Conference. Leading Global Risk Innovation SEPTEMBER 10 13, COURTESY OF OUR PLATINUM SPONSOR

Size: px
Start display at page:

Download "Conference. Leading Global Risk Innovation SEPTEMBER 10 13, COURTESY OF OUR PLATINUM SPONSOR"

Transcription

1 Bermuda Captive Conference Leading Global Risk Innovation SEPTEMBER 10 13, 2017 COURTESY OF OUR PLATINUM SPONSOR

2 No two businesses share the same views. So why would their captive solutions look the same? We know it s the most complex businesses that have the most to gain from captive insurance. So we don t offer off the shelf packages. Instead, your dedicated Relationship Manager will work with you to design a bespoke solution for your business, while also making the most of investment opportunities. Chat to one of the team at the Bermuda Captive Conference to find out more, or captives@barclays.com Barclays offers wealth and investment products and services to its clients through Barclays Bank PLC and its subsidiary companies. Barclays Bank PLC is registered in England and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered Number: Registered Office: 1 Churchill Place, London E14 5HP. Barclays Bank PLC, Guernsey Branch is licensed by the Guernsey Financial Services Commission under the Banking Supervision (Bailiwick of Guernsey) Law 1994, as amended, and the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended. Barclays Bank PLC, Guernsey Branch has its principal place of business at Le Marchant House, St Peter Port, Guernsey GY1 3BE. Barclays Bank PLC, Isle of Man Branch is licensed by the Isle of Man Financial Services Authority. Barclays Bank PLC, Isle of Man Branch has its principal business address in the Isle of Man at Barclays House, Victoria Street, Douglas, Isle of Man IM99 1AJ.

3 Premier of Bermuda On behalf of the Government and the people of Bermuda, welcome to the Bermuda Captive Conference! I am certain you will find the conference to be an engaging experience of learning and opportunity. For those of you visiting Bermuda, I hope that you take a moment to explore our island home. As the leader of a new government I can assure you we are dedicated to helping maintain a dynamic Bermuda captive market and we are pleased to support one of the greatest international business conferences on the captive insurance calendar. This is a market that has long been a symbol of global excellence to corporations around the world and which has provided captive services for half a century. If you already have a Bermuda captive, we are thankful that you found it useful to bring your business here. If you are looking to form a captive vehicle, there is a wealth of knowledge at your disposal, which conference participants will be pleased to share with you. Please enjoy the next few days and take advantage of the most significant concentration of captive expertise to be found anywhere in the world. Thank you for joining us here at the Bermuda Captive Conference. We hope you benefit from all that is on offer. The Hon. David Burt, JP, MP Premier and Minister of Finance Government of Bermuda The Cabinet Office 105 Front Street Hamilton HM12 Bermuda Telephone: premier@gov.bm 1

4 Welcome to Bermuda and the 13th Annual Bermuda Captive Conference It gives me great pleasure as Chair of the 13th edition of the Bermuda Captive Conference to welcome you to our event and to our island. It is said that innovators create the change that others adapt to, and it is through Bermuda s contribution to innovations in the insurance and reinsurance industry that it continues to be the world s premier captive domicile. This year we will be celebrating these innovations, as well as showcasing through an enhanced and expanded agenda where the captive market is going in the future. It gives me great pleasure to be starting off the conference by presenting the second annual Fred Reiss Lifetime Achievement Award to Michael Burns, who authored the segregated cell legislation in Bermuda and continues to work to ensure that our legislation is robust and current. We are also continuing to recognize our Captive Hall of Fame Winners who have a long history of contributing to this industry and our island. I look forward to hearing how the insurance and investment industries are responding to the significant political and regulatory changes and the impact these are having on our industry. I equally look forward to taking a break from the present and the future and reflecting on our past with our Keynote Speaker, Philippe Max Rouja, as he talks about the history that lies in the waters around our island. I also appreciate the tremendous opportunity this conference provides for you all to network with existing colleagues and create new personal and business relationships. We have a variety of activities, from our social events (including golf and our very popular nature walk) to our formal networking sessions. We are also pleased to be continuing with our family programme offering opportunities for our loved ones to enjoy the beauty of the island. This conference continues to be so successful as a result of the generous support of our valued sponsors and exhibitors. We appreciate their support and encourage you to visit with them and hear their perspectives during the conference. I would specifically also like to thank the Bermuda Captive Conference Committee members and the Bermuda Captive Owners Association for the time and effort they have contributed over the last year. Thank you and have a great conference! Both personally and on behalf of the Bermuda Insurance Management Association (BIMA) I welcome you all to the 13th Bermuda Captive Conference. BIMA has many roles but primarily it is to educate its members, to represent its members, lobby for the captive industry and to ensure that the industry grows and is successful. In many ways all of these roles are contained within the Conference. As in prior years the robust conference schedule is designed to ensure a wide range of topics are covered and that the content is appropriate for captive owners, risk managers and insurance professionals. Emerging trends and strategies are always the focus, providing attendees with advantages they can really use. Personally I am very much looking forward to attending the new Bermuda Shorts sessions 15 to 20-minute sessions that provide targeted, in-brief analyses of topical subjects affecting captive industry professionals, from case studies and specific lines of business to best practices and regulatory issues. I m grateful for the Conference Committee and the Bermuda Captive Owners Association who have worked so hard and shared their talents and expertise to put this conference together for all of us. I would like to extend our appreciation to the panelists, various participants and in particular our wonderful sponsors, without whom the event would not be the success that it has become. Throughout the conference you will have the opportunity to network and meet other industry professionals. To all our attendees whether new or returning I encourage you to mix some play into your work week whilst here in Bermuda and go out and explore our lovely island and engage in the extracurricular activities on offer. Finally, thank you to all our Captive Owners it goes without saying that without you, there would be no Bermuda captive industry and no Bermuda Captive Conference. Your support of Bermuda is truly appreciated by us all. Overall, prepare yourself to be challenged, excited and inspired. Throughout this conference, I ask everyone to stay engaged, keep us proactive and help us shape the future of the conference and Bermuda captive industry. With the very best wishes for an enjoyable and successful conference. Leading Global Risk Innovation David Gibbons Chairman, Bermuda Captive Conference Grainne Richmond President, Bermuda Insurance Management Association (BIMA) 2

5 Bermuda Captive Owners Association 2017 BCC Welcome Letter from Alan Gier, President, Bermuda Captive Owners Association On behalf of the Bermuda Captive Owners Association (BCOA), I would like to welcome all the participants to the 13th Annual Bermuda Captive Conference (BCC) in my capacity as the President of the BCOA. It is indeed a pleasure to host you on the island for this important event and trust that you will find the time well spent. Our great team of BCOA directors is pleased to have been working alongside Bermuda captive industry stakeholders in the creation of this premier industry event. The Bermuda Captive Owners Association was formed to provide a forum for captive owners to meet each other, discuss topical subjects associated with operating a captive in Bermuda, support each other with best practices and learnings, and to lend a hand to various domicile initiatives. Our engagement activities include hosting webcast Forums, the publication of a Newsletter, engagement with domicile stakeholders in the promotion of the domicile and supporting the creation of the BCC. The annual BCC provides captive owners with opportunities to share their experiences through Conference panel discussions and privately through personal interactions throughout the three conference days. We invite you to stop by booth #41 so that we can meet you, and attend our Annual General Meeting and Forum on Tuesday, September 12 starting at 9:00am to learn more about us. It is our sincere hope that the conference will provide the catalyst for staying engaged with the Association throughout the year and taking advantage of the wealth of experience your fellow captive owners can provide. Welcome to the 2017 Bermuda Captive Conference. We are looking forward to your being part of a great event. Alan Gier President, Bermuda Captive Owners Association (BCOA) The Bermuda Captive Owners Association (BCOA) is delighted to welcome captive owners to the 2017 Bermuda Captive Conference. We look forward to meeting you at one of the BCOA hosted events: September BCOA Booth #41 Meet BCOA Directors and Officers and learn about the Association. Tuesday, September 12 Annual General Meeting and Networking Forum. 9:00am 10:15am, Gardenia Rooms 1 & 2 Join us as we review 2016/2017 activities and plan for 2017/2018. Join the BCOA to become part of the collective voice of Bermuda captive owners and participate in the following activities: Attend quarterly BCOA Member Forums as a delegate or speaker. Receive quarterly Member Briefings. Share your captive experiences by submitting an article for the Briefing. Submit recommendations for and/or lead future BCOA initiatives. Influence subjects selected for future Bermuda Captive Conferences. Participate as a moderator or speaker at the Bermuda Captive Conference. Join the BCOA Board of Directors! The BCOA fiscal year begins on July 1. Visit the BCOA Booth #41 MISSION To improve Bermuda domiciled captives and to encourage awareness of Bermuda as a captive domicile by providing education, networking and information to captive owners 3

6 Inductees for the year 2017 BERMUDA CAPTIVE Hall of Fame Registration Year Number of Years Coventry Assurance Ltd ED&F Man Holdings Insurances Limited Lumbermen s Insurance Company Ltd Majestic Insurance International Ltd OPK Insurance Co Ltd Pediatric Assurance Company Ltd Beacon Insurance Company Pleiades Insurance Company Bermuda s captive industry is very pleased to welcome the latest group of inductees to our Captive Hall of Fame, comprising over 160 companies doing business in Bermuda for the past 25 years. Bermuda s Captive Hall of Fame not only reflects the evolution of Bermuda s globally-important insurance market, but also the spirit of innovation which saw captives first established on the island half a century ago. On behalf of Bermuda, we thank all nominees for their significant contribution to our island s economy and community. Excellence in Global Risk Financing ancing 4

7 Bermudian corporate lawyer Michael Burns, has been selected winner of the 2017 Fred Reiss Lifetime Achievement Award A leading Bermudian corporate lawyer, Mr Burns, is a former senior partner, executive board member and global group general counsel of Appleby. He now runs his own consultancy, advising clients on local and international business matters. Mr Burns has also led several corporate law reform initiatives on behalf of the Bermuda Insurance Management Association and the captive sector. Examples include his work with Bermuda s Ministry of Finance and Attorney-General s Chambers to develop and implement the Segregated Accounts Companies Act 2000 and its subsequent amendment, as well as development of the new Incorporated Segregated Accounts Companies Act 2017, currently being prepared for Parliament. Mr Burns will be presented with the award at the Bermuda Captive Conference, which runs from September 10 to 13. David Gibbons, conference chairman, said: Michael has made a very impressive contribution to Bermuda s corporate landscape over many years. In particular, the Lifetime Achievement Award highlights the innovative work he has carried out to forge progressive change to benefit our captive insurance industry and Bermuda s whole marketplace for years to come. Mr Burns, who formed the Aquifer Global Group in 2015, said: I m humbled and delighted to have been selected to receive this award from the Bermuda Captive Conference. The Bermuda market s forward momentum is the product of collective effort and collaboration among many of our industry fellows and partners. I am pleased to accept the award on behalf of all those captive managers, clients and colleagues among them upon whose efforts, creativity and continued collaboration the future of the vital captive sector depends. Mr Burns has extensive international offshore experience, having served as managing partner of Appleby and managing director of Appleby Corporate Services in the British Virgin Islands, as well as in a variety of senior legal counselling, consulting, governance and strategicdevelopment roles. He has helped establish new offices and start-up businesses in various jurisdictions, advising on special projects in the Caribbean and Bermuda, the Middle East, Far East, Mediterranean, Australia, New Zealand, Mauritius and Seychelles. Among many roles and achievements, he served as secretary to the former Bermuda International Business Association Legislative Change Committee; assisted international offshore law firm Harney Westwood & Riegels in its 2015 Bermuda start-up; has been a senior legal consultant to the Argus Group and several Channel Island professional services firms; was retained to guide the formation and development of a new international business centre in the United Arab Emirates; and was recently appointed to serve as a member of the Banking Liaison Panel of Bermuda s Minister of Finance. He has advised corporate clients in a range of product development areas, including structured finance, captive, rent-a-captive and other alternative risk transfer structures, segregated accounts companies, insurance-linked securities structures and platforms, special purpose vehicles, sidecars, convergence and transformer companies, catbonds, life insurance and reinsurance product design and specialised banking, insurance and reinsurance documents. Mr Burns continues his role as an active thought leader and contributor in all areas of insurance, including offshore developments and new product design, and recently led a speaking tour in Asia on Bermuda and other offshore captive insurance opportunities. The Lifetime Achievement Award will be presented at the official opening of this year s conference on the morning of September 11, at the Fairmont Southampton. Fred Reiss, Bermuda insurance pioneer It is named for industry pioneer Mr Reiss, a Bermudia-based Ohio engineer credited as the founding father of the island s insurance industry. Via American steel companies, Mr Reiss pursued the concept of selfinsurance, whereby corporations could insure their own risks. He launched the first captive in 1962 and over the next five decades, Bermuda became the industry leader. Mr Reiss died at age 68 in Bermuda in November

8 SUNDAY, SEPTEMBER 10, Conference Schedule 2:00pm - 6:00pm 1:00pm Port Royal Golf Club 2:00pm Registration Desk Registration Desk, Vendors, Booth and Cyber Café set up Golf Tournament Sponsored by P.R.P. Performa Ltd & Orbis Investment Management Ltd. Transportation pick-up for golfers will be at the hotel lobby at 12:15pm and 12:30pm. Tee-off time is at 1:00pm. A box breakfast will be provided. Explore Bermuda Fitness Walk Sponsored by Arthur Morris & Company Limited A leisurely walk from Heydon Trust back along the railway trail to the Hotel led by Roger Gillett. Leaves from the Registration Desk at 2:00pm sharp. AMC MONDAY, SEPTEMBER 11, :30am 9:00am - 10:00am Exhibition Hall 10:00am - 11:00am Mid-Ocean Amphitheatre Registration Desk Opens Continental Breakfast Sponsored by Kroll Bond Rating Agency Opening Remarks Speakers: The Hon. E. David Burt, JP, MP, The Premier of Bermuda and Minister of Finance David Gibbons, Chairman, Bermuda Captive Conference Captive Hall of Fame Presentation The Premier of Bermuda, Conference Chairman, Chairman of the Marketing Committee The Fred Reiss Bermuda Captive Lifetime Achievement Award Presentation This award is being presented by the Premier of Bermuda and Conference Chairman to this year s awardee, Michael Burns. 11:15pm 12:30pm, Monday, September 11, at the Mid Ocean Amphitheatre: Opening Session Overview of Global matters, the Bermuda captive market and emerging innovations. MODERATOR PANEL GUESTS Grainne Richmond President, Bermuda Insurance Management Association (BIMA) The Hon. Jamahl S. Simmons, JP, MP Minister of Economic Development and Tourism Jeremy Cox Chief Executive Officer, Bermuda Monetary Authority Kiernan Bell Chairman, Bermuda Business Development Agency Alan Gier President, Bermuda Captive Owners Association (BCOA) 2017 Hot topics on the agenda over the next three days include: CYBERATTACKS HEALTHCARE EMPLOYEE BENEFITS CLIMATE CHANGE 6

