Update on the Affordable Care Act
The debate about the Affordable Care Act (“Obamacare” or “ACA”) has been ongoing for more than two years. Ready or not, the ACA is set to go forward January 1, 2014. Industry expert, Alex Renfro, will provide an update on the ACA and talk about what it truly means for you and/or your clients.
Collateral Choices for Captives
Martin Ellis, Senior Vice President – International Finance Department of Comerica Bank, will present the advantages and potential disadvantages of the various methods available to captives to provide collateral. Marty will discuss letters of credit and NY 114 Trusts, and myriad funding options available for each of them.
An Introduction to Types of Reinsurance Available to Captives and Reinsurance Market Update
Reinsurance support is an essential element for many captive programs. Being up to date on market conditions, risk appetite and available structures is critical for both the short and long term strategic planning for those programs. Reinsurance experts Bill Hodson (USA Risk Intermediaries), James Mounty (Miller, London) and Nick Pascall (American Safety, Bermuda) will discuss current reinsurance market conditions and review some of the more common types of reinsurance structures for group programs, RRG’s and single parent captives.
Honey I Shrunk the Income!
After several years of reduced income from investment portfolios, captives are searching for return. Asset classes, both strategic and tactical, and their associated benefits and risks will be discussed, town hall meeting style. Security level as well as market/economic risks and rewards will be revealed. Investment implications for highly constrained portfolios (trusts and LOC’s) present unique issues for discussion. Carl Terzer of Capvisor Associates, William Dalziel of London and Capital, and Hugh Barit of Performa will provide their outlook on investment risk and how captives can avoid paralysis will provide a suggested roadmap for improved, risk adjusted investment returns.
Tricks & Traps of Managing Cash and Liquidity - Economic Outlook
Gary Greene of Raymond James/Morgan Keegan will provide an economic update post “fiscal cliff” and discusshow decisions being made (and not made) may impact liquidity management strategies for captives.
What Does A Great Captive Prospect Look Like?
This session will provide insight from three of the industry’s biggest fronting company supporters of captive insurance programs. Carol Frey of Great American,and a representative from National Interstate will each describe what they think makes for a great captive prospect. This lively session will include time for Q&A from the audience and a chance to bounce your own captive ideas off of this panel of experts.