A networking breakfast is available at the Social Cafe in the Expo Hall for all attendees.

The Latin American mid-market is accelerating the creation of offshore captive solutions, driven by the growing sophistication of expanding Multi-Latinas. By integrating these vehicles directly with global reinsurance markets, regional enterprises are securing distinct risk-management advantages and strategic financial autonomy. This session brings together key industry players to discuss the operational shift from fragmented local policies to centralized single-parent captives, showing how corporate groups can pool multi-jurisdictional risks, and transform premium expenses into profitable internal financial assets.

Direct Market Access: How a captive allows a Multi-Latina to avoid expensive local insurance company markups and purchase risk capacity directly from global reinsurance markets at wholesale prices.
Centralized Risk Sophistication & Consolidation: Enterprises replace fragmented, country-by-country insurance policies with a unified offshore captive structure to aggregate and optimize risk across borders.
Internal Capital Retention: Corporate groups transform standard insurance expenses into strategic financial assets, retaining underwriting profits and investment income within the business rather than losing them to third-party commercial insurers.
Governance and Regulatory Substance: Beyond the financial case, the viability of a captive rests on choosing the right domicile and meeting economic-substance and governance requirements - increasingly the deciding factor in whether a structure delivers on its promise.

Whether your captive writes Medical Stop Loss (“MSL”) or other lines of coverage, it’s best to cap your risk retention through Stop Loss treaties.  This session examines types of Stop Loss coverage from MSL to ASL (Aggregate Stop Loss), all in an effort to protect your captive.

Following this session, attendees will understand how to protect their captive and the owners' balance sheet through cost control, stability, and flexibility.

Establishing a  captive with a property and construction focus is only the beginning of the journey. Long-term success depends on effective governance, financial discipline, risk management, and continual program evaluation. Many times a general oversight is being prepared for a potential loss and loss resolution strategies. This session explores the critical decisions organizations face when determining whether a captive is appropriate, the steps involved in creating a captive structure, and the operational practices required to manage it both from an financial and preparedness standpoint. Through practical examples and lessons learned, attendees will gain a roadmap for building and sustaining a high-performing property captive.

Following this session, attendees will be able to determine when a captive is an appropriate risk financing solution for real estate and construction focused firms, apply best practices for selecting service providers and ongoing oversight and recognize common challenges and strategies for improving long-term captive performance.

Step into our vibrant social cafe in the Expo Hall, where you can relax, explore exciting exhibits, connect with industry leaders, and enjoy a variety of refreshing drinks and snacks—perfect for networking and recharging!

This session explores how multinational organizations are using captives to finance and govern international employee benefits, comparing two leading structures: single parent captives and protected cell captives. The panel will examine why international employee benefits are increasingly included in captive strategies and how these two models differ in program flexibility, capital commitment, speed to market, and scalability.

Following this session, captive professionals will be equipped with talking points, structure selection logic, and client-ready narratives to confidently advise multinational organizations on financing international employee benefits through captives.

Fronting and reinsurance remain key challenges for captive owners, even in a soft market with abundant capital. Securing the right partners and negotiating workable terms can be complex, particularly for difficult-to-place lines of coverage.

This session brings together two industry veterans for a candid discussion from the front lines of the captive marketplace. Speakers will examine who is fronting and reinsuring captives, which coverage lines present the toughest challenges, and why available capital does not always translate into an easy placement. The discussion will explore practical considerations for approaching providers, navigating negotiations, and positioning captive programs to thrive in 2027.

Following this session, attendees will be able to identify potential fronting and reinsurance partners, recognize coverage areas that may require a more targeted approach, and better prepare for negotiations that support their captive’s risk financing objectives.

Captive insurance tax does not have to feel like a foreign language. This session will explain the core tax concepts every captive owner, board member, manager should understand, without burying the audience in technical jargon. (No tax code references!) We’ll walk through the fundamentals of insurance tax treatment and why it matters, tax risks, tax costs, and common IRS focus areas – all in plain English. Whether you are new to captives or seasoned, this session will make a complex topic approachable, practical, and even a little less intimidating.