9 MONDAY, SEPTEMBER 11, 2017 (Continued) 11:30am Exhibition Hall 11:15am - 12:30pm Amphitheatre 12:30pm - 2:00pm Exhibition Hall 2:00pm - 3:15pm Poinciana Room 3:15pm - 3:45pm Exhibition Hall Trade Floor Opens Booth set up must be complete. Industry, Government and Regulatory Leaders Round-Table Discussion Overview of Global matters, the Bermuda captive market and emerging innovations. Moderator: Grainne Richmond, Vice President, Dyna Management Services Ltd. Panelists: The Hon. Jamahl S. Simmons, JP, MP, Minister of Economic Development and Tourism Jeremy Cox, Chief Executive Officer, Bermuda Monetary Authority Kiernan Bell, Chairman, Bermuda Business Development Agency Alan Gier, Director, Global Risk Management & Insurance Corporate Risk Management/Treasurers Office General Motors and President, General International Limited Lunch with Exhibitors Sponsored by Association of Bermuda Insurance & Reinsurance Insurance and Reinsurance Industry Leader Review (1.5 CPE) The Bermuda International Insurance Market is an innovative solution oriented, dynamic and entrepreneurial marketplace operating in a fast changing world. How is globalization, consolidation, regulation, big data, distribution and alternative capital impacting the relevancy of the Bermuda s International Insurance Market? Moderator: Peter Willitts, President, Liberty Mutual Management (Bermuda) Ltd. (Ret d) Panelists: Todd Cunningham, Head of Strategic Risk Solutions and Captives Services, Zurich North America Steve Horton, Senior Vice President - Financial Lines Manager, Iron-Starr Excess Agency Ltd. Patrick Tannock, Chief Executive Officer, XL Bermuda Ltd, Insurance and Chair of the Association of Bermuda International Companies (ABIC) Networking Break Sponsored by MultiStrat Re Golf Tournament Sunday, September 10 Port Royal Golf Course Shotgun start at 1:00pm SPONSORED BY Two mini buses depart at 12:15am and 12:30am from the hotel entrance and return at 3:30pm and 4:00pm 7

10 MONDAY, SEPTEMBER 11, 2017 (Continued) 3:45pm - 4:30pm Poinciana Room 3:45pm - 4:30pm Gardenia Rooms 1 & 2 4:30pm - 5:00pm Poinciana Room 5:30pm - 7:30pm Beach Terrace, Fairmont Southampton Resort Millennial Breakthrough: Butler University s new Bermuda captive creativity, flexibility, benefits, and Why Bermuda? Moderator: George Leite, Head of Business Development, Aon Insurance Managers (Bermuda) Ltd. Panelists: Zach Finn, Butler University Derek Dekoning, Butler University Sophia Greaves, Director, Conyers Dill & Pearman Limited A Captive Insurance Companies Investment Portfolio: Design & Implementation (1.5 CPE and 1 ICCIE) This session will discuss a captive insurance company s investment portfolio from design to implementation. Focus will be on portfolio structure, asset allocation, and how to maximize the returns of the captive s investment program. Moderator: Mark Baumgartner, Audit Partner, Insurance & Investments, Deloitte Panelists: Hugh Barit, Chairman and Chief Executive Officer, P.R.P. Performa Ltd. Matthew Spencer, Global Head of Investment Counsellor Group, Orbis Investment Management Limited David Holland, Chief Risk Officer, Ally Insurance Company Ltd. Presentation by the Bermuda Monetary Authority of their Captive Market Briefing Panelist: Graham Lamb, Assistant Director, Bermuda Monetary Authority Welcome Cocktails Sponsored by PwC Welcome party for all Delegates, Service Providers and Industry Partners. A great opportunity to connect with old friends and new attendees at this year s conference. Presentation of golf and walkers prizes. Take Hotel Shuttle to Fairmont Southampton Beach Terrace. Opening Cocktail Reception Monday, September 11 from 5:30pm 7:30pm. Beachside terrace, Fairmont Southampton Resort, overlooking the bay. SPONSORED BY 8

11 TUESDAY, SEPTEMBER 12, :30am 8:00am - 9:00am Exhibition Hall 9:00am - 10:15am Poinciana Room 9:00am - 10:15am Gardenia Rooms 1 & 2 10:15am - 10:45am Exhibition Hall 10:45am - 12:00pm Gardenia Rooms 1 & 2 10:45am - 12:00pm Poinciana Room Registration Desk Opens Breakfast with Exhibitors Sponsored by Beecher Carlson Regulatory and Technical Update from the World s Leading and Creative Captive Jurisdiction This session will cover a walk-through the Bermuda regulatory highlights for captive insurers. The panel will provide an update on new captive registrations, the dedicated BMA team for captives, results of initial electronic filings, enhanced regulation of insurance managers and their responsibilities, upcoming international assessments of Bermuda. The session will be of particular interest to new and existing captives owners and principals. Moderator: Niall Farrell, Director, Phinsys (Bermuda) Limited Panelists: Timae Flood, Assistant Director, Bermuda Monetary Authority Captive Supervision Akilah Wilson, Assistant Director, Bermuda Monetary Authority Captive Licencing George Pickering, Senior Advisor, Bermuda Monetary Authority Bermuda Captive Owners Association (BCOA) AGM Bringing together leaders of captive risk in a private forum. Networking Break Sponsored by Lines Overseas Management Tax Developments and Updates What the Future May Hold - (1 CPE and 1 ICCIE) A discussion of the recent Avrahami case in the Tax Court, the effect it may have on IRC Sec. 831 (b) companies, what lessons might be learned for non IRC Sec 831 (b) companies and a discussion of some recent international, state and local tax issues that may affect captives. Panelists: Catherine Sheridan Moore, Managing Director, KPMG Bermuda Scott Slater, Partner, PwC P. Bruce Wright, Partner, Sunderland Asbill & Brennan LLP Paul Phillips, Partner, EY LLP (US) Captives and Employee Benefits Change that Unlocks New Value and Control (1 CPE and 1 ICCIE) A seasoned panel of Employee Benefit experts will provide an overview of the current state of play and an insight into the growing use of Captives for financing Employee Benefits (both US and Non US). They will discuss in detail the substantial advantages to companies both financially and for internal governance. The panel also will discuss recent developments and improvements in the area in terms of data and reporting and overall management of global exposures plus the obstacles and requirements needed to set an EB captive in motion. Moderator: Brian Quinn, Managing Director, Granite Management Limited Panelists: Larry Howley, Vice President, Met Life/Maxis Group Marc Reinhardt, Director of the Americas, Generali Employee Benefits Barry Perkins, Multinational Client Group, Mercer We welcome your feedback on all sessions bermudacaptiveconference.com/survey 9

12 TUESDAY, SEPTEMBER 12, 2017 (Continued) 12:00pm - 2:00pm Amphitheatre 2:15pm - 3:30pm Poinciana Room 2:15pm - 3:30pm Gardenia Rooms 1 & 2 Keynote Speaker Luncheon Topic: A Shipwreck Cornucopia Speaker: Philippe Max Rouja PhD, Principal Scientist Marine Heritage and Ocean Human Health, Bermuda Government Impact of Cyber and Emerging Technology Risks for Captive Insurers, Insurance Solutions and Latest Risk Developments - (1 CPE and 1 ICCIE) This session will provide an insight into the current thinking and insurance solutions for the ever evolving challenges of cyber and technology risks. The panel of experts will look at recent developments, insurance products and examples of insurer solutions. The panel will also provide some insight into expected future developments as well as current and emerging issues. Moderator: Noel Pearman, Senior Vice President and Cyber Product Lead, XL Catlin Panelists: Kerr Kennedy, Executive Director, EY Bermuda, Advisory John Masters, Assistant Vice President, AIG Bermuda Financial Lines Mark Owen, Vice President, Insurance Services Aon Captive & Insurance Management Andrew Halls, Senior Underwriter, JLT Insurance Management (Bermuda) Ltd. The Fastest Growing Captive Market: LATAM Captives - (1 CPE) The contribution from Latin American corporates to the growth of the Bermuda Captive Insurance market over the last few years has not gone unnoticed. Our panelists will discuss the key factors that have driven large multinational companies with headquarters in Latin America to start using captives and the benefits they have experienced post formation. Moderator: Giuliana Molero Solari, Senior Manager, PwC Panelists: Alejandro J Santos, Leader of Analytics & Captives LAC, Marsh Global Analytics & Captive Solutions Gabriel H. Rueda, Captive Owner Juan Pablo Cuartas, Vice President Latin America, JLT Insurance Management Javier Ordonez Namihira, Senior Associate (Tax), Baker & McKenzie Abogados, S.C. KEYNOTE SPEAKER Philippe Max Rouja PhD Principal Scientist Marine Heritage and Ocean Human Health, Bermuda Government Keynote Speaker Luncheon Tuesday, September 12 from 12:00pm 2:00pm Mid-Ocean Amphitheatre, Fairmont Southampton Resort A Shipwreck Cornucopia Mention Bermuda and one of the first thoughts will be of shipwrecks or at least triangles. The usual stories start with the one that put us all here, the wreck of the Sea Venture in 1609 carrying colonist from England to the fledgling colony in Jamestown but scratch that! With at least 300 shipwrecks in our waters there are plenty more stories: little known folklore and those of international renown, from cold war to civil war rum running to gun powder running princes to pirates fortunes lost, treasures found, treasures stolen and treasure to find. All of our wrecks mark the end and sometimes the beginning of incredible human stories. The difficult bit is to discover them a love story? war story? spy story? wine story? perfume story? there is science and fiction and science fiction, tragedy, and mystery. From lockout diving to shipwreck hunting billionaires and bombshells Bermuda s Shipwrecks have it all. 10

13 TUESDAY, SEPTEMBER 12, 2017 (Continued) 3:30pm - 4:00pm Exhibition Hall 4:00pm - 5:15pm Poinciana Room Networking Break Sponsored by Phinsys Bermuda Shorts Sessions - (1 CPE) A series of short sessions focusing on fresh and original captive ideas. Bermuda Captive Market Survey A Presentation by the Bermuda Insurance Managers Association and PwC Panelists: David Gibbons, Partner, PwC Saphia Charters, Vice President, JLT Insurance Management An Overview of Direct Lending Investment Products, The Market, Risk-adjusted Returns and How to Protect Against Downside Risk Panelist: Mike Mauer, Chairman and CEO, CM Investment Partners LLC A.M. Best will Present a Review of the Recent Performance of Bermuda and US Single Parent and Group Captives and Discuss Some of the Issues and Challenges Raised by Captive Owners Panelist: Gary Davis, Director, A.M. Best Rating Services, Inc. 5:30pm - 7:30pm Exhibition Hall Cocktail Reception with Exhibitors Sponsored by Butterfield & Marsh Captive Solutions Cocktail Reception Tuesday, September 12 from 5:30pm 7:30pm. Exhibition Hall, Fairmont Southampton Resort SPONSORED BY 11

14 One investment strategy doesn t suit all We know the businesses that benefit most from captive insurance are complex and unique. That s why we give you a dedicated Relationship Manager as a single point of contact. They ll work with you to design a tailored solution for your business all while making the most of investment opportunities. Chat to one of the team at the Bermuda Captive Conference to find out more, or captives@barclays.com Barclays offers wealth and investment products and services to its clients through Barclays Bank PLC and its subsidiary companies. Barclays Bank PLC is registered in England and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered Number: Registered Office: 1 Churchill Place, London E14 5HP. Barclays Bank PLC, Guernsey Branch is licensed by the Guernsey Financial Services Commission under the Banking Supervision (Bailiwick of Guernsey) Law 1994, as amended, and the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended. Barclays Bank PLC, Guernsey Branch has its principal place of business at Le Marchant House, St Peter Port, Guernsey GY1 3BE. Barclays Bank PLC, Isle of Man Branch is licensed by the Isle of Man Financial Services Authority. Barclays Bank PLC, Isle of Man Branch has its principal business address in the Isle of Man at Barclays House, Victoria Street, Douglas, Isle of Man IM99 1AJ. 12

15 WEDNESDAY, SEPTEMBER 13, :00am - 9:00am Exhibition Hall 9:00am - 10:15am Gardenia Rooms 1 & 2 9:00am - 10:15am Poinciana Room 10:15am - 10:45am Exhibition Hall 10:45am - 12:00pm Poinciana Room 12:00pm - 1:30pm Exhibition Hall 1:30pm - 2:45pm Poinciana Room SAVE THE DATE Breakfast with Exhibitors Sponsored by Estera New and Evolving Developments and Innovations in Insurance Placements, Products and Coverages - (1 CPE and 1 ICCIE) Using case studies and an interactive discussion the panel will explore emerging coverages and insurance structures that are more than just theory but being put in place today to solve insurance issues. The discussion will once again prove why Bermuda is the World s Insurance Laboratory. Panelists: Sean Rider, Managing Director, Consulting & Development, Global Captive Practice, Willis Towers Watson Matthew Latham, Head of Captive Programmes, XL Catlin Dennis Silvia, President, Cedar Consulting Gavin Woods, Counsel, Appleby (Bermuda) Limited Investments An Insight into Innovation and Trends with a Global Perspective on Market Developments, Institutional Responses, Client Requirements and Risk Appetite (1 CPE and 1 ICCIE) Join a panel of insurance investment professionals for a session on the investment landscape for Captives. The panel will discuss changing risk appetites and how Captives have responded, current market developments and conditions and the governance framework necessary to make good decisions. Moderator: Andrew Baron, Chief Investment Officer, Butterfield Asset Management Panelists: Peter Downey, Captive Insurance, Barclays International David S. Harris, US Fixed Income Senior Investment Director, Schroders Andries Hoekema, Global Head, Insurance Segment, HSBC Global Asset Management Zachary A. Apoian, Executive Director, Head of Market Strategy and Portfolio Analytics, Morgan Stanley Networking Break Sponsored by Dyna Management Services Limited The Economists View G7/G20, Davos, Basel III, Brexit, NAFTA, Global Political Stability/ Instability What happens next? Panelists: Henk Potts, Director, Barclays Ryan Wang, US Economist, HSBC Securities (USA) Inc. Lunch with Exhibitors Sponsored by Bermuda Tourism Authority All Sponsor draws take place during lunch break. Reacting and Adapting to Challenges A Discussion with the Owners of Pioneering and Creative Captives - (1 CPE and 1 ICCIE) A Bermuda captive insurance company can be an innovative, dynamic and entrepreneurial management tool, offering solutions to evolving risk issues far beyond the traditional remit of insurance. Our panel of leading captive owners will discuss the risk landscape as it applies to major multinational organizations and the role that their captive can play in managing these risks in an ever changing business environment. Moderator: Mike Parrish, Senior Vice President & Business Development Lead, Marsh Management Services (Bermuda) Ltd. Panelists: Maria Sheffield, Corporate Counsel, Caterpillar Financial Services Corporation Paul Berkemeier, Director, Global Risk, The Coca-Cola Company Brian Warren, Director, Business Risk Management, Microsoft Leading Global Risk Innovation June 10 13, 2018 Mark your diaries now 13

