Conference Schedule /
Registration desk, vendors & booth set-up
Registration Desk Opens
Golf Tournament – Sponsored by Performa & Orbis
Captain’s choice play with light breakfast provided
Morning Walk – Sponsored by Arthur Morris & Company
A scenic walk from Fairmont Southampton along Bermuda’s beautiful beaches and dunes, returning to hotel
Glass-Bottom Boat Tour (Maximum Numbers Reached)
Experience your next glass-bottom boat on the Reefcomber, where a wide variety of fish and other sea creatures await you.
Hotel shuttles will start to take you to Waterlot Inn dock for departure from the hotel lobby at 9:15am and will pick-up upon return to the dock.
Trade floor opens
Trade floor open for booth set-up; must be complete for 11:30 am
Lunch with Exhibitors
Captives: How to Change Ideas into Formation (1 CPE)
The Bermuda market has evolved from a single-risk management solution focus to a leading financial centre. Join this session to learn about captive formation and how Bermuda’s regulatory and business centre frameworks have developed to provide diverse solutions to challenges in a rapidly changing corporate landscape
Risk – The World Over. Emerging LATAM, Asia & Canadian Market Review (1 CPE & 1 ICCIE CE)
Leading global captive experts provide an overview of developments, interactions and setbacks in the re/insurance market and emerging markets, plus new and developing insurance products and solutions being implemented by captive Insurers
Mark Allitt, Managing Director, KPMG (Bermuda) Ltd.
Dennis Silvia, President, Cedar Consulting
Jason Flaxbeard, Executive Managing Director, Beecher Carlson
Matthew Latham, Global Head of Captive Programmes, XL Catlin
Networking Break – Sponsored by Apex Insurance Fund Services Ltd.
Technology and the Associated Risk – The Software Application (1 CPE & 1 ICCIE CE)
Captive Insurance companies are consistently having to reevaulate the programs and technology they use. This session will discuss the importance of data collection and validation to captives while also considering the challenges that can occur in the practical implementation of technology to the industry. How can the current advancements such as blockchain technologies and InsurTech significantly effect how they are changing the dynamic of operations and development of the industry?
George Thomas, Senior Advisor, PwC
Denise Kelly, US Business Development Manager, Websure
Andrew Vaucrosson, Chief Business Development Officer, Nova Limited
Andrew Halls, Deputy Manager, Underwriting and Claims, JLT Management (Bermuda) Ltd.
Women in the Captive Industry: Empowering Industry Awareness (1 CPE)
Anecdotal evidence indicates there is a dearth of female leadership in the captive and related service industries — but some women have made it to the C-suite. Attend this session to hear from three female leaders who share their professional journeys, success strategies, and approaches to career progression in ever-evolving business models
Welcome Cocktails – Sponsored by PwC
Welcome party for all delegates, service providers and industry partners. A great opportunity to connect with old friends and new attendees at this year’s conference. Presentation of golf and walkers prizes. Take Hotel Shuttle to Fairmont Southampton Beach Terrace
Note: Parking for event only at hotel parking lot. Please use provided shuttle service or at Horseshoe Bay, Public Parking.
No parking allowed along the road leading down to the Ocean Club Terrace or Parking Bays.
Registration Desk Opens
Breakfast with Exhibitors – Sponsored by Beecher Carlson
Conference Chairman Opening Remarks
Welcome by The Hon. Walter H. Roban, JP, MP, Deputy Premier of Bermuda and presentation of Fred Reiss Lifetime Achievement Award and Captive Hall of Fame Awards.
Captive Owner Roundtable Discussion – Overview of the Bermuda captive market, innovations and business trends worldwide (1 CPE)
Hear from new and long established captive owners/risk managers on matters impacting their organisation globally, their views on Bermuda, and what their captive programmes bring to their organization
Stephanie Lampi, Senior Risk Manager, Microsoft Corporation
Alan Gier, Global Director – Risk & Insurance, General Motors
Scott Reynolds, President & Chief Executive Officer, Member Insurance Ltd.
