Cayman Captive Forum 2013

Speaker Directory A-Z 22-Oct-2017
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Abell, Dixon W.

No Photo Available
Job TitlePresident & CEO
Company/Organisation:Abell, LLC
CountryUnited States
Speaker Introduction/BioNot ready yet.
Speaker Bio
 
Achtien, Ernest Clark

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Job TitleCFO
Company/Organisation:Captive Resources, LLC
CountryUnited States
Speaker Introduction/BioErnie Achtien is Chief Financial Officer of Captive Resources, LLC ("Captive Resources"). In this capacity, he oversees all financial services provided to Captive Resources captives. He also consults with captives and members on tax issues, and heads the Captive Resources team implementing Section 831(b) captives. He is also a Board member of Well Health, a health insurance captive. Prior to joining Captive Resources he was an insurance tax partner at Ernst & Young.
Speaker Bio
 
Adams, Tom
Job TitlePresident
Company/Organisation:Owner/Operator Services, Inc.
CountryUnited States
Speaker Introduction/BioMr. Adams has spent 40+ years in the insurance industry. Since 1994, he has held the position of President and CEO of Owner/Operator Services, Inc., which is a Plano, Texas based risk management company specializing in captive insurance. Prior to coming to Texas, he ran insurance companies both in Hawaii and the U.S. Virgin Islands.
Speaker Bio
 
Anthony, Isaac

No Photo Available
Job TitleChief Executive Officer
Company/Organisation:Caribbean Catastrophe Risk Insurance Facility
CountryCayman Islands
Speaker Introduction/BioIsaac Anthony is currently the Chief Executive Officer of the Caribbean Catastrophe Risk Insurance Facility (CCRIF), a position he assumed in January 2013. He has over twenty years of senior management experience in the areas of public finance and economic planning having held the positions of Accountant General, Registrar of Insurance, Director of Finance, Permanent Secretary, Finance and more recently, Permanent Secretary, Planning & National Development with the Government of Saint Lucia.

Mr. Anthony served on several Boards, including those of the Caribbean Development Bank and the Eastern Caribbean Central Bank.

He graduated from the University of the West Indies with a Bachelors of Science degree in Economics & Accounting and a Masters in Business Administration.
Speaker Bio
 
Barit, Hugh
Job TitleChairman and CEO
Company/Organisation:P.R.P. Performa Ltd.
CountryBermuda
Speaker Introduction/BioHugh Barit founded P.R.P. Performa Ltd. (Performa) in December 1992 and is currently Chairman and Chief Executive Officer. Performa is one of the largest offshore asset managers in the world dedicated to the captive insurance industry. Prior to forming Performa, Hugh was Vice President and Director of Offshore Marketing for The Matuschka Group, a large global asset management company with offices in Munich, Zurich and London. He began his career at IBM in 1983 where he was responsible for marketing the firm’s products to multinational insurance companies. Hugh holds a Bachelor of Arts degree in Economics from Hobart College.
Speaker Bio
 
Baron, Andrew
Job TitleHead of Group Fixed Income
Company/Organisation:Butterfield Asset Management
CountryBermuda
Speaker Introduction/BioAndy joined Butterfield in 2006 and is responsible for the institutional fixed income teams in Bermuda and Grand Cayman. He is head of the Fixed income Council for Butterfield which is responsible for producing global macroeconomic and interest rate forecasts. The institutional team's primary client base is Captive Insurance companies.
Speaker Bio
 
Barreca, M. Lauree
Job TitleSenior Counsel
Company/Organisation:Johns Hopkins Health System
CountryUnited States
Speaker Introduction/BioLauree Barreca has over 25 years experience in managing Healthcare Risk Management issues and Litigation. Ms Barreca is a Registered Nurse and she received her law degree from The Chicago-Kent College of Law. As a practicing attorney in Chicago she represented both healthcare systems and individual physicians. As Assistant Vice President at MMI Companies, a Healthcare Risk Management firm, she was responsible for the Claims and Risk issues for their clients. She is currently the Senior Counsel at The Johns Hopkins Health System. She is a nationally recognized as a speaker on Legal, Risk, Claims, Insurance and Litigation Management.


Speaker Bio
 
Barry, Brendan
Job TitleSenior Vice President
Company/Organisation:Greenlight Reinsurance, Ltd.
CountryCayman Islands
Speaker Introduction/BioBrendan Barry, has served as Chief Underwriting Officer since August 2011. Prior to that, Mr. Barry was Senior Vice President since September 2006 when he joined Greenlight Reinsurance Ltd. Mr. Barry has over 14 years experience in the property and casualty insurance and reinsurance industry. Mr. Barry has previously served as Vice President of Platinum Underwriters (Bermuda) Ltd. and Senior Underwriter for Hannover Reinsurance (Ireland) Ltd. where he managed a diversified portfolio of reinsurance transactions. Mr. Barry holds a Bachelor of Arts from the National College of Ireland, a post graduate diploma in statistics from Dublin University (Trinity College) and an MBA from Smurfit School of Business (University College Dublin).
Speaker Bio
 
Bartolone, Robert

No Photo Available
Job TitleNational Director, Healthcare Claims
Company/Organisation:Zurich North America
CountryUnited States
Speaker Introduction/BioAs National Healthcare Claims Director, Rob manages a group that handles institutional, physician, medical facility and skilled nursing care malpractice claims throughout the United States. He has handled malpractice claims for the past 17 years for several organizations. He has worked at Zurich for the past 13 years and been a part of Zurich’s claims management team for 8 years.

Prior to handling medical malpractice claims, Rob practiced law in Chicago for 9 years specializing in insurance defense litigation with a concentration in coverage, appellate practice, construction, medical malpractice and product liability. He has also worked as a senior research attorney for the Illinois Appellate Court.