16 WEDNESDAY, SEPTEMBER 13, 2017 (Continued) 3:15pm - 4:30pm Poinciana Room 3:15pm - 4:30pm Gardenia Rooms 1 & 2 3:30pm 7:00pm - 11:00pm Beach Terrace, Fairmont Southampton Resort Emerging Solutions in Run-off and Legacy Options for Captives - (1 CPE and 1 ICCIE) The session will explore opportunities for companies and their captives to access the alternative market. Run-off options, including LPTs, novations and captive sales will be discussed. The panelists will talk about success stories that have benefitted their clients and the markets will talk about capital relief and their ability to continue to expand in this space. Moderator: Jason Flaxbeard, Executive Managing Director, Beecher Carlson Panelists: Séadna Kirwan, Risk Advisory Director, Aon Captive and Insurance Management Daniel Linden, Senior Vice President, Randall & Quilter Investment Holdings Ltd. Investment Products and Strategies for Innovative Captives A Review of Investment Products, Portfolio Mix, Duration and Risk Profile - (1 CPE and 1 ICCIE) Captive insurance companies have a number of decisions to make in order to develop an appropriate investment strategy. Our panel of leading captive investment managers will discuss the challenges of the current investment environment and key considerations for captives in regards to investment risk management, investment products and portfolio management more generally. Moderator: Steven C. Gaziano, Vice President, International Wealth Management, Morgan Stanley Panelists: Robert Steinhoff, Head of Investment Strategy, Clarien Investments Limited Reece Jarvis, Senior Portfolio Manager, Butterfield Asset Management Trade Floor Closes Closing Party Sponsored by Barclays Say goodbye to new and old friends at this fun-filled evening, over cocktails, dinner, dancing and fireworks! SPONSORED BY Hotel bus shuttle will take you down to the beach terrace and back all evening. Last shuttle 11:30pm Admittance by ticket only Dinner on the Beach! Beach Terrace, Fairmont Southampton Resort Wednesday, September 13 Cocktails: 7:00pm to 7:45pm Buffet Dinner: 8:00pm Welcome Address & Raffle Draws: 8:45pm Fireworks: 9:45pm Dancing until 11:00pm Say goodbye to new and old friends at this fun-filled evening, over cocktails, dinner, dancing and fireworks! 14

17 Leading Global Risk Innovation Discounts & Family Fun! bermudacaptiveconference.com/bermuda/family-activities/ DON T FORGET YOUR CARD. Discounts & Family Fun! PRESENT THIS CARD at participating vendors, to get your family discount or special offer. See list of participating vendors on the back. VALID: September 10 13, 2017 No. 700 FIND US ON THE WEB: bermudacaptiveconference.com/bermuda/family-activities/ ALEXANDRA MOSHER Award-Winning Pink Sand Jewellery Inspired by Bermuda Bermudian artist Alexandra Mosher draws from the island s natural beauty to create inspired sculptural jewellery in silver and gold. Visitors love to take Alexandra s pink sand jewellery home as a reminder of their splendid time on the island and to give as gifts. You can find the new Alexandra Mosher Flagship Store & Studio at #5 Front Street, or visit her boutique in the Washington Mall where they are pleased to offer 10% OFF for all BCC delegates and their families! 5 Front Street & 7 Reid Street, Hamilton Tel: alexandramosher.com WILLOW STREAM SPA FAIRMONT SOUTHAMPTON Bermuda Captive Conference (BCC) Delegates will receive 10% OFF any of their 60 minutes or more Spa treatments, including their Southampton massage, using flower essences and warm lava shells, booked during their Conference from Sept. 10th to 13th, Please ensure that when booking use the reference BCC Tel: fairmont.com/southampton-bermuda/ willow-stream/ TURTLE HILL GOLF CLUB FAIRMONT SOUTHAMPTON Winner of Golf Digest s Best Places to Play Golf Conference delegates and family members enjoy free rental of clubs, a $40 SAVING and 30% DISCOUNT on golf lessons, at the Turtle Hill Golf Club at The Fairmont Southampton. Sept. 10th to 13th, Call the golf shop at or golf.bermuda@fairmont.com to reserve your tee time, and quote your BCC confirmation number. fairmont.com/southamptonbermuda/golf/ FLYING COLOURS 10% DISCOUNT on your purchase with your BCC Conference ID. Tel: flyingcolours.bm SPINNAKERS 5 Queen Steet. Hamilton 10% DISCOUNT on your purchase with your BCC Conference ID 99 Front Street Tel: Hamilton BERMUDA AQUARIUM MUSEUM AND ZOO (BAMZ) Confernce delegates and their families who visit the Bermuda Aquarium, Museum and Zoo (BAMZ) during the Bermuda Captive Conference will receive FREE ACCESS to BAMZ from Sept. 10th to 13th, Proof of conference attendance will be required. Open 9am-5pm 40 North Shore Road, Flatts Village Tel: bamz.org BERMUDA UNDERWATER EXPLORATION INSTITUTE BUEI would like to offer 20% OFF ADMISSION to delegates of the Bermuda Captive Conference. Delegates and family members need to present a lanyard or conference ID card. Adult $15 Senior (65+) $12 Child (6-17) $8 6 and under FREE Open 7 days a week 10am 5pm Last Admission is 4pm daily Tel: buei.org 15

18 Leading Global Risk Innovation Discounts & Family Fun! bermudacaptiveconference.com/bermuda/family-activities/ DON T FORGET YOUR CARD. Discounts & Family Fun! PRESENT THIS CARD at participating vendors, to get your family discount or special offer. See list of participating vendors on the back. VALID: September 10 13, 2017 No. 700 FIND US ON THE WEB: bermudacaptiveconference.com/bermuda/family-activities/ BERMUDA FUN GOLF DOCKYARD Bermuda Fun Golf is offering a DISCOUNT on a round of golf, to all delegates and their families attending the Bermuda Captive Conference. Pick up the Discount flyer at the registration desk, and present it when you check in to play your round of golf! The voucher rate of $10 PER PLAYER. Tel: fungolf.bm HARTLEY HELMET DIVING SANDYS Hartley Helmet Diving is offering Bermuda Captive Conference delegates 50% OFF on their undersea portraits, posing with/or holding fish. Just mention code BCC 2017 upon booking or show your conference ID when checking in. Tel: hartleybermuda.com/wp/ TABS THE AUTHENTIC BERMUDA SHORTS In support of Bermuda business, TABS is offering 10% OFF for all Bermuda Captive Conference delegates. Please go to our website and use the promotion code BCC 2017 when you check out. Local delivery to your hotel is complimentary. Bermuda business meets island style. Tel: TABS tabsbermuda.com RED STEAKHOUSE & BAR With a large outdoor patio overlooking breathtaking Hamilton Harbor on Front Street, we offer a world class selection of Certified Angus Prime Steaks and local seafood, wine and great service. Red Steakhouse & Bar s team of seasoned hospitality professionals are the best in the industry and are committed to providing an exceptional dining experience 10% OFF YOUR MEAL, by showing your conference 2017 Family Pass Card. 55 Front St, Hamilton HM11, Bermuda Tel: Open Seven Days a Week BERMUDA BISTRO Proud to be Front Street s number one hot spot for Live Entertainment, DJs nightly and all the LIVE Sporting Action on our Flatscreens. For reservations or inquiries to host your upcoming event please 10% OFF YOUR MEAL, by showing your Bermuda Captive Conference 2017 Family Pass Card. bermudabistro@gmail.com or call Tel: RUM BUM BEACH BAR Come and be a RUM BUM at Horseshoe Bay Beach. Conference special, Beach rentals 50% OFF 10% OFF YOUR MEAL, by showing your Conference 2017 Family Pass Card. rumbumbeachbar.com Mon to Sun, 9am - 10pm Tel:

19 Conference Committee 2017 Chairman Deputy Chairman Financial Controller & Subcommittee Agenda & Speakers Committee Sponsorship Committee Social Committee Marketing Committee Hotel IT Support CPE Credits Website Committee Secretary Conference Coordinator Committee Members David Gibbons, Partner, PwC Michael Parrish, Senior Vice President & Business Development Lead, Marsh Management Services (Bermuda) Ltd. Christopher Russin, Committee Chairman, Senior Account Manager, Citadel Management Bermuda Limited Khia Looby, Accountant, Citadel Management Bermuda Limited Niall Farrell, (Chair) Director, Phinsys (Bermuda) Limited Elma Chambers, Vice President, Strategic Risks Solutions (Bermuda) Limited Brian Quinn, Managing Director, Granite Management Limited Alan Gier, President, Bermuda Captive Owners Association (BCOA) Rochelle Simons, General Manager, Bermuda Captive Owners Association (BCOA) Danielle Moniz, Senior Associate, PwC Tom McMahon, President, Citadel Management Bermuda Limited Kathleen Bibbings, Executive Vice President, Head of Captives, Aon Insurance Managers (Bermuda) Ltd. Jeff Desilva, Vice President, CT Insurance Management (Bermuda) Ltd. Ron Campbell, Assistant Vice President, Willis Towers Watson Elaine Parker-Frost, Senior Vice President, R&Q Quest Management Services Limited David Gibbons, Chairman, Partner PwC Rhona Emmerson, President & Creative Director, AAC Saatchi & Saatchi Teniko Eve, Captive Associate, Marsh Captive Solutions Rick Manuel, Vice President, Butterfield Bank Jessica Osborne, Senior Associate, PwC Umer Islam, Executive Director, EY Laurel Bowar, Director, FAC Re Ltd., BCOA Jennifer Feldheim, BCOA Jereme Ramsay, Chairman, Business Development Manager, Bermuda Business Development Agency Stuart Roberts, Communications Manager, Communications, BMA Mark Darko, Business Development Coordinator, Bermuda Business Development Agency Rhona Emmerson, President & Creative Director, AAC Saatchi & Saatchi Rosemary Jones, Head of Communications & Marketing, Bermuda Business Development Agency Scott Reynolds, President, Member Insurance Ltd, BCOA Michael Parrish, Senior Vice President & Business Development Lead, Marsh Management Services (Bermuda) Ltd. Rhona Emmerson, President & Creative Director, AAC Saatchi & Saatchi Teniko Eve, Captive Associate, Marsh Captive Solutions Robert Welch, Senior Vice President, Marsh Captive Solutions Jelani Carlington, IT Support, Marsh Captive Solutions Eric Heinrichs, Partner, KPMG Teniko Eve, Captive Associate, Marsh Captive Solutions Corinne Frith, Senior Account Director, AAC Saatchi & Saatchi Mark Darko, Business Development Coordinator, Bermuda Business Development Agency Rhona Emmerson, President & Creative Director, AAC Saatchi & Saatchi Peter Willitts, President, Liberty Mutual Management Bermuda Ltd Cyril Whitter, President, Independent Management Group (IMG) Eduardo Fox, Corporate/Commercial, PC/Trusts & Latin America Manager, Appleby (Bermuda) Limited Carmen Francis, Associate, Aon Insurance Managers (Bermuda) Limited Leslie Robinson, Assistant Director, Licensing & Authorization, Bermuda Monetary Authority Kate Robinson, Committee Member 17

20 List of Attendees 2017 Leading Global Risk Innovation (As of September 6, 2017) FIRST LAST TITLE COMPANY Jache Adams Relationship Manager Butterfield Farzana Akther Marketing Consultant Maxis GBN Carla Albertze Manager - Audit KPMG Daniel Alexander Accountant Artex Risk Solutions Eldrina Anderson Claims Supervisor AIG Philip Anderson Director Estera Hiroshi Aoyagi Senior Manager Deloitte Zachary A. Apoian Executive Director, Head of Market Strategy & Portfolio Analytics Morgan Stanley Saldea Arboladura Senior Account Manager Strategic Risk Solutions Brian Archibald Manager - Audit KPMG William Arnold Sales Executive Vanguard Steve Arrowsmith Chairman JLT Insurance Management (Bermuda) Ltd. Carl Ashenbrenner Principal & Consulting Actuary Milliman, Inc. Yone a Augustus Analyst The Bermuda Monetary Authority Maria Bacasno-Tan Assistant Vice President Marsh Captive Solutions Danielle Baikie Corporate Administrator Estera Services (Bermuda) Limited Bill Bailey Partner EY Niall Baille Vice President R&Q Quest Management Mark Baker Partner ShoreBridge Capital Partners Natalee Balfour Senior Account Executive Aon Gregory Barbeau Vice President Morgan Stanley Louisa Barbosa Corporate Group Manager Estera Services (Bermuda) Limited Hugh Barit Chairman & Chief Executive Officer P.R.P. Performa Limited Nicola Barnard Vice President R&Q Quest Management Lisa Barnes Head of Customer Experience Bermuda Commercial Bank Philip Barnes President Jardine Matheson International Services Ltd Andrew Barnes Associate Cox Hallett Wilkinson Phelecia Barnett Associate Taylors (Association with Walkers) William Barnett Managing Director Marsh & McLennan Companies Richard Barney Assistant Vice President Comerica Bank Andrew Baron Chief Investment Officer Butterfield Asset Management Lana Barry Senior Analyst The Bermuda Monetary Authority Ibou Barry Communications Officer The Bermuda Monetary Authority Deborah Barstowe Senior Analyst The Bermuda Monetary Authority Alex Bateman Senior Manager Deloitte Mark Baumgartner Audit Partner, Insurance & Investments Deloitte Ludovi Bayard General Manager Generali Employee Benefits Karen Beadle Client Service Director Artex Risk Solutions Allan Beales Consultant Independent Management Ltd Dave Bean Senior Analyst The Bermuda Monetary Authority Jochen Becker Journalist Norddeutscher Rundfunk Shari Beckford Marketing Associate Wilmington Trust, N.A. Christina Bell Executive Vice President JLT Insurance Management (Bermuda) Ltd. Gary Bender Portfolio Manager LS Investment Advisors Stephen Benn Manager PwC Paul Berkemeier Director, Global Risk The Coco-Cola Company Bob Bernatchez Founder Brisk Management Services Sharon Bershaw Vice President BNY Mellon Jonathan Betts Partner Taylors (Association with Walkers) Kathleen Bibbings Executive Vice President Aon Tony Bibbings Senior Vice President Artex Risk Solutions Katie Bilsland Director PwC Lawrence Bird Head of Office Marsh Captive Solutions Linda Bishop Marketing Assistant Perivan Technology Robin Bishop Managing Director Perivan Technology Mario Blackman Senior Associate PwC Jennifer Blair Global Risk & Insurance Manager Bose Corporation Cassy Blake Accountant Artex Risk Solutions Justine Blakesley Head of Corporate Services Conyers Corporate Services (Bermuda) Limited Lea Blinoff Team Leader Credit Suisse James Bodi Client Director Estera Services (Bermuda) Limited Kellie Bodmer Senior Account Manager - Field Sales AM Best Duane Bollert Global Insurance Industry Leader, Partner Mercer (US) Inc. Lesley Bolster Chief Financial Officer Trinidad Drilling Ltd John Bolton Consultant The Concord Advisory Group Tom Booth Chief Financial Officer Randall & Quilter Investment Holdings Ltd. Jan Bosman Risk Manager E D & F Man Holdings Limited Alan Bossin Partner Appleby Laura C. Botero CRPC Offshore Sales Director Schroders Josh Bourque Insurance Manager Martin Resource Management 18

