Current Faculty
Faculty Emeritus

William Bartlett

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 in captive feasibility studies, captive program formation, self-insurance programs and actuarial certification of insurance reserves. Prior to forming his own firm, Bill held senior positions…

Kate Boucher

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 2,100 U.S. hospitals and 58,000-plus other healthcare sites working together to improve healthcare quality and affordability. PIMS manages two Vermont domiciled risk retention groups that…

Michael Burdick

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 spoke on alternative risk auditing topics. He is a former faculty member for the International Center for Captive Insurance Education (ICCIE), where he designed…

Michael Burns

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 risk financing (including captive insurance company formation), segregated accounts companies, private offerings of debt and equity securities, public offerings of debt and equity securities, public…

William Dalziel

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 the international life and investment sector, having worked with major British and international insurance groups. Previously he was a director for Zurich Financial Services’ international…

Kathleen Davis

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 emphasis upon insurance regulation. She heads DRM’s insurance practice, which represents traditional insurers as well as more than 100 organized and operating Vermont single-parent and…

Wendy Fisher

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 years of experience in the insurance industry, with expertise in the areas of regulatory compliance, governance and captive insurance. She oversees regulatory compliance, corporate recordkeeping…

Donna Marques Foti

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. Donna is responsible for claims staff, programs and operations for all Workers Compensation, General and Auto Liability claims for the Ahold’s US banners. Donna is…

Monte Jahnke

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. Jahnke’s practice emphasizes corporate, domestic, and offshore insurance matters, including services to a public traded multi-state property and casualty carrier system which he helped found…

Keith Jones

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 represents clients before state and federal regulatory agencies and advocates on behalf of clients before legislators, committees and administrative agencies. Keith graduated cum laude from…

Thomas Jones

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 years. His practice during that period has focused on legal matters concerning establishment and operation of alternative risk transfer and other self-insurance mechanisms, with particular…

Chris Kogut

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 insurance companies, captive, risk retention groups and self-insurance groups. Prior to joining Milliman, Chris worked primarily on actuarial studies for captive insurance companies as a…

Dan Labrie

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 of offshore group captives. Education M.A., International Management, American Graduate School of International Management B.B.A., Western New England College Professional Designations ARM Certified in Public…

Gregory P. Lang

Greg Lang is Senior Vice President in charge of New Business Development and Production Source Management for Munich-American RiskPartners, a division of American Re-Insurance Company that works exclusively with alternative market clients. It provides risk transfer, risk sharing and risk management solutions to organizations other than insurance companies that take a significant amount of underwriting…

Kevin Moriarty

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 director with DRM for twelve years and then served for two years as assistant general counsel at the Vermont Department of Banking, Insurance, Securities and…

Nick Newman

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 with American Mutual, having risen to the position of branch manager of the White Plains office for personal lines, Nick took a position as an…

John O’Brien

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 insurance expert on numerous occasions.   He was generally acknowledged as one of the earliest proponents of captive insurance in South Carolina and was instrumental…

Peter Daniel O’Leary

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 & Touche. His Bermuda experience was entirely devoted to the audit and regulatory requirements of captive insurance companies. In 1988 Peter moved back to his native…

Gary Osborne

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 Risk Group (USARG). Gary is also responsible for oversight of the captive and alternative market divisions of USA Risk Group. Gary has been working in…

Donald Riggin

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 Solutions practice, he provides corporate and public sector clients with state-of-the-art risk financing advice and services. These include captive and self-insurance feasibility analyses, ART facility…

Michael Rosenbaum

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 practice includes the full range of employee benefit and executive/physician compensation matters. More specifically, he has extensive experience in: Designing and implementing tax-qualified retirement plans;…

Geoffrey T. Smith

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 its clients, and for Northgroup Sponsored Captive Insurance, Inc. Geof has held this position since February of 2002 and reports to the Executive Vice President…

Peter Toy

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 management solutions to organizations other than insurance companies that take a significant amount of underwriting risk. Peter is currently responsible for the production of program…

Kathryn A. Westover

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 Argonaut group of companies, where she provided consulting and captive structuring services to brokers and their customers, as well as to insurers and reinsurers. She…

Charlie Woodman

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 and advanced risk finance including, captive insurance companies and self-funding mechanisms; alternative risk transfer arrangements; financial assessment and modeling; insurance regulatory, tax and financial accounting…