2011 Speakers Presentations

Session: Sailing a Safe Harbour: Regulatory Update

Moderator:

• Brad Adderley, Partner, Appleby

Panelist:

• Richard Lightowler, Partner, KPMG Bermuda
• Leslie Robinson, Assistant Director, Insurance Licensing & Authorisation, Bermuda Monetary Authority

Sailing a Safe Harbour Regulatory Update

Session: Full Steam Ahead: Clearing the Horizon

Moderator:

• Butch Agnew, Senior Vice President, Aon Insurance Managers (Bermuda) Ltd.

Panelist:

• Eric Dethlefs, President and Chief Executive Officer, Cassatt Risk Retention Group, Inc.
• Thomas Alesi, Vice President & Chief Financial Officer, Cassatt Risk Retention Group, Inc.

Full Steam Ahead Clearing the Horizon

Session: Captive 201

Moderator:

• Nicholas Warren, Senior Vice President, Marsh IAS Management Services (Bermuda) Ltd.
  

Panelist:

• Tommaso Mascarucci, Risk Manager, Ecopetrol
• David Gibbons, Senior Manager, Assurance, PricewaterhouseCoopers
• Traver Alexander, Principal-Research, Policy, Research and International Affairs Department, Bermuda Monetary Authority

Captive 201

Session: Strategic Planning for Growing Your Captive: A Capital Modeling Perspective

Moderator:

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

Panelist:

William Montanez, Director, Risk Management for Ace Hardware Inc., Chicago, IL
Jim McNichols, Consulting Actuary, Aon Global Risk Consultants, Asheville, NC
Jeffrey Doffing, Manager & Actuary, Aon Global Risk Consulting, Minneapolis

Strategic Planning for Growing Your Captive A Capital Modeling Perspective

Session: A.M. Best - Mock Rating Session

Moderator:

• Greg Tyers, Vice President, Marsh IAS Management Services (Bermuda) Ltd.

Panelist:

• John Andre, Group Vice President, A.M. Best Company
• Steven Chirico, Assistant Vice President, A.M. Best Company
• Fred Eslami, Senior Financial Analyst, A.M. Best Company
• Janet Hernandez, Senior Financial Analyst, A.M. Best Company

A.M. Best - Mock Rating Session

Session: From the Market: Industry Speaker

Speaker:

• Robert H. Benmosche, President and Chief Executive Officer, American International Group

From the Market Industry Speaker

Session: Segregated Account Companies

Speaker:

• Dennis Silvia, President, Cedar Consulting, LLC
• Jan Woloniecki, Head of Litigation, Attride-Stirling & Woloniecki

Segregated Account Companies

Session: Captives and Risk Pooling

Moderator:

• Roger Gillett, Member of the Bermuda Insurance Development Council Executive

Panelist:

• P. Bruce Wright, Partner, Dewey & LeBoeuf LLP
• Donna Weber, Senior Vice President, Marsh Inc.
• Lanette Frostestad, Senior Director of Risk Management, McKesson Corporation
• Kieran O´Mahony, Deputy Managing Director/Chief Underwriter, Aon Insurance Managers (Cayman) Ltd.

Captives and Risk Pooling

Session: Taking a Different Tack on Claims Control

Moderator:

• Kathleen Bibbings, Executive Vice President, Aon Insurance Managers (Bermuda) Ltd.

Panelist:

• Jeffrey Driver, Chief Risk Officer and Executive Vice President, Stanford University Medical Center
  Dan Morissette, Chief Financial Officer, Stanford Hospital and Clinics
  Ed Hall, Senior Director, Risk Management Stanford Medical
  John Celona, Senior Consultant SDG

Taking a Different Tack on Claims Control

Session: Bermuda – A New Domicile for Canadian Companies

Moderator:

• Kilian Whelan, Chief Executive Officer, JLT Insurance Management

Panelist:

• David Lines, Partner, Corporate & Commercial, Appleby
• Heather Bisbee, Assistant Director, Insurance (Licensing & Authorisation), Bermuda Monetary Authority
• Jason Carne, Partner, Insurance, KPMG Bermuda

A New Domicile for Canadian Companies

Session: Maximizing Captive Value Through Team Work

Moderator:

• Lawrence Bird, Managing Director, Marsh IAS Management Services (Bermuda) Ltd.

Panelist:

• Irena Kaler, Executive Director/CAO, Robert Wood Johnson Health Network
• Chris Kogut, Principal and Consulting Actuary
• Ken Rand, Managing Director, Marsh Inc.
• Catherine Sheridan, Tax Partner, KPMG Bermuda

Maximizing Captive Value Through Team Work

Session: Emerging Uncertainty and Bias Blindness

Speaker:

• Peter Thomas, Chief Risk Officer, Willis Re Inc.

Moderator:

• Oliver Heyliger, Managing Director, Willis Management (Bermuda) Limited

Emerging Uncertainty and Bias Blindness

Session: Investment Options for Captives & Market Outlook

Moderator:

• David Ezekiel, Chairman & Managing Director, Marsh IAS Management Services (Bermuda) Ltd.

Panelist:

• Henk Potts, Director of Global Investment Strategy, Barclays Wealth
• Michael Fleming, Investment Analyst, Vanguard
• Lisa Coleman, Managing Director, Head of Global Investment Grade Corporate Credit Team, J.P. Morgan Asset Management
• Faith Outerbridge, CFA, CIO of Liquidity of Americas, HSBC and Head of HSBC Global Asset Management (Bermuda) Ltd.
• Andrew Baron, Senior Portfolio Manager, Fixed Income, Butterfield Asset Management Limited

Investment Options for Captives & Market Outlook

Session: Tax Update - |He said, she said|.

Speaker:

• P. Bruce Wright, Partner, Dewey & LeBoeuf LLP
• Richard E. Irvine, Tax Partner, PricewaterhouseCoopers (Bermuda)

Tax Update - He said, she said