21 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Laurel Bowar Risk Management Analyst Flad Afilliated Corp Maite Bowstead Marketing Assistant Perivan Technology Graham Bowstead Sales Director Perivan Technology Stephen Bracy Vice President - Legal & Compliance Brightstar Re Ltd Tiffany Broadway Chief of Staff Caldera Medical Jill Brooks Global Controller Brightstar Re Ltd Alison Broome Artex Risk Solutions David Brown Partner EY Romika Brown Insurance Manager Gloucester Insurance LTd. Carrie Brown Partner Deloitte Duncan Bryden Claims Counsel Nautilus Tina Bukow Senior Director Kroll Bond Rating Agency Jim Bulkowski Senior Manager EY Samantha Burgess Financial Accountant Nautilus Janita Burke Client Director Estera Services (Bermuda) Limited Michael J. Burns Group Managing Partner Aquifer Global Group Amanda Burns Pupil Appleby Laura Burns Pupil Appleby Philip Burrill Partner EY Sophie Burt Event Coordinator Bermuda Business Development Agency The Hon. E. David Burt JP, MP The Premier of Bermuda and Minister of Finance Bermuda Government Becky Butcher Reporter Captive Insurance Times Anta-Nae Butterfield Underwriting Analyst Granite Management Limited Jessica Bynum Director, Global Healthcare Nike, Inc. Bill Byrne Senior Financial Analyst Hagerty Reinsurance Limited Jacinta Byrne Audit Student Arthur Morris & Company Limited Miko Cagampan Senior Account Executive Aon Jose Luis Camacho Nacional Vida Atlantes Re Ron Campbell Insurance Officer Willis Towers Watson Management (Bermuda) Limited Shannon Cann Associate Appleby Mitch Cantor Executive Director ICCIE Jimmy Caplice Senior Manager Deloitte Janine Carey Associate Appleby Andres Carmona Finance Manager Marsh Captive Solutions Matt Carr Associate Appleby Heldar Carreiro Director Deloitte Andrea Carriero Manager Artex Risk Solutions Daniel Carter Vice President, Risk Consulting Aon Carlos Carter Insurance Officer AIG Rebecca Carvalho Administrative Lead EY Eduardo Cassab Chief Financial Officer Segushop Andrew Cater Senior Underwriter United Insurance Company Elma Chambers Vice President Strategic Risks Solutions (Bermuda) Limited Nicolas Champ Associate Appleby Sharath Chandra Senior Account Executive Aon Saphia Charters Vice President JLT Insurance Management (Bermuda) Ltd. Scott Chaussee Vice President of Actuarial & Information Services Hagerty Reinsurance Limited Janet Cheeseman Audit Senior Arthur Morris & Company Limited Griselle Chernys Chief Executive Officer WellAway Limited Nicole Chernys Marketing Director WellAway Limited Helen Ann Chisholm Corporate Administrator Estera Services (Bermuda) Limited Tilhan Chitrananda Consultant Bespoke Software Anthony Cipollone CPA Baker Tilly Insley Karen Clare Consultant Independent Management Ltd Jo Cole Business Development Websure Jenny Coletta Partner EY Nicole Conrad Morrison Head of Conferences & Events Bermuda Business Development Agency Cassie Constable Executive Assistant JLT Insurance Management (Bermuda) Ltd. William Cooper Associate Conyers Dill & Pearman David Ian Cordon Chief Underwriting Officer Zurich Insurance Company Ltd, Bermuda Branch Heather Couper Assistant Corporate Manager Conyers Corporate Services (Bermuda) Limited Erin Courcey Senior Vice President, Business Development Wells Fargo Chandler Cox Captive Programs Manager Brisk Management Services Jeremy Cox Chief Executive Officer The Bermuda Monetary Authority Emma Cox Accountant Artex Risk Solutions Peter Crayford Vice President Marsh Captive Solutions Kevin Cremin Vice President BNY Mellon Ian Cronin Account Manager Liberty Mutual Management (Bermuda) Ltd. Diego Cruz Chief Executive Officer Bluebird Reinsurance Company Limited Cecilia Cumigad Assistant Vice President Aon 19

22 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Allan Cumigad Assistant Vice President Aon Liz Cunningham Chief Risk Officer Nautilus Todd Cunningham Head of Strategic Risk Solutions & Captives Zurich Global Corporate, North America Navin Dadlani President Fergus Reinsurance Limited Richard Daley President JLT Insurance Management (Bermuda) Ltd. Jodi Daly Account Executive Willis Towers Watson Management (Bermuda) Limited Chris Dalziel Executive Director London & Capital Laurance Daniel Vice President National General Re Ltd Bryan Darby Senior News Editor VSB news Mark Darko Business Development Coordinator Bermuda Business Development Agency Dawnette Darrell Senior Account Executive Independent Management Ltd Owen Darrell Chief of Staff Bermuda Government Joe DaSilveira President Liberty Mutual Mangement (Bermuda) Ltd. Nadia Dattilo Chief Financial Officer Nautilus Katherine Davidge Pupil Cox Hallett Wilkinson Gary Davis Director A.M. Best Rating Services Alan Day Vice President Butterfield An De Bie Account Relationship Manager AIG Karey Dearden Executive Director EY Holly DeBartolo Conference Coordinator Kroll Bond Rating Agency Yvonne DeCosta Marketing Manager Bermuda Business Development Agency Michael DeCouto Senior Vice President & Chief Marketing Officer Clarien Bank Limited Derek Dekoning Butler University Luis Delgado Account Manager JLT Insurance Management (Bermuda) Ltd. Sarah Demerling Client Director Estera Services (Bermuda) Limited Jo Derbyshire Compliance Officer Nautilus Rachel Derry Vice President Liberty Mutual Management (Bermuda) Ltd Jeff DeSilva Vice President CT Insurance Management (Bermuda) Ltd. Ciaran Devine Assistant Vice President Marsh Captive Solutions Stephanie Dickinson Relationship Manager Butterfield Andrea Dillas Treasury Aon James Dockeray Partner Deloitte Anthony Doherty Insurance Finance Analyst L&F Indemnity Limited Luciano Domini Vice President R&Q Quest Management John Donohoe Senior Manager Mazars Limited C. J. Donovan Assistant Product Line Manager AIG Bryan Dooley Senior Portfolio Manager LOM Sted Dowd Senior Director Kroll Bond Rating Agency Richard Dowd Senior Mazars Limited Peter Downey Investment Advisor Barclays David Doyle Director Conyers Dill & Pearman The Hon. Michael H. Dunkley JP, MP One Bermuda Alliance Craig Dunlop Vice President Eastern Insurance Group LLC Alison Dyer-Fagundo Client Director Estera Services (Bermuda) Limited Robert Eastham Managing Director Artex Risk Solutions Stacey Edness Corporate Administrator Estera Services (Bermuda) Limited Vanessa Edwards Corporate Banking Manager - Captive & Insurance Banking HSBC Bank Bermuda Limited Andrew Elliott Chief Financial Officer L&F Indemnity Limited Martin Ellis Senior Vice President, Manager Comerica Bank Michelle Ellis Senior Vice President, Client Executive Marsh USA Inc. Rhona Emmerson President, Creative Director AAC Saatchi & Saatchi Fred Eslami Senior Financial Analyst AM Best Teniko Eve Captive Associate Marsh Captive Solutions Eduardo Fabrega Executive President & General Manager ASSA Jamila Faries Senior Analyst The Bermuda Monetary Authority Niall Farrell Director Phinsys (Bermuda) Limited William Felsing Chief Executive Officer & President Trilogy Health Solutions James Ferris Director PwC Paolo Fiandesio Advisory Senior Manager EY James Fielding Senior Manager - Actuarial KPMG Ashley Fife Counsel Appleby Zach Finn Butler University Jamie Fitzgerald Senior Vice President Morgan Stanley John E. Flagel, CFA Partner Aon Hewitt Jason Flaxbeard Executive Managing Director Beecher Carlson Susan Fleming Senior Director, Global Benefits Nike, Inc. Timae Flood Assistant Director The Bermuda Monetary Authority Marlene Flynn-Carty Corporate Administrator Estera Services (Bermuda) Limited Guillermo Ford Reinsurance & Multinational Networks Manager ASSA David Forester Director PwC 20

23 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Jim Fowler Business Development Manager AM Best Renee Fox Senior Analyst The Bermuda Monetary Authority Lisa Fox Senior Relationship Manager Bermuda Commercial Bank Nadia Fox Sales Manager-Global Liquidity & Cash Management HSBC Bank Bermuda Limited Carmen Francis Head of Marketing & Communications Aon Andrea Franklin Senior Mazars Limited Colin Freeman Relationship Manager Barclays Rachelle Frisby Partner Deloitte Corinne Frith Senior Account Director AAC Saatchi & Saatchi Michael Frith Director Conyers Dill & Pearman Nicholas Frost President R&Q Quest Management Melanie Fullerton Associate Cox Hallett Wilkinson Kezia Furbert Risk Manager Nautilus Robert Gabler Corporate Director Insurance & Risk Management Pinnacle Health System Robert Gagliardi Senior Vice President, Global Director Captive Management AIG Aileen Galea Assistant Vice President Aon Stephanie Gales Account Manager CT Insurance Management (Bermuda) Ltd Santiago Garcia Global Insurance Manager Caterpillar Inc. Geoff Gardner Senior Advisor P.R.P. Performa Limited Chris Garrod Director Conyers Dill & Pearman Anthony Garzia Senior Relationship Manager Bermuda Commercial Bank Paul Gatutha Senior Vice President, Client Technical Services Leader Marsh Captive Solutions Steven C. Gaziano Vice President, Private Wealth Advisor Morgan Stanley International Wealth Management Mari Gemmell Vice President Marsh Captive Solutions David Gibbons Partner PwC Alan Gier President, Bermuda Captive Owners Association General Motors Marcia Gilbert Corporate Administrator Estera Services (Bermuda) Limited Susan Gill Associate Mazars Limited Ken Goertzen Associate Director Estera Services (Bermuda) Limited Saren Goldner Partner Eversheds Sutherland (US) LLP Gloria Gonzalez Deputy Editor Business Insurance Helen Goonewardene Business Development, Corporate Trust & Loan Agency HSBC Bank Bermuda Limited The Hon. Patricia Gordon-Pamplin JP, MP Leader of the Opposition One Bermuda Alliance Jennifer Gosse Managing Director Arthur Morris & Company Limited Stephen Gould Vice President Butterfield Melissa Grant Senior Account Manager Liberty Mutual Management (Bermuda) Ltd Neville Grant Head of Corporate Banking HSBC Bank Bermuda Limited Nancy Gray Regional Managing Director-Americas Aon Sophia Greaves Director Conyers Dill & Pearman Benjamin Green Associate Taylors (Association with Walkers) Meg Green Senior Associate Editor AM Best Juliette Greene Senior Account Executive Aon Toni Greenidge Vice President Marsh Captive Solutions Mark Gregory Corporate Manager Conyers Corporate Services (Bermuda) Limited Calvina Guishard Events & Marketing Coordinator Conyers Dill & Pearman Joyce De Guzman Senior Analyst The Bermuda Monetary Authority Sara L. Hakim Senior Investment Consultant Aon Hewitt Gwen Haller Managing Director Arthur Morris & Company Limited Andrew Halls Senior Underwriter JLT Insurance Management (Bermuda) Ltd. Bryan Ham Risk Management Advisor EmployRisk LLC Chris Hardy Financial Planning & Analysis Manager Pet Food Experts, Inc. Mary Harrington Director Risk Management Subaru Of America, Inc David Harris US Fixed Income Senior Investment Director Schroders Ayana S. Harvey Assistant Vice President, Professional Liability Claims Allied World Assurance Company Mike Harvey Managing Director Arthur Morris & Company Limited Stuart Hayes Client Relationship Manager AIG Alexis Haynes Pupil Appleby Deborah Hayward Accountant Artex Risk Solutions Kerry Heigham Consultant Bespoke Software Michael Henebrey Accountant Artex Risk Solutions Germiko Hill Senior Analyst The Bermuda Monetary Authority Colin Hill Chief Executive Officer & Founder Blackhall, Founder & CEO Zeudi Hinds Marketing & Business Development Specialist Conyers Dill & Pearman Adrienne Hintz Senior Vice President Independent Management Ltd Vicky Hitch Manager - Audit KPMG Thomas Hodson Director & General Counsel SOBC Sandell Holding Co. Ltd. Andries Hoekema Global Head, Insurance Segment HSBC Global Asset Management Scott Hoffman Senior Vice President & Chief Financial Officer Mosaic Stephen Holland Head of Business Development ICM Capital Research Ltd (BCB) David Holland Chief Risk Officer Ally International Insurance Company Ltd. 21

24 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Sachin Honnavar Finance Manager Aon Heidi Horn Senior Director, Risk Management Perrigo Company Steve Horton Senior Vice President, Financial Lines Manager Iron-Starr Excess Agency Ltd Lawrence Howley Underwriting Manager- Americas Maxis GBN Stacey Hoyte Senior Account Executive Aon Kimberly Hudson Claims Analyst L&F Indemnity Limited Katie Hughes Principal CoEfficient Underwriters, Inc. Andrew Hupman Director Strategic Risk Solutions Jan Hutchings Managing Director Credit Suisse Bryan Hutchinson Director - Risk Management, Finance Crowley Maritime Corporation Patrick Hyland Claims Recoverables Manager AIG Nicole Hypolite Senior Analyst The Bermuda Monetary Authority Mark Ignatius Corporate Administrator Estera Services (Bermuda) Limited Kevin Insley ACA CFA Baker Tilly Insley Rick Irvine Partner PwC Umer Islam Executive Director EY Christine Jack Manager - Audit Deloitte Arianne James Senior Associate PwC John James Captive & Consultant Relations Manager P.R.P. Performa Limited Kareem James Senior Relationship Manager Bermuda Commercial Bank Reece Jarvis Senior Portfolio Manager Butterfield Shira Jatto Marketing Executive Appleby Edith Jaworski Partner EY Glenn Johnson Senior Vice President Willis Towers Watson Management (Bermuda) Limited Rose Jones Head of Communications & Marketing Bermuda Business Development Agency Desirae Jones Assistant Corporate Manager Conyers Corporate Services (Bermuda) Limited Bryan Joseph Managing Director The Concord Advisory Group Ruby Julian Assistant Vice President Aon Alan Kandel Business Development Manager AM Best Mike Kane Corporate Banking Manager - Captive & Insurance Banking HSBC Bank Bermuda Limited Edwin Kariuki Assistant Vice President Aon Erik Keener Vice President Pamlico Insurance Company Limited Denise Kelly US Business Development Manager Websure Kerr Kennedy Executive Director EY Jeff Kenneson Senior Vice President R&Q Quest Management Christiane Kenny-Post Secretary Bermuda Captive Owners Association Jonathan Kent Business Editor Royal Gazette Andrew Kerr Manager - Audit KPMG Muhammad Khan Partner Deloitte Matt Killough Principal & Consulting Actuary Milliman Natalie King Vice President Independent Management Ltd Emma King Manager PwC Jackie King Associate Conyers Dill & Pearman Bill Kingston Account Executive Travelers Insurance Lucy Kingston Senior Publishing Executive Pageant Media Jacqui Kipfer Consultant Bespoke Software Seadna Kirwan Risk Advisory Director Aon Jason Knott Tax Manager EY Ron Kolgraf Major Accounts Director Business Insurance Niroopa Kolipakam Senior Associate PwC Mike Kruchten Vice President, Capital Markets & Corporate Planning PAREX RESOURCES INC. Yusuke Kuroda Risk Manager Mitsubishi Corporation Alan Kurth Director of Risk Management Marsh & McLennan Companies Alejandro Lamas Manager PwC Graham Lamb Assistant Director The Bermuda Monetary Authority Heather Lamb Business Development & Sales Manager Clarien Bank Limited Katie Lang Assistant Vice President Aon Cherry Lansangan Finance Manager Marsh Captive Solutions Michael Larkin Vice President Citadel Management Bermuda Limited Matthew Latham Head of Captive Programmes XL Catlin Franck Launay MD - European Head of Reinsurance Solutions BNP PARIBAS David Law Chief Executive Officer L&F Indemnity Limited Heidi Lawson Partner & Risk Manager MIntz Levin Gary LeBlanc Chief Operating Officer P.R.P. Performa Limited Billy Leibel Vice President - Property Facultative Gen Re George Leite Head of Business Development Aon T.C. Leshikar Partner, Tax PwC Elaina Levrier Manager Artex Risk Solutions Adrian Lewis Manager PwC 22

