wealth Intermediaries and Corporates
Simon Van de Weg, Vice President, Butterfield Bank
Robert (Bob) Rich, Vice President, The Bank of New York Mellon
Robert G. Quinn, Vice President, Wells Fargo Insurance Trust
Letters of Credit and Trusts - What One Needs to Know
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