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Call 299 5230 to reserve time for your HSBCnet demo. Visit us at www.hsbc.bm/captive.

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2010 Speakers Presentations

Monday, June 28, 2010

Session: Opening Remarks by The Premier of Bermuda, Dr. the Hon. Ewart F. Brown, JP MP


Opening Remarks by The Premier of Bermuda, Dr. the Hon. Ewart F Brown, JP MP

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Session: Round Table Session: State of Business in Current Market and New Trends

     Moderator:
            Thomas R. McMahon, President, Bermuda Insurance Management Association (BIMA)

     Panelist:
            The Hon. Paula A. Cox, JP, MP, Deputy Premier and Minister of Finance
            Jeremy Cox, Chief Executive Officer, Bermuda Monetary Authority
            Brian Duperreault, President & CEO, Marsh & McLennan
            Philip Butterfield, Chief Executive Officer, HSBC


Round Table Session: State of Business in Current Market and New Trends

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Session: Solvency II & Captives

     Moderator:
            Scott Gemmell, Senior Vice President, Marsh Management Services (Bermuda) Ltd

     Panelist:
            Shelby Weldon, Director, Insurance Licensing and Authorisation, Bermuda Monetary Authority
            Jonathan Groves, Senior Vice President, Marsh UK Limited
            Vlad Uhmylenko, Director, Standard and Poor´s


Solvency II & Captives

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Session: Employee Benefits

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

     Panelist:
            George F. O’Donnell, Senior Vice President, Benefit Funding Strategies, Aon Consulting
            Brian Quinn, Director & Chief Underwriting Officer, Granite Management Limited
            Christina Reisinger, Director, Risk Management, Cephalon, Inc.
            Molly Seaburg, Risk Manager - Microsoft Business Risk Management, Microsoft Corp


Employee Benefits

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Session: Captive 101 – From a Regulatory, Legal and Captive Owners Perspective

     Moderator:
            Beverley Todd, Executive Vice President, JLT Insurance Management (Bermuda) Ltd

     Panelist:
            Neil Horner, Partner and Head of Corporate, Attride-Stirling & Woloniecki
            Darren Ma, Actuary, PWC
            Leslie Robinson, Assistant Director, Insurance Licensing & Authorisation, Bermuda Monetary Authority
            Scott Slater, Tax Manager


Captive 101 - From a Regulatory, Legal and Captive Owners Perspective

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Session: IFRS Update – A discussion on the recent changes to IFRS and the road to convergence with US GAAP

     Moderator:
            Tom Kelly, Partner, Insurance, KPMG

     Panelist:
            James Berry, Director, KPMG
            Anna Burns, Senior Manager, Deloitte & Touche
            Colm Homan, Partner, PwC


IFRS Update - A discussion on the recent changes to IFRS and the road to convergence with US GAAP

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Tuesday, June 29, 2010

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


Bermuda Captive Owners Association (BCOA) Annual General Meeting

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Session: Stress Test Your Portfolio

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

     Moderator:
            Robert Paton, EVP, Aon Insurance Managers (Bermuda) Ltd.

     Panelist:
            Jeff Johnson, Senior Investment Manager, Vanguard
            David Burns, CEO, Schroders Bermuda
            Kevin Gardiner, Head of Global Investment Strategy, Barclays Wealth
            Joe LoPorto, Vice President & Relationship Manager, Brown Brothers Harriman´s Insurance Asset Management


Stress Test Your Portfolio

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Session: The Varied Uses of Segregated Accounts Companies &/or Captives

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

     Panelist:
            Dennis Silvia CPCU, AAI, MA, President, Cedar Consulting, LLC
            P. Bruce Wright, Partner, Dewey & LeBoeuf


The Varied Uses of Segregated Accounts Companies &/or Captives

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Session: Foresight vs Hindsight - Moving Towards a Proactive Model

     Moderator:
            Oliver Heyliger, Managing Director, Willis Management (Bermuda) Limited

     Panelist:
            Irena Kaler, Executive Director/CAO, Robert Wood Johnson Health Network
            Mark Nix, President and CEO, Infirmary Health System, Inc.
            Lois McChristian MSN, JD, CHPRM, Assistant Vice President, Western Litigation


Foresight Vs Hindsight - Moving Towards a Proactive Model

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Session: Collateral – Why and how do you provide it, how is the level determined? How can you get it released and what impact does the form of collateral provided have on investment management?

