Bill Bartlett is President of Bartlett Actuarial Group, Ltd., an independent property and casualty actuarial consulting firm providing services to clients in the alternative risk transfer market. The firm specializes...
Evan D. Bennett is a Reinsurance and Insurance consultant in Chicago, Illinois. He has over 30 years of experience in the insurance/reinsurance industry and has been involved in reinsurance audits...
Kate Boucher is Director of Captive Management of Premier Insurance Management Services (PIMS) PIMS is wholly owned by Premier, Inc. The Premier healthcare alliance is made up of more than...
Duties: Mike joined Marsh Halifax in 2008. In June 2011 he accepted a position with Marsh Cayman. Mike has direct responsibility for the daily operations and financial reporting for a...
Michael, formerly with Johnson Lambert and Company, worked on a wide variety of commercial property-casualty insurers and reinsurers, captive insurers, risk retention groups, cell captives, and other alternative risk mechanisms....
Michael Burns is a Partner on the Insurance Team within the Corporate and Commercial Practice Group. He specializes in all aspects of insurance with an emphasis on corporate finance, alternative...
Joel is a consulting actuary and a principal with Milliman — a firm he has been with since 1987. Joel’s property and casualty insurance experience includes loss reserving, premium reserving,...
William Dalziel joined London & Capital in March 2005 and he is responsible for new and existing clients in the Caribbean and Latin America. He has 30 years experience of...
Kathy Davis is the Deputy Managing Partner and Chief Operating Officer of Downs Rachlin Martin PLLC in Burlington, VT. Kathy concentrates her practice in regulatory and corporate law, with an...
Martin Eveleigh serves as Chairman of Atlas Insurance Management, which he formed in 2002. He has an M.A. from Oxford, where he read Jurisprudence and is a Barrister-At-Law. He is...
Dan joined Premier Insurance Management Services, Inc. (PIMS) as Director of Law Department Operations in 2002. He is responsible for managing hospital and physician claims, for both primary and excess...
Wendy Fisher is the Director of Regulatory Affairs for New Home Warranty Insurance Company, A Risk Retention Group and the Home Buyers Warranty group of companies. Wendy has over twenty-three...
Jason manages the Beecher Carlson’s alternative risk operations within the US, Bermuda and Cayman Islands. Beecher Carlson is presently the 3rd largest captive manager worldwide by premium volume, managing complex...
Belinda is the Director of Captive Programs for the Tennessee Department of Commerce and Insurance (“TDCI”) and is based out of Nashville, TN. She joined the TDCI in June, 2020,...
Donna Marques Foti is the Senior Director of Claims Administration for MAC Risk Management, Inc, an Ahold USA company. MAC is the Third Party Administrator for Ahold’s Captive Insurance Program....
Lauren is a Manager in the Burlington, Vermont office of Johnson Lambert LLP. Her responsibilities consist primarily of providing audit and other related services to various insurance entities. Since joining...
Melissa is the Regional Manager of Strategic Risk Solutions mid-Atlantic region for captive management. She is responsible for overseeing the development and ongoing management of SRS’s Washington DC and Delaware-domiciled...
Jon Harkavy, Counsel Risk Services, has for many years been a strong advocate in the legal and political arena on behalf of the alternative insurance market community. He served for...
Beth is Senior Claims Counsel with Gallagher Bassett Services, Inc./Western Litigation. She has over 25 years experience in healthcare operations, health care risk management, patient safety culture, professional liability litigation...
Monte D. Jahnke is a Member of Kerr, Russell and Weber, PLC and from the inception of his practice has specialized in the formation and regulation of insurance entities. Mr....
Rebecca James, CPA, is Partner in the Burlington, Vermont office of Johnson Lambert LLP. Her responsibilities consist primarily of providing audit, tax, and other related services to various insurance entities...
Tom Jones has been a partner in the Tax Department of the Chicago office of McDermott Will & Emery LLP, a 1,000-plus attorney international law firm, for more than 20...
Keith Jones concentrates in the areas of insurance, financial services and health care, with a specialization in the formation and operation of captive insurance companies and risk retention groups. He...
