Bermuda Captive Conference Returns
Now in its 20th year, the Bermuda Captive Conference returns, continuing its tradition of examining trends in the global captive market and bringing together industry professionals for thought leadership, education, and connectivity.
A spokesperson said, “This year’s theme, Navigating Captive Horizons, highlights the dynamic and resilient nature of Bermuda’s captive Sector.
“A number of captive owners will be featured on this year’s agenda, including the University of Pennsylvania, Sensible Weather and Morgan Stanley International Insurance, as well as a number of others that will be announced in the coming weeks.
“Panel discussions explore future trends and strategic responses necessary to adapt and thrive in an ever-evolving global market. Key topics include, regulatory updates, enhancements to Bermuda’s segregated account companies, investment strategies for captives, medical stop loss and employee benefits, mutuals and more.
“Attendees will also get a snapshot into Bermuda’s fiscal horizons with Jennifer Masters, Senior Vice President-Bermuda Captive Leader, Brown & Brown as she moderates a panel that explores the impact of implementing Bermuda’s Corporate Income Tax [CIT]. Expert panelists include Crystal Pittendrigh, Tax Director at PwC Bermuda, Sarah Robey, Tax Partner at KPMG in Bermuda, Michael Regan, Tax Consultant to the Government of Bermuda’s Ministry of Finance and Donay Viljoen, Tax Leader at Forvis Mazars in Bermuda.
“The event is also bringing back its successful ‘Bermuda Shorts’ series, featuring parametric experts, Rob Walling, Principal, Pinnacle Actuarial Resources, Dr. Raveem Ismail, Head of Parametric Underwriting, Africa Specialty Risks [ASR] and Tom Johansmeyer, Global Head of Index Classes at Price Forbes Re, who will focus on the use of parametric triggers in captive strategies and how parametrics can help hedge geopolitical volatility, fill coverage gaps left by exclusions and limited capacity.
“The event’s final session will include macroeconomic experts James Downey, Corporate Investments at Barclays International, Peter Princi, Managing Director and Institutional Consulting Director at Graystone Consulting [Morgan Stanley], and John Stoltzfus, Chief Strategist at Oppenheimer, as they examine the global economic outlook and its impact on captive strategies.
“The conference promises to foster collaboration and insight, equipping attendees with the tools to successfully navigate the complexities of the captive landscape. Delegates will have the opportunity to engage with captive owners, captive insurance managers, brokers, service providers, corporate risk managers, and owners of captive insurance companies.”
Tom McMahon, Executive Vice-President – Davies Captive Management and Chair of the Bermuda Captive Conference, commented, “We are thrilled to welcome attendees to the 20th Annual Bermuda Captive Conference. This year’s event promises to be our most engaging and insightful yet, offering unparalleled networking and thought leadership opportunities. Our theme, ‘Navigating Captive Horizons,’ reflects the dynamic and resilient nature of Bermuda’s captive sector. We look forward to fostering collaboration and equipping our attendees with the tools and insights needed to navigate the complexities of the captive landscape.”
McMahon continued, “In exciting news for our attendees, the Bermuda Captive Conference will return to its traditional June schedule in 2025, hosted at the prestigious Hamilton Princess. This change is eagerly anticipated by both local and overseas captive owners, as well as industry professionals, who have long valued the timing and venue for fostering deeper connections and taking advantage of Bermuda’s close-knit business community. The June timing aligns much better with the industry’s annual planning cycles, making it an ideal opportunity for attendees to gain insights and network at a crucial time in the business calendar.”
The spokesperson said, “This year’s event will take place at the newly renovated PIER 6 in the heart of Hamilton on September 9th & 10th and promises to be a thought-provoking, networking and educational event not to be missed.
“Attendees can register for the Bermuda Captive Conference here.
“Confirmed sponsor to date include: Aon, Barclays, Butterfield, Morgan Stanley, PwC Bermuda, Conyers, AIG, Appleby, Artex, Clarien, Computershare, Davies Captive Management, Deutsche Bank, Deloitte, Fenwick, HSBC, IML, Liberty Mutual, Mercer, Ocorian, Truist, Verve, Yousif Capital Management, The Bermuda Business Development Agency, AM Best, ASW, Brown & Brown, Charles Taylor, Comerica, EY Bermuda, Grant Thornton, KPMG in Bermuda, Marsh, Mazars, Oppenheimer, Performa, Pinnacle Actuarial Resources, WTW and Xitus.”
