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Sessions Information

  • August 8, 2022
    1:00pm - 4:30pm
    Session Type: Session
    Session Capacity: N/A


    Relatively new to the captive industry? Then this beginner captive intensive is for you! With so many vendors and perspectives, and the well-known line of "if you've seen one captive you've seen one captive," it can be overwhelming to understand what's happening and where you and your organization will fit into the captive landscape. Fear not - that's why we've designed Captive Immersion for you.
     
    This special program will provide a quick break down of the "what" and "why" of captive formation (Captive 101 will provide a more comprehensive overview the following day), followed by a deep dive into the space of captive service providers and partners. We'll go into roles played, major and minor, and show the relationships between them. You'll hear from folks in each of these roles describe where they fit into the captive puzzle. You'll also have the chance to ask them about any questions you might have about anything related to captives or insurance.  
     

    Captive Immersion participants can join us for a cocktail networking reception in the Atrium immediately following the educational session. Connect with a great group at the reception including participants of Captive Immersion, the session speakers, VCIA board members, and VCIA Platinum sponsors. 

     
    If your goal is to get captive-savvy before the conference starts, the Captive Immersion is the place to do it.

    Please Note: There is an additional $150.00 fee to attend Captive Immersion. The $150.00 includes educational session and the newcomer's cocktail reception.
     
     Learning objectives: Upon completion, participants will:

    - Have a fundamental understanding of the captive insurance industry

    - Know essentially how and when to engage the services of a particular service provider

    - Understand the roles and responsibilities of each service provider group

                          - Understand the life cycle of a captive, and when changing it or returning to the commercial market is appropriate

     

    Level: Basic 
    Moderator & Coordinator: Cameron MacArthur, AI Insurance  
    Content Advisor: Ian Davis, M&T Bank
     
     
    NO CPE, CLE or ICCIE CREDIT AVAILABLE
    ...

Session Speakers
Organization: State of Vermont, Department of Financial Regulation


Christine Brown is an Assistant Director with the Vermont Department of Financial Regulation – Captive Division, where she directly supports the Director of Captive Insurance and Deputy Commissioner of Captives in licensing, strategic planning, legislative initiatives and industry outreach. Christine joined the Captive Division in 2003 and has been involved in all aspects of the analysis and examination processes. Prior to joining the Captive Division, Christine spent seven years in public accounting with Johnson Lambert in Burlington, VT, specializing in captive insurance, and with Ernst & Young in Boston, MA. Christine earned a MS in Accounting and MBA from Northeastern University, and a BA in Political Science from Regis College.


Organization: Helmsman Management Services


As Senior Account Executive for Helmsman, Ryan is responsible for leading the growth of captive TPA business across the country. He is an experienced alternative risk and insurance professional knowledgeable in workers’ compensation, property, and all liability lines of business. Ryan began his insurance career as a program administrator and broker, generating revenue for risk retention groups before transitioning to claims management. Before his current role, Ryan was charged with providing unique solutions and reducing TCOR for self-insured and alternative structures at a well-respected company specializing in claims administration, insurance services, and captive management.


Organization: AM Best


Fred Eslami joined A.M. Best in June 2008 as a senior financial analyst with the alternative risk transfer group, rating domestic and off-shore captive insurance companies. In his portfolio, Fred has the largest number of single parent captive insurers. Prior to joining A.M. Best, Fred was a vice president with Radian Group's financial guaranty team and served for fifteen years in various risk management and reinsurance positions. Prior to Radian, Fred was director of asset management with York Hannover Developments Inc. and was responsible for U.S. operations of the international real estate group of companies. Fred holds a master's degree in international business and relations from University of Pennsylvania and an MBA in administration from Philadelphia University. Fred lives in New Jersey and is married with two children.


Organization: Performa


John is Performa’s Head of Business Development responsible for leading the firm’s new business development and marketing effort by cultivating relationships with captive managers, captive insurance companies and industry service providers. He has been a conference task force member for various captive insurance associations over the years and is a part of CICA’s Membership Committee. Prior to joining Performa in 2014, he was a Treasury Analyst at UVM Medical Center. He has extensive investment management experience as a fixed income product manager, including 10 years with Standish Mellon Asset Management in Boston followed by similar roles at Dwight Asset Management and Sentinel Investments. John graduated from Lafayette College with a double major in International Affairs & Spanish and earned an M.S. in Investment Management from Boston University’s School of Management.


Organization: Pinnacle Actuarial Resources, Inc.


Danny Linton is a senior consulting actuary with Pinnacle Actuarial Resources working remotely from Nashville, TN. He has been in the property/casualty industry since 2005 and his work has been focused on loss reserving, loss forecasting, captive feasibility studies, capital modeling and cost allocation mechanisms. Specifically, his expertise involves analyses of self-insureds, public entity risk pools, and captive insurance companies. He currently serves on the American Academy of Actuaries Workers Compensation Committee and the Actuarial Standards Board Casualty Committee of the Casualty Actuarial Society.