An insurance professional with extensive experience in traditional and alternative markets and insurance regulation. Skilled in sales, marketing, business development, and management at branch, regional, and corporate levels. Designed, developed,...
Chris is an consulting actuary with the Boston office of Milliman, Inc. She joined the firm in 2003. Chris’s experience includes loss reserving, feasibility studies, and ratemaking for clients, including...
Dan Kugler is the VP Enterprise Risk Management for the REV Group. The REV Group is a leading manufacturer of motor vehicles for bus, emergency, specialty and recreation markets worldwide....
During his 25+ years in the insurance business, Dan engaged in commercial underwriting in both primary and reinsurance markets. This included the underwriting of large multinational accounts and the management...
Karin Landry is Managing Partner for Spring Consulting Group, LLC. Karin has more than 20 years of experience in the insurance, health care, risk financing, retirement and benefits industries. She...
CAREER EXPERIENCE Reinsurance and Insurance Network, LLC (RAIN), Washington Crossing, PA January 2011 to present Founder Independent consult and broker offering clients access to a network of insurance and reinsurance...
Jessica is a Principal with Johnson Lambert & Co. LLP, responsible for providing audit, consulting services and engagement management to various property casualty insurers including commercial insurance companies, risk retention...
Stephanie Mapes led the Captive Insurance team at Paul Frank + Collins. Her practice included forming and advising clients with respect to pure and association captives, risk retention groups, protected...
Andy has responsibility for the primary operating companies of Camlann Holdings Ltd. including the Allegro insurance management operations which provide reinsurance facilities, management, and consulting services in the offshore insurance,...
CURRENT RESPONSIBILITY Mary Ann McMahon is a consulting actuary with the Boston office of Milliman. She joined the firm in 2001. EXPERIENCE Mary Ann has been involved in a variety...
Mike is a veteran of the insurance industry having served as an underwriter, broker, manager and consultant. He is currently the Editor of Captive Insurance Company Reports and the President...
Sergio is responsible for the coordination and oversight of accounting and financial aspects of The Corinthian Group’s reinsurance and affiliated company operations. Before joining The Corinthian Group, Sergio worked with...
Kevin Moriarty is an attorney of counsel with the law firm Downs Rachlin Martin PLLC (“DRM”) in Burlington, Vermont. Before rejoining DRM in December 2008, Kevin was an associate and...
Robert H. (“Skip”) Myers, Jr. is the managing partner of the Washington, D.C. office of the law firm of Morris, Manning & Martin. His practice specializes in financial services regulatory...
Nick Newman’s career spans over 38 years, all in the insurance field, beginning with American Mutual Liability Insurance Company in 1968 as a salesman. After four and one half years...
John J. O’Brien JD, CLU, CPCU was an attorney, expert witness and captive insurance specialist. He wrote extensively on risk, insurance and captives insurance, addressed conferences and testified as an...
Peter is a Canadian Chartered Accountant, having qualified for his designation in 1983. Peter relocated from Vancouver, Canada to Bermuda and attained the position of Senior Manager with Deloitte &...
Gary Osborne is President of USA Risk Group. In this role he is responsible for developing innovative alternative and traditional risk strategies and programs for clients and prospects of USA...
Arthur Perschetz serves as counsel in Baker & Daniels’ insurance and finance services group where much of his practice focuses on forming captive insurers and risk retention groups and is...
Ryan Peruski is a Partner with the law firm Honigman based in Michigan. He has been with Honigman since 2015. Prior to that he was with Ernst and Young, LLP....
Carol is Director, Insurance at Kroll Bond Rating Agency (KBRA) where she focuses on credit-ratings for captives, reinsurers and alternative capital providers. Carol joined KBRA’s analytic team in May 2017...
Christopher is responsible for the management and supervision of a portfolio of single-parent, group captive insurance companies, and risk retention groups managed from the SRS Vermont office. His activities include...
Carolyn is a Partner in the Burlington, VT office and has over 12 years of experience in public accounting. Carolyn’s main focus is providing audit services to the industries that...