25 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Neva Lewis Assistant Accountant CT Insurance Management (Bermuda) Ltd Michelle Lightbourn Account Relationship Manager AIG Nick Lines Assistant Underwritter JLT Insurance Management (Bermuda) Ltd. Dana Lipp Vice President North American Subrogation Ian Lomas Executive Director EY Khia Looby Accountant Citadel Management Bermuda Limited Jennifer Looby Pupil Appleby Julian Lopez Account Manager JLT Insurance Management (Bermuda) Ltd. Phil Loveland Director Global Corporate Risk AJC International Inc. Aziza Lovell Accounting Manager Beecher Carlson Jacin Lowe Freelance Videographer AM Best Sarah Lusher Associate Conyers Dill & Pearman Brian Lynch Assistant Vice President Aon Andrew Lynskey Head of Technical Underwriting PMAS Limited Mike Lyons Senior Vice President & General Counsel Mosaic Alexandra Macdonald Associate Conyers Dill & Pearman Tiffany Mahraoui Insurance Manager Nautilus Teri Mahu Senior Vice President Comerica Bank Ross Mancell Senior Underwriter Granite Management Limited Ivy Manio Audit Manager Arthur Morris & Company Limited Eve Mantle Legal Assistant Cox Hallett Wilkinson Rick Manuel Vice President Butterfield Davis Maranga Vice President Marsh Captive Solutions Martin Maringi Assistant Director The Bermuda Monetary Authority Kaneli Marsh Marketing Manager Appleby Megan Marshall Client Service Associate P.R.P. Performa Limited Ayesha Marshall Sales Manager-Global Liquidity & Cash Management HSBC Bank Bermuda Limited Vaniek Martin Senior Administrator The Bermuda Monetary Authority Mary Marzano Director, Industry Relations - Industry Relations Americas AM Best Bartolome Massot Vice President R&Q Quest Management John Masters Assistant Vice President AIG Bermuda Lee Mathewson Senior Business Analyst & Actuary Hagerty Reinsurance Limited David Mathog Senior Vice President USI Connecticut Eric Matroos Bancarib Real Insurance Aruba Barbara Matthews General Counsel & Corporate Secretary Hagerty Reinsurance Limited Mike Mauer Chairman & Chief Executive Officer CM Investment Partners Jane Maycock Vice President Willis Towers Watson Management (Bermuda) Limited Charlotte McAuley Analyst ShoreBridge Capital Partners Jennifer McConnell Manager PwC Andrew McCormick Account Manager Strategic Risk Solutions Mark McDonnell President Hillswick Asset Management, LLC Gemma McGeever Accountant Artex Risk Solutions Paul McLeod President Bespoke Software Tom McMahon President Citadel Management Bermuda Limited Nicola McPhee Assistant Vice President Marsh Captive Solutions Esperanza Mead Principal Actuarial Factor LLC Joe Meddings Chief Financial Officer Pet Food Experts, Inc. Rob Mehta Executive Managing Director Beecher Carlson Brad Meindersma Vice President JLT Insurance Management (Bermuda) Ltd. Bryon Merade Chairman & Chief Executive Officer Caldera Medical Daniel Message Manager EY Paul Miehike Sales Manager MAXIS Michael E. Mielzynski Director PwC Rosemarie Minors Senior Analyst The Bermuda Monetary Authority Cathryn Minors Associate Conyers Dill & Pearman Kristi Miramontes Audit Manager EY Ashley Mitchell Manager Mazars Limited Rachel Moir, ACI Captive & Risk Finance Product Manager IRMI Liam Moloney Chief Operating Officer Granite Management Limited Rory Moloney Chief Executive Officer Aon Joseph Monaco Assistant Vice President SunTrust Nicholle Monish Senior Analyst The Bermuda Monetary Authority Danielle Moniz Experienced Associate PwC Shaun Moniz Senior Analyst The Bermuda Monetary Authority Barrinette Montague Executive Assistant Marsh Captive Solutions Eduardo Morales Chief Compliance Officer ARTHUR J GALLAGHER Dageria Morgan Manager, Treasury Linamar Corporation Jane Morley-Davies Vice President Aon Melissa Morton Assistant Director The Bermuda Monetary Authority 23

26 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Carolyn Moss Communications Officer The Bermuda Monetary Authority Kyle Moteberg Captive & Risk Analyst Nike/Triax Tim Mount Head of Corporate Sales, Global Markets HSBC Bank Bermuda Limited Peter Mullen Chief Executive Officer Aon Eileen Mullowney Senior Associate PwC Rockel Munday Business reporter Royal Gazette Nicole Murphy Vice President Aon Choisel Murray Manager PwC Carolyn Myers Director EY Jeff Nacyk Principal CoEfficient Underwriters, Inc. Atsushi Nakatani Director Mitsubishi Corporation Margaret Naval Audit Manager Arthur Morris & Company Limited John Neal President Symphony Management Ltd. Scott Neil Business reporter Royal Gazette Natalie Neto Director Cox Hallett Wilkinson Nancy Neumann Vice President BNY Mellon Michael Newton Managing Director Mazars Limited Patrick Ngonde Audit Senior Deloitte Felicia Nichols Associate Relationship Manager Butterfield David Nichols President CIRCA Robert Nielson Senior Account Manager Strategic Risk Solutions Evangelos (Van) Ntavos Vice President BNY Mellon Percy Nunez Vice President of Finance ASSA Melvin Nusum Business Development Analyst-Global Asset Management HSBC Bank Bermuda Limited Maiesha O Brien External Relations Coordinator Bermuda Tourism Authority Brendan O Reilly Consultant Mazars Limited Melissa O Sullivan Executive Vice President JLT Insurance Management (Bermuda) Ltd. Colin O Sullivan Senior Account Executive Aon Chris Ogle Vice President, Treasury & Investor Relations Levi Strauss & Co. Susan Okabe Director of Treasury Trinidad Drilling Ltd Martina Olcheski-Bell Compliance Officer Artex Risk Solutions Jose Oliveira Senior Account Executive Aon John Oliver Director Awbury Insurance Ltd. Chantal Oosthuizen Managing Director Beecher Carlson Javier Ordonez Namihira Senior Associate, Tax Baker & McKenzie Abogados, S.C. Aida Orphan Senior Director, Global Risk Management Levi Strauss & Co. Jessica Osborne Senior Associate PwC Amanda Outerbridge Head of Communications The Bermuda Monetary Authority Mark Owen Vice President - Insurance Services Aon Peter Oxner Publisher Business Insurance Kiki Oyemhen Underwritter JLT Insurance Management (Bermuda) Ltd. Juan Pablo Cuartas Vice President JLT Insurance Management Latin America Maria Pacheco Corporate Group Manager Estera Services (Bermuda) Limited Louise Packer Partner Deloitte Manuel Padilla Director, Risk Management MacAndrews Jennifer Panchaud Associate Conyers Dills & Pearman Jorge Hugo Parada Director Atlantes Re Hiral Parekh Account Manager JLT Insurance Management (Bermuda) Ltd. Elaine Parker-Frost Senior Vice President R&Q Quest Management Michael Parrish Senior Vice President & Business Development Lead Marsh Management Services (Bermuda) Ltd. John Partington Chief Financial Officer Apex Global Insurance Ltd. Barry Partlo President Pamlico Insurance Company Limited Richard Patching Partner PwC Dhara Patel President, Property & Casualty American Claims Management, Inc Gareth Paton Manager - Audit KPMG Fernando Paul Assistant Vice President Aon Samantha Payne Account Relationship Manager AIG Danielle Paynter Sales & Business Development Manager HSBC Bank Bermuda Limited Chesney Pearman Senior Analyst The Bermuda Monetary Authority Noel Pearman Senior Vice President & Cyber Product Lead XL Caitlin Sophia Peart-Iris Account Executive AIG Michelle Pedro Financial Controller P.R.P. Performa Limited Jose Pena Manager Artex Risk Solutions Joe Pendergast Internal Sales Consultant Vanguard Nidia Perez Client Services Manager Generali Employee Benefits (GEB) Barry Perkins Global Consulting Group EB Captive & Global Insurance Solutions Leader Mercer Jaclyn Perl Senior Associate PwC Julie Perron Actuary Ordinance Holdings Limited Craig Perry Head of Custody - HSBC Securities Services HSBC Bank Bermuda Limited Sierra Petty Audit Associate Deloitte 24

27 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Pat Phillip-Fairn Chief Product & Experiences Development Officer Bermuda Tourism Authority Paul Phillips Partner EY Cynarra Phillips Associate PwC Alisha Phillips Senior Analyst The Bermuda Monetary Authority George Pickering Senior Advisor The Bermuda Monetary Authority Carol Pierce Director Kroll Bond Rating Agency Heather Pitt Executive Assistant Aon Nicolas Plianthos Vice President Marsh Captive Solutions Vrej Pliposian Senior Consultant Granite Management Limited Kevin Poczatek Manager EY John Portelli Vice President - Investments LOM Luis Portillo Underwritter JLT Insurance Management (Bermuda) Ltd. Henk Potts Director of Global Strategy Barclays Anne Powell Vice President Liberty Mutual Managment (Bermuda) Ltd. Jennifer Prescott Assistant Vice President, Underwriting Zurich Insurance Company Ltd Claudine Pullen National General Re, Ltd Gurminder Purewal Manager, Insurance Eldorado Gold Corporation Brian Quinn Managing Director Granite Management Limited Grensy Quintero Manager PwC Elisabeth Rae Financial Controller CTFS Bermuda Ltd. Bellal Rahman Senior Vice President & Cyber Product Lead Aon Dhana Raju Audit Senior EY Scarlet Ramos Manager - Audit KPMG Jereme Ramsey Business Development Manager Bermuda Business Development Agency Mike Ramsey Vice President Wells Fargo Minesh Ranchod Manager - Audit KPMG Jarryd Ray Senior Associate PwC Elizabeth Ray Accountant Artex Risk Solutions Mikhail Raybshteyn Senior Manager EY Craig Redcliffe Partner EY Marc Reinhardt Director of the Americas Generali Employee Benefits Darran Reitze Account Manager JLT Insurance Management (Bermuda) Ltd. Graham Rendell c/o AAC Saatchi & Saatchi Gideon Reyneke Audit Senior Arthur Morris & Company Limited Scott Reynolds President Member Insurance Ltd. Shane Reynolds Corporate Manager Conyers Corporate Services (Bermuda) Limited Al Rhodes President Sigma Actuarial Bella Richards Senior Marketing & Business Development Executive Estera Services (Bermuda) Limited Jessie Richardson Office Manager Granite Management Limited Darnel Richardson Administrator JLT Insurance Management (Bermuda) Ltd. Syrica Richardson Assistant Accountant CT Insurance Management (Bermuda) Ltd Jonathan Richmond Senior Account Manager Citadel Management Bermuda Limited Grainne Richmond Vice President Dyna Management Services Ltd. Sean Rider Managing Director, Consulting & Development, Global Captive Practice Willis Towers Watson Andromeda Ridgeway Vice President Aon Tony Riker Senior Corporate Banking Manager HSBC Bank Bermuda Limited Paul Ring Managing Director Websure Stewart Ritchie Director PwC Stuart Roberts Communications Manager The Bermuda Monetary Authority Anuli Roberts Accountant Artex Risk Solutions Kate Robinson c/o AAC Saatchi & Saatchi Leslie Robinson Assistant Director The Bermuda Monetary Authority Tammy Robinson Corporate Secretary Specialist Bermuda Commercial Bank Raymond Rocchio Vice President & Chief Segment Officer for Specalty Markets Division PMA Companies Martin Romanelli Special Risk Consultants Anastasiya Romankova Account Manager CT Insurance Management (Bermuda) Ltd. Frank Romano President Essex Group Kathy Rossiter Consultant Bespoke Software M. Page Rouse President Two Rock Insurance Management Ltd. Nicole Rozon Compliance Officer Dyna Management Services Ltd Frank Ruel Senior Risk Manager Raytheon Company Christopher Russin Vice President Citadel Management Bermuda Limited Marizanne Rust Audit Senior Arthur Morris & Comapany Limited Daniel Ryan Senior Director - North American Property Casualty AM Best Alejandro J. Santos Leader of Analytics & Captives LAC Marsh Global Analytics & Captive Solutions Sulkhaymie Saripullah Assistant Vice President CT Insurance Management (Bermuda) Ltd J.J. Saur Director of Underwriting & Risk L&F Indemnity Limited John Savage Business development Captive Insurance Times Robert Scherer Senior Vice President Aon Oliver Schofield Managing Director RFIB Group Ltd 25