Organization: AI Insurance


Cameron is the Founder and CEO of AI Insurance, which makes modern cloud-based claims management software specifically for captives, TPAs, and self-insureds. Cameron is a Northwestern graduate, and has been awarded for his research in human-computer interaction. With a background as a cognitive software engineer at IBM, Cameron is focused on bringing a data-focused approach to the insurance space so that companies can unlock the potential of AI.


Organization: Paul Frank + Collins P.C.


Ms. Mapes has practiced law in the Captive Insurance Industry for 21+ years. She and her captive insurance team at Paul Frank + Collins form captives and risk retention groups, and provide legal counsel to these clients on tax, regulatory, entity structures, contract negotiations, and coverage analysis. PF+C Insurance Services provide claims management as well as claims and underwriting audits. Ms. Mapes co-teaches the Risk Retention Group course as a faculty member of the International Center for Captive Insurance Education (ICCIE). She speaks at, or otherwise participates each year in the Vermont Captive Insurance Association (VCIA) annual conference, the largest captive insurance conference in the world. She serves as a guest lecturer at Vermont Law School on the topic of captive insurance, has spoken at RIMS, and at forums on the Island of Bermuda. Ms. Mapes received her law degree at Vermont Law School, J.D. (magna cum laude) in 1988. She serves on several community boards and professional organizations, including the VCIA Legislative Committee and the ICCIE Curriculum Committee.


Organization: Crowe LLP


As a Tax Senior at Crowe Horwath LLP, Alicia is the lead client service provider for many of the firm’s multi-national and international insurance clients. She has experience with both U.S. domiciled and internationally domiciled insurance companies. Alicia has worked with commercial property & casualty insurance companies, life insurers, single parent captives, risk retention groups, association captives, cell companies, risk pools, and reciprocal insurance companies. Her roles at the firm include overseeing the preparation of federal and state income tax returns, preparation of tax related compliance for GAAP and SSAP 101 reporting and performing research and consulting on federal and state insurance related issues.


Organization: PMA Companies


Jeff Packard has over 40 years of expertise in the insurance industry, with an emphasis in the marketing and sales of alternative risk transfer products coupled with an expertise in the underwriting arena. He is an Assistant Vice President for the Captive Division of The PMA Insurance Group, a multi-lines property and casualty carrier with a specialty in workers’ compensation. Since 1990, Jeff has worked in the alternative market area, including serving as Senior Regional Vice President for Mutual Risk Management, a Bermuda-based company that specialized in providing for Fortune 500 companies, captives and rent-a-captive solutions for their insurance needs. He continues to teach underwriting and financial classes for insurance professionals, and lectures at The Fox Business School of Temple University, in Philadelphia. He also enjoys public speaking engagements throughout the insurance industry.


Organization: Chubb


Joerg Reinholdt joined Chubb as a Vice President of Foreign Casualty for the New York Region in 2004. In September of 2007, Joerg took on a Zonal Role for Foreign Casualty for the NY and Northeast Regions. In November of 2012, he assumed the role of SVP – National Field Operations across all nine Regions for Foreign Casualty. Starting in November of 2014, Joerg assumed responsibility for the International Risk Management Portfolio within Global Casualty. Before joining the company, Joerg was the Assistant Manager for AIG in their Northeast Home Foreign Casualty operation. Joerg also has prior experience on the Risk Management side as Manager of Corporate Risk Management at Texaco. Joerg graduated from the Wirtschaftsakademie, Kiel in Germany with a double major in finance and marketing.


Organization: AXA XL, a division of AXA


With over 30 years experience underwriting Casualty business, Theresa is responsible for Primary Casualty’s US Risk Management business for AXA XL. She manages a team of Regional Underwriting Managers throughout the country solving complex insurance issues for large commercial clients. Based in San Francisco but spending time in each of the regions to assist in navigating unique opportunities including growing AXA XL’s captive and Group Captive portfolio.


Organization: Opus Investment Management


Kevin joined Opus Investment Management in 2017 and leads the sales and marketing efforts. He has over fifteen years of industry experience, thirteen of those years have been within business development. Prior to joining Opus, Kevin was with Symmetry Partners as an Advisor Services Consultant and worked in Business Development roles with F-Squared, MetLife & Travelers Life & Annuity.


Organization: Hylant Global Captive Solutions


Anne Marie Towle, CPA and PC License, leads Global Captive Solutions team at Hylant. She has over 25 years of experience working with captives and other alternative risk transfer vehicles. Prior to joining Hylant, Anne Marie was an Executive Vice President with JLT, and formerly a Senior Consultant with WTW for over 7 years. She also spent time as a Senior Manager in public accounting and 10 years in taxation, where she provided consultancy services to captive owners. Anne Marie has been recognized in the Captive Review Power 50 for the past 5 years. She’s involved in several captive associations, including as Board member for VCIA, Vice-Chair for NCCIA and ICCIE. She holds a B.B.A. in Accounting from Western Michigan University.


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