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Bermuda Captive Conference Masthead
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2009 Speakers Presentations

Monday, June 22, 2009

Session: Regulatory threats - fact or fiction?

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

     Panelist:
            Bridget Gainer, Director of Government Affairs, Aon Corporation, Chicago
            Christopher Lovino CSP, ARM, Managing Director, Aon Global Risk Consulting


Regulatory threats - fact or fiction?

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Session: eTechnology and Privacy: The New Frontier of Opportunity and Liability

     Speaker:
            Victoria L Vance Esq, Tucker Ellis & West, LLP


eTechnology and Privacy: The New Frontier of Opportunity and Liability

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Session: Captive 201

     Moderator:
            Kathleen Bibbings, EVP, Aon Insurance Managers (Bermuda) Ltd

     Panelist:
            Craig Melnick, Manager, Eaton Corporation
            Traver Alexander, Research Officer, Policy, Research and Risk Assessment Department, Bermuda Monetary Authority
            Robert Paton, EVP, Aon Insurance Managers (Bermuda) Ltd.


Captive 201

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Session: Introducing ERM within a Physician Captive: Transformational Guidelines for Success

     Speaker:
            Peter Perdik, MD, MMM, Queens Long Island Medical Group, New York
            Robin Maley RN, MPH, Maley Health Care Strategies


Introducing ERM within a Physician Captive: Transformational Guidelines for Success

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Tuesday, June 23, 2009

Session: Economic Impact to Captives and Insurance Market

     Speaker:
            Ian Morris, Managing Director Chief US Economist, HSBC


Economic Impact to Captives and Insurance Market

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Session: Captivating Medical Tourism - Understanding & Underwriting the Risks

     Speaker:
            Kathy Meyers MBA, Underwriting Director, CNA HealthPro
            Alice Epstein MHA, CPHRM, CPHQ, CPEA, CNA Global Specialty Lines


Captivating Medical Tourism - Understanding & Underwriting the Risks

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Session: Location, Location....RE-location? Is your captive in the best domicile?

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

     Panelist:
            Leslie Robinson, Assistant Director, Insurance Licensing & Authorisation, Bermuda Monetary Authority
            Jeffrey Driver, Executive Vice President & Chief Risk Officer, Stanford University Medical Center
            Susan Lane, Vice President - Business Development, Aon Insurance Managers (Bermuda) Ltd.


Location, Location....RE-location? Is your captive in the best domicile?

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Session: Demystifying CMS Nonpayment Strategies and Mandatory Insurer Reporting Requirements

     Speaker:
            Roberta Carroll RN,ARM,MBA,CPCU,CPHRM,CPHQ,HEM,LHRM,DFASHRM, Aon Healthcare


Demystifying CMS Nonpayment Strategies and Mandatory Insurer Reporting Requirements

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Session: Understanding and Dealing with the Subprime Crisis

     Moderator:
            Katie Tornari, Marshall Diel & Myers, Hamilton, Bermuda

     Panelist:
            Andrew M. Baron CFA, Senior Portfolio Manager, Fixed Income, Butterfield Asset Management Limited
            Will Thomas-Ferrand, Senior Vice President, Marsh Management Services (Bermuda) Ltd.
            John Hughes, Partner, Edwards Angell Palmer & Dodge LLP
            Tom Kelly, Partner, Insurance, KPMG Bermuda


Understanding and Dealing with the Subprime Crisis

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Session: Impact of Compliance Issues on Risk Financing

     Speaker:
            Steven R. Smith Esq., Ober|Kaler
            A. Thomas Pedroni, Jr., Ober|Kaler


Impact of Compliance Issues on Risk Financing

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Wednesday, June 24, 2009

Session: Whose Captive Is It Anyway? Surviving and Thriving Captive Ownership

     Moderator:
            Neil Horner, Senior Counsel, Head of Corporate, ATTRIDE-STIRLING & WOLONIECKI

     Panelist:
            Erin Eldridge RN, BS, MBA, Manager of Insurance and Claim Support, Premier Health Partners
            Mary Gutman RN, MS, CPHRM, DFASHRM, Director of Risk Management and Insurance, Premier Health Partners
            Scott Gemmell, Senior Vice President, Marsh Management Services (Bermuda) Ltd


Whose Captive Is It Anyway? Surviving and Thriving Captive Ownership

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Session: Tax Update

     Speaker:
            Catherine Sheridan-Moore, Tax Partner, KPMG Bermuda
            Thomas M. Jones PC, Partner, McDermott Will & Emery LLP


Tax Update

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Session: Viewing Your Actuary as a Strategic Business Partner

     Moderator:
            Kate Robinson, Senior Vice President, Aon Insurance Managers (Bermuda) Ltd.