Rob graduated from Marquette University, receiving a B.S. in Biology. He received his J.D. from the John Marshall Law School where he graduated with distinction.
Speaker Bio
 
Bazzell, Michael
Job TitleDetective
Company/Organisation:www.ComputerCrimeInfo.com
CountryUnited States
Speaker Introduction/BioMichael Bazzell has been a full time law enforcement officer for over 15 years. He is currently assigned to the FBI’s Cyber Crimes Task Force where he focuses on open source intelligence (OSINT) collection and analysis. He has trained thousands of individuals employed by state and federal agencies, as well as the private sector, in the use of his investigative techniques. He has also taught several college courses including Ethical Hacking, Computer Forensics, and Computer Crime Investigation. For over a decade, he has been an active member of the elite Technical Operations Group of the Major Case Squad of Greater St. Louis, and served five years as the Director of the Metro-East Regional Computer Crime Enforcement Group. As an active member of these organizations, he has been involved in numerous high-tech criminal investigations including terrorist threats, and high level computer intrusions.
Speaker Bio
 
Becker, Rick
Job TitleDirector
Company/Organisation:Dorada Re
CountryUnited States
Speaker Introduction/BioRick Becker is Chairman and Co-Founder of Clarity Group, Inc. in Chicago, IL. Clarity specializes in the operations management of captive insurance companies owned by healthcare organizations and the management of risk-quality and safety associated with healthcare delivery.
Prior to forming Clarity Group, Rick was Chairman and CEO of MMI Companies, Inc., a publicly traded, international medical malpractice insurance company specializing in the management of risk associated with healthcare delivery.
Rick holds a Bachelors Degree in Finance and a Juris Doctor from West Virginia University.
Speaker Bio
 
Belfort, Jordan
Job TitleKey Note Speaker
Company/Organisation:Jordan Belfort
CountryUnited States
Speaker Introduction/BioPending
Speaker Bio
 
Beutel, Susan Marie

No Photo Available
Job TitleSr. Director Claims & Litigation Counsel Ascension
Company/Organisation:Ascension
CountryUnited States
Speaker Introduction/BioSusan M. Beutel is a R.N., B.S.N., J.D. Senior Director Claims & Litigation Counsel at Ascension. Susan practiced Medical Malpratice Defense for 20 years in Michigan before going in house. She has defended hospitals and doctors accross Michigan in all medical areas.
Speaker Bio
 
Bodden, Patrick
Job TitleDeputy Managing Director, Operations
Company/Organisation:Cayman Islands Monetary Authority
CountryCayman Islands
Speaker Introduction/BioPatrick Bodden, TEP, was appointed to the post of Deputy Managing Director, Operations, of the Cayman Islands Monetary Authority on 1 October 2009.
In this post, Mr. Bodden is responsible for advising and assisting the Managing Director in formulating and implementing policies that are directed through or initiated by CIMA's Board of Directors. He has direct oversight of the Finance, Human Resources, Information Systems, and Currency Operations divisions of CIMA and is a member of the Authority's Management Committee, which is primarily responsible for considering and making decisions on applications for licensing / registration of regulated financial entities.
Speaker Bio
 
Boillot, Sandra
Job TitleVice President, Risk Management
Company/Organisation:Ascension
CountryUnited States
Speaker Introduction/BioSandra R. Boillot is the Vice President, Risk Management for Ascension Health. In this role she is responsible for operational and strategic leadership of claims management, insurance operations, loss prevention programs, and associate health and safety for Ascension Health and its Ministries. Sandy also provides financial oversight of the self-insured and captive programs.
Speaker Bio
 
Brigham, Jeremy
Job TitleDirector
Company/Organisation:Towers Waston
CountryUnited States
Speaker Introduction/BioJeremy is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries and is a Director in Towers Watson's health care practice. Since joining Towers Watson in 2002, Jeremy has specialized in providing consulting services to the health care industry in the medical professional liaiblity arena. His clients include hospitals, healthcare systems and physician groups and their associated risk financing vehicles. Jeremy is still waiting for the medical community to find a cure for hair loss.
Speaker Bio
 
Brown, Carrie
Job TitleDirector - Insurance Practice Leader
Company/Organisation:Deloitte
CountryCayman Islands
Speaker Introduction/BioCarrie Brown is Deloitte’s Insurance Practice Leader overseeing services offered to captive insurance companies, captive managers, and Class A local insurers. Carrie has also developed considerable expertise in investment vehicles and is a CFA charter holder and a Canadian Chartered Accountant. In addition to her client service commitments, Carrie is Deloitte’s Assistant Technical Director, responsible for supporting internal training and consultations on accounting and auditing matters. Carrie also leads the delivery of annual technical training that is offered to local service providers in the financial services industry.
Speaker Bio
 
Carnell, Kevin

No Photo Available
Job TitleCOO/General Counsel
Company/Organisation:RCM&D
CountryUnited States
Speaker Introduction/BioJ. Kevin Carnell
Chief Operating Officer & General Counsel

With over 20 years of experience consulting with institutions, Kevin has gathered a comprehensive purview of the Healthcare world along the way. As Chief Operating Officer and General Counsel of RCM&D, Kevin’s responsibilities include overseeing the firm’s operational divisions and managing all corporate legal matters. He provides consultation to RCM&D clients on the implementation of alternative risk financing programs, captive insurance company formation, and reinsurance negotiation. He has expanded many of RCM&D’s client captive programs to include coverage for unique exposures such as international, medical malpractice, employee stop loss, and cyber liability. As one of the architects of RCM&D’s multi-disciplined consultative service model Kevin helped develop RCM&D’s industry-specific practice areas such as Healthcare and Education.

Speaker Bio
 
Carter, Wes
Job TitlePresident
Company/Organisation:Laurier Indemnity
CountryCanada
Speaker Introduction/BioTo be determined
Speaker Bio
 
Cary, Dana Serafin
Job TitleVice President
Company/Organisation:RCM&D
CountryUnited States
Speaker Introduction/BioDana Cary has the responsibility of servicing, coordination and marketing of the healthcare accounts for RCM&D. Her current responsibilities consist of a wide range of accounts that include integrated delivery systems, alternative risk financing programs and physician programs. Prior to joining the brokerage industry, she worked as a Medical Malpractice Underwriter and a Registered Nurse.
Speaker Bio
 
Cassetta, William M.
Job TitlePartner
Company/Organisation:Honigman Miller Schwartz and Cohn LLP
CountryUnited States
Speaker Introduction/BioBill Cassetta is a partner in the law firm of Honigman Miller Schwartz and Cohn LLP, practicing in the firm's Insurance Department. For more than 30 years, Bill has worked extensively in the areas of insurance and alternative risk financing for health care providers, and he provdes ongoing services to many of the largest and most prestigious health systems in the US. He was recognized by the Government of the Cayman Islands and the Insurance Managers Association of Cayman for his contributions to the captive insurance industry in the Cayman Islands, and he is listed in Best Lawyers in America and Super Lawyers.
Speaker Bio
 
Chapman, William
Job TitleSenior Vice President
Company/Organisation:Gallagher Bassett Services, Inc.
CountryUnited States
Speaker Introduction/BioWilliam A. Chapman; Senior Vice President – Captive Practice Group; Gallagher Bassett Services, Inc. Gallagher Bassett currently manages 31 group captive programs, representing over $960M in underwritten premium, and 2200+ insured captive members.