Following this session, attendees will be able to explain the basic tax principles that apply to captive insurance companies in plain English, identify common tax risks, costs, and IRS focus areas that can impact a captive program, and know practical tips and proven techniques through a real-world case study.

Attendees are invited to grab lunch and join a roundtable topic of interest. Throughout lunch, attendees are welcome to switch topics. A different lunch room will be available for attendees who are not interested in joining a roundtable discussion. 

A captive changes who finances healthcare risk—but it does not, by itself, change the healthcare system creating that risk. Once employers assume greater financial responsibility for healthcare claims, clinical quality, provider selection, site of care, pharmacy strategy, timely intervention and price become risk-management issues. In this fireside conversation, an employee-benefits and reinsurance executive and a veteran nurse healthcare strategist will examine what happens after the employer owns the risk—and how captive owners can influence the healthcare decisions that ultimately become claims. Attendees will leave with a practical framework for moving beyond financing healthcare risk toward actively managing it.

Following this session, attendees will be able to distinguish between financing healthcare risk and actively managing the clinical, provider, pharmacy, site-of-care and pricing decisions that generate claims, identify healthcare cost and quality drivers that captive owners can influence through evidence-based care, timely intervention, objective provider quality, appropriate site of care and transparent pricing, and apply a practical Five Rights framework—Right Patient, Right Care, Right Time, Right Place and Right Price—to evaluate healthcare strategies and determine whether interventions are actually improving patient outcomes and captive performance.

Hear from a group captive participant, captive consultant and carrier partner about the evolution of the group captive from concept, recruitment, formation and ongoing operations.  Learn about the benefits to group captive participation in this fast growing area of the captive insurance industry.

When a catastrophic claim hits, what happens in the early stages often decides whether the story that gets told is the captive's own, or one that is told about it. This panel goes inside real catastrophic losses to show how disciplined claims strategy works hand in hand with coordinated communication to claimants, regulators, reinsurers, and the board. From triage to reserving to litigation management, every aspect of what to do and not to do will be covered. Panelists have sat on multiple sides of a catastrophic claim and will bring attendees a lived perspective on how to build their own catastrophic claims response plan.

Following this presentation, audience members will be able to build a response protocol for catastrophic claims that aligns claims, legal, and communications teams before a crisis forces them to improvise, pinpoint the early reserving and litigation-management decisions that most influence a catastrophic claim's ultimate cost, duration, and reputational impact, and design a stakeholder communications plan — for claimants, regulators, reinsurers, and the board — that keeps the captive in control of its own story.

Captives are evolving beyond traditional risk financing tools to become strategic assets that help organizations address challenges not adequately served by the commercial insurance market. This session will explore innovative uses of captives through real-world case studies, highlighting how organizations are addressing coverage gaps, enhancing claims and risk management strategies, and creating tailored solutions for emerging business needs. The session will offer practical insights into evaluating new opportunities, leveraging strategic partnerships, and overcoming implementation challenges. 

Following this session, attendees will be able to apply actionable ideas for maximizing the value of their captive program and positioning it for long-term success in a changing risk environment.

This session will provide timely updates on happenings in captive taxation. The session will address the current federal landscape for captive taxation, as well as activity in the states including self-procurement tax audits. It will also address updates for offshore captives.

Following this session, attendees will be able to Identify pressing issues in captive taxation, understand pressure points for taxation depending on how their captive is structured, and know when they should involve a tax professional for their captive planning.

Join the afternoon Ice Cream Social Cafe in the Expo Hall, where you can reinvigorate, explore exhibits, connect with industry leaders, and enjoy a variety of refreshing drinks, snacks, and ice cream—perfect for networking and recharging!

Generative AI is creating new opportunities for captive owners, risk managers, and insurance professionals to analyze complex volumes of data more efficiently, identify emerging risk, and support more informed claims and risk management decisions. 
 
This session provides a practical, introductory look at how Generative AI can be applied within captive insurance, workers compensation claims, and broader risk management operations. Through an insurance-focused use case, attendees will see how AI can support claim analysis, summarize complex information, identify trends, streamline workflows, and enhance risk mitigation strategies. 
 
