Name
Roundtable Lunch & Learn: Discuss Key Issues Shaping the Captive Insurance Industry
Date & Time
Thursday, February 6, 2025, 11:50 AM - 1:00 PM
Description

Attendees are invited to grab lunch and join a roundtable topic of interest. Throughout lunch, attendees are welcome to switch topics.

Topics Include:
AI Exposure on Directors & Officers, Jonathan Meer, Wilson Elser
Capital Modeling for Captives, Adam Lewis, Oliver Wyman
Captive Investment Strategies, Ed Haik, Mercer
Captives & Collateral Instruments, Tom Blanchard, Pinnacle Bank
Captives & Medical Stop Loss Opportunities, Tim Pollis, Guy Carpenter
Captives & Reinsurance Trusts, Jordan Mosher, Huntington Bank
Captives Role in Risk Finance, Pete Kranz, Alliant 
Domicile Selection, Joe McDonald, South Carolina & Caroline Erdman, Hylant
Extreme Weather & Climate, Jon Tate, Zurich North America
Healthcare Captives, Heather McClure, Helio Risk & Renea Louie, Sotera Global Management
IRS Rule on 831(b) Eligibility, Pete Sepp, National Taxpayers Union
Improving Claim Outcomes Through AI, Eric Haller, Fleming Insurance Holdings
Medical & Healthcare AI, Noelle Sheehan, Wilson Elser
Medical Trends in America, Bob Hosler, Berkley Accident and Health
New Administration Investment Strategies, Jack Meskunas, Oppenheimer & Co.
Parametric, Evan Glassman, LomondRisk
Scholarships, Internships, Grants & More, Daniel Perez, Spencer Educational Foundation 
Social Inflation, Alexandra Wallace, Oliver Wyman
Tax & Structuring – Your Questions Answered, Mikhail Raybshteyn, EY 
& more! 

Location Name
General Session Coquina Ballroom North
Full Address
JW Marriott Orlando, Grande Lakes
4040 Central Florida Pkwy
Orlando, FL 32837
United States