PROFESSIONAL QUALIFICATIONS • Over 25 years of experience in effectively managing service teams in meeting company objectives; • Strong project management, analytical, and problem solving skills; • Ability to work...
Sean is a strategic leader specializing in the commercialization of innovation, technology, and analytics around risk. He is a proven collaborator in building differentiated product proposition, go-to-market strategy, and delivering...
Donald J. Riggin, CPCU, ARM – Practice Leader, Alternative Risk Donald J. Riggin joined Albert Risk Management Consultants in April of 2006. As the leader of the firm’s Alternative Risk...
Current responsibilities: Colin is responsible for the day-to-day management of a portfolio of our Cayman Islands captive insurance company clients, providing accounting, regulatory compliance and general management services. He coordinates...
Michael is a partner with DrinkerBiddle. He has been with the firm since 1987. Michael is a vice chair of the firm’s Employee Benefits & Executive Compensation Practice Group. Michael’s...
Geof is Senior Vice President of Risk Management at Banknorth Insurance Group based in Portland, Maine. He is responsible for developing and implementing top-notch risk management programs for Banknorth and...
Peter Toy is Vice President of the Specialty Markets Unit for Munich Reinsurance America, Inc., working exclusively with alternative market clients. His company provides risk transfer, risk sharing and risk...
Craig Watanabe is the Western Regional Manager of Strategic Risk Solutions, Inc. (SRS), a leading independent captive insurance consulting and management firm. He is responsible for the oversight and development...
Kate Westover recently joined Innovative Captive Strategies, Inc. (ICS) as Vice President, Alternative Risk Financing Services. Prior to that Kate was president of Captive Advisory Services, a member of the...
Derick is the Managing Director, Corporate Governance and Compliance of Strategic Risk Solutions, (VT), Ltd. He has been in captive insurance since 1989. Prior to joining SRS, Derick was the...
Charlie Woodman is Senior Vice President and Practice Partner for Willis Risk Finance. He is the practice leader for Risk Finance, a risk management advisory for strategic risk solutions […]
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David J. Angus, II practices law with the Captive Insurance, Business + Transactions, and Taxation teams at Paul Frank + Collins. Dave has advised captive insurance companies and risk retention...
Healthcare Risk & Insurance Executive Clinical Risk Management Professional Liability Insurance Program Development Preventive Loss Control Healthcare and insurance professional with 25 + years of proven success in...
Lindy Burch-Durkee is an Audit Manager at Johnson Lambert, where she performs all aspects of the audit including planning, fieldwork, and reporting for a wide variety of clients including captive...
Mr. Campbell, partner at Drinker Biddle & Reath LLP, is a nationally-recognized figure in employer-sponsored retirement plans. He counsels his clients in ERISA Title I issues and litigation, including fiduciary...
Accomplished alternative risk transfer and captive insurance professional with a lengthy resume of designing unique and customized risk financing arrangements for client specific goals and objectives. Special emphasis in the...
As Director of Insurance Solutions, Greg focuses on the development of portfolio management strategies and risk management solutions for both commercial insurance companies and risk-bearing entities in the world of...
Jesse Crary concentrates his practice on captive insurance, commercial transactions, regulatory compliance and general corporate matters. Through his extensive work representing and advising captive insurance companies and risk retention groups,...
Sarah Demerling is Co-Lead of the Insurance practice of Walkers Bermuda and Leads the Bermuda Investment Funds practice, with a specialty in ILS. Sarah has been involved in the financial...
Courtney is Director, Global Captive Management at Hylant. She began her career in the captive insurance industry in 2012 with Marsh, starting as an Account Administrator. Over the past 13...
Kevin Doherty is an attorney for Dickinson Wright. He practices in the area of insurance regulation and captive insurance. He serves as President of the Tennessee Captive Insurance Association, Inc.,...
Michael Douglas Director, Business Development – Americas -Captive Insurance Aon Global Risk Consulting Current Responsibilities: Mike Douglas is responsible for business development for Aon Captive and Insurance Management including the...
