PPT-A Captive Primer:

What they are and how they work Educate Evaluate Elevate History of c aptives amp what they are How captives are used amp what makes a good prospect The Captive Wrap Program. 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.". 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).. &. 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?. 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.. Edmund O’Sullivan, Chairman, MEED Events. . MEED Insight/QFCA seminar, . Riyadh, 26 February, 2012 . Captives have become increasingly common. Majority of world’s largest listed companies have captive subsidiaries. . 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. 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. Risk Summit 2014. Captive Primer. A limited purpose, licensed insurance company, the main business purpose of which is to insure the risks of the captive’s . owners. A risk assumption vehicle. An insurance or reinsurance company. Risk Summit 2014. Captive Primer. A limited purpose, licensed insurance company, the main business purpose of which is to insure the risks of the captive’s . owners. A risk assumption vehicle. An insurance or reinsurance company. 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:.