DAY 1 - Monday, June 09, 2025
2:00 PM
REgistration DESK OPEN
3:00 PM - 4:00 PM
11:00 AM PST | 7:00 PM GMT
Session
Captive 101: Understanding the Fundamentals
In this session, an experienced group of captive professionals will cover the basics for newcomers to the captive industry. The panel will discuss the types of captives, why captives are formed, as well as the potential benefits of using a captive to finance their risk. The captive owner will share their story in the form of a case study and highlight any lessons learned and provide some insight as to how they navigated any challenges that arose along the way.
Mike Meehan, Principal, Milliman (Moderator)
Rachel Derry, Executive Vice President, Liberty Mutual Management (Bermuda)
Mikhail Raybshteyn, Partner - Global Insurance Tax, InsurTech & Captive Insurance Services, EY
Carl Terzer, Principal, CapVisor Associates
Anne Marie Towle, CEO - Global Risk & Captive Solutions, Hylant
4:00 PM - 5:00 PM
12:00 PM PST | 8:00 PM GMT
SESSION
Exploring the Ecosystem of Captive Operations
Captives typically do not have any employees and instead rely on a Board of Directors and an extensive team of service providers to help operate the captive. In this session, a captive owner and representatives from several key service providers will detail how they work both independently and collaboratively to support the captive operations. The panel will offer up some suggested best practices to the audience to help them achieve long-term success with their own captive programmes.
Graham Lamb, Assistant Director, Bermuda Monetary Authority (Moderator)
Hank Clement, Senior Managing Director, Altus Corporate Risk
Ian Covert, Vice President, SRS Canada
John Hall, Vice President – Finance, Erickson Senior Living
Tara Miller, Consulting Actuary, Milliman, Inc
5:30 PM - 7:30 PM
CAPTIVE COCKTAILS
Location: Regency Terrace
Opening Reception - Sponsored by PwC Bermuda
DAY 2 - Tuesday, June 10, 2025
7:30 AM
REGISTRATION DESK OPENS
Location: Princess Rooms
7:30 AM - 9:30 AM
POWER BREAKFAST
Location: Princess Rooms
Sponsored by Pinnacle Actuarial Resources
9:00 AM - 9:30 AM
5:00 AM PST | 1:00 PM GMT
Conference Welcome
Join Bermuda Captive Conference Chair Seadna Kirwan for his welcoming remarks ahead of formally opening the 21st Bermuda Captive Conference, followed by the presentation of this year's Lifetime Achievement Award and Captive Hall of Fame recipients.
Séadna Kirwan, Managing Director, Aon Bermuda & Bermuda Captive Conference Chair
9:30 AM - 10:15 AM
5:30 AM PST | 1:30 PM GMT
SESSION
Bermuda – The Jurisdiction of choice: Shaping Captive Insurance Excellence
Discover why Bermuda is the jurisdiction of choice in captive insurance. This session will delve into the island's robust regulatory framework, dynamic market conditions, and the innovative strategies that propel its success. Join industry leaders and captive owners as they share insights and explore the factors that make Bermuda a premier destination for captive insurance.
Timae Flood, Deputy Director, Insurance Supervision, Bermuda Monetary Authority
Santiago Garcia, Senior Director - Global Risk Management, Brinks
Rebecca Jones, Chief Risk Officer, Nautilus Indemnity Limited
Rachel Roberts, Senior Manager - Risk Management, Transocean
Aubrey Wagner, Director, Harley-Davidson Financial Services
10:15 AM - 11:00 AM
6:15 AM PST | 2:15 PM GMT
NETWORKING BREAK
Location: Princess Rooms
Sponsored by Grant Thornton
11:00 AM -11:45 AM
7:00 AM PST | 3:00 PM GMT
seSSION
Bermuda Shorts: Resilience Through Regulation
Bermuda's leading industry and regulatory experts share bite-sized insights on the latest regulatory shifts and their impact on captives and Bermuda’s financial landscape. Gain a fresh perspective on how Bermuda continues to lead with its robust and forward-thinking regulatory approach.