Adam Dubuque, CPA, ARM, ARe is a Partner in the Burlington, Vermont office of Johnson Lambert. His responsibilities consist primarily of providing audit, tax, and other related services to various...
Courtney Faust is VP of Legal, Regulatory and Compliance at Renascent Protection Solutions. She focuses her practice on the formation, licensing, regulation and governance of companies in the traditional and...
Tony Greer practices in the areas of insurance, administrative and regulatory, and tax law. Mr. Greer has advised captives, risk retention groups, traditional insurers, multiple employer welfare associations, self-insureds, and...
Kim is a principal and consulting actuary with the Boston office of Milliman. She joined the firm in 2005. Kim’s property and casualty insurance experience includes loss reserving, valuation studies,...
Jonathan Habart is Insurance Regulatory Compliance and RRG Officer at Marsh Captive Solutions. Prior to that, he was Director of Captive Insurance Accounting at Davies, where he oversaw accounting and...
Experience Johnson Lambert LLP (2013-Present) Actively participates in client engagements from start to finish, including planning, executing, directing and completing audits and managing budget for insurance company audits. Responsibilities include...
Joe Holahan is a partner with Baker Hostetler and a member of the firm’s Insurance Transactions and Regulatory Group. His practice focuses on insurance regulatory, corporate and transactional matters, including...
Conor Jennings is an associate with BakerHostetler, working within the Regulatory and Government Compliance team. With a background in insurance transactions and regulation, Conor advises clients in the insurance industry...
Brian is Managing Director, Risk International Actuarial Consulting. He directs Risk International Actuarial Consulting (RIAC) from the company’s Charleston, South Carolina office. He joined RIAC’s predecessor company, Bartlett Actuarial Group,...
Aidan is a Director within Aon Global Risk Consulting as part of the Risk Finance & Captive Consulting (RFCC) practice based in Atlanta, GA. RFCC focuses on consulting with clients...
Experience Summary With over 35 years of experience in the risk management field, Ed provides support to corporate insurance buyers in program design and retention analysis, cash flow analysis, transaction...
Dan is a partner in Crowe’s insurance tax practice and serves local and national insurance tax clients. He is responsible for the execution and delivery of tax consulting and compliance...
Prabal Lakhanpal, MBA, ACI is Senior Vice President and has been with Spring Consulting Group since 2015. At Spring, Prabal leads many of the firm’s most advanced client projects, with...
Charles J. (Chaz) Lavelle is an attorney in the Louisville, Kentucky office of Dentons Bingham Greenebaum and was Tax Counsel on two taxpayer victories in United States Court of Appeals...
Steven joined USA Risk Group in 2011 and was promoted to Vice President in September 2024. In this role, he oversees a team of account managers to ensure timely preparation...
Aaron started with OneDigital in 2021, with nearly a decade of industry experience working exclusively in the captive insurance space. His role is to simplify the complex world of captive...
Christopher E. Mandel RF, RIMS-CRMP, CPCU, ARM-E, AIC, CCSA Christopher E. Mandel is the retired SVP, Strategic Solutions for Sedgwick and is Director, the Sedgwick Institute, where […]
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Mr. McElhiney is a partner at Augment Risk, where he leads the firm’s captive and alternative risk transfer solutions division. His responsibilities include developing legacy solutions in the captive insurance...
Thomas (“Tom”) McMahon holds a Bachelor of Commerce (Hons) degree from University College, Galway, Ireland and is a qualified Chartered Accountant. He currently serves as Executive Vice President of Davies...
Jerry has over 38 years’ experience in the insurance and alternative risk transfer industry and is CEO of Unity Captive Solutions. Before that he was a principal and CEO for...
As a Senior Tax Manager at Crowe LLP, Alicia is the lead client service provider for many of the firm’s multi-national and international insurance clients. She has experience with both...
Mr. Mrotek is a Consulting Actuary with The Actuarial Advantage, having joined the firm in 2013. Kyle has worked as a property/casualty actuarial consultant for 15 years. In his current...
