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. 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 conserve and manage specific species populations. Jenny J. Warnken. Global Biodiversity. *The variety of living . organisms. and the variety of . processes. t. hat . support. these organisms* . 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?. : . 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. 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. . 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 . 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. Cayman Captive Forum. December 4, 2013. Tim. Rice. President and CEO. Cone Health. Greensboro, NC. Chairman. Health Care Casualty Insurance Limited. Health Care Casualty RRG, Inc.. Mark O’Bryant. President and CEO. Spawning Review. Tier 1. Avoid population extinction using captive technology.. Conserve population genetic diversity.. Increase the number of individuals in the population.. Program goals. Tier 2 . 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).. 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.