Bill has over 25 years in the insurance industry (Claims and Account Management) and has been working specifically with captive consultants and group captive programs for the last 16 years.
Speaker Bio
 
Christiansen, Edward J

No Photo Available
Job TitleVP and CRO
Company/Organisation:Boston Medical Center
CountryUnited States
Speaker Introduction/BioEd Christiansen is the Vice President and Chief Risk Officer of Boston Medical Center (BMC), a 600 bed teaching hospital, which is the major teaching hospital of Boston University, and its affiliated 600 physician practice plan. Mr. Christiansen manages the captive insurance programs at BMC. He served as the General Counsel to BMC (and its successor, University Hospital), from 1978 to 2007, when he assumed his present role. He is a graduate of the University of Illinois and Harvard Law School.
Speaker Bio
 
Craig, Alan
Job TitlePartner
Company/Organisation:Campbells, Attorneys-at-Law, Cayman Islands
CountryCayman Islands
Speaker Introduction/BioAlan is a Partner of the law firm Campbells which has operated in the Cayman Islands for over 40 years. Alan advises a wide range international financial institutions and corporate clients on legal and regulatory matters in the Cayman Islands and is recognised as having particular expertise in insurance matters.
Speaker Bio
 
Dalziel, William
Job TitlePartner
Company/Organisation:London & Capital Plc
CountryUnited Kingdom
Speaker Introduction/BioWilliam Dalziel is a Partner at London & Capital and is responsible for London & Capital’s Captive clients. William and his team are involved with all areas of the Captive space, focusing on providing innovative investment solutions coupled with exceptional service. William strongly believes in building relationships and working in partnership with his clients in order to achieve the best results.
Speaker Bio
 
Daniels, Kip
Job TitleVP Compliance & Education
Company/Organisation:NuQuest/Bridge Pointe
CountryUnited States
Speaker Introduction/BioKip Daniels is the Vice President of Compliance and Education for NuQuest/Bridge Pointe – a
national provider of Medicare Set-Aside Allocation (MSA) and Professional Administration
services. Mr. Daniels brings almost a decade of in-depth experience and stellar performance in
the workers’ compensation and liability industry specializing in the development and
implementation of Medicare Secondary Payer (MSP) Compliance and Medicare, Medicaid, and
SCHIP Extension Act (MMSEA) cost-containment programs.

A sought-after speaker, Mr. Daniels is nationally recognized as a thought leader and industry
expert in Medicare Set-Asides in both workers’ compensation and liability cases. He presents
leading-edge, mission-critical information to his diverse audiences in easy-to-understand terms.
Often engaged by carriers, third-party administrators (TPAs) and employers – Mr. Daniels discusses compelling topics to reduce costs and eliminate exposure when settling claims involving MSP and MMSEA exposure.
Speaker Bio
 
Devron, Jeffrey
Job TitleManaging Director
Company/Organisation:Marsh
CountryUnited States
Speaker Introduction/BioJeff Devron is the Chicago Growth Leader and Marsh’s Central Zone Healthcare Practice Leader. He is responsible for the growth of Marsh Chicago including oversight of key client relationships and direct participation in the pursuit of new clients. Additionally, Jeff works with key Midwest healthcare clients on the solicitation, marketing, and management of commercial property and casualty insurance and risk management programs; strategic design and delivery of health care programs structured to meet clients’ goals and objectives; and negotiations to provide the best possible terms and pricing for clients.
Speaker Bio
 
Dowling, Raymond
Job TitlePresident
Company/Organisation:Dowling Advisors, Inc
CountryUnited States
Speaker Introduction/BioRay has over the 30 years experience in the financial services industry. In 2007 he formed Dowling Advisors to provide consulting services to the run off insurance sector and to make principal investments. In 2010 along with an investor group acquired Eastern Atlantic Re which was in runoff. Prior to forming Dowling Advisors Ray was Chief Reinsurance Officer of converium Re responsible for overseeing the successful runoff $2.6 billion reinsurance assumed portfolio. Prior to this Ray worked for leading financial service firms including PWC, Citibank, AIG and Towers Watson. Ray is a CPA and a certified arbitrator.
Speaker Bio
 
Evans, Shawn
Job TitleCEO
Company/Organisation:DC Risk Solutions
CountryUnited States
Speaker Introduction/BioUploaded Document
Speaker Bio
 
First, Brian
Job TitlePresident & COO
Company/Organisation:SPARTA Insurance Company
CountryUnited States
Speaker Introduction/BioBrian D. First, President & COO – SPARTA Insurance Company
Mr. First leads the national underwriting, marketing and operating initiatives of SPARTA Insurance Company, an insurer of Specialty Program and Risk Transfer Alternatives. He is also a member of the Executive Risk Committee for SPARTA. He has successfully guided many new clients through the program implementation and captive formation process. He has particular expertise in national and regional commercial insurance programs, Cayman and Bermuda-domiciled group captives and sponsored captives, rental captives, and cell captive structures. He has authored numerous specialty program and alternative risk articles for industry periodicals and is a regular presenter and panelist at program and alternative risk conferences.
Speaker Bio
 
Goard, Edward

No Photo Available
Job TitleChief Investment Officer-Fixed Income
Company/Organisation:Munder Capital Management
CountryUnited States
Speaker Introduction/BioAs Chief Investment Officer of Fixed Income, Ed is responsible for the oversight of all fixed income strategies and the fixed income team. He joined Munder Capital in 2007 and has 21 years of capital markets and portfolio management experience. He was previously with Barclays Global Investors (BGI) as a senior portfolio manager and the head of interest rate and mortgage strategies where he helped develop and implement multi-sector fixed income strategies and served as a member of the fixed income investment committee.
Speaker Bio
 
Grange, Jeffrey
Job TitlePresident - Specialty Insurance
Company/Organisation:QBE North America
CountryUnited States
Speaker Introduction/BioJeff joined QBE North America in September 2013 and is the President – Specialty Insurance. On an interim basis Jeff also has management responsibility for the Property & Casualty businesses of QBE North America. In this capacity, Jeff reports to David Duclos, Chief Executive Officer of QBE North America

As President – Specialty Insurance, Jeff leads the Company’s Accident & Health, Aviation, Management Liability, Professional Lines, Trade Credit and Surety businesses.