28 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Joyce Scott Vice President Citadel Management Bermuda Limited Jackie Scott Account Relationship Manager AIG Mike Scotto Partner Aon Hewitt Eleanor Secreto Senior Analyst The Bermuda Monetary Authority Isabelle Seculier Regional Manager Generali Employee Benefits (GEB) Dave Seman Vice President of Finance Hagerty Reinsurance Limited Anup Seth Managing Director Aon Kevin Shea General Counsel Flad Affiliated Corp Maria Sheffield Corporate Counsel Caterpillar Financial Services Corporation Catherine Sheridan Moore Managing Director KPMG Debra Shields Client Relationship Director Bermuda Commercial Bank Martin Shipp Client Manager London & Capital Matthew Shirley Client Services Administrator Vanguard Dennis Silvia President Cedar Consulting LLC Shammara Simmons Administrative Lead EY Mekisha Simmons Principal The Bermuda Monetary Authority Joanne Simmons Executive Assistant R&Q Quest Management Angela Simmons Executive Assistant R&Q Quest Management Cyril Simmons Senior Private Banker Clarien Bank Limited The Hon. Jamahl S. Simmons JP, MP Minister of Economic Development and Tourism Bermuda Government Rochelle Simons General Manager Bermuda Captive Owners Association Dennis Simons Senior Analyst The Bermuda Monetary Authority Phyllis Simons Secretary Aon Dawn Simons Senior Vice President Aon Timothy Singletary Founder Altivolus Scott Slater Partner PwC Heather Smale Legal, Compliance & Risk Management Independent Consultant Rohan Small Partner EY Sean Smatt Executive Vice President Butterfield Mike Smiley Vice President & Assistant General Counsel Hagerty Reinsurance Limited Susan Smith Corporate Administrator Estera Services (Bermuda) Limited Kent Smith Counsel Conyers Dill & Pearman Donna Smith Operations Manager AIG Adam Smith Director - Audit KPMG Jon Smith Finance Director AAA Reinsurance Limited Tim Snyders Vice President & Account Executive Aon Giulianna Molero Solari Senior Manager PwC Damita Somner Accounts Assistant Nautilus Clare Spearing Senior Vice President, Head of Private Banking Clarien Bank Limited Matthew Spencer Global Head of Investment Counsellor Group Orbis Investment Management Limited Paul Springer Vice President Marsh Captive Solutions David Stallings, MHA, CPHQ, DFASHRM Director of Risk Management Seattle Children s Jennifer Stalvey Assistant Director State of TN Dennis Stapola Vice President & Director of Risk Management Asplundh Mindy Steichen Consulting Actuary Milliman Robert Steinhoff Head of Investment Strategy Clarien Investments Limited Derek Stenson Senior Counsel Walkers Sabrina Stewart Senior Account Executive Independent Management Ltd Divan Steyn Audit Senior Deloitte Paige Stienlet Underwriting Analyst Granite Management Limited Jeffrey Stolle Director, Risk Management Dole Food Company, Inc. Karen Stout Vice President Marsh Captive Solutions Leanora Stovel-Smith Analyst The Bermuda Monetary Authority Ryan Sulley Assistant Vice President Marsh Captive Solutions Jessica Sullivan Vice President of Hagerty Group Office Hagerty Reinsurance Limited Shanai Swan Principal The Bermuda Monetary Authority Christina Swan Director, Business Development & Client Management Multi-Strat Re Ltd. Tom Swartzendruber Head of Sales-Int.Americas, Offshore & LatAm Vanguard David Sykes Managing Director Strategic Risk Solutions Christina Talamonti Staff Attorney Chelsea Rhone, LLC Taijaun Talbot Senior Analyst The Bermuda Monetary Authority Shantarrae Talbot Interim Country Head-Global Liquidity & Cash Management HSBC Bank Bermuda Limited Patrick Tannock Chief Executive Officer XL Bermuda Ltd, Insurance John Taylor President Green Leaf Re Insurance Company Dave Taylor Chief Executive Officer, President & Director Parex Resources Inc. Sherman Taylor Associate Director Estera Services (Bermuda) Limited Frank Tedesco Manager, Marketing & Client Service Hillswick Asset Management, LLC Michael Terelmes Chief Financial Officer Sirius Global Solutions Carl Terzer Principal CapVisor Associates, LLC Max Tetlow Associate Appleby 26

29 List of Attendees 2017 Leading Global Risk Innovation (Continued) FIRST LAST TITLE COMPANY Keisha Thomas Assistant Vice President CT Insurance Management (Bermuda) Ltd. Denzil Thomas Assistant Vice President Willis Towers Watson Management (Bermuda) Limited Philip Tindall Accountant RI Recoverables AIG Alvaro Toledo Director Atlantes Re Donny Tong Senior Vice President SunTrust Bank Crystal A Torak Executive Assistant EY Pablo Torres Risk Manager CEMEX Jessica Toth Vice President Comerica Bank Winnette Trimm Analyst The Bermuda Monetary Authority Ryce Trott Insurance Assistant CT Insurance Management (Bermuda) Ltd. Tonae Trott Insurance Assistant Willis Towers Watson Management (Bermuda) Limited Nick Troxell Risk Financing Manager NIKE, Inc. Rick Tryon Claims Coordinator Martin Resource Management Corporation Takiyah Tucker Principal The Bermuda Monetary Authority Frederick Turcotte Chief Financial & Administrative Officer Hagerty Reinsurance Limited Bron Turner Manager - Audit KPMG Will Tyrrell Senior Associate Dyna Management Services Ltd Simon Van de Weg Senior Vice President, Banking Clarien Bank Limited Christof Van Tonder Audit Senior Arthur Morris & Company Limited Wanette Vann Senior Vice President Marsh Captive Solutions Catherine Vasaya Senior Account Executive Aon Michael Veale Vice President Butterfield Abid Vehra Consultant Bespoke Software Sariah Wade Trainee Assistant Accountant CT Insurance Management (Bermuda) Ltd Jamal Wainwright Relationship Manager Butterfield Treasa Walker Senior Analyst The Bermuda Monetary Authority Oronde Walker Principal The Bermuda Monetary Authority Mike Walker Head of Wholesale Banking HSBC Bank Bermuda Limited Rob Walling Principal & Consulting Actuary Pinnacle Actuarial Resources, Inc. Craig Walls Senior Analyst The Bermuda Monetary Authority Karen Walrond Audit Manager Arthur Morris & Company Limited Ryan Wang US Economist HSBC Securities (USA) Inc Amy Ward Senior Account Manager Liberty Mutual Management (Bermuda) Ltd Brian Warren Director, Risk Management Microsoft Nick Warren President Willis Towers Watson Management (Bermuda) Limited John Wasty Partner Appleby Mark Watkinson Chief Executive Officer HSBC Bank Bermuda Limited Natalie Watson Senior Account Executive Aon Sakisha Webb Insurance Officer AIG Eric Wehrwein Director Deloitte Shelby Weldon Senior Vice President Marsh Captive Solutions Ariane West Partner Taylors (Association wtih Walkers) Laura West-Burt Corporate Manager & Director Nostec Insurance Ltd Khamla White Analyst The Bermuda Monetary Authority Roxeen White Senior Vice President CT Insurance Management (Bermuda) Ltd. Cliff White Senior Vice President Morgan Stanley - Graystone Consulting Cyril Whitter Chief Executive Officer & President Independent Management Ltd. Gina Wilkinson Senior Account Executive Aon Kirsty Willemse Account Manager JLT Insurance Management (Bermuda) Ltd. Christopher Williams Managing Director Travelers Tanisha Williams Senior Officer The Bermuda Monetary Authority Michael Williams Senior Mazars Limited Peter Willitts Retired President Liberty Mutual Management (Bermuda) Limited Shonette Wilson Principal The Bermuda Monetary Authority Akilah Wilson Assistant Director The Bermuda Monetary Authority Ceola Wilson Executive Producer Bermuda Real Todd Winchel Vice President Wilmington Trust, N.A. Richard Winchell Director Strategic Risk Solutions Shaun Wonfor Account Manager Liberty Mutual Management (Bermuda) Ltd. William Wood Chief Executive Officer CT Insurance Management (Bermuda) Ltd Gavin Woods Counsel Appleby (Bermuda) Limited Elaine Wright Director of Treasury Linamar Corporation P. Bruce Wright Partner Sunderland Asbill & Brennan LLP Oceana Yates Senior Vice President R&Q Quest Management Kevin Yousif Chief Investment Officer LS Investment Advisors Vittorio Zaniboni Chief Technology Officer Generali Employee Benefits Gregory Zarin President North American Subrogation Jonathan Zeigler Partner Baker Tilly Virchow Krause, LLP Somer Zuiker Senior Associate PwC Darius Zuill Analyst The Bermuda Monetary Authority 27

30 Trade Show Floor Plan & Exhibitors 2017 Poinciana Ballroom TRADE FLOOR OPENS Monday September 11 at 11:30am CLOSES Wednesday September 13 at 3:30pm Password PINNACLE POINCIANA ROOM MAIN SESSION ROOM Lunch & Coffee Break Area EXHIBITION TRADE SHOW Lunch & Coffee Break Area Follow on Twitter EXHIBITION TRADE SHOW GARDENIA ROOMS 1 & Cyber Cafe provided by One Communications REGISTRATION DESK PRIVATE MEETING ROOM BOOTH COMPANY 1 HSBC 2 KBRA Kroll Bond Rating Agency 3 Artex Risk Solutions Bermuda 4 Cox Hallett Wilkinson 5 Mazars Limited 6 Performa 7 Citadel Risk 8 Appleby 9 Granite Management Limited 10 R&Q Quest Management Services 11 Estera 12 Aon 13 Deloitte 14 AIG 15 WEBSURE 16 Clarien Bank 28 BOOTH COMPANY 17 Independent Management Ltd / Independent Risk Solutions Ltd 18 JLT Insurance Management (Bermuda) Ltd. 19 Strategic Risk Solutions 20 CD&P 21 Butterfield Bank 22 Bespoke Software 23 Liberty Mutual Management (Bermuda) Limited 24 HSBC 25 Morgan Stanley 26 EY 27 KPMG 28 Comerica 29 Willis Towers Watson Management (Bermuda) Limited 30 Bermuda Commercial Bank 31 PwC BOOTH COMPANY 32 Marsh Captive Solutions 33 Maxis GBN 34 State Street Global Exchange 35 Wilmington Trust 36 Vanguard 37 Wells Fargo 38 Walkers 39 CT Insurance Management (Bermuda) Ltd. 40 Baker Tilly Insley 41 Bermuda Captive Owners Association (BCOA) 42 Bermuda Business Development Agency (BDA) 43 Bermuda Monetary Authority 44 Perivan Technology 45 CM Investment Partners 46 BNY Mellon 47 Schroders 48 ASW Law Limited

31 PLATINUM SPONSOR Leading Global Risk Innovation GOLD SPONSORS EVENT SPONSORS AMC SILVER SPONSORS BRONZE SPONSORS SUPPORTING SPONSORS

32 MAKE LONG-TERM LAST EVEN LONGER. The future of your business starts today. HSBC, a thought leader in climate change research and capital markets, could help you meet the need for your long-term business planning. It s why we re one of the leading and award-winning global bond houses across international markets and currencies. For more information, please contact: Tony Riker Senior Relationship Manager HSBC Bank Bermuda Limited 37 Front Street, Hamilton HM 11, Bermuda Telephone: anthony.riker@hsbc.bm Issued by HSBC Bank Bermuda Limited of 6 Front Street, Hamilton, Bermuda which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority.

Industry welcomes Bermuda delegation to RIMS 2018

Industry welcomes Bermuda delegation to RIMS 2018 FOR IMMEDIATE RELEASE Industry welcomes Bermuda delegation to RIMS 2018 San Antonio, Texas, April 17, 2018 The global risk-management industry gave a warm welcome to Premier and Finance Minister the Hon

More information

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape.

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape. AGENDA 8:30AM 9:00AM 9:05AM REGISTRATION & BREAKFAST OPENING REMARKS KEYNOTE ADDRESS Asia Pacific 20 Years After the Crisis Causes and lessons learned (or not) Is Asia still the fastest growing region

More information

Annual. Real Estate. Outlook

Annual. Real Estate. Outlook Annual Real Estate Outlook 2014 Annual Outlook 2014 Thank you for attending ULI British Columbia s premier real estate trends and forecast event of the year, featuring insights from leading experts both

More information

Then: Costs. Now: Processes. Next: Innovation.

Then: Costs. Now: Processes. Next: Innovation. Then: Costs Now: Processes Next: Innovation How are forest and paper companies transforming operations to take advantage of new opportunities and drive profits? Find out May 11, 2010 Then: Consolidation

More information

T1 Meeting. March 22-23, 2016 Cambridge, MA. TAPA and Government Programs: Making Public and Private Partnerships Work

T1 Meeting. March 22-23, 2016 Cambridge, MA. TAPA and Government Programs: Making Public and Private Partnerships Work T1 Meeting March 22-23, 2016 Cambridge, MA TAPA and Government Programs: Making Public and Private Partnerships Work Thank You to Our T1 Meeting Sponsor Thank you to our Reception Sponsor Day 1 Tuesday,

More information

ASIFMA Annual Conference 2014

ASIFMA Annual Conference 2014 ASIFMA Annual Conference 2014 A large-scale, industry-wide event providing a unique opportunity for global and regional policy makers, high-level regulators, senior industry representatives from both sell-side

More information

6 TH CHINA INVESTMENT CONFERENCE

6 TH CHINA INVESTMENT CONFERENCE 6 TH CHINA INVESTMENT CONFERENCE 207 CFA Society Beijing. All rights reserved. 2 August 207 China World Hotel Beijing, China Hosted by CFA Society Beijing SUPPORTER OPPORTUNITIES EVENT OVERVIEW Our flagship

More information

Big Challenges, Real Solutions. The Small Countries Financial Management Programme. Course details and Application Form

Big Challenges, Real Solutions. The Small Countries Financial Management Programme. Course details and Application Form 2013 PR0GRAMME www.scfmc.im Big Challenges, Real Solutions The Small Countries Financial Programme Sunday 14th - Friday 26th July 2013 Course details and Application Form Whilst I have learned a lot of

More information

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m.

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. During this session, panelists answer your questions related to the fixed income regulatory landscape. Panelists also address

More information

ANNUAL CONFERENCE 2014

ANNUAL CONFERENCE 2014 ANNUAL CONFERENCE 2014 Irish Financial Services Raising the Bar on Compliance, Culture and Conduct 23rd October 2014 Radisson Blu, Golden Lane, Dublin 8 www.acoi.ie Philip Brennan Chairman, ACOI and Managing

More information

5 GOVERNMENT MINISTERS AND 40 INTERNATIONAL INVESTORS. Carmel Daniele. Founder & CIO. Ramón Aracena. Chief Economist for Latin America.

