PPT-The Small Business Captive Revolution

October 26 2017 MICHAEL SERRICCHIO JD MANAGING DIRECTOR Marsh Captive Solutions DAWNE DAVENPORT ACAS MAAA SENIOR VICE PRESIDENT Marsh Captive Solutions GLENN SASLOW AUDIT PARTNER. 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.". Insurance Division. Cayman Islands Monetary Authority (“CIMA”. ). Licence Categories, Regulations, Admissible Assets. Topics for Discussion. September 24, 2014. Introduction to the Insurance Law, 2010. 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.. &. 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?. 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. Environment and Middle Market Update/Activity. Society of Risk Management Consultants . April 8, 2016. Panelists. Patrick Theriault. Managing Director, Strategic Risk Solutions. Charles (Chaz) Lavelle. Fall. . Conference. 2012 . Captives, . Microcaptives. and More…... Presentation . by:. Kathryn . Marsh. Somers Risk Consulting . kmarsh@somersriskconsulting.com. . 1. Agenda. Captive Overview. Introduction to . LIAISE. Dr Rafael Paguio. . Victoria University. ASEAN academic partnerships for small business and ICT knowledge transfer is supported by the Australian Government through the Australia-ASEAN Council of the Department of Foreign Affairs and Trade.. 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. CT Captive Symposium, October 25, 2017. Rocco Mancini, Marsh Captive Solutions. Alicia Miller, Crowe Horwath . Colin Finch Milliman. Janet Grace, CT Insurance. Dept., Moderator. What is a Captive?. A captive insurance company is a . 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:. 2012 . Captives, . Microcaptives. and More…... Presentation . by:. Kathryn . Marsh. Somers Risk Consulting . kmarsh@somersriskconsulting.com. . 1. Agenda. Captive Overview. Micro-captives. Risk Pooling Arrangements.