Dageria Morgan, Treasury Manager, Linamar Corporation
Santiago Garcia, Global Insurance Manager, Caterpillar Inc.
Networking Break – Sponsored by Monte Capital Group LLC
Are Your Employee Benefits Programmes Ready to be Broadened and Enhanced? (1 CPE)
How to use your Employee Benefits captive to implement and manage your Global Diversity promise, manage your costs and ensure consistency in your global benefit design – The advantages hurdles and actual low cost versus the perceived cost
Everything in Moderation – Risk and Diversity within your Captive Portfolio (1 CPE & 1 ICCIE CE)
The role of your investment manager is to outperform the benchmark at all costs…right? This session discusses the risk of over-diversification, the importance of asset allocation, and how to decrease risk in your portfolio
Bermuda Captive Owners Association AGM
Bringing together leaders of captive risk in a private forum
The New World of Insurance Accounting (1 CPE & 1 ICCIE CE)
With US GAAP’s short duration contract standard now in effect and the IFRS 17 insurance standard due within the next three years, accounting for insurance contracts is changing drastically. Hear how to be prepared for these changes
Sean Kelly, Director, PwC
Muhammad Khan, Partner, Deloitte Ltd.
Liam Moloney, Chief Operating Officer. Granite Management Limited
Networking Break – Sponsored by MultiStrat Re
Healthcare and Captives – The Carriers’ Perspective
Hear from leading insurance carriers in the healthcare space on trends they see in the US healthcare market, how carriers are addressing them, and the role captive have in these healthcare risk management scenarios
Denise Watkins, Senior Vice President, Sompo International
Adam Bates, Vice President & Pricing Actuary, Allied World Assurance Company, Ltd.
Susan Pateras, Chief Operating Officer, Ironshore Insurance Ltd.
De-Bunking Common Captive Myths (1 CPE & 1 ICCIE CE)
Are myths surrounding captives holding your organisation back from making this solution the core of your risk management strategy? The perception that captives are formed in hard markets by Fortune 500 organisations from specific industries to address traditional risks is still out there, but it’s clearly incorrect. The captive industry has demonstrated continued growth over the past 20 years, regardless of changes in insurance market conditions, and captives are now routinely used by small to middle-market companies. The changing risk landscape is also shifting industries that use captives. Hear from two captive owners and a captive industry leader on how to challenge the status quo and move captives to the core of your business
Networking Break – Sponsored by Kroll Bond Rating Agency
Bermuda Shorts: Rapid-Fire Sessions with Diverse Panellists
Actuaries: the Swiss army knife of your captive Team – the multiple ways actuaries can assist a captive
Insurance: the next generation – Millennials’ perspectives on insurance and captive industry
The Captive Story (Origins Bermuda) – Discussions of the captive industries impact on Bermuda from Bermudians
George Leite, Head of Business Development, Aon
Cyril Whitter, President & Chief Executive Officer, Independent Management Limited
Investing in your Captive Brand
Latam: Current and Future Landscape
Evaluating Cyber Insurance: A rating agency’s perspective
Tina Bukow, Senior Director of Business Development, Kroll Bond Ratings Agency
Carol Pierce, Director, Kroll Bond Ratings Agency
Captive Owners: Leveraging off success – Discussions from established captive owners on how they made their captive a success for their company or group
Cocktail Reception with Exhibitors – Sponsored by Butterfield Bank, Marsh & AM Best
Registration Desk Opens
Breakfast with Exhibitors – Sponsored by Estera
The Economists’ View (1 CPE)
Listen to the viewpoints from economists bringing an outside perspective on global impacts on events from the past year and the effect future developments may have on the captive industry
Henk Potts, Director of Global Investment Strategy, Barclays
Daragh Maher, Head of FX Strategy US, HSBC Securities (USA) Inc
Industry Keynote Speaker – Jonathan Reiss, Chief Financial Officer, Hamilton Insurance Group (1 CPE)
