PPT-Group Captive

amp Actuarial 101 Chad Kunkel Artex Risk Solutions Division Executive Vice President Joe Herbers Pinnacle Actuarial Resources Inc Managing Principal TC Leshikar KPMG Director Tax What is a Captive. Considerations in Taxation. Paul Philips. EY. Partner. Doug Harrell. KPMG. Partner. Overview. Captive Overview. Benefits of Insurance Company Treatment. Shareholder Tax Implications. Qualifying as an Insurance Company. Presentation 2013. Captive / Actuarial 101. 2. Joseph A. . Herbers. Managing . Principal. Fiona J. Moseley. President & Director. Julie E. Robertson. Partner. " Everything you wanted to know and were afraid to ask… An introductory session to cover practical guidelines on legal, actuarial and regulatory matters during the formation and operational stages of a new captive.". Paul Arbo, CPA, CA, ACI. BDO Cayman Islands. Partner. Stephen B. White, CPA, CA. Kane Group. Business Development Director. Canadian Captive Historical Overview. Starting in late 1980’s the Canada-Barbados drove significant business to Barbados including captives, IBC’s and offshore banks.. : . How to Anticipate and Avoid Group Captive Potholes along the Path to Suc. cess. 2014 Cayman Captive Forum. Eric I. Lark. Member. Kerr, Russell and Weber, PLC. Ronald Jordan. Finance Committee Chair. Bidder’s Conference Webinar. The call will begin shortly – the line is currently on mute. Overview, Directions, and Rules. A . list of call attendees is being kept via the phone numbers of those who call in. This list is not available to call attendees.. What they are and how they work . Educate – Evaluate – Elevate. History of . c. aptives . &. what they are. How captives are used . &. what makes a good prospect. The . Captive Wrap Program™. The Panel. Moderator. Niall Farrell, Director, Phinsys (Bermuda) Limited. The Panel. Yulia Bruskova, Lead Actuarial Director, Deloitte Bermuda. Umer Islam, Executive Director, E&Y Bermuda. Katrina E. Smith, Actuarial Consultant, Marsh Captive Solutions. Taking Control . of . Your Insurance Destiny. An . insurance. . company. . but is also . controlled. by those members. .. that not only. . provides. . coverage . to. its members . Rent-a-Captive. Today‘s Speakers. Panelist and Moderator. Mike Meehan, . CIC. , CRM. Consultant – . Milliman. , Inc.. Panelists:. Anne Marie Towle, CPA. Senior Consultant – Willis Global Captive Practice. Ira . Session 1. Kieran O’Mahony, SVP Marsh. Derek Shanahan, Underwriter, Aon. Captive Basics Course 2016. Overview . 1. History of Cayman Domicile. Kieran. 2. Understanding. Risk. Derek. 3. Principles of Insurance. Cayman Captive Forum. December 4, 2013. Tim. Rice. President and CEO. Cone Health. Greensboro, NC. Chairman. Health Care Casualty Insurance Limited. Health Care Casualty RRG, Inc.. Mark O’Bryant. President and CEO. Lucy A. Steitz, CFP ®. CoreStates Capital Advisors, LLC. (267) 759-5000. What is a Captive?. A privately-owned limited purpose insurance company . It is licensed in a U.S. state or foreign jurisdiction. IRC 831 (b).. Moderator: Richard Cutcher, Editor, Captive Review. Panelists. :. Paul Woehrmann, Head of Captive Services, Zurich Insurance Company. Todd Cunningham, Head of Strategic Risk Solutions, Zurich Financial Services. Steve . McElhiney. – CICA Board Chair. Captives and CICA – Moving Forward. Adopt a watching . strategy on Regulatory risks. Broad based networking & Student Initiatives. Captive Innovation. CICA Today:.