Taijaun Talbot, Assistant Director, Bermuda Monetary Authority
11:45 AM - 12:30 PM
7:45 AM PST | 3:45 PM GMT
SESSION
The Evolving Role of Captives in Employee Benefits
This session will explore the crucial role captives are playing in employee benefits, discussing key impacts, emerging and new facilities and trends, and best practices for leveraging captives to create sustainable and customised benefits solutions.
Sven Roelandt, Global Leader EB Financing Strategies, Aon (Moderator)
Zulqarnain Khan, Head of Operations & Underwriting, Captive EB Services, Aon
Mia Smallman, Director - Global Benefits, Halliburton
12:30 PM - 2:30 PM
8:30 AM PST | 4:30 PM GMT
NETWORKING LUNCH
Location: Princess Rooms
Sponsored by Milliman
2:30 PM - 3:15 PM
10:30 AM PST | 6:30 PM GMT
SESSION
Bermuda The Problem Solver: Innovative Solutions for Tradtional Market Challenges
Join us for an exciting session where we delve into Bermuda’s unique capabilities in addressing the pressing challenges faced by traditional markets. Discover how Bermuda’s innovative approaches, strategic location, and robust regulatory framework make it a powerhouse for solving complex market issues.
Tom McMahon, Executive Vice President, Davies Captive Management (Moderator)
Paul Bailie, Head of Offshore Americas Insurance Management, WTW
Nancy Glennon, Senior Consultant, Captive Advisory Services Bermuda
Andrew Jeckells, Co-CEO, I-RE
John Turner, Chairman, Price Forbes Bermuda
3:15 PM - 4:00 PM
11:15 AM PST | 7:15 PM GMT
seSSION
The Fronting Edge: Strengthening Global Reach Through Resilient Partnerships
As captives grow, fronting plays a key role in ensuring they can provide coverage wherever their insured business operates. This session will examine how captives can build strategic fronting relationships to comply with local regulations, optimize risk financing, and create scalable solutions across multiple jurisdictions. Panelists will also highlight how using a fronting carrier’s rated paper can enhance financial security, and improve counterparty confidence.
Pierrick Livet, Senior Manager - Insurance Advisory, KPMG in Bermuda (Moderator)
Brian McNamara, Head of Multinational North America & Global Captive Solutions, Allianz Commercial
JJ Sauer, Director of Underwriting, L&F Indemnity Limited
Christopher Williams, Managing Director, Travelers
4:00 PM - 4:30 PM
12:00 PM PST | 8:00 PM GMT
NETWORKING BREAK
Location: Princess Rooms
Sponsored by Oppenheimer & Co.
4:30 PM - 5:15 PM
12:30 PM PST | 8:30 PM GMT
seSSION
Effervescent Captive Insurance in Latam
This panel will leverage the expertise of its speakers to highlight Bermuda’s unique capabilities in serving Latin America’s dynamic and buoyant market. During this session, we will cover the role of captives in the region, the appeal of rent-a-captive solutions for risk transfer, and the immense and ongoing wealth transfer taking place across Latin America currently.
Carlos Esteban Ortega, AVP, Davies Captive Management (Moderator)
Esperanza Borja Mead, Principal, Actuarial Factor
Jorge Carstense, Managing Partner, Sophós Advisors
Maria Angeles Riela, Compliance Manager, Davies Captive Management
Gabriel Rueda, CUO, Orion Reinsurance
5:30 PM - 7:30 PM
Captive cOCKTAILs
Location: Regency Terrace
DAY 3 - Wednesday, June 11, 2025
7:30 AM
REGISTRATION DESK OPEN
Location: Princess Rooms
7:30 AM - 9:30 AM
POWER BREAKFAST
Location: Princess Rooms
Sponsored by WTW
9:00 AM - 10:00 AM
5:00 AM PST | 1:00 PM GMT
SESSION
Economic Crossroads: Adapting to Global Macroeconomic Shifts
This panel will bring together leading economists and industry professionals to discuss the critical macroeconomic trends shaping the global landscape. Participants will cover critical topics such as inflation, interest rates, global economic/political shifts, and more.
