PPT-IMAC Captive Basics Course -

Corporate Governance and Liquidation 22 September 2016 Ramesh Maharaj 8257566 Introduction Walkers is leading Cayman Islands law firm Walkers is recognised as a leader in the offshore legal arena . Susan Beutel. Senior Director, Claim & Litigation Counsel, Ascension. Daniel Nash. National Healthcare Practice Leader, Zurich North America. Robert Bartolone. National Director, Healthcare Claims, Zurich North America. 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. 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).. : . 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. 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™. Once the limiting factors have been addressed it might be time for intensive management. last resort. expensive. difficult to make succeed. Beck et al. 1994-- 11% successful. Griffith et al. 1989-- 19% successful. Policy and Practice. Andrew Baron, CFA. Head of Group Fixed Income, Butterfield Asset Management. Wes Carter. Director, Laurier Indemnity Limited. Introduction. Designing an Investment Policy Statement is the most important initial step in the investment process for a Captive. 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. 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 . Lauree Barreca, The Johns Hopkins Health System. Eric Melchior, Greater Baltimore Medical Center. Kevin Carnell, RCM&D. Dana . Serafin. Cary, RCM&D . Medical Stop Loss. 2. A form of insurance that employers purchase to limit their losses when self-funding their employee’s health plan. 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. 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:. It’s no secret that this world we live in can be pretty stressful sometimes. If you find yourself feeling out-of-sorts, pick up a book.According to a recent study, reading can significantly reduce stress levels. In as little as six minutes, you can reduce your stress levels by 68%. that promoted the industry . Mark Jones, Veterinarian. Head of Policy. Born Free Foundation. South Africa Parliamentary Colloquium . August 2018. Use Helvetica for copy. INSERT TITLE TEXT HERE. BORN FREE.