Jeff has more than 25 years insurance experience and previously served as the Chairman of the Group Underwriting Committee and Global Practice Leader for Management Liability & Professional Lines at Torus Insurance. He spent more than 21 years with the Chubb Group of Insurance Companies where he was a Senior Vice President and worldwide manager for their professional liability businesses, which included the legal, technology, life sciences, media/entertainment, healthcare and financial institution customer segments
Speaker Bio
 
Hajek, Anna
Job TitleDirector
Company/Organisation:Clarity Group
CountryUnited States
Speaker Introduction/BioAnna Hajek is President and CEO and Co-Founder of Clarity Group, Inc. in Chicago, IL. Clarity specializes in the operations management of captive insurance companies owned by healthcare organizations and the management of risk-quality and safety associated with healthcare delivery.
Prior to forming Clarity Group, Anna was Executive Vice President of MMI Companies, Inc., a publicly traded, international medical malpractice insurance company specializing in the management of risk associated with healthcare delivery.
Anna is a certified Medical Technologist and holds a Masters Degree in Health Professions Education from the University of Illinois College of Medicine at Chicago and a Certificate in EBusiness from Lewis University Graduate School of Management.
Speaker Bio
 
Harrell, Doug
Job TitlePartner
Company/Organisation:KPMG
CountryCayman Islands
Speaker Introduction/BioDoug has over 25 years experience with KPMG and US tax issues. He is the head of KPMG's US tax department in the Cayman Islands. He has focused on US tax issues as they apply to captive insurance companies for the past 21 years.
Speaker Bio
 
Hart, Judy
Job TitleExecutive Vice President
Company/Organisation:Endurance Specialty Insurance, Ltd
CountryBermuda
Speaker Introduction/BioYou have my bio from last year
Speaker Bio
 
Havlisch, Rebecca
Job TitleSenior Vice President, IRMS
Company/Organisation:Trinity
CountryUnited States
Speaker Introduction/BioRebecca Havlisch is responsible for all aspects of the corporate risk management program, including patient safety/loss prevention, workers’ compensation, employee health and safety, risk financing and claims management programs and oversees the CHE-Trinity Health captive insurance companies
Speaker Bio
 
Hayden, Doug

No Photo Available
Job TitleSenior Vice President
Company/Organisation:Captive Resources, LLC
CountryUnited States
Speaker Introduction/BioDoug Hayden
15 years of Captive Experience with Captive Resourses (P & C and A & H)
28 Years of Business Insurance Experience
1984 Graduate of Michigan State University
Speaker Bio
 
Herbers, Joseph A.
Job TitleManaging Principal
Company/Organisation:Pinnacle Actuarial Resources, Inc.
CountryUnited States
Speaker Introduction/BioJoe Herbers is Pinnacle’s Managing Principal and has over 28 years of consulting experience. His practice is concentrated in providing loss reserving and funding studies for a wide variety of policyholder owned group captives, large deductible and/or self-insured entities,

Mr. Herbers is an Associate of the Casualty Actuarial Society (ACAS), a Member of the American Academy of Actuaries (MAAA) and a Chartered Enterprise Risk Analyst (CERA).
Speaker Bio
 
Hermes, Thomas
Job TitleDirector
Company/Organisation:Towers Watson
CountryUnited States
Speaker Introduction/BioTom is a director with Towers Watson and currently a co-leader of the Healthcare Professional Liability Practice.
Over the past 37 years Tom has provided ratemaking, reserving,strategic and financial planning to well over 100 healthcare captive insurers as well as numerous JUA's, PCF's, doctor and hospital mutual insurers, and self-insured programs.
Tom is a frequent speaker at conferences and seminars including the Cayman Captive Forum and has authored a chapter of ASHRM's "Risk Management Handbook."
Speaker Bio
 
Hilliard, Mary Anne

No Photo Available
Job TitleChief Risk Counsel, VP Safety and Patient Experience
Company/Organisation:ASHRM/Children's National
CountryUnited States
Speaker Introduction/BioMary Anne Hilliard, Esq, BSN, CPHRM, is the Past President of the American Society of Healthcare Risk Management (ASHRM). She currently serves as Chief Risk Counsel, VP of Safety and Patient Experience at Children's National. She's oversees the day to day management of the hospital's captive insurance company, Bearacuda Re. She is a national and international speaker on risk management and patient safety.
Speaker Bio
 
Irvine, Richard
Job TitlePartner
Company/Organisation:PricewaterhouseCoopers
CountryBermuda
Speaker Introduction/BioRick is the Partner responsible for the Bermuda office Tax Practice. He is primarily responsible for providing U.S. tax consulting and compliance services to our insurance, offshore investment funds, and multi-national clients. Since 1988 he has specialized in the tax issues of captive insurance companies, offshore investment funds, offshore financial products and the structuring of offshore companies. He has developed and instructed national tax training courses in creative uses for captive insurance companies. He has also developed and instructed several national tax training courses in the basics of insurance and international taxation. He has coauthored, edited and published several articles dealing with insurance taxation and offshore investment fund taxation. Rick is a regular speaker at RIMs, CICA, SFI, TEI, BIMA, CIMA and IBC sponsored conferences on tax issues of captive insurance companies.
Speaker Bio
 
Jones, Thomas M.
Job TitlePartner
Company/Organisation:McDermott Will & Emery LLP
CountryUnited States
Speaker Introduction/BioTom Jones is a partner at McDermott Will & Emery LLP where he is a member of the Firm’s Tax Department. His practice focuses on federal and state tax, insurance, regulatory and legal matters concerning “captive” and other alternatives to commercial insurance. Tom was a recipient of a special recognition award for captive insurance expertise bestowed by the Cayman Islands Government.
Speaker Bio
 
Karlson, Mark R
Job TitleManaging Director
Company/Organisation:Marsh
CountryUnited States
Speaker Introduction/BioMark is the HealthCare National Practice Leader for Marsh FINPRO overseeing all Management Liability related issues relative to Marsh HealthCare clients. In this role, Mark is responsible for the national delivery of D&O and E&O knowledge and expertise to Marsh Healthcare clients, including advice regarding risk exposures, emerging trends, insurance markets, and insurance placements.
Speaker Bio
 
Klein, Shulamith
Job TitleChief Risk Officer
Company/Organisation:Emory Healthcare
CountryUnited States
Speaker Introduction/BioShulamith Klein is the Chief Risk Officer for Emory Healthcare in Atlanta, Georgia. She has over 35 years of risk management and business insurance experience in the academic and health care sectors. Shulamith oversees Emory’s risk financing program, clinical and non-clinical risk management activities, claims management and a wholly-owned captive insurance program for medical professional and general liability exposures. Raised in New York City, Shulamith holds a Bachelor of Mathematics and Economics from Queens College and a Master of Business Administration from the Lubin Graduate School of Business.
Speaker Bio
 
