Cayman Captive Forum
The 2018 Forum was another smash hit, with something for everyone, from healthcare, group captives, worker’s compensation, reinsurance and insurance-linked securities. See our 2018 agenda below for a taste of what you can expect at this year’s Cayman Captive Forum, held at the beautiful Ritz-Carlton Hotel on 3rd – 5th December 2019.
Tuesday November 27, 2018
Wednesday November 28, 2018
Thursday November 29, 2018
Friday November 30, 2018
| 7:30AM | 12:00PM | Golf Tournament – The Ritz-Carlton Golf Club Sponsored by PRP Performa www.performa.bm and Orbis Investments www.orbis.com |
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| Pre-Forum Tutorials – Complimentary | |||
| 9:00AM | 9:50AM | Track A | *Captive Insurance: Tax Considerations for Taxable Entities TC Leshikar, Michael Domanski (Click here for presentation) |
| Track B | Welcome to the World of Captives Mike Meehan, Ann Marie Towle Click here for presentation |
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| 9:55AM | 10:45AM | Track A | *Captive Insurance: Tax Considerations for Tax-Exempt Entities Daniel Kusaila, Mikhail Raybshteyn (Click here for presentation) |
| Track B | Captive Fundamentals from your Manager, Lawyer and Actuary Vince Yezzi, Laura Hurlston, Mark Kleinlein (Click here for presentation) |
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| 10:50AM | 11:35AM | Track A | *Offshore (Cayman) Captives in the Modern Era Eric I. Lark, Alan Craig, Damian Pentney (Click here for presentation) |
| Track B | *Collateral Alternatives Robert Quinn, Mark Hickey, Martin Ellis, Peter Rapciewicz (Click here for presentation) |
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| 11:40AM | 12:30PM | Track A | *Duties & Responsibilities of a Captive Board Derek Stenson, Mike Gibbs, Raz Buzari (Click here for presentation) |
| Track B | *Is your IPS a mess? Scott Elphinstone, Amy Hubble (Click here for presentation) |
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| 12:30PM | 1:55PM | Lunch Break in the Rembro Room Sponsored by Liberty Mutual/Ironshore business.libertymutualgroup.com |
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| Forum Breakout Sessions | |||
| 2:00PM | 2:45PM | Track A | *Managing Investment and Underwriting Risk – Perspectives on 2018 and Beyond Kashif Siddiqui, Michael Hakimian, Edward Lionberger (Click here for presentation) |
| Track B | Group Captives – Introduction and Overview Rob Humphries, Lindsay Chase, Lisa Kaderabek (Click here for presentation) |
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| 2:50PM | 3:35PM | Track A | *Risk Distribution Joe Herbers, Melanie Snyman (Click here for presentation) |
| Track B | *Medical Stop Loss Captive Programs Explored Mike Madden, Phil Giles (Click here for presentation) |
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| Track C | Blockchain Technology Global Trends Gary Markham, Wendy Lee, Jason Butcher (Moderator) (Click here for presentation) |
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| 3:40PM | 3:55PM | Coffee Break Sponsored by Ernst & Young www.ey.com |
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| 4:00PM | 4:45PM | Track A | *Cayman Regulatory Update Rob Humphries, Ruwan Jayasekera, Gretchen Hammes (Click here for presentation) |
| Track B | – | ||
| Track C | Blockchain Meets Insurance : balancing opportunities and challenges Isabel Gumeyi, Petri Basson, David McGibbon (Click here for presentation) |
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| * ICCIE Credit | |||
| 5:00PM | 7:00PM | Welcome Reception at The Ritz-Carlton North Sound Pool Sponsored by Butterfield www.butterfieldgroup.com |
| 7:30AM | 8:25AM | Morning | Breakfast in the Tent on the Great Lawn Sponsored by Gallagher Bassett www.gallagherbassett.com and Western Litigation www.westernlitigation.com |
| Breakfast in Blue Restaurant Sponsored by Credit Suisse www.credit-suisse.com |
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| Main Forum | |||
| 8:30AM | 8:40AM | Chairperson’s Opening Remarks | |
| 8:45AM | 8:55AM | Welcome by the Cayman Islands Government | |
| 9:00AM | 10:00AM | Keynote | Greg Schwem – Work, Laugh, Repeat HuffPost calls Greg Schwem “your boss’ favorite comedian.” But Greg prefers to think of himself as a business humorist” who motivates corporate America through laughter. Sadly, the ability to laugh at oneself and one’s industry is disappearing from the corporate environment. Greg brings that laughter back with his hilarious presentation, “Work, Laugh, Repeat.” Attendees will see how Greg can find the “funny” in serious Captive Forum topics like risk management and cybersecurity. Come to learn but, more importantly, come to laugh. Greg Schwem is a perfect way to kick off the conference! (Presentation not available for publishing) |
| 10:00AM | 10:15AM | Coffee Break Sponsored by Ernst & Young www.ey.com |
