CAPTIVE & INSURANCE BUSINESS TRANSER

CONFERENCE

Oklahoma City

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CONFERENCE
MEET OUR SPEAKERS
CE CREDITS
QUESTIONS
HOTEL

Captive & IBT Conference

August 24-25, 2022
Omni Hotel, Oklahoma City

Wednesday, August 24, 2022

9:00 – 4:00 REGISTRATION

1:00 WHY INSURANCE BUSINESS TRANSFERS?

  • Panel:
    • Glen Mulready, Commissioner, Oklahoma Insurance Department
    • Kelly Superczynski, Global head of Capital Advisory, AON
    • Chris Reichow, US General Counsel/Executive Vice President, R&Q

2:00 SIZE OF GLOBAL RUNOFF MARKET/CORPORATE DIVISIONS AND IBTs: Climate of the runoff market and legal/regulatory landscape

  • Panel:
    • Moderator Luann Petrellis, Consultant, Insurance Restructuring & Runoff
    • Carolyn Fahey, Executive Director, AIRROC
    • Robert Redpath, Senior VP and Corporate Counsel, Enstar
    • Michael Ridgeway, Of Counsel, Odom & Sparks
    • John Sparks, Attorney, Odom & Sparks

3:45 BREAK

4:00 REGULATOR PERSPECTIVE: Benefits and Concerns

  • Panel:
    • Beth Dwyer, Superintendent, Rhode Island Department of Business Regulation, Insurance Division
    • Dana Popish Severinghaus, Acting Director, Illinois Insurance Department
    • Andy Schallhorn, Deputy Commissioner Financial Regulation & Chief Actuary, Oklahoma Insurance Department

4:50 WRAP UP: Preview to Captive Insurance

Glen Mulready, Commissioner, Oklahoma Insurance Department

5:00 MEET AND GREET COCKTAIL HOUR

 


Thursday, August 25, 2022

7:30 – 10:00 REGISTRATION

7:30 CONTINENTAL BREAKFAST

  • Welcome back

8:30 CAPTIVE 101: Setting up a new captive program – Why and How

  • Panel:
    • Jerry Messick, CEO, Elevate Captive Solutions
    • Heather McClure, Chief Risk Advisor, AON
    • Donald Ashwood, Captive Coordinator, Oklahoma Insurance Department

9:30 OKLAHOMA CAPTIVE SUCCESS STORIES

  • Panel:
    • Moderator Angela Ables, Firm President, Managing Senior Partner, Kerr, Irvine, Rhodes & Ables
    • Andrew Marson, Director, SRS West
    • Jeff Rycroft, Risk Manager, Express Pros
    • Mark Morris, Senior Vice President, Lockton

10:30 BREAK

10:45 THE OKLAHOMA CAPTIVE DOMICILE

  • Panel:
    • Moderator Angela Ables, Firm President, Managing Senior Partner, Kerr, Irvine, Rhodes & Ables
    • Jerry Messick, CEO, Elevate Captive Solutions
    • Heather McClure, Chief Risk Advisor, AON
    • Glen Mulready, Commissioner, Oklahoma Insurance Department

11:45 LUNCH AND KEYNOTE SPEAKER

12:45 BREAK

1:00 GROUP CAPTIVE: A road map to managing risk (Approved for ICCIE CE Credits)

  • Panel:
    • Eric Pach, President, Envision Captive Consultants
    • Jonathan Stark, Director, Strategic Risk Solutions
    • Daniel Linton, Senior Consulting Actuary, Pinnacle Actuarial Resources

2:00 THE CELL CAPTIVE (Approved for ICCIE CE Credits)

  • Panel:
    • Renea Louie, ARM, ACI, Fellow, Chief Operations Officer, Pro Group Captive Management Services
    • Joe Marcantel, Director, Talisman Casualty Insurance Co.
    • Jeffery Simpson, Partner, Womble, Bond, Dickinson

3:00 DISCUSSION GROUP: US Regulatory Realm and hot topics in Tax (federal and state) (Approved for ICCIE CE Credits)

  • Panel:
    • Bruce Wright, Senior Counsel, Eversheds Sutherland (US) LLP
    • Kevin Doherty, President of the Tennessee Captive Insurance Association, Dickenson Wright PLLC
    • Chaz Lavelle, Partner, Dentons, Bingham, Greenbaum, LLP 

3:50 WRAP UP