     Panelist:
            William Montanez, Director, Risk Management, Ace Hardware
            James Shoop, Director, Strategic Account Management, Aon Risk Services Central, Inc. Minneapolis
            Jeff Doffing, Director & Actuary, Aon Global Risk Consulting, Minneapolis


Viewing Your Actuary as a Strategic Business Partner

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Session: Recent Developments and Issues on SAC and Rent-a-Captive

     Moderator:
            Andy McComb, President & CEO, CTC Allegro Insurance & Risk Management Ltd

     Panelist:
            Brad Adderley, Partner, Appleby
            Jonathan Reiss, Partner, Ernst and Young (Bermuda)
            Richard E. Irvine, Tax Partner, PricewaterhouseCoopers (Bermuda)


Recent Developments and Issues on SAC and Rent-a-Captive

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Session: Insurance Regulation - Where Is It Going?

     Moderator:
            Richard Lightowler, Partner, KPMG Bermuda

     Panelist:
            Shelby Weldon, Director, Insurance Licensing and Authorisation, Bermuda Monetary Authority
            Charles G.R. Collis, Partner, Conyers Dill & Pearman
            Guy Soussan, Partner, Steptoe & Johnson LLP


Insurance Regulation - Where Is It Going?

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Session: Rocket Science for Risk Managers

     Speaker:
            Maureen Offord, Vice President - Risk Management, SES AMERICOM
            Corey Gooch, Head of Business Development, Americas, Aon Global Risk Consulting, Chicago
            Christopher Iovino CSP, ARM, Managing Director, Aon Global Risk Consulting


Rocket Science for Risk Managers

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Session: Captive Accounting Issues

     Moderator:
            Philip Burrill, Partner, Ernst & Young Ltd.

     Panelist:
            Craig Swan, Director of Policy, Research and Risk Assessment Unit, Bermuda Monetary Authority
            Tony Grainger, Senior Vice President, Marsh Management Services (Bermuda) Ltd
            Garry Richardson, Senior Manager, Ernst & Young Ltd.


Captive Accounting Issues

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Session: Investing - a Challenge in a Credit Crisis

     Moderator:
            Kate Robinson, Senior Vice President, Aon Insurance Managers (Bermuda) Ltd.

     Panelist:
            Todd Youngberg, Senior Vice President - Head of High Yield, Aviva Investors
            Alistair Border, Vice President, Head of Fixed Income, Butterfield Asset Management
            Russell Büsst, Director, Credit Agricole Asset Management (CAAM) & Head of UK Institutional Fixed Income
            Gary Gordon, Head of Liquidity Business Development, HSBC Global Asset Management
            Shawn Murphy, President and Chief Investment Officer, PRP Performa
            Joseph E. Finn, Managing Director, P-Solve Asset Solutions
            Walter H. Lenhard, Vanguard Senior Investment Strategist


Investing - a Challenge in a Credit Crisis

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Session: Energize Your Captive: Create Significant Value Through Capital Management

     Moderator:
            Kilian Whelan, President and Partner, JLT Insurance Management (Bermuda) Ltd.

     Panelist:
            Mark Saltsgaver, Director of Corporate Risk Management, Eli Lilly and Company
            Donald J. Riggin CPCU, ARM, Practice Leader-Risk Financing, Albert Risk Management Consultants


Energize Your Captive: Create Significant Value Through Capital Management

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Session: The US ART Market in the Current Economic Environment

     Moderator:
            Gavin Collery, President and COO, Alternative Re Limited

     Panelist:
            Stephen D Standing CPCU, ARe, ARM, Vice President, Kirkway International Limited
            Rich Stock, Senior Vice President - Alternative Markets, Arch Insurance Group


The US ART Market in the Current Economic Environment

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