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The Summit agenda
November 8, 2017
8:30 am - 9:15 amRegistration & Networking
9:15 am - 10:00 amMorning Panel - Disrupting the Captive Rating Process
Tina Bukow, Senior Director Insurance , Kroll Bond Agency
Pete Kranz, Captive Group Leader - Sales, Beecher Carlson
Carol Pierce, Director Insurance Group , Kroll Bond Agency
10:05 am - 10:50 amHosted by R & Q: Managing and Re-structuring Run-off Liabilities
Dan Linden, Senior Vice President of M&A, R&Q
Hosted by Eversheds Sutherland: Basic Captive Tax
Bruce Wright, Partner, Eversheds Sutherland
Hosted by EY: Reviewing Your Captive and Increasing its Value
Jim Bulkowski, Insurance and Actuarial Advisory, EY
10:55 am - 11:40 amHosted by Beecher Carlson: Adding Third Party Risk and Driving a Profit
Pete Kranz, Captive Group Leader - Sales, Beecher Carlson
Hosted by Spring Consulting: Understanding Cyber-Risk: What Role Can Captives Play?
Prabal Lakhanpal, Management Consultant, Spring Consulting Group
Hosted by Malta Finance: Utilising a European Domicile to Write International Risk
11:40 am - 12:00pmNetworking Break
12:00 pm - 12:45 pmHosted by Opus Investment Management: Investment Strategies for Captives
Keith Seabury, Director,, Opus Investment Management
Hosted by Eversheds Sutherland: Advanced Captive Tax
Bruce Wright, Partner, Eversheds Sutherland
Hosted by EY: Reviewing Your Captive and Increasing its Value
Anderson Romani, Managing Director Speciality, JLT Brasil
Karey Dearden, Co-leader US Captive Practice, EY
12:45 pm - 2:00 pmLunch
2:00 pm - 2:45 pmThe Future of Cell Companies: Does Their Use Extend Beyond the Middle Market?
Matthew Bianchi, Governor, FinanceMalta
Karin Landry, Managing Partner, Spring Consulting Group
Karey Dearden, Co-leader US Captive Practice, EY
2:50 pm - 3:35 pmHosted by R & Q: Managing and Re-structuring Run-off Liabilities
Dan Linden, Senior Vice President of M&A, R&Q
Hosted by Spring Consulting: Substance and Diversification: Advantages of Employee Benefits
Karin Landry, Managing Partner, Spring Consulting Group
3:40 pm - 4:25 pmCaptive Innovation: Thinking Outside the Box
Pete Kranz, Captive Group Leader - Sales, Beecher Carlson
Investment Strategies for Captives
Keith Seabury, Director,, Opus Investment Management
4:00pm - 5:00pmDrinks Reception