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 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…
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 portfolio of 7 single parent captives and 2 SPC’s. Over the last few years Mike has been involved in a number of Captives with various…
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 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…
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, valuation studies, funding studies for captives and self-insureds, rate filing reviews for regulatory authorities, and expert testimony. Joel also has considerable expertise in the areas…
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…
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…
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 programs, from the Charlotte, NC service center. He has also played a major role in developing information systems and procedures facilitating the growth of PIMS…
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…
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, and previously served as the Managing Director for a boutique alternative risk consulting and captive management firm she founded in 2018. Prior to that, she…
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…
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 captives and RRGs, as well as responsibilities for several Vermont captive companies. Melissa has extensive experience with a wide variety of captive companies, including single…
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 management, captive insurance management, pediatric healthcare. Beth has expertise in medical malpractice litigation defense and plaintiff, employment practice and D&O litigation management in multiple state…
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…
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 and non-profit organizations. Since joining the firm in 2006 after graduating from Saint Michael’s College in Colchester, Vermont, Rebecca has worked with a wide variety…
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…
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, and marketed various captive programs in Bermuda, Cayman, and Vermont. Substantial experience in financial regulation and solvency surveillance of captive insurance companies in South Carolina.…
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 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. REV’s lineup of products includes ambulances, fire trucks, shuttle buses, transit buses terminal trucks street sweepers, luxury motorhomes and wheel chair accessible vans. REV owns…
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…
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…
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 groups, captive insurance companies and companies registered with the SEC. She has extensive experience in the assessment of the design and operating effectiveness of internal…
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, reinsurance and alternative risk transfer markets. He has over twenty years experience in the offshore insurance industry and serves as a Director on the Board…
Thomas (“Tom”) McMahon holds a Bachelor of Commerce (Hons) degree from University College, Galway, Ireland and is a qualified Chartered Accountant. He is President and a shareholder of Cedar Management Limited, a USA Risk Group Company. USA Risk Group is the world’s largest independent captive management company. Prior to joining Cedar in 1994, Tom Served…
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 of property and casualty consulting assignments, including reserve analyses, ratemaking, loss projections, feasibility studies, pro forma financial projections, and data analysis. She serves a wide…
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 of M.R. Mead & Company, Inc., a captive consulting and management company with offices in Chicago, Indianapolis and Nashville, TN. Previously he served as President…
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’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 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 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 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…
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 recognized as one of the District of Columbia’s leading practitioners in this area. His experience in insurance-related regulatory and corporate matters and lobbying includes company…
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 after thirteen years with Munich Reinsurance America, where she was responsible for market, competitor, and client analysis, initially for the specialty-markets division and then for…
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 Johnson Lambert serves: insurance, not-for profits and employee benefit plans. Since joining the firm in 2003, Carolyn has worked with a wide variety of commercial…
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 under pressure on multiple projects and meet required deadlines; • Professional communication skills, both oral and written, ability to lead discussions and speak in public;…
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 winning client engagements. He is also C-Suite executive communicator and a management consultant operating at the intersection of risk, resilience, and finance strategy. He is…
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…
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 the delivery of our services on these accounts working with a team of junior accountants. Experience: Colin joined SRS in 2009. He has over 9 years…
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;…
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 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…
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 of SRS’s clients in Hawaii, as well as, a technical resource for all SRS offices. Mr. Watanabe has extensive experience in the private sector managing…
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 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…