Multiple case studies have proven the direct relationship between a diverse workforce and an improved bottom line. But diversity is a complex subject, and changing an entrenched culture isn’t easy. Hamilton Group CFO Jonathan Reiss looks at failures and successes in creating a corporate culture that is authentically inclusive
Regulatory and Technical Update from the World’s Leading and Creative Captive Jurisdiction (1 CPE)
Bermuda may be an isolated island in the North Atlantic, but its business connections to the US, Europe and the rest of the world are deep. The Bermuda Monetary Authority provides an update on the current regulatory framework, and highlights future initiatives
Chris Brown, Deputy Director, AML/ATF, Bermuda Monetary Authority
Leslie Robinson, Assistant Director, Corporate Authorisation, Bermuda Monetary Authority
Graham Lamb, Assistant Director, Supervision (Insurance), Bermuda Monetary Authority
Climate and Environment Change: How to be Proactive (1 CPE)
With a rollercoaster year of global events behind us, join this panel to review this past year with topics such as the 2017 severe weather, related business impacts and insured losses in the context of climate change and then look to the future with trends in the energy sector, including renewable energy, electric vehicles and sustainable infrastructure
Lunch with Exhibitors – Sponsored by Bermuda Tourism Authority
The Investment Committee: What Are the Right Questions? (1 CPE & 1 ICCIE CE)
Over the last year, more time on captive boards has been spent discussing investment and returns. This session allows you to hear from those on the receiving end of board questions with answers — along with questions they aren’t hearing, but should be
Andries Hoekema, Global Head of Insurance Segment, HSBC Global Asset Management
Robert Steinhoff, Head of Investment Strategy, Clarien Investments Limited
Andrew Baron, Chief Investment Officer, Butterfield Asset Management
The Benefits and Challenges of Board Diversity: Building an Effective Board for Your Captive (1 CPE & 1 ICCIE CE)
With emerging markets, developing sectors and diversified human capital, how has your board adapted? This session delves into current board structures and management techniques, and what the damage a “plain-vanilla” board can do to your productivity and future
Paul Berkemeier, Director – Global Risk, The Coca-Cola Company
Shelby Weldon, Senior Vice President, Marsh Captive Solutions
Oceana Yates, Senior Vice President, Quest Management Services Limited
Rapidly evolving tax landscape in the captive industry (1 CPE & 1 ICCIE CE)
This session focuses on changes within both US and international tax legislation over the past 18 months, as well as changes in the pipeline that will affect the captive industry. Our panellists discuss the impact of key items including the reduction of US corporate tax rates, updated US CFC and PFIC rules, increased information reporting obligations, and enactment of BEPS-related provisions
Scott Slater, Partner, PwC
Karey Dearden, Executive Director, Ernst & Young LLP (US)
Tom Jones, Senior Counsel, McDermott & Emery LLP
Bruce Wright, Partner, Eversheds Sutherland (US) LLP
William McCallum, Head of Tax, KPMG
Trade floor closes
Exhibition booth breakdown begins at 3:30pm
Closing Party – Sponsored by Barclays
Cocktails: 7:00 pm to 8:00 pm
Buffet Dinner: 8:00 pm – 11:00 pm
Welcome address & raffle draws: 8:45 pm
Dancing until 11:00pm to the sounds of the Big Chill
Derreck Kayongo Business visionary and Global Soap Project Founder
With a compelling and courageous story of survival, discovery and humanitarianism, Derreck Kayongo galvanizes all types of audiences to seize the power of observation to identify issues and effectively solve challenges. Kayongo is the founder of the Global Soap Project, which recycles bars of soap from thousands of hotels and redistributes it to disadvantaged populations around the world, impacting millions of people in over 90 countries. From a young Ugandan refugee to successful entrepreneur, human rights activist, and renowned global health expert, Kayongo brings his story and guiding principles—coined as SELF: service, education, leadership and faith—to life in emotionally-packed presentations that stay with you long after his closing remarks.