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| 10:15AM | 11:05AM | Winning Conditions Winning conditions can be achieved when you not only deliver a winning work product, but also deliver it in a way that is best received by your business partners. By understanding the [perhaps unspoken] motivations and positions of our business partners, we can increase our professional influence and achieve maximum impact. Christine will share scientifically proven frameworks that help create winning conditions, illustrated through personal stories drawn from her career and participation on a reality television show. Christine Hofbeck (Presentation not available for publishing) |
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| 11:10AM | 12:00PM | Global Insurance Trends The past 10 years have been the most disruptive to our 200+ year old industry. This presentation will focus on the impact of technology innovation, economic shift, customer expectations and new market entrants and these macro trends affect the day to day operations of our now dynamic industry. Gary A. Plotkin – KPMG (Click here for presentation) |
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| 12:00PM | 1:00PM | Lunch in the Tent on the Great Lawn Sponsored by The Risk Authority www.theriskauthority.com |
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| Lunch in Blue Restaurant Sponsored by Credit Suisse www.credit-suisse.com |
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| Forum Breakout Sessions | |||
| 1:00PM | 1:45PM | Track A | *Ridesharing in Healthcare Lisa Hamer, Jeff Duncan, Kimberly J. Bailey, Rachel Leyko
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| Track B | *Cutting through the mysteries of financial reporting, what every group captive owner should know Donna Dreuth, Eric Stilwell (Click here for presentation) |
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| Track C | *How tax reform will affect your captive program Tom Jones, Bruce Wright, Andrew Blevins (Click here for presentation) |
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| 1:50PM | 2:35PM | Track A | **Batch Me if You Can William McDonough (Moderator), Lainie Dorneker, Randy Jacques, Eileen Shanley (Click here for presentation) |
| Track B | *Investing Today While Navigating Risk and Volatility Reece Jarvis, Kelly Patrick, Hugh Barit, Bill Messer (Moderator) (Click here for presentation) |
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| Track C | *Analytics & How They Inform the Most Efficient Risk Transfer Mechanisms Mike Southers, Parag Bavishi, Ann Conway, Robert Curtis (Click here for presentation) |
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| 2:40PM | 3:00PM | Ice Cream/Smoothie Break Sponsored by Kensington Management Group, Ltd www.kensingtonmanagement.ky and Captive Resources www.captiveresources.com |
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| 3:00PM | 3:45PM | Track A | *How Captives Can Develop Cyber Strategies by Using MPL Lessons Learned Rebecca Cady, Charles Kolodkin, Bob Chaput (click here for presentation) |
| Track B | *The #MeToo Movement in Healthcare April Walkup, Carl Bergetz, Elizabeth Cushing (click here for presentation) |
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| Track C | *Hurricane Harvey – or, How I Spent My Summer Vacation John A. Gillean, Gary D. Shope, Carol A. Eschenfelder (click here for presentation) |
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| * ICCIE Credit | |||
| 5:30PM | 7:00PM | Reception at Tiki Beach – Kimpton Seafire Sponsored by Aureum Re www.aureumre.com, CIBC-First Caribbean www.cibcfcib.com and Conyers Dill & Pearman www.conyersdill.com |
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| Shuttle Buses will run from 5:15 pm – 7:15 pm (continuous) – Between The Ritz-Carlton and Tiki-Beach – Kimpton Seafire and from 7:00 pm to Camana Bay and Marriott. |
| 7:30AM | 8:25AM | Morning | Breakfast in the Tent on the Great Lawn Co-Sponsored by Oliver Wyman www.oliverwyman.com and BerkleyMed www.berkleymed.com |
| Breakfast in Blue Restaurant Sponsored by Kensington Management Group, Ltd www.kensingtonmanagement.ky and Captive Resources www.captiveresources.com |
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| Main Forum | |||
| 8:30AM | 8:55AM | Update from the Cayman Regulator Ruwan Jayasekera – Cayman Islands Monetary Authority (No Presentation) |
