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

Topics & Moderators:

Table 1: A Captive for Captives: The Future of Med Stop Loss Captives, Phillip J. Holowka, COO, Synergix Re
Table 2: Agency Captives, Kyle Hales, Principal and Director of Risk Strategies Services, Perr&Knight
Table 3: AI and Automation Innovations in Claims Management, James Benham, CEO & Co-Founder, Terra and JBK
Table 4: Alternative Risk Solutions including Parametric Solutions, Milan Pavlik, SRS Altitude
Table 5: Analytical Resources for Emerging and Complex Risks , Michelle Bradley, Sigma Actuary
Table 6: Balancing your risk appetite with your desire for financial returns, Kevin Yousif, President, Yousif Capital
Table 7: Captives - Who Is Going To Win? People, Process or AI Technology, Andy Yeoman, CEO, Concirrus
Table 8: Choosing the Right Domicile, Kaye Greenidge, CEO, Invest Barbados
Table 9: Claims Administration and Defense Strategies for Captives; The Nuances of Reporting and Reserving, Ross J. Ellick, Attorney, Wilson Elser Moskowitz Edelman & Dicker LLP
Table 10: Deal Architecture in Alternative Risk Financing and Captive Use, Michael Serricchio, Managing Director, Marsh Captive Solutions
Table 11: Expand the Use of Your Captive, Liz Steinman, Managing Director, Aon Captive Consulting
Table 12: Fronting Solutions with Captives, Mike Posko, AVP Account Executive, Old Republic Risk Management
Table 13: Healthcare Captives, Heather McClure, Managing Partner, General Counsel, Helio Risk, LLC
Table 14: Herding Cats & Sharing Risk: The Group Captive Challenge, John Evans, Director, Captives Underwriting, Midwest Employers Casualty
Table 15: How Captives Help Change the World, Steven Bauman, Multi-National & Captive Programs Director, Americas, Axa XL
Table 16: Investment Outlook 2026, Jack Meskunas, Executive Director - Investments, Oppenheimer & Co.
Table 17: Tax & Intricacies for Captives: From structuring to investments and everything else, Mikhail Raybshteyn, CPA, Insurance and Risk Management Strategic Tax Advisor
Table 18: Litigation Management in Captives, Erica Crowl, Executive Director, Alan Gray
Table 19: Making Your Captive Proactive, Gabriel Weiss, Chief Executive Officer, Luzern Risk
Table 20: Managing Complex Workers' Compensation Claims, Eric Wunderlich, SVP, Sales - Outcomes Division, Carisk Partners
Table 21: Optimizing Captive Assets, Steven C. Gaziano, Senior Vice President, Institutional Consulting Director, The Princi Group, Graystone Consulting from Morgan Stanley
Table 22: Parametric Coverage and Captives, Paul H. Phillips III, CPA. Tax, Insurable Risk and Strategy Advisor
Table 23: Reducing Loss Through Compliance, Reg Shiverick, President, Dakota Software
Table 24: Risk Bearing Capacity and Alternative Risk Structures, Alejandro Reyes, Director of Business Risk Consulting, Hylant Consulting
Table 25: The Doctor Is In - Diagnosing Captive Problems Early to Help Them Become More Valuable to Their Parent, Mike Douglas, Director, Business Development, Aon