5 GOVERNMENT MINISTERS AND 40 INTERNATIONAL INVESTORS. Carmel Daniele. Founder & CIO. Ramón Aracena. Chief Economist for Latin America. THE ONLY INTERNATIONAL MINING INVESTMENT CONFERENCE IN LATIN AMERICA FROM THE TEAM BEHIND MINING INDABA 5 GOVERNMENT MINISTERS AND 40 INTERNATIONAL INVESTORS Santiago, Chile CONFIRMED TO ATTEND 11-12 July

More information

2018 BCBA Convention Registration Packet

2018 BCBA Convention Registration Packet 2018 BCBA Convention Registration Packet Invitation/Convention Overview... 2 Registration Forms... 3 Breakout Sessions and Speakers... 6 Agenda... 9 Corporate Sponsors... 11 1 June 22, 2018 Fellow Community

More information

The Association s high-level visit to Hong Kong in April 2018

The Association s high-level visit to Hong Kong in April 2018 The Association s high-level visit to Hong Kong in April 2018 In April 2018, Kimberly N Ellison-Taylor, Chairman, Association of International Certified Professional Accountants & Immediate Past Chairman,

More information

BERMUDA EXECUTIVE FORUM NYC 2018

BERMUDA EXECUTIVE FORUM NYC 2018 BERMUDA EXECUTIVE FORUM NYC 2018 Wednesday, May 2, 2018 8:30am 7pm The Convene, 23rd Floor, 810 Seventh Avenue, New York, NY 10019 The Convene Midtown West NYC Are you looking for new investment opportunities

More information

13 th Annual Economic Forecast Dinner

13 th Annual Economic Forecast Dinner SILVER SPONSORS BRONZE SPONSOR 13 th Annual Economic Forecast Dinner ACADEMIC SPONSORS January 21, 2016 5 PM 9 PM Sheraton Seattle Hotel WINE SPONSOR Wine Generously Underwritten by Chateau Ste Michelle

More information

The Cannabis Industry Growth Opportunities for Professionals, Operators and Investors

The Cannabis Industry Growth Opportunities for Professionals, Operators and Investors The Cannabis Industry Growth Opportunities for Professionals, Operators and Investors Conference Program Tuesday October 17, 2017 Hilton Boston Dedham TABLE OF CONTENTS SECTION PAGE OUR PARTNERS Thank

More information

2019 EBA WESTERN CHAPTER ANNUAL MEETING

2019 EBA WESTERN CHAPTER ANNUAL MEETING 2019 EBA WESTERN CHAPTER ANNUAL MEETING February 21-22, 2019 San Francisco, CA Palace Hotel San Francisco 2 New Montgomery Street San Francisco, CA 94105 Summary The energy industry is entering a period

More information

CANADIAN CENTRE FOR ETHICS AND CORPORATE POLICY. Annual General Meeting. May 17, :30 7:00 pm

CANADIAN CENTRE FOR ETHICS AND CORPORATE POLICY. Annual General Meeting. May 17, :30 7:00 pm CANADIAN CENTRE FOR ETHICS AND CORPORATE POLICY Annual General Meeting May 17, 2017 3:30 7:00 pm Action indeed is the sole medium of expression for ethics. Jane Adams Welcome Note Agenda We are firmly

More information

The Walker Pearson Group at Morgan Stanley

The Walker Pearson Group at Morgan Stanley The Walker Pearson Group at Morgan Stanley 5444 Riverside Drive 2nd Floor Macon, GA 31210 478-471-2286 / MAIN 800-926-2136 / TOLL-FREE 478-471-3355 / FAX John.C.Walker.III@morganstanley.com John.C.Walker.IV@morganstanley.com

More information

ADVISORY COMMITTEE Gold Hunter Green. ALTERNATE DELEGATE Gold Maroon. Gold Hunter Green. ASSISTANT TREASURER Gold Green.

ADVISORY COMMITTEE Gold Hunter Green. ALTERNATE DELEGATE Gold Maroon. Gold Hunter Green. ASSISTANT TREASURER Gold Green. 5 YEARS 10 YEARS 15 YEARS 20 YEARS 25 YEARS Gold Silver 30 YEARS 35 YEARS 40 YEARS 45 YEARS 50 YEARS ACHIEVER ADVERTISER ADVISOR ADVISORY BOARD ADVISORY COMMITTEE ADVISORY COUNCIL AFFILIATE ALTERNATE ALTERNATE

More information

Columbia University MsRED Career Development Program

Columbia University MsRED Career Development Program Columbia University MsRED Career Development Program Toronto, April 4 5, 2012 Itinerary Wednesday, April 4 Oxford offices, Royal Bank Plaza 200 Bay Street, North Tower, 9th Floor 12:00 pm Lunch 1:00 pm

More information

MEETING AGENDA QUEBEC CITY CONFERENCE APRIL 27, 2017

MEETING AGENDA QUEBEC CITY CONFERENCE APRIL 27, 2017 MEETING AGENDA QUEBEC CITY CONFERENCE APRIL 27, 2017 Venue & Accomodation: Fairmont Le Château Frontenac, 1 Rue des Carrières, Quebec City, G1R 4P5 Attire: business casual The Quebec City Conference was

More information

International Business Symposium

International Business Symposium BUSINESS OPPORTUNITIES IN BARBADOS GENERAL Research and Development Health Tourism Alternative and Renewable Energy FINANCIAL SERVICES International Business Companies International Insurance Companies

More information

Where A&D Begins. April 17-18, 2017 Austin, Texas Omni Barton Creek. EnergyCapitalConference.com. Austin, TX DON T MISS: Hosted by: Register today at

Where A&D Begins. April 17-18, 2017 Austin, Texas Omni Barton Creek. EnergyCapitalConference.com. Austin, TX DON T MISS: Hosted by: Register today at Where A&D Begins Austin, TX Hosted by: DON T MISS: Presentations from Oil and Gas Investor Excellence Award Winners n Legendary sports broadcaster Verne Lundquist to speak at Reception Dinner n 12 executive-level

More information

Duff & Phelps New York Alternative Investments Conference TUESDAY, NOVEMBER 13, 2018 PIER SIXTY, CHELSEA PIERS, NEW YORK

Duff & Phelps New York Alternative Investments Conference TUESDAY, NOVEMBER 13, 2018 PIER SIXTY, CHELSEA PIERS, NEW YORK New York Alternative Investments Conference TUESDAY, NOVEMBER 13, 2018 PIER SIXTY, CHELSEA PIERS, NEW YORK New York Alternative Investments Conference Agenda 8:30 a.m. Registration and Breakfast 9:00 a.m.

More information

2014 FOCUS RESEARCH ANNUAL CONFERENCE

2014 FOCUS RESEARCH ANNUAL CONFERENCE 2014 FOCUS RESEARCH ANNUAL CONFERENCE October 8 9, 2014 Hosted by Asset Management 50 South La Salle Street 6th Floor Chicago WEDNESDAY, OCTOBER 8th 7:30 am 8:00 am Breakfast 8:00 am 8:15 am Welcome and

More information

2018 Maine Bankers Association Sponsorship Opportunities

2018 Maine Bankers Association Sponsorship Opportunities Reach the Top Decision- Makers within the Maine Banking Community 2018 Maine Bankers Association Sponsorship Opportunities About Us: The Maine Bankers Association has served Maine s banking industry since

More information

TransAlta welcomes you to the 2 nd Annual. PowerTalk Series. The State of Canada s Energy Economy

TransAlta welcomes you to the 2 nd Annual. PowerTalk Series. The State of Canada s Energy Economy TransAlta welcomes you to the 2 nd Annual PowerTalk Series. The State of Canada s Energy Economy Tuesday, November 1, 2011 Back by popular demand, TransAlta is hosting its 2 nd annual PowerTalk Series

More information

Family Office Conference

Family Office Conference FAE 2013 Conferences Third Annual Family Office Conference foundation for accounting FAE education Network with leading professionals and hear relevant, timely perspectives from renowned family office

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

Charity Investment Theory and Practice

Charity Investment Theory and Practice Charity Investment Theory and Practice Centre for Charity Effectiveness Intellectual leadership: developing talent, enhancing performance www.cass.city.ac.uk/cce Introduction to Charity Investment Theory

More information

The London Investor Show

The London Investor Show The London Investor Show LONDON OLYMPIA, FRIDAY 25 OCTOBER 2013 A one-day exhibition and event for Private Investors, Traders and Active Market Participants Speakers Welcome to the London Investor Show

More information

AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION

AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION 2018 ACGLA B U S I N E S S CONFERENCE POCKET GUIDE AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION AGENDA SPONSORED BY: SEPTEMBER 25-26, 2018 TUESDAY, SEPTEMBER 25 9:00AM 2:30PM

More information

2017 INROADS Leadership Development Institute Sponsorship Details

2017 INROADS Leadership Development Institute Sponsorship Details 2017 INROADS Leadership Development Institute Sponsorship Details From The Desk Of The INROADS Chief Leadership Development Programs Officer Dear INROADS Business & Community Partners As Chief Leadership

More information

America at Risk: CyberSecurity and US Election Impact

America at Risk: CyberSecurity and US Election Impact America at Risk: CyberSecurity and US Election Impact 1 About Advisen: Advisen Ltd. is a privately-owned, independent and unbiased provider of news, data and risk analytics to the commercial insurance

More information

MINUTES OF THE 102 ND ANNUAL GENERAL MEETING OF THE MANCHESTER MARINE INSURANCE ASSOCIATION HELD AT THE MIDLAND HOTEL, MANCHESTER ON 16 TH MARCH 2006

MINUTES OF THE 102 ND ANNUAL GENERAL MEETING OF THE MANCHESTER MARINE INSURANCE ASSOCIATION HELD AT THE MIDLAND HOTEL, MANCHESTER ON 16 TH MARCH 2006 MINUTES OF THE 102 ND ANNUAL GENERAL MEETING OF THE MANCHESTER MARINE INSURANCE ASSOCIATION HELD AT THE MIDLAND HOTEL, MANCHESTER ON 16 TH MARCH 2006 Present Ian Harrison (Chairman), Joe O Hanlon (Secretary),

More information

CALIFORNIA-CHINA OFFICE OF TRADE AND INVESTMENT

CALIFORNIA-CHINA OFFICE OF TRADE AND INVESTMENT August 7, 2014 Dear Executive, We invite you to join the US-China Governors Forum, hosted by California Governor Edmund G. Brown on November 11-12, 2014 in Rancho Mirage, California. The US-China Governors

More information

Risk Knowledge. Industry Advantage. Aon Australia s National Food, Agri-business & Beverage Forum

Risk Knowledge. Industry Advantage. Aon Australia s National Food, Agri-business & Beverage Forum Risk Knowledge. Industry Advantage. Aon Australia s National Food, Agri-business & Beverage Forum Aon Australia s National Food, Agri-business & Beverage Forum Tuesday August 5, 2014 Aon Tower L33, 201

More information

Banking & securities accounting and reporting update

Banking & securities accounting and reporting update Banking & securities accounting and reporting update Tuesday, May 22, 2018 Agenda Subject to change Topic Time Speaker(s) Registration/lunch 12:30 p.m. 1:00 p.m. Welcome/introduction 1:00 p.m. 1:05 p.m.

More information

2018 J.P. MORGAN HEALTHCARE CONFERENCE

2018 J.P. MORGAN HEALTHCARE CONFERENCE MEET at the 2018 J.P. MORGAN HEALTHCARE CONFERENCE JANUARY 8 10, 2018 RITZ-CARLTON SAN FRANCISCO 2018 LEADERS FORUM SMART HEALTH CARE SERVICES INVESTING We are thrilled to present McDermott s must-attend

More information

FINANCIAL REPORTING: CURRENT ISSUES, FUTURE PERSPECTIVES

FINANCIAL REPORTING: CURRENT ISSUES, FUTURE PERSPECTIVES FINANCIAL REPORTING: CURRENT ISSUES, FUTURE PERSPECTIVES THE FINANCIAL REPORTING FACULTY S SECOND ANNUAL IFRS CONFERENCE 12 DECEMBER 2012, CHARTERED ACCOUNTANTS HALL, LONDON BUSINESS WITH CONFIDENCE icaew.com/frf

More information

THE GOLDMAN SACHS GROUP, INC.

THE GOLDMAN SACHS GROUP, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event

More information

NACO Canadian Co Investment Summit Meeting Template

NACO Canadian Co Investment Summit Meeting Template NACO Canadian Co Investment Summit Meeting Template 1.0 Overview The First Canadian Co investment Summit, hosted by the National Angel Capital Organization on Wednesday, November 19th, 2008 in Toronto,

More information

This has once again been an inspirational. evening, and on behalf of the Board of. Directors of the T&T Chamber of Commerce,

This has once again been an inspirational. evening, and on behalf of the Board of. Directors of the T&T Chamber of Commerce, Vote of Thanks Delivered By Catherine Kumar CEO Trinidad and Tobago Chamber of Industry and Commerce On the occasion of the Chamber s 8 th Annual Business Hall of Fame Induction Ceremony 2012 Regency Room,

More information

Blackfriars INVESTMENTS LIMITED. Blackfriars Investments Ltd SUITE 4, 32 LAWN ROAD LONDON NW3 2XU, UNITED KINGDOM

Blackfriars INVESTMENTS LIMITED. Blackfriars Investments Ltd SUITE 4, 32 LAWN ROAD LONDON NW3 2XU, UNITED KINGDOM Blackfriars INVESTMENTS LIMITED Blackfriars Investments Ltd SUITE 4, 32 LAWN ROAD LONDON NW3 2XU, UNITED KINGDOM TELEPHONE: +44 (0)20 7483 0007 FACSIMILE: +44 (0)20 7483 2007 E-MAIL: info@blackfriars-uk.com

More information

EXHIBITOR PROSPECTUS. 74 th Georgia Orthopaedic Society Annual Meeting. September 19-22, 2019 at The Cloister on Sea Island, Georgia

EXHIBITOR PROSPECTUS. 74 th Georgia Orthopaedic Society Annual Meeting. September 19-22, 2019 at The Cloister on Sea Island, Georgia 74 th Annual Meeting EXHIBITOR PROSPECTUS September 19-22, 2019 at The Cloister on Sea Island, Georgia A d v o c a c y R e l a t i o n s h i p s E d u c a t i o n INVITATION TO EXHIBIT The GOS Annual Meeting

More information

Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment

Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment San Francisco, CA October 10, 2017 Welcome to Deloitte s 2017 Real Estate Industry Update The pace of

More information

8:45-9:45 am Chinese Domestic Politics: The New Peking Order. Michael Forsythe, Reporter, New York Times

8:45-9:45 am Chinese Domestic Politics: The New Peking Order. Michael Forsythe, Reporter, New York Times Monday, May 1 8:00 am Registration and Continental Breakfast 8:30 am Opening Remarks Tami Overby, Senior Vice President, Asia, U.S. Chamber of Commerce William Zarit, Chairman, American Chamber of Commerce

More information

Final Pitch Competition PROGRAM GUIDE. Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV

Final Pitch Competition PROGRAM GUIDE. Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV Final Pitch Competition PROGRAM GUIDE Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV #HITVenture #HIMSS16 1 Presented by: WEDNESDAY, MARCH

More information

WALL STREET 50 IRISH AMERICA MAGAZINE INVITES YOU TO A CELEBRATION WEDNESDAY, OCTOBER 11, 2017 AT SIX THIRTY THE ST. REGIS NEW YORK BUSINESS ATTIRE

WALL STREET 50 IRISH AMERICA MAGAZINE INVITES YOU TO A CELEBRATION WEDNESDAY, OCTOBER 11, 2017 AT SIX THIRTY THE ST. REGIS NEW YORK BUSINESS ATTIRE THE 20 TH ANNIVERSARY IRISH AMERICA IRISH AMERICA MAGAZINE INVITES YOU TO A CELEBRATION WEDNESDAY, OCTOBER 11, 2017 AT SIX THIRTY THE ST. REGIS NEW YORK TWO EAST 55 TH STREET IN NEW YORK CITY BUSINESS

More information

The ART of MARKETING APPLICATION. 2 nd Annual FDCC MASTERS PRESENT: February 26, 2018 Omni Hotels & Resorts Amelia Island, Florida

The ART of MARKETING APPLICATION. 2 nd Annual FDCC MASTERS PRESENT: February 26, 2018 Omni Hotels & Resorts Amelia Island, Florida APPLICATION 2 nd Annual FDCC MASTERS PRESENT: The ART of MARKETING February 26, 2018 Omni Hotels & Resorts Amelia Island, Florida New business, new clients and new matters are the lifeblood of a law firm!