Lark, Eric I
Job TitleMember
Company/Organisation:Kerr, Russell and Weber, PLC
CountryUnited States
Speaker Introduction/BioEric Lark is a Senior Partner at Kerr, Russell and Weber, PLC in Detroit, where his practice concentrates on structuring, forming and representing alternative risk transfer facilities, including captive insurance companies in numerous domiciles. Mr. Lark has particular expertise in dealing with Cayman-domiciled group captive structures. Mr. Lark is past Chair of the 4000-member Business Law Section of the State Bar of Michigan, is recognized as one of America's leading lawyers for business by Chambers USA®, is named as one of The Best Lawyers in America®, as well as a Michigan SuperLawyer®, and is AV Rated (highest rating) by LexisNexis Martindale Hubbell.
Speaker Bio
 
Leighton, Nick
Job TitleManaging Director
Company/Organisation:Atlas Insurance Management
CountryCayman Islands
Speaker Introduction/BioNicholas Leighton is the Group Managing Director of Atlas and is based in the Cayman Islands. He is responsible for the overall operation of the Atlas Group, including client relations, product development and regulatory compliance.
Mr. Leighton holds an Economics degree from Leeds University, a Master’s Degree in Economics from Manchester University, and is a Scottish Chartered Accountant, with over 20 years of experience in the captive management industry.
Speaker Bio
 
Lewis, Keith P.
Job TitleProfessor and Chairman
Company/Organisation:Boston Medical Center
CountryUnited States
Speaker Introduction/BioKeith P. Lewis, R.Ph, M.D. is Professor of Anesthesiology at Boston University School of Medicine and Chairman of Anesthesiology at Boston Medical Center. Dr. Lewis graduated from the URI College of Pharmacy in 1976. Dr. Lewis’ career has been continuously focused on patient safety. His areas of expertise include cardiac and transplantation anesthesia and motivating change in health-care. Currently, Dr. Lewis is involved in creating OR’s of the Future and developing new health-care approaches to streamline patient flow and avoid waits and delays.
Speaker Bio
 
Malcolm, Nigel
Job TitleSenior Class Underwriter
Company/Organisation:Chaucer
CountryUnited Kingdom
Speaker Introduction/BioNigel Malcolm (Senior Class Underwriter)
Nigel has worked within the London insurance market for 26 years as both a broker (4 years) and underwriter (22 years). He has specialised in healthcare liability since 1989. Nigel assumed the role of Senior Underwriter at Zurich London in 1997 and became Class Underwriter at Chaucer in May 2004.
Nigel is a graduate of Manchester University, an Associate of the Chartered Insurance Institute and a Chartered Insurer. He is a member of the Lloyd’s Market Association (LMA) US E&O Panel.
Speaker Bio
 
Markham, Gary R.
Job TitleChief Executive
Company/Organisation:LSG
CountryUnited States
Speaker Introduction/BioAs a thought leader and educator in claims and litigation management, Gary has nearly 20 years of consulting, technology and BPO experience, based on supporting insurance, TPA and corporate legal clients in more than 70 countries. He has written and published many papers and articles on the subject.
Speaker Bio
 
Meehan, Michael
Job TitleConsultant
Company/Organisation:Milliman, Inc.
CountryUnited States
Speaker Introduction/BioMike is a consultant with Milliman, Inc. Mike specializes in the altermative market and his experience includes loss reserving, ratemaking, retention level analyis, feasibility studies, and pro forma financial projections for captives, risk retention groups, and self-insureds. Mike is a former Board member of the Vermont Captive Insurance Association (VCIA) and a recipient of the VCIA Captive Crusader Award (2005). Mike is Certified Insurance Counselor (CIC), a Certified Risk Manager (CRM), and is a frequent speaker on topics related to alternative risk financing.
Speaker Bio
 
Meidl, Holly D.
Job TitleManaging Director, National HealthCare Practice Leader
Company/Organisation:Marsh
CountryUnited States
Speaker Introduction/BioHolly Meidl is a Managing Director and National Healthcare Practice Leader for Marsh. In this role, she is responsible for Marsh's delivery of insurance brokerage and risk advisory services to Integrated Delivery Systems, Physicians, Senior Care Providers and Managed Care sectors of the healthcare industry.
Speaker Bio
 
Melchior, Eric
Job TitleExecutive Vice President & CFO
Company/Organisation:Greater Baltimore Medical Center
CountryUnited States
Speaker Introduction/BioWill submit later
Speaker Bio
 
Morris, Alan
Job TitleChief Actuary
Company/Organisation:Cayman Islands Monetary Authority
CountryCayman Islands
Speaker Introduction/BioMr. Alan Morris is the Chief Actuary at the Cayman Islands Monitory Authority. Mr. Morris has over twenty years experience in the insurance, reinsurance, financial risk management, hedge fund, indemnity and managed health care, longevity risk / life settlements and insurance linked securities areas, having worked in the regulatory, audit, insurance and consulting sectors. His wealth of experience has previously been applied in the Cayman Islands through his appointment as the Director of Actuarial Services and Financial Risk Management for a Big Four public accounting firm in the Cayman Islands. Mr. Morris is a Member of the American Academy of Actuaries (MAAA) and a Member of the Casualty Actuarial Society (ACAS) and holds University Degrees in Mathematics and Engineering from Trinity College, Connecticut.
Speaker Bio
 
Moseley, Fiona
Job TitlePresident / Director
Company/Organisation:Advantage International Management (Cayman) Ltd
CountryCayman Islands
Speaker Introduction/BioMrs. Moseley, having joined Advantage International Management (Cayman) Ltd. (formerly Crusader International Management) at its inception in 1993 and serving most recently as its President, has over 20 years’ experience in international insurance and finance operations and possesses extensive knowledge and experience in offshore variable life and annuity and captive management programs.

Speaker Bio
 
Mullen, Peter
Job TitleCEO Aon Captive & Insurance Management
Company/Organisation:Aon
CountryUnited Kingdom
Speaker Introduction/BioPeter Mullen is the CEO of Aon’s Global Captive and Insurance Management business. He has worked in the risk finance arena since 1986 and has extensive experience working with captive insurance companies, including fronting, reinsurance and management.
Aon manages around 1200 captive and insurance entities worldwide with a staff of 500 and is licensed in over 30 domiciles.
Peter currently serves on the Aon Global Risk Consulting Board as well as the Aon GRIP Solutions Global board.
Speaker Bio
 
Nash, Daniel R
Job TitleNational Healthcare Practice Leader
Company/Organisation:Zurich
CountryUnited States
Speaker Introduction/BioDan leads the healthcare practice group for Zurich, where his focus is growing business across all market segments. He previously held a regional leadership role for Zurich's Specialty Products. Prior to joining Zurich, Dan worked as a broker for Marsh and Willis in their healthcare practices. He also worked in the governmental affairs division of the Illinois State Medical Society lobbying for tort reform and other healthcare issues. He started his career as a medical professional liability underwriter. Dan has his CPCU and is an active member of ASHRM, HFMA and PLUS.
Speaker Bio
 
Neff, R. Matthew
Job TitleChairman of the Board
Company/Organisation:IU Health Assurance, Ltd.
CountryUnited States
Speaker Introduction/BioMr. Neff is the Chairman of the Board of IU Health Risk Retention Group and IUH Assurance Ltd., an offshore reinsurer located in the Cayman Islands. He is the President of CHV Capital, Inc and is also the Chairman of the Board of AIT Laboratories, a contract research laboratory. Mr. Neff also sits on the Boards of Directors of Perfinity BioSciences, Inc., Cerephex Corporation, and iScience Interventional, portfolio companies of CHV Capital.

