PPT-Captive 101 University Of California

Risk Summit 2014 Captive Primer A limited purpose licensed insurance company the main business purpose of which is to insure the risks of the captives owners A risk assumption vehicle An insurance or reinsurance company. Venables University of Southern California and University of York Sarnoff A Mednick University of Southern California The prediction that high stimulation seeking 3yearolds would have higher IQs by 11 years old was tested in 1795 children on whom be 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.. 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. 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 . A Plan for Curation Services: . Organization, Technologies, Communities. The Original NDIIPP Partners: . Plans for Moving Forward. Patricia Cruse, Director, UC3, CDL. The current landscape. Ever increasing number, size, and diversity of content. 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. 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:.