More information

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John

More information

Executive Round Table Conference Agenda

Executive Round Table Conference Agenda SUNDAY FEB. 3RD Registration Open 1pm - 9pm: Main lobby Event Activities & Schedule Super Bowl Tailgate Party 3pm - 10pm: Cava Lounge Hospitality Suite Opens 10pm - 12am 5th Floor Presidential Suite MONDAY

More information

PROGRAM. Opening Remarks: Robert Thomson Editor-in-Chief, Dow Jones & Company Managing Editor, The Wall Street Journal

PROGRAM. Opening Remarks: Robert Thomson Editor-in-Chief, Dow Jones & Company Managing Editor, The Wall Street Journal 4 MONDAY, NOVEMBER 15, 2010 5:00 pm 6:15 pm WELCOME RECEPTION 6:30 pm 9:00 pm OPENING DINNER AND SESSION Ballroom Opening Remarks: Robert Thomson Editor-in-Chief, Dow Jones & Company Managing Editor, Lawrence

More information

NWCA Release. NWCA Announces 2018 Convention Keynote Speakers and Grand Prize. Joe Savino to deliver Kickoff Keynote

NWCA Release. NWCA Announces 2018 Convention Keynote Speakers and Grand Prize. Joe Savino to deliver Kickoff Keynote From: NWCA Media newsletter@nwca.cc Subject: NWCA Announces 2018 Convention Keynote Speakers and Grand Prize Date: July 19, 2018 at 3:39 PM To: lanny@wrestlingusa.com Information from the National Wrestling

More information

The Governance. for Small-and Medium-Sized. Leaders from Alberta for the World

The Governance. for Small-and Medium-Sized. Leaders from Alberta for the World The Governance Program for Small-and Medium-Sized Enterprises Leaders from Alberta for the World Organizations reap many rewards from their governing boards - an agile response to the economy, a watchful

More information

THE CHANGING NATURE OF CORPORATE GOVERNANCE FOLLOWING THE EUROZONE CRISIS Thursday 17th January 2013

THE CHANGING NATURE OF CORPORATE GOVERNANCE FOLLOWING THE EUROZONE CRISIS Thursday 17th January 2013 THE CHANGING NATURE OF CORPORATE GOVERNANCE FOLLOWING THE EUROZONE CRISIS Thursday 17th January 2013 In collaboration with the Malta Financial Services Authority Institute of Directors Malta Branch THE

More information

LATIN AMERICA INVESTMENT CONFERENCE

LATIN AMERICA INVESTMENT CONFERENCE 2017. All rights reserved. LATIN AMERICA INVESTMENT CONFERENCE 1 2 March 2018 Belmond Copacabana Palace Rio de Janeiro, Brazil HOSTED WITH CFA SOCIETY BRAZIL SPONSORSHIP OPPORTUNITIES EVENT OVERVIEW The

More information

American Chamber of Commerce in Taipei

American Chamber of Commerce in Taipei American Chamber of Commerce in Taipei Presented by Andrea Wu President, AmCham Taipei 2012 March 23 Taking the Pulse of Taiwan Business Mission Rule of Law "AmCham fosters the development of investment

More information

Midwest Financial Reporting Symposium

Midwest Financial Reporting Symposium EARLY BIRD DISCOUNT Register by August 30, 2016 2016 Illinois CPA Society Tuesday, September 20, 2016 Des Plaines, IL Midwest Financial Reporting Symposium Focus on today s hottest issues with an all-star

More information

Homeland Security Finance Forum 2011

Homeland Security Finance Forum 2011 2011 Presented by Global Security pipeline, a division of VB/Research London New York Washington March 29, 2011 1777 F Street NW Washington, DC Our global community of investors, companies and advisers

More information

WORLD ANGEL INVESTMENT SUMMIT

WORLD ANGEL INVESTMENT SUMMIT 2018 WORLD ANGEL INVESTMENT SUMMIT TORONTO, ON SEPTEMBER 25-27, 2018 ANGEL GROUP PARTNERSHIP OPPORTUNITIES The Flagship Event for the Global Angel Investor Community Event Details Date: September 25-27,

More information

The Caiazzo Mento Group at Morgan Stanley

The Caiazzo Mento Group at Morgan Stanley The Caiazzo Mento Group at Morgan Stanley 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7923 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX www.morganstanleyfa.com/caiazzomentogroup rick.caiazzo@morganstanley.com

More information

2018 ADSO Summit The Gold Standard DSO Event of the Year

2018 ADSO Summit The Gold Standard DSO Event of the Year 2018 ADSO Summit The Gold Standard DSO Event of the Year Join us April 18-20, 2018 at the JW Marriott Austin in Austin, Texas for the 2018 ADSO Summit! This event s attendance has grown exponentially over

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

Membership in the Real Estate Investment Society is open to:

Membership in the Real Estate Investment Society is open to: Serving the real estate investment profession in Southwest Florida since 1981 The Real Estate Investment Society (REIS) is an independent organization, dedicated to assisting members in the effective utilization

More information

International Business Symposium

International Business Symposium BUSINESS OPPORTUNITIES IN BARBADOS GENERAL Research and Development Health Tourism Alternative and Renewable Energy FINANCIAL SERVICES International Business Companies International Insurance Companies

More information

FUTURE OF FINANCE. FUTURE OF FINANCE January 25, 2017, The Junior League of Houston

FUTURE OF FINANCE. FUTURE OF FINANCE January 25, 2017, The Junior League of Houston FUTURE OF FINANCE EVENT OVERVIEW Please join us for the CFA Society of Houston 2017 Forecast Dinner: Future of Finance and hear Keynote Speaker Richard Yamarone, an economist who has more than three decades

More information

ACG Toronto Capital Connection DEALSOURCE pre-scheduled meetings

ACG Toronto Capital Connection DEALSOURCE pre-scheduled meetings DEALSOURCE Capital Connection The Association for Corporate Growth Toronto Chapter (ACG Toronto) is proud to present our Annual ACG Toronto Capital Connection Canada s largest Capital Connection bringing

More information

Family Office Conference

Family Office Conference FAE 2014 Conferences Fourth Annual Family Office Conference Next Generation Challenges to Successful Transition Wednesday, February 5, 2014 Citi Executive Conference Center Also Available via Live Webcast

More information

MINUTES OF THE BOARD OF RETIREMENT RETREAT March 16, 2016 Riviera Ballroom, The Canary 5650 Calle Real Goleta, California

MINUTES OF THE BOARD OF RETIREMENT RETREAT March 16, 2016 Riviera Ballroom, The Canary 5650 Calle Real Goleta, California SANTA BARBARA COUNTY EMPLOYEES RETIREMENT SYSTEM 3916 State Street Suite 100 Santa Barbara, CA 93105 Phone (805) 568-2940 Fax (805) 560-1086 Chief Executive Officer BOARD OF RETIREMENT Chair-Jennifer Christensen

More information

C H U S C A W A

C H U S C A W A 2 0 1 8 C H U S C A W A CONVENTION & AWARDS GALA 23 November 2018 Crown Perth Opening Cocktail Sundowner 22nd November Strata Managers & Industry Professionals PROGRAM Time Session Presenter Sponsored

More information

Delivering value for money and demonstrating it to stakeholders. 13 August 2014 CIH Office, London

Delivering value for money and demonstrating it to stakeholders. 13 August 2014 CIH Office, London Delivering value for money and demonstrating it to stakeholders 13 August 2014 CIH Office, London Firstly, thank you for coming to the event, we hope that you enjoy the day here with us in London. The

More information

Student Night Event February 16

Student Night Event February 16 Volume 23 Issue 8 January 2011 PRESIDENT S MESSAGE The Chapter Leadership Team is pleased to announce that our annual Student Night event will be held at Steel Dynamic s Corporate Office at 6pm on February

More information

Autumn Conference November Main Day 22 November YPREF. Diversity & Dynamism in our industry. Autumn Conference 2018

Autumn Conference November Main Day 22 November YPREF. Diversity & Dynamism in our industry. Autumn Conference 2018 Autumn Conference 2018 Diversity & Dynamism in our industry Autumn Conference 2018 21 November Main Day 22 November YPREF Aviva Investors, St Helens 1 Undershaft, London EC3P 3DQ Co-chair team: Sarah Watkinson,

More information

CORPORATE ACCOUNTING BREAKOUT Draft Agenda

CORPORATE ACCOUNTING BREAKOUT Draft Agenda Sunday, May 21, 2017 9:00-12:30 p.m. Whale Watching Excursion (Optional) 3:00-5:00 p.m. Registration 3:30-4:30 p.m. Leadership Meeting (Chairs, Vice Chairs, Leadership Team, Workshop Facilitators, and

More information

& FI NANCIAL R E PORTI NG

& FI NANCIAL R E PORTI NG 14 th Annual SEC Financial Reporting Conference Center for Corporate Reporting and Governance TOP TR E N DS S HAPI NG w C A P I TA L M A R K E T S, G O V E R N A N C E & FI NANCIAL R E PORTI NG FR I DAY

More information

Supplement to Form ADV Part 2 Form ADV Part 2B

Supplement to Form ADV Part 2 Form ADV Part 2B Item 1- Cover Page Supplement to Form ADV Part 2 Form ADV Part 2B (for each of the Supervised Persons Listed in Item 2 below) Lazard Wealth Management LLC 30 Rockefeller Plaza New York, New York 10112

More information

The Tribeca Group at Morgan Stanley Smith Barney

The Tribeca Group at Morgan Stanley Smith Barney The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin

More information

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial Dean A. Connor President & Chief Executive Officer, Sun Life Financial Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

The Bahbah Group at Morgan Stanley Smith Barney

The Bahbah Group at Morgan Stanley Smith Barney The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com

More information

Oklahoma Business Roundtable Newsletter. A Message from President Carl Edwards

Oklahoma Business Roundtable Newsletter. A Message from President Carl Edwards Oklahoma Business Roundtable Newsletter September 2013 A Message from President Carl Edwards The Oklahoma Business Roundtable s fall membership meeting will be held October 15 at 4:30 p.m. at the Governor

More information

Regrets: Ms. A. Bowman Ms. T. Brown Dr. K. Shulman

Regrets: Ms. A. Bowman Ms. T. Brown Dr. K. Shulman MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS OF SUNNYBROOK HEALTH SCIENCES CENTRE (SHSC) HELD ON TUESDAY, OCTOBER 23, 2007 AT 3:00 P.M. IN THE ACADEMY OF MEDICINE ROOM AT THE VAUGHAN ESTATE, SUNNYBROOK

More information

Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m.

Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m. Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m. This session discusses the current trends in, and their potential implications for, the fixed income markets and how

More information

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Morning Workshop - 8:30 am - 11:30am (3 CPE) Presenter/Speaker David Kahan, Senior Manager, Ernst &

More information

Annual Risk Management & Regulatory Examination/Compliance Seminar

Annual Risk Management & Regulatory Examination/Compliance Seminar PROGRAM Annual Risk Management & Regulatory Examination/Compliance Seminar October 24-25, 2016 CUNY Graduate Center 365 Fifth Avenue, NYC Celebrating 50 Years of Thoughtful Leadership and Advocacy Thank

More information

Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win - Sun Tzu

Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win - Sun Tzu 2 0 1 6 In the backdrop of ever increasing competition, and complex global market conditions, businesses are facing renewed obstacles from growing and succeeding. Thus, STRATEGY becomes an integral component

More information

Biography of Fiona Hathorn

Biography of Fiona Hathorn Biography of Fiona is Managing Director of Women on Boards in the UK, and is a Trustee of the Charity Fight for Sight. She is a passionate angel investor and helped to found one of the first female angel

More information

2015 Sanctuary System Business Advisory Council Meeting October 19, 2015

2015 Sanctuary System Business Advisory Council Meeting October 19, 2015 2015 Sanctuary System Business Advisory Council Meeting October 19, 2015 Time October 19, 2015, from 8:30 am to 5:00 pm EST Location The October 2015 Sanctuary System Business Advisory Council Meeting

More information

Big Data; The New Folding Carton Industry

Big Data; The New Folding Carton Industry Working Programme Wednesday 14 September 2016 11.00 18.00 hrs ECMA internal meetings (Committees and Forums) 12.00 19.00 hrs Arrival participants and registration at the ECMA desk 19.00 hrs Welcome cocktail

More information

For personal use only

For personal use only CFS RETAIL PROPERTY TRUST GROUP (CFX) Comprising: CFX Co Limited ABN 79 167 087 363 CFS Retail Property Trust 1 ARSN 090 150 280 Responsible Entity: Commonwealth Managed Investments Limited ABN 33 084

More information

Auburn Montgomery and the Montgomery Area Committee of 100 present. a. At the bottom of this section - please replace the Montgomery Chamber

Auburn Montgomery and the Montgomery Area Committee of 100 present. a. At the bottom of this section - please replace the Montgomery Chamber Auburn Montgomery and the Montgomery Area Committee of 100 present a. At the bottom of this section - please replace the Montgomery Chamber Please join us for the 34th Annual Economic Summit, October 25,

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

Commission Report on the

Commission Report on the THE NEW JERSEY ITALIAN and ITALIAN AMERICAN HERITAGE COMMISSION Commission Report on the 34th Annual New Jersey World Trade Conference ITALY: CAPITALIZING ON COMMERCIAL OPPORTUNITY AND A RICH CULTURAL

More information

Patent Masters Symposium A part of the IPWatchdog Institute

Patent Masters Symposium A part of the IPWatchdog Institute Patent Masters Symposium A part of the IPWatchdog Institute Program Agenda * Monday, March 25, 2019 8:30am to 9:00am Registration & Continental Breakfast 9:00am to 9:15am Gene Quinn: Welcome & Introductions

More information

Billtrust CONNECT 2016

Billtrust CONNECT 2016 Billtrust CONNECT 2016 Sunday, February 21, 2016 12:00 PM 5:00 PM PRE-CONFERENCE ACTIVITY CAMELBACK GOLF CLUB (PADRE COURSE) Advanced Online Registration Required Meet in hotel main lobby at 10:45 AM to

More information

Invitation to Hong Kong and Mainland China Capital Market Forum "SZ-HK Stock Connect Insights"

Invitation to Hong Kong and Mainland China Capital Market Forum SZ-HK Stock Connect Insights Invitation to Hong Kong and Mainland China Capital Market Forum Dear distinguished guest, We are honored to invite you to participate in the Mainland China and Hong Kong Capital Market Forum, which will

More information

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY Tuesday, April 29, 2014 Fairmont Royal York 100 Front Street West, Toronto ANNUAL MEMBER MEETING & FORUM TUESDAY, APRIL 29, 2014 AT 2:30 PM EASTERN

More information

WHY CRAIN S. I don t think there is a comparable news source, of this caliber, anywhere in the country. READER TESTIMONIAL, 2016 AMPLITUDE STUDY

WHY CRAIN S. I don t think there is a comparable news source, of this caliber, anywhere in the country. READER TESTIMONIAL, 2016 AMPLITUDE STUDY WHY CRAIN S CRAIN S has unique access to Chicago s top business leaders and influencers. Our integrated approach in print, digital, live events, and custom opportunities align awardwinning content with

More information