PPT-Captive Basics Course 2016

Session 1 Kieran OMahony 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. 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?. captive animal all but act of consumption. food quest entails a energy-demanding activities. leads inexorably to the non-nutritional aspects remain poorly understood, a footnote to concerns the captiv 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™. 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. Corporate Secretary . Role of the Captive Corporate Secretary. Christiane Kenny-Post, FCIS. Corporate Manager. Compass Administration Services Ltd. .. Role of the Captive Corporate Secretary. What is a Corporate Secretary?. 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 . 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:.