Elyssa is a Principal at Johnson Lambert in Burlington, Vermont She manages all aspects of performing financial statement audits for insurance entities, including commercial carriers and surplus lines companies, captives...
Pamela currently serves as Executive Vice President with GB Healthcare, working with hospitals and physicians across the country in the management and mitigation of their professional liability exposures. Pamela’s career...
Since 2003, Mikhail has been advising and providing thought leadership to global, multinational and regional Life, Property & Casualty, Health/BCBS, Financial Guarantee and Captive Insurance clients (and Captive Insurance owners)....
Partner: Womble Bond Dickinson (US) LLP Wilmington, Delaware Assists with the formation, regulation, and governance of captive insurance companies. Drafts insurance policies, reinsurance contracts, and corporate transactional documents. EDUCATION: Widener...
David A. Roberts is an Audit Partner with Crowe, and is a licensed Certified Public Accountant in the states of Connecticut and Vermont, and is approved to audit insurance entities...
Mat is a Senior Managing Director and the Operations Leader within Brown & Brown’s Captive Practice, managing the Vermont office. His responsibilities revolve around customer management and consultation services including...
Selected as a 2023 Best Lawyers “One to Watch,” in the area of Tax Law, and a Kentucky Super Lawyers Rising Star in Tax Law for 2018-2025, Bailey Roese has...
Heather is currently the Vice President/Director of Regulatory Compliance for Risk Services, LLC. Her diverse experience in the insurance arena includes over twenty-five years with Risk Services. For our captive/risk...
Ms. Suzanne Sadlier is Executive Vice President-Captive Management, North America at Artex Risk Solutions. Previously, she was Managing Director at Artex Risk Solutions (Cayman) Ltd. She was formerly Head of...
Dennis Silvia is the Managing Member of Custom Captive Solutions LLC. Prior to that, he was president of Cedar Consulting LLC, in Chagrin Falls, OH and Director of Group Captive...
Jeffrey K. Simpson is a Director at the Wilmington law firm of Womble Bond Dickinson He is a graduate of Brown University and Villanova University School of Law. Jeff is...
Elizabeth is the Managing Director of the Risk Finance & Captive Consulting (RFCC) Practice. In this role she is responsible for consulting with clients to evaluate and develop unique solutions...
Carl is Founder and Principal of CapVisor Associates, LLC, an SEC-registered investment advisor, that specializes in providing advisory services consisting of highly customized investment management programs to the alternative risk...
Patrick is Managing Director at SRS. In this role, he is responsible for the firm’s United States captive management activities and oversees the operations of the offices in Arizona, Hawaii,...
Lesley has served as the Managing Director of Willis Towers Watson Management (Cayman) Ltd. (“WTW Cayman”) since March 2020 and as Secretary since April 2020. She has over 25 years’...
A veteran of the captive insurance industry, Anne Marie Towle is CEO of Global Captive Solutions and CEO of Global Risk Management for Hylant. She has over 20 years of...
Professional Experience Robert Walling is a Principal and Consulting Actuary with Pinnacle Actuarial Resources, Inc. and has been in the insurance industry since 1989, consulting since 1997. He is focused...
Ben Whitehouse is an attorney with the law firm of Butler Snow LLP and is based in Nashville, Tennessee. Ben is a member of the firm’s Regulatory and Government Relations...
Relevant Experience/Specialization During his career, Bruce has developed a wide range of captive and commercial insurance solutions across numerous industries. He has developed both offshore and onshore single-parent and group...
Mark Wiedeman is Director of the Tennessee Department of Commerce & Insurance. A Utah native, Mark is a graduate of Brigham Young University with a bachelor of arts in history...
Oceana is a Senior Vice President of Davies Captive Management Limited and has over 20 years experience in the Bermuda Insurance Industry. She is a member of the Canadian Institute...
Vince Yezzi is a consulting actuary with WTW’s Philadelphia office, where he has worked since 1986. He specializes in providing consulting services to the health care industry. Vince’s consulting experience...
