Session 5: The Anatomy of a Captive Transaction – Exit Solutions in Focus (ICCIE CE Credit Available)
Date & Time
Thursday, January 25, 2024, 3:00 PM - 3:50 PM
Carolyn Fahey Jose Martinez Steve McElhiney Alexander O'Shea

With a growing market for captives and creative solutions, curiosity rises about how legacy experts can assist.

Learn how a captive can utilize their capital more efficiently, redeploy their capital to other lines of business, eliminate unwanted legacy business, or, in the case of dormant captives or captives that no longer fit their original purpose, exit the captive space completely.  

Our panelists will discuss runoff in general and as it relates to the captive market from both the perspective of the buyer and the seller. The panel of experts will provide case studies on actual transactions.

Following this presentation, audience members will be able to understand the size and growth in the legacy market and how it underpins the entire insurance sector; understand the many types of transactions that are offered to captives via the legacy market; and understand through the discussion of case studies how a legacy transaction can benefit a captive.

 ICCIE Continued Education credit available for session participants. 

Location Name
Full Address
JW Marriott Orlando, Grande Lakes
4040 Central Florida Pkwy
Orlando, FL 32837
United States
Session Type
Panel Discussion