Mr. Neff graduated a Phi Beta Kappa from DePauw University and was awarded a B.A. in English with highest honors. In 1980, he earned a Juris Doctor degree from Indiana University with high honors.
Speaker Bio
 
O'Bryant, Mark
Job TitleBoard Member
Company/Organisation:Dorada Re
CountryUnited States
Speaker Introduction/BioMark O’Bryant is President and Chief Executive Officer of Tallahassee Memorial HealthCare, Inc., and assumed the role as leader of the 772-bed regional tertiary facility in July 2003.
Prior to his recruitment to Tallahassee, Mr. O’Bryant came from Memorial Health Care System, Chattanooga, Tennessee, a 420-bed hospital organization affiliated with the Catholic Health Initiatives. As Sr. Vice President and Chief Operating Officer, he directed the strategic and operational activities of the organization.
Mr. O’Bryant is a Diplomat in the American College of Health Care Executives.
Speaker Bio
 
Owen, Simon

No Photo Available
Job TitleManaging Director
Company/Organisation:Folio Insurance Management (Cayman) Limited
CountryCayman Islands
Speaker Introduction/BioSimon Owen has worked in the finance industry for over 19 years, specializing in investment strategies and insurance and reinsurance solutions. He is an accredited member of the Society of Trust and Estate Practitioners.

Simon spends a considerable amount of time in Latin America, recently establishing an AM BEST A rated Cayman SPC structure for a large Financial Services client. He has extensive interaction with businesses and professionals across the region, and is a regular speaker at international finance and insurance events.
Speaker Bio
 
Pacini, Sarah
Job TitleVP, Risk Management & Insurance
Company/Organisation:Advocate Health Care
CountryUnited States
Speaker Introduction/BioAs the Vice President of Risk Management and Insurance and the Chairperson of Advocate Insurance SPC at Advocate Health Care, Sarah is responsible for developing, implementing and directing the System-wide Risk Management, Claims Management, Risk Financing, and Insurance.
Speaker Bio
 
Pentney, Damian
Job TitlePartner
Company/Organisation:PricewaterhouseCoopers
CountryCayman Islands
Speaker Introduction/BioDamian is a Partner in the Cayman Islands firm of PwC and has over 20 years professional experience auditing insurance companies in both the United Kingdom and in the Cayman Islands. He is a fellow of the Association of Chartered Certified Accountants and a member of the Cayman Islands Society of Professional Accountants. Damian’s experience in the financial services industry includes domestic market insurers, local general insurance companies, captive insurance, reinsurance companies and insurance linked securities.
Speaker Bio
 
Penwell, Scott C.
Job TitlePartner
Company/Organisation:Rhoads & Sinon LLP
CountryUnited States
Speaker Introduction/BioScott Penwell is a partner at Rhoads & Sinon LLP and heads up the law firm’s insurance practice group. Mr. Penwell represents regulated insurance companies in the United States, insurance agents and captive insurance companies that are domiciled both on-shore and off-shore. Mr. Penwell is a founder, shareholder and director of Eastern Insurance Holdings, Inc, a publicly-traded monoline workers compensation company that writes business in 30 states and has a segregated portfolio facility in the Cayman Islands. Mr. Penwell is also a founder, shareholder and chairman of the board of directors, of Great Falls Insurance Company, a Maine domiciled and licensed monoline workers compensation company started in 2010.
Speaker Bio
 
Phillips, Lynn
Job TitlePro Rodeo Announcer
Company/Organisation:-
CountryUnited States
Speaker Introduction/BioRisk Management - The view from a horse's rear end!
Professional Rodeo Announcer and Cowboy Poet, Lynn Phillips, presents an enlightening, entertaining, and introspective analysis of risk management - with a twist.
In addition to being featured at some of the world's most prestigious rodeos, Phillips speaks from an array of real life experiences. Experiences obtained in some of the world's most dangerous and risky professions - from a board room to an operating room, from the cockpit of a fighter jet, and the burning deck of an off-shore drilling rig. "EXPECT THE UNEXPECTED"!
Speaker Bio
 
Poe, Michael D
Job TitleDirector
Company/Organisation:Towers Watson
CountryUnited States
Speaker Introduction/BioMichael is a consulting actuary at Towers Watson with over 25 years of experience. He provides actuarial services to a number of health systems in the District of Columbia, Maryland and Virginia, most of whom utilize captives in their risk finance programs.
Speaker Bio
 
Pulman, Gareth
Job TitleSenior Investment Consultant
Company/Organisation:RBC Wealth Management
CountryCayman Islands
Speaker Introduction/BioGARETH PULMAN is a Senior Investment Consultant in the Cayman Islands office of RBC Wealth Management. He is responsible for developing, implementing and managing investment solutions for institutional clients, trusts and high-net-worth private individuals based in the Caribbean and Americas regions.
Speaker Bio
 
Ramsey, John
Job TitleSenior Vice President
Company/Organisation:Marsh
CountryCayman Islands
Speaker Introduction/BioJohn is the Manager of the Risk & Insurance Advisory Practice for Marsh Cayman Islands. He oversees the client management, brokerage, and advisory services providing risk management and insurance solutions for a wide spectrum of clients. John joined the Cayman Islands operation in 2006 after transferring from the Marsh Atlanta office.
Speaker Bio
 