Following this session, attendees will have clear examples, implementation considerations, and an actionable framework for identifying AI opportunities within their own organizations while avoiding common adoption pitfalls.

Many risks, ranging from supply-chain interruptions due to agricultural commodity production shortfalls to loss of access due to geopolitical action to cyber liabilities, are very difficult for captives to manage, since losses are intangible and therefore hard for conventional risk transfer markets to measure and assume. Parametric (or index-based) reinsurances provide a solution by insuring events, rather than losses. The proposed session explains the breadth of loss events which can be insured using parametric structures, how indexes are constructed to maximize the match between loss and payment, and provides real-world examples of the use of parametric insurance by captives.

Following this session, attendees will be able to reduce uninsured exposures through parametric risk transfer, understand how parametric structures are already used by captives to transfer difficult risks, and understand how parametric insurance could complement their existing reinsurance protections.

Session details to be shared soon. 

Captive insurance companies often rely on a broad ecosystem of service providers, including captive managers, consultants, actuaries, auditors, investment advisors, legal counsel, tax professionals, banks, and fronting carriers. However, many captive owners struggle to determine whether they are receiving maximum value from these relationships.

This session will explore practical strategies for establishing accountability, aligning service providers with organizational objectives, improving collaboration among advisors, and creating governance structures that drive better outcomes. Panelists will discuss common pitfalls, lessons learned, and best practices for transforming service providers from transactional vendors into strategic partners that contribute to the long-term success of a captive program.

Following this session, attendees will gain actionable insights on performance management, fee transparency, relationship governance, communication expectations, and leveraging providers to support strategic growth initiatives.

Session details to be announced soon. 

Round two of networking fun! Dive back into the expo hall, connect with new faces, and revisit your favorite exhibits. Enjoy refreshing drinks at the open bar, tasty bites, and an evening of lively conversations to wrap up the day in style.

Join this powerhouse panel of seasoned captive insurance experts as they dive into today’s hottest emerging trends. From innovations in the healthcare sector and the evolving role of cell captives to new coverage lines, business opportunities, and beyond — this session will unpack what’s shaping the future of the industry. If you're looking to stay ahead of the curve in the captive space, this is the session you can’t afford to miss.

Following this session, attendees will have gained insight into emerging trends: Understand the most significant developments impacting captive insurance today — including shifts in healthcare, cell structures, and innovative risk coverages.

Strategic Opportunities: Identify new and evolving business opportunities where captives can deliver added value, improve risk management, or create competitive advantages.

Actionable Intelligence: Leave with practical ideas and expert perspectives you can apply immediately to assess, enhance, or expand your captive strategy.

Session details to be announced. 

Enjoy light refreshments while expanding your professional network, exchanging ideas, and building valuable relationships.

Setting premiums for captive insurance companies is one of the most important, and often most challenging, aspects of building a successful captive program. Developing premiums that are commercially reasonable, actuarially sound, and defensible requires the combined perspectives of insurance, actuarial, underwriting, and tax professionals. The session will explore three practical categories of risk:
(1) common risks with credible loss history that are relatively straightforward to price;
(2) common risks where limited or no direct loss experience requires greater reliance on market benchmarks and underwriting judgment;
(3) emerging or alternative market risks where traditional loss history, broker quotes, commercial pricing, or comparable market data may be limited or unavailable.

Through real-world examples, attendees will learn how actuarial methodologies, underwriting judgment, exposure analysis, commercial market information, policy design, risk margins, and thorough documentation work together to support premium development that should meet the expectations of auditors, regulators, and the IRS.

Following this session, attendees will leave with a clearer understanding of developing pricing that reflects genuine insurance economics and well-documented files that tells a credible insurance story and avoids characterization of a premium designed to achieve a tax objective.

Explore the U.S. and international regulatory developments shaping the captive insurance landscape. This session will examine emerging supervisory priorities, developments in key domiciles and considerations for captives operating across borders. Gain practical insights into how evolving requirements may affect captive strategy, governance and reporting—and what captive owners should be preparing for in the year ahead.