About

Captive insurance opportunities continue to dramatically expand and evolve. New benefits financing options, emerging risk exposures, new domiciles and innovative captive structures. Learn about the state of the art from fellow captive owners and captive experts who will share best practices, insights and know-how at the World Captive Forum.

Abundant networking and educational opportunities will allow you to benchmark your captive and capture new ideas for improving the ROI of your captive insurance program. The World Captive Forum serves as the ideal community for you to connect with others and review your captive options with confidence.

Now in our 26th year, the World Captive Forum is one of the longest running international captive insurance conferences in the world. This conference's longevity is a testament to the quality of its high-caliber, exclusive audience, educational content, superior industry expertise and distinctive networking and marketing opportunities available to attendees.

With two separate tracks addressing the use of captives to finance both property/casualty and benefits risks, the World Captive Forum attracts risk managers, benefit managers and other financial executives of organizations either insured by a captive or exploring formation of one. Also, the meeting draws leading providers of captive services, including captive management, legal, accounting, actuarial, claims, asset management, fronting and many other services. The domicile neutral event also attracts numerous regulators and representatives from major domiciles.

Attendees at the World Captive Forum come from across North America and the world. Past meetings have had representatives from the Bahamas, Barbados, Belgium, Bermuda, the British Virgin Islands, Canada, Cayman Islands, Channel Islands, Colombia, France, Germany, Granada, Mexico, Netherlands, Norway, Republic of South Africa, St. Lucia, Switzerland and the United Kingdom.

2017 World Captive Forum Advisory Board

Benefits Track:

Captive Owners:

Stacy Apter, Director, Global Benefits Financing & Asset Management, The Coca-Cola Co.

Connie Grant Bartels, Senior Director, Risk Management, United Technologies

Bill Fitzpatrick, Vice President, Corporate Risk Benefits, Deutsche Post DHL

Maria Sheffield, Corporate Counsel, Caterpillar Financial

Consultants/Managers:

Karin Landry, Managing Partner, Spring Consulting Group L.L.C.

Kathleen Waslov, Senior Vice President, Sr Resource Consultant, Global Captive Practice, Willis Towers Watson

Brian Quinn, Managing Director, Granite Management Ltd.

Steve Resnick, Practice Director - Alternative Risk Transfer Market, The Nolan Company

Reinsurer: Wendy Liu, Head of Zurich Global Employee Benefits Solutions, Zurich Insurance Company Ltd.

Regulator: Dave Provost, Deputy Commissioner, Captive Insurance, State of Vermont

Attorney: Bruce Wright, Partner, Sutherland Asbill & Brennan L.L.P.

 

Property/Casualty Track:

Captive Owners:

Eric Dethlefs, President & Chief Executive Officer, Cassatt RRG Holding Co.

Jorge Luzzi, Executive President, Herro Global, Brazil

Tom Nix, Director, Insurance and Risk Management, Vail Resorts

Kelvin Wu, Risk and Insurance Manager, International SOS, Singapore

Consultants/Managers:

Callum Beaton, Principal, Callum Beaton (Insurance Consulting) Limited, Guernsey

Bob Davidson, Director of Captive Underwriting and Risk Consulting, Iroquois Captive Services L.L.C.

Jason Flaxbeard, Senior Managing Director, Beecher Carlson Insurance Services L.L.C.

Art Koritzinsky, Managing Director, Captive Solutions, Marsh Inc.

Ann Marie Towle, Senior Captive Consultant, Willis Towers Watson

Reinsurer: Matthew Latham, Head of Captive Programs, XL Catlin

Regulator: W. Jay Branum, Director of Captives, South Carolina Department of Insurance

Attorney: Chaz Lavelle, Partner, Bingham Greenebaum Doll L.L.P.

 

Founding Partners:

Nick Dove, Chairman, R&Q Quest Management Services Ltd.

Nick Frost, President, R&Q Quest Management Services Ltd.

John Lochner, Risk Management Consultant, Willis Towers Watson

Hugh Rosenbaum, Retired Principal, Willis Towers