Greg Cobb, Director of Insurance Solutions, Sage Advisory (Moderator)
Peter B. Princi, CIMA®, Managing Director, Institutional Consulting Director, Graystone Consulting from Morgan Stanley
10:00 AM - 10:45 AM
6:00 AM PST | 2:00 PM GMT
networking break
Location: Princess Rooms
Sponsored by Performa
10:45 AM - 11:30 AM
6:45 AM PST | 2:45 PM GMT
Session
Strategic Investments: Optimising Portfolios in the Captive Insurance Sector
Dive into the complexities of investment strategies tailored for the captive insurance industry. Industry experts will share their expertise on asset allocation, risk management, and emerging investment opportunities that captive owners can leverage to enhance their financial performance. The session will also explore the impact of regulatory changes and market conditions on investment decisions, providing attendees with actionable insights to optimize their portfolios and achieve long-term growth.
Jack Meskunas, Executive Director - Investments, Oppenheimer & Co
Kevin Yousif, President, Yousif Capital Management
11:30 AM - 12:30 AM
7:30 AM PST | 3:30 PM GMT
Session
Parametrics and the Protection Gap: A New Approach to Risk
As traditional insurance struggles to keep pace with emerging and unpredictable risks, parametric solutions are gaining traction as a powerful tool to bridge the protection gap. This session will explore how parametric insurance can provide faster payouts, greater transparency, and customised coverage for risks that are difficult to insure. Industry experts will discuss the latest innovations, real-world applications, and how captives can integrate parametric solutions to enhance resilience in an evolving risk landscape.
12:30 PM - 2:00 PM
8:30 AM PST | 4:30 PM GMT
Networking Lunch
Location: Princess Rooms
2:00 PM - 2:45 PM
10:05 AM PST | 6:05 PM GMT
session
Disruptive Technology Driving the Future of Insurance
As we continue to re-imagine risk and the future of the insurance market, so too must we adjust our approach to digitising risk management. This session explores how disruptive technologies are reshaping the insurance landscape, from AI-driven underwriting to emerging cyber vulnerabilities. Experts will discuss the challenges and opportunities these innovations present, as well as how captives can play a pivotal role in harnessing these technological advances in an increasingly digital world.
Michelle Sivanayson, Managing Director - Island Practice Leader, Captive Solutions, Marsh (Moderator)
2:45 PM - 3:15 PM
10:45 AM PST | 6:45 PM GMT
Networking break
Location: Princess Rooms
3:15 PM - 4:00 PM
11:15 AM PST | 7:15 PM GMT
session
Flood, Wind & Fire: Climate Challenges & Captive Solutions
As climate risks continue to evolve, businesses must rethink their approach to managing exposures. This session explores how captives can offer flexible, tailored solutions for climate-related risks, including emerging challenges like wildfire and flood. Experts will discuss innovative risk transfer strategies, climate modeling advancements, and the role of captives in building long-term resilience in an uncertain environmental landscape.
4:00 PM - 5:00 PM
12:00 PM PST | 8:00 PM GMT
Session
Bermuda’s Reinsurance Landscape: Innovations and Opportunities in a Global Hub
Join us for an in-depth discussion on the pivotal role of Bermuda as the world’s leading reinsurance jurisdiction. This panel will feature prominent industry leaders who will share insights into the latest trends, regulatory development, and innovative solutions shaping the reinsurance market. Participants will explore how Bermuda’s unique advantages foster collaboration and create opportunities for captives and reinsurers alike.
Steve C. Gaziano, Senior Vice President, Insurance Consulting Practice, Graystone Consulting from Morgan Stanley (Moderator)
Charles Cooper, CEO, Canopius
Christian Dunleavy, CEO, Aspen
7:00 PM - 10:00 PM
beach bash
Sponsored by AON