     Moderator:
            Thomas R. McMahon, President, Cedar Management Limited

     Panelist:
            Hugh Barit, President, PRP Performa
            Raymond J. Rocchio, Vice President, Specialty Markets Division, PMA Insurance
            Lisa K. Wall, Senior Vice President, Risk Finance, Lockton Companies


Collateral - why and how do you provide it, how is the level determined, how can you get it released and what impact does the form of collateral provided have on investment management.

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Wednesday, June 30, 2010

Session: Risk and Corporate Governance - What You and Your Board Need to Know

     Moderator:
            Laura Taylor, Managing Director – ERM Global Practice Leader, Aon Global Risk Consulting

     Panelist:
            William Montanez, Director, Risk Management, Ace Hardware
            Keith Ryan, Vice President, Director of Finance Shared Services, Lincoln Financial Group


Risk and Corporate Goverance - What You and Your Board Need to Know

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Session: Explore New Class of Insurer: Special Purpose Insurers - |What~s so Special|

     Moderator:
            Brad Adderley, Partner, Appleby

     Panelist:
            Andre Perez, CEO, Horseshoe Group
            Gina Smith, Assistant Director, Actuarial Services, Bermuda Monetary Authority


Explore New Class of Insurer: Special Purpose Insurers - "What´s so Special"

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Session: Banking – Services, Options and Opportunities

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

     Panelist:
            Andrew M. Baron CFA, Senior Portfolio Manager, Fixed Income, Butterfield Asset Management Limited
            Renee Lewis, Vice President, Senior Global Captive Manager, HSBC Bermuda
            Rick Manuel, Vice President, Corporate Banking, Butterfield
            Faith Outerbridge-Neijmeijer CFA, Chief Investment Officer Liquidity Americas, HSBC Global Asset Management (Bermuda) Ltd
            Sean Smatt, Vice President, Structured Finance & Letters of Credit, Corporate Banking, Butterfield


Banking - Services, Options and Opportunities

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Session: Loss Prevention as a Cost Control Exercise

     Moderator:
            Peter Willitts, President, Liberty Mutual Management

     Panelist:
            Jeffrey L Barker, Director of Insurance, JELD-WEN, Inc.
            Bill Hettrick, President/CEO, Hettrick, Cyr & Associates, Inc.


Loss Prevention as a Cost Control Exercise

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Session: Taking Control with a Captive

     Moderator:
            Roger Gillett, Member of the Bermuda Insurance Advisory Committee

     Panelist:
            Scott Gemmell, Senior Vice President, Marsh Management Services (Bermuda) Ltd
            Jon Schmieden, Director, Global Insurance & Risk Management, Alcon, Inc.


Taking Control with a Captive

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Session: Global Investments: How We Got To Where We Are and Where We Are Going.

     Speaker:
            Kevin Gardiner, Head of Global Investment Strategy, Barclays Wealth


Global Investments: How We Got To Where We Are and Where We Are Going.

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Session: Captive Market Survey 2010- Trends and Insights for Savvy Market Professionals

     Speaker:
            Traver Alexander, Research Officer, Policy, Research and Risk Assessment Department, Bermuda Monetary Authority


Captive Market Survey 2010 - Trends and Insights for Savvy Market Professionals

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Session: Captive Insurance Tax and Business Developments

     Moderator:
            Bill Bailey, Senior Manager and Tax Lead, Ernst & Young Ltd

     Panelist:
            Philip Burrill, Partner, Ernst & Young Ltd.
            Karey B. Dearden, Senior Manager, International Tax, Ernst & Young
            Kevin Owens, Executive Director, National Tax, Ernst & Young


Captive Insurance Tax and Business Developments

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