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| 9:00AM | 10:00AM | What Happens in the U.S. Doesn’t Stay in the U.S: How American Healthcare Trends Shape the Future of Global Healthcare From the Perspective of the Former Chairman of the Board of Johns Hopkins Medicine International, hear how the most important reimbursement, care delivery and technology trends in America’s largest industry are being exported around the world through private sector investing, public-private partnerships (PPPs) and innovative brand extensions by top-tier, non-for-profit U.S. health care systems. In this keynote speech, Dr. Kersey also shares his insights into some of the leading-edge international joint ventures and private companies that are forging lower cost, higher quality and more patient-friendly delivery models in emerging healthcare economies ranging from India to Saudi Arabia to Peru. Christopher W. Kersey, M.D., M.B.A. – Founding Managing Partner – Havencrest Healthcare Capital Partners Sponsored by Grant Thornton www.grantthornton.ky (Presentation not available for publishing) |
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| 10:00AM | 10:15AM | Coffee Break | |
| 10:15AM | 11:05AM | Governance & Leadership The speaker will review the many challenges being faced by today’s Board’s of Directors and will discuss risk awareness and strategies for risk mitigation. As part of this presentation there will be an opportunity for an interactive discussion among attendees. Jim Rice – Managing Director – Gallagher Benefit Services, Inc. (click here for presentation) |
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| 11:10AM | 12:00PM | The role of Risk and Insurance in managing Vendor Cyber Risks Digital transformation is as ubiquitous as Cyber risk, but in spite of their fundamental connection, the two are still not being treated with equal urgency. Although digital assets are reported as having greater economic value than physical assets the lack of cyber risk analysis is leading to under-utilisation of captives (9% adoption) and insurance (40%) to protect the balance sheet. The growing adoption of technology vendors will only add complexity to this challenge and potentially significant accumulation risk. This session will explore the new cyber threats and the role of risk officers in navigating these emergent challenges using risk quantification, financing and transfer strategies. Martha Jacobs – National Health Care Practice Leader, Aon Risk Solutions Adam Peckman – Global Practice Leader, Aon Risk Solutions (click here for presentation) |
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| 12:00PM | 1:00PM | Lunch in the Tent on the Great Lawn Sponsored by Coverys www.coverys.com |
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| Lunch in Blue Restaurant Sponsored by Kensington Management Group, Ltd www.kensingtonmanagement.ky and Captive Resources www.captiveresources.com |
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| Forum Breakout Sessions | |||
| 1:00PM | 1:45PM | Track A | *Utilizing Enterprise Risk Management to Attack an Evolving Landscape of Workplace Violence Diane Moritz, Larry Smith, Mike Midgley, Lisa Hamer, Michael Wagner (click here for prsentation) |
| Track B | *Taking Back Control of Litigation Richard Henderson, Rick Farlow, John E. Hall, Jr.
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| Track C | *Accessing Your Captive’s Surplus Bruce C. Whitmore, Julie Robertson, Suzanne Sadlier (click here for presentation) |
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| 1:50PM | 2:35PM | Track A | *Incorporating Telemedicine in Your Organization & Captive Larry Hansard, Ross Friedberg, Renee Quashie
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| Track B | *The silver lining playbook of Ebola Preparedness: Utilizing Incident Command to manage any event Michele J. Johns, Alicia Schulhof, Jacqueline Davis
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| Track C | *Managing Security Risks & Crisis events in a complex world Paul Marshall, Garry Bright (click here for presentation) |
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| 2:40PM | 3:00PM | Ice Cream/Smoothie Break Sponsored by Kensington Management Group, Ltd www.kensingtonmanagement.ky Captive Resources www.captiveresources.com |
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| 3:00PM | 3:45PM | Track A | InsurTech and Captives Abraham Thoppil, Eric Boyum, Suzanne Sadlier, Isabel Gumeyi, David McGibbon (click here for presentation) |
| 3:45PM | Track B | *Claims Conundrums and Coverage Traps: How to Avoid Management Liability Coverage Disputes Eleonora Iaconelli, Ruth Kochenderfer, Tim O’Shaughnessy, Lorelie Masters (click here for presentation) |
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| 4:30PM | Track C | *You be the Jury! The Trial of a Medical Malpractice Case Clare Bello Ogden, John Barker, Mamie Stathatos, Kent Teeters, Elizabeth Willing
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| * ICCIE Credit | |||
| 6:00PM | 9:00PM | Closing Reception on Seven Mile Beach at The Ritz-Carlton Sponsored by PricewaterhouseCoopers www.pwc.com Cigar Bar Sponsored by Pinnacle www.pinnacleactuaries.com Fireworks Sponsored by Integro www.integrogroup.com |
| 1:00PM | 5:00PM | Afternoon | Golf Tournament – The Ritz-Carlton Golf Club Sponsored by PRP Performa www.performa.bm and Orbis Investments www.orbis.com |