Ramsey, Michael
Job TitleVice President
Company/Organisation:Wells Fargo Bank N.A.
CountryUnited States
Speaker Introduction/BioMike Ramsey is a Vice President and Business Development Officer representing the Wells Fargo Collateral Trust product in the United States, Latin America, the Caribbean, Bermuda, and the Pacific Rim. He joined Wells Fargo in 2007 and brings over 15 years of experience in insurance, financial services sales, and management to the team. Mike has delivered educational seminars to thousands of insurance brokers, captive managers, risk managers, corporate treasury personnel, law firms, and consultants worldwide. Mike was graduated with a bachelor’s degree by Washington State University. He is based out of our New York office and resides in Seattle.
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Rapciewicz, Peter
Job TitleVice President
Company/Organisation:AIG
CountryUnited States
Speaker Introduction/BioPeter Rapciewicz is a Vice President representing the Alternative Risk Division of AIG’s Commercial Casualty area. Over the past 12 years, Peter has worked within AIG’s Commercial Casualty Risk Management Group holding various roles. In his current role he provides oversight of Alternative Collateral, Captive Insurance Programs, and Fully Funded Insurance Solutions.
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Reis, Pedro
Job TitleDeputy Head of Insurance Division
Company/Organisation:Cayman Islands Monetary Authority
CountryCayman Islands
Speaker Introduction/BioMr. Pedro Reis is the Deputy Head of the Insurance Supervision Division of CIMA. With over 12 year of experience in both the financial services industry and insurance regulatory fields, he is a former auditor and consultant, having worked for 2 of the big 4 Public Accounting Firms, in various countries.
Mr. Reis holds a Bachelor’s degree in Business Administration, a Master’s in Finance and a Post-Graduation degree in Corporate Finance. He also holds a Chartered Accountant qualification and is a member of the Cayman Islands Society of Professional Accountants.
Speaker Bio
 
Rice, Tim
Job TitleBoard Member
Company/Organisation:Dorada Re
CountryUnited States
Speaker Introduction/BioTim Rice was named as President and Chief Executive Officer of the Cone Health System, in August 2004, and has served his entire 35 year career in that same organization.
Mr. Rice has a Bachelor of Science in Pharmacy from Washington State University and a Masters in Health Administration from Duke University. He is a Fellow in the American College of Health Care Executives. Mr. Rice is very active in the community and in health care nationally, including serving on the Board of The Joint Commission.
Speaker Bio
 
Robertson, Julie
Job TitlePartner
Company/Organisation:Honigman Miller Schwartz and Cohn LLP
CountryUnited States
Speaker Introduction/BioJulie Robertson is a partner of Honigman Miller Schwartz and Cohn LLP who joined the firm in 1990. She received her Bachelor of Arts degree, with distinction, from the University of Michigan and her Juris Doctor degree, cum laude, from Wayne State University. She is admitted to practice in Michigan and Ohio and is a member of the American Health Lawyers Association, the American Society of Healthcare Risk Managers and the Captive Insurance Companies Association.

Ms. Robertson concentrates her practice in the area of alternative risk financing for health care providers and has over fifteen years’ experience in that area. She represents businesses (both taxable and tax-exempt) across the country in connection with their alternative risk programs and is a frequent lecturer on alternative risk programs at national conferences.
Speaker Bio
 
Scher, Marc Bryan
Job TitlePartner
Company/Organisation:KPMG LLP
CountryUnited States
Speaker Introduction/BioMarc Is the Partner In charge of KPMG LLP’s Global and U.S. Healthcare audit practice.   In his 30 Years at KPMG he has worked with a wide range of Provider, Payors, Biotech and life science organizations and routinely provides advice and presentations on how healthcare is evolving globally. 
Speaker Bio
 
Schimmel, Geri

No Photo Available
Job TitleDirector
Company/Organisation:Baptist Health South Florida
CountryUnited States
Speaker Introduction/BioGeri Schimmel, R.N., BSN, M.S., LHRM, CPPS
Geri Schimmel is Director of the Patient Safety Partnership (PSO) at Baptist Health South Florida. She has over 20 years of clinical nursing and corporate consultant experience. In 2000, her focus on patient safety began. Currently she coordinates the patient safety organization including the proactive patient safety campaign. She frequently speaks at national seminars on patient safety/ risk management including the Versant RN residency program. Memberships include ANA, NPSF FSHRMPS, and ASHRM.

Speaker Bio
 
Scrivener, Paul
Job TitlePartner
Company/Organisation:Solomon Harris
CountryCayman Islands
Speaker Introduction/BioPaul Scrivener is a partner with Cayman Islands law firm, Solomon Harris, where he heads up the insurance group. Paul is recognised as a leading captive insurance lawyer in the Cayman Islands and works on a regular basis with captive owners, onshore brokers and Cayman insurance managers both on the set up and ongoing operation of Cayman captives. Paul has particular expertise with cell captives and was instrumental in the development of Cayman’s recently enacted incorporated cell company legislation.
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Smith, Larry L.
Job TitlePresident
Company/Organisation:Greenspring Financial Insurance Limited
CountryUnited States
Speaker Introduction/BioSince February 2001, Larry L. Smith, JD has served as Vice President of Risk Management Services for MedStar Health, the largest community-based not-for-profit healthcare provider in the Baltimore-Washington, D.C. area. Serving also as president of both MedStar’s Cayman-domiciled captive insurance company and its D.C.-domiciled risk retention group, Larry is responsible for the design, implementation and administration of MedStar’s broad and comprehensive risk management, self-insurance and commercial insurance program.
Speaker Bio
 
Snyman, Melanie
Job TitleDirector
Company/Organisation:PricewaterhouseCoopers
CountryCayman Islands
Speaker Introduction/BioSpecialist area: Insurance

Melanie is a Director at PwC in the Cayman Islands. She has over 11 years of professional experience specifically in the financial services industry, all of which have been with PwC in South Africa and the Cayman Islands. Her client base includes a variety of captive insurance companies, with a particular focus on group captive insurance companies, health care captives and SPC captives. Melanie is a member of the South African Institute of Chartered Accountants and the Cayman Islands Society of Professional Accountants (CISPA).
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Stewart, Tom S
Job TitlePresident
Company/Organisation:Innovative Captive Strategies, Inc.
CountryUnited States
Speaker Introduction/BioTom Stewart is the President of Innovative Captive Strategies. He is responsible for leading all facets of the company and was the lead architect in forming the firm's mutual fund accessed by ICS captive clients. He remains directly involved with the Board of Directors on guiding the strategic direction of the Fund.
Speaker Bio
 
Tabler, Norman Gardner
Job TitleAttorney
Company/Organisation:Faegre Baker Daniels
CountryUnited States
Speaker Introduction/BioNorm Tabler is an attorney in the Health & Life Sciences Practice Group of Faegre Baker Daniels. He is former general counsel of Indiana University Health System, where he served as Chairman of the Boards of Directors of that system’s captive insurance company and risk retention group. He has written and lectured frequently on health and insurance law.
Speaker Bio
 
Terzer, Carl
Job TitlePrincipal
Company/Organisation:CapVisor Associates, LLC
CountryUnited States
Speaker Introduction/BioCarl Terzer is Principal and Founder of CapVisor Associates, LLC, an SEC-Registered Investment Advisor, that specializes in captive advisory services consisting of Consulting (“Rent-A-CIO”), Manager Search and asset allocation and portfolio optimizations. He brings more than 28 years of insurance asset management experience, over 13 of which have been focused on working with Captives, Self Insurers, RRG’s, etc., to the task of correlating clients’ investment strategy with their business objectives and risk tolerance to optimize their investment performance.
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Towle, Anne Marie
Job TitleSenior Captive Consultant
Company/Organisation:Willis Global Captive Practice
CountryUnited States
Speaker Introduction/BioIn the Willis Global Captive Consulting Practice, Anne Marie is responsible for the development and execution of alternative risk financing consultancy services for the captive insurance marketplace.Anne Marie joined Willis in 2009 and has expertise in a broad spectrum of captive and alternative risk transfer mechanisms. She has over 14 years of experience with diverse projects and has worked with captives and other alternative risk transfer vehicles in many key onshore and offshore domiciles.
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Travers, Anthony Brian
Job TitlePartner
Company/Organisation:Travers Thorp Alberga
CountryCayman Islands
Speaker Introduction/BioAnthony Travers, OBE, is the Chairman of the Cayman Islands Stock Exchange, former Chairman of Cayman Finance and former President of the Cayman Islands Law Society.

On 1st December 2012 Anthony stepped back into private practice as the Senior Partner of Cayman Islands and BVI boutique law firm Thorp Alberga, which was renamed Travers Thorp Alberga.
Speaker Bio
 
Trundle, James
Job TitleSenior Account Manager
Company/Organisation:Kane (Cayman) Limited
CountryCayman Islands
Speaker Introduction/BioTo follow
Speaker Bio
 
Walter, Steve R.
Job TitleSVP / Corporate CFO
Company/Organisation:Community Medical Centers
CountryUnited States
Speaker Introduction/BioStephen R. Walter has been associated with Community Medical Centers since January 2006, as Executive Vice President and Corporate Chief Financial Officer.

Mr. Walter has 30 years of healthcare experience and previously worked for Sutter Health, Dignity Health (Catholic Healthcare West), Republic Health (Tenet), and Cambio Health Solutions/(Quorum).

In 2006 Mr. Walter implemented CMC’s Captive insurance program here in the Cayman Islands. To date, the Captive has saved CMC over $30 million.
Speaker Bio
 
Watt, David
Job TitleDirector
Company/Organisation:KPMG
CountryCayman Islands
Speaker Introduction/BioDavid is a licensed U.S. CPA in the State of Virginia. David is a member of AICPA, the Virginia Society of Professional Accountants and CISPA.

David has worked with KPMG’s Insurance practice in the Cayman Islands for over 10 years. His clients have ranged from small and mid size privately held companies to major publicly held corporations. David’s client portfolio is concentrated to auditing insurance and reinsurance companies, including special purpose insurance linked vehicles.

David’s has extensive knowledge of the financial services industry sector, US GAAP and IFRS.
Speaker Bio
 
White, Stephen B.
Job TitleBusiness Development Director
Company/Organisation:Kane Group
CountryCanada
Speaker Introduction/BioIn his current role with The Kane Group as a Director – Business Development Stephen acts as a business development leader, designing and implementing a comprehensive business development plan for captive insurance structures.
Speaker Bio
 
Wilcox-Berriel, Sonja S.
Job TitleChief Risk Officer
Company/Organisation:Oakwood Healthcare, Inc.
CountryUnited States
Speaker Introduction/BioSonja Wilcox-Berriel joined Oakwood in 2007 as the Chief Risk Officer. Prior, she was the Vice President of Claims with a Third Party Administrator in Southeast Michigan, managing high exposure medical malpractice claims for 13 Michigan hospitals. She has practiced law as a medical malpractice attorney and is a certified mediator in both New York and Michigan. In addition, Sonja was Claims Manager for Trinity Health managing fiduciary, director & officer, employment, and medical malpractice claims in Idaho and Maryland. Sonja is a certified professional in healthcare and risk management, she has obtained her juris doctor and her master of laws in intellectual property and alternative dispute resolution. She is a member of the American Bar Association, Michigan Bar Association, and the Michigan Society for Health and Risk Management.
Speaker Bio
 
Wimmer, Brian
Job TitleInvestment Analyst
Company/Organisation:Vanguard
CountryUnited States
Speaker Introduction/BioBrian Wimmer, CFA, is an investment analyst in Vanguard Investment Strategy Group, where he conducts research on a wide range of issues related to portfolio construction and investment performance. Before his current role, he worked in Vanguard Strategy and Finance Group, evaluating the financial viability of new business initiatives and capital investments. Mr. Wimmer earned a B.S. in finance from Susquehanna University.
Speaker Bio
 
Wright, Paul Bruce
Job TitlePartner
Company/Organisation:Sutherland Asbill & Brennan LLP
CountryUnited States
Speaker Introduction/BioP. Bruce Wright is a partner in the tax department at Sutherland Asbill & Brennan LLP, where he is involved on a regular basis in tax and insurance regulatory issues, including representation of property and casualty insurance companies, formation of single parent/group captive insurers, counseling of risk retention groups and creation of various types of alternative risk mechanisms, including, among others, "rent-a-captives," "cell companies," "side cars" and "cat bonds." Mr. Wright holds the CPCU designation and speaks regularly at captive industry conferences.
Speaker Bio
 
Zacharopoulos, Thomas
Job TitleManaging Principal
Company/Organisation:Integro Insurance Brokers
CountryUnited States
Speaker Introduction/BioTom Zacharopoulos or Zach is Integro's Chicago Office Head as well as managing the firm's key market relationships. His primary area of expertise is Director's and Officers Liability and Professional Liability. His past involvement have included some high profile mega settlement claims with names such as Bank of America and WorldCom. He has also crafted merger facilitation programs in excess of $1B in limits. Tom has attended Cornell University for his Bachelors and DePaul University for his MBA.
Speaker Bio
 
Zawodny, Yvonne
Job TitleAssistant Vice President
Company/Organisation:Baptist Health South Florida
CountryUnited States
Speaker Introduction/BioYvonne Zawodny, R.N., LHRM, CPHRM
Yvonne D'Angelo Zawodny is Corporate Assistant Vice President of Risk Management/Patient Safety for Baptist Health South Florida. Ms. Zawodny has been with Baptist Health South Florida since 1976, beginning her career as a registered nurse. In 1987 she became risk manager. She received her degree in nursing from Miami Dade College and a bachelor’s degree from Barry University. She is a member of FSHRMPS, ASHRM, AHA, RIMS and SFHA. She volunteers as a mentor in the Women of Tomorrow program and is a frequent guest speaker at symposiums and seminars regarding risk management, claims management and patient safety.
Speaker Bio
 
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