GCP #30: Brian Kirwan, Jen Blair and investments update

Podcasts

-

May 24, 2020

0

In episode 30 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by Brian Kirwan, Partner and Head of Structured Solutions at one-year-old broker McGill & Partners.

Brian, who was CEO of Allianz Global Corporate and Specialty in the UK from 2015 to 2018, and has a long background with alternative risk transfer and multi-line, multi-year programmes discusses his philosophy on captives and the role he expects them to play in an increasingly tough insurance environment.

The captive owner interview is with Jen Blair, Global Risk and Insurance Manager at Bose. The privately-owned audio giant established a Bermuda captive in 2018 and Jen discusses the company’s risk financing and captive strategy.

Chris Dalziel, Executive Director, and Michael Trudeau, Institutional Portfolio Manager at London & Capital, provide the first in a new quarterly investment update series.

For more episodes and to subscribe to the Global Captive Podcast see:

GCP Short: The evolution of captive programmes

Podcasts

Richard Cutcher

-

May 17, 2020

0

In our latest GCP Short, Richard is joined by Friends of the Podcast from Zurich to discuss the evolution of captive programmes and what the future may look like for risk financing structures.

The three guests for this episode are:

Andrew Bradley, formerly Head of Group Risk Services at Nestlé, where he spent 40 years, including 10 years as CEO of their Swiss-domiciled captive Intercona Re.

Sierra Signorelli, Chief Underwriting Officer, Commercial Insurance, Zurich

Paul Woehrmann, Head of Captive Services for Zurich in Europe, Middle-East, Africa, Asia Pacific and Latin America.

GCP #29: Rich Smith, Scott Feltham and Chaz Lavelle

Podcasts

Richard Cutcher

-

May 10, 2020

0

Chaz Lavelle, Dentons Bingham Greenebaum LLP

In episode 29 of the Global Captive Podcast, supported by legacy specialists R&Q, Rich Smith, President of the Vermont Captive Insurance Association, joins as guest co-host to update listeners on plans for a virtual VCIA conference in August and what COVID-19 legislative and regulatory developments the Association is monitoring.

The captive owner interview is with Scott Feltham, Group Insurance Manager at Compass Group PLC, a FTSE 30 company and largest foodservice provider in the world.

Chaz Lavelle, a lawyer in the Louisville, Kentucky Office of Dentons Bingham Greenebaum LLP, is the final guest. He outlines the relevance of the US Supreme Court case announced on 4 May concerning CIC Services LLC’s challenge to the Internal Revenue Service over Notice 2016-66. Chaz also discusses other controversial developments in the micro-captive space in 2020.

For more episodes and to subscribe to the Global Captive Podcast see:

GCP Short: The importance of risk distribution and risk shifting

Podcasts

Richard Cutcher

-

May 3, 2020

0

In the fifth GCP Short, Richard is joined by Paul Phillips and Mikhail Raybshteyn, Partners at EY, to discuss the importance of risk shifting and risk distribution when thinking about tax qualification for captives in the United States.

Paul and Mike (full biographies below) discuss the difference between risk shifting and distribution, how it can be achieved and demonstrated, the common pitfalls and the consequences when it is not executed correctly.

For more information on the EY Captive Insurance Services team, visit their website.

GCP #28: Karen Jenner, Julie Bordo and the CICA NEXTGen Committee

Podcasts

Richard Cutcher

-

April 26, 2020

0

Julie Bordo, PCH Mutual Insurance Company

In episode 28 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by Karen Jenner, IPT Business Development Director at TMF Group. Karen discusses the pandemic’s impact on tax compliance, and the way captive programme structures impact insurance premium tax calculation.

The captive owner interview is with with Julie Bordo, President of PCH Mutual Insurance Company, a Risk Retention Group, while Richard also catches up with three members of the CICA NEXTGen Committee – Erin Hackett, Joe McDonald and Adam Miholic.

For more episodes and to subscribe to the Global Captive Podcast see:

GCP Short: Receiving DoL approval for ERISA benefits

Podcasts

Richard Cutcher

-

April 19, 2020

0

In the latest GCP Short, Richard talks to Karin Landry, Managing Partner of Friend of the Podcast Spring Consulting, an Alera Group Company, about the need for Department of Labor approval to write employee benefits in the United States.

Karin talks through which benefits require DoL approval, the process and requirements and the timelines involved.

GCP #27: Farah Jaafar-Crossby, Franck Baron and Mark Cook

Podcasts

Richard Cutcher

-

April 12, 2020

0

In Episode 27 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by guest co-host Farah Jaafar-Crossby, Chief Executive Officer, Labuan International Business and Financial Centre, Malaysia.

Farah discusses how the Labuan regulator has had to respond to the coronavirus pandemic, growth in the captive domicile in 2019 and the Asian captive market.

The captive owner interview is with Franck Baron, Group Deputy Director Risk Management & Insurance at International SOS, and Chairman of PARIMA, Asia’s risk and insurance management association. Franck highlights how International SOS has had to respond to COVID-19 and how its captive has been utilised in a hardening market, as well as explaining why captives are still struggling to become mainstream in the region.

There is also a short highlight from the latest COVID-19 special episode of the Global Captive Podcast, featuring Willis Towers Watson’s Mark Cook on how the pandemic is affecting international employee benefits programmes.

For more episodes and to subscribe to the Global Captive Podcast see:

GCP Short: Parametric insurance and captives

Podcasts

Richard Cutcher

-

April 5, 2020

0

In our third GCP Short, Richard gets into parametric insurance and their applicability to captive insurers with Friend of the Podcast for 2020, AXA XL.

Owen Williams, Global Programme and Captive Regional Director for UK & Nordics at AXA XL, and Isa Ennadifi, Senior Underwriter at AXA Climate, discuss parametric case studies, how captives can participate and the different structures that are possible.

For more information on AXA Climate and AXA XL’s parametric services, visit: www.climate.axa/

GCP #26: Brady Young, Shruti Vyas, Joe Holohan and Peter Halprin

Podcasts

Richard Cutcher

-

March 29, 2020

0

Joseph Holahan, Morris, Manning & Martin

In Episode 26 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by guest co-host Brady Young, President & CEO of Strategic Risk Solutions, to discuss the Covid-19 impact on captive insurance, broker consolidation and the SRS growth plans in Europe.

The captive owner interview is with Shruti Vyas, Insurance Specialist and Captive Manager at SES Satellites, while there is also a clip from our first Covid-19 special episode featuring Joseph Holahan, of Morris, Manning & Martin, LLP, and Peter Halprin, Partner at Pasich LLP.

For more episodes and to subscribe to the Global Captive Podcast see:

GCP Short: Diversifying your captive with employee benefits

Podcasts

Richard Cutcher

-

March 23, 2020

0

The latest GCP Short is the first podcast we have recorded entirely remotely as we all come to terms with the Covid-19 pandemic and its impact on travel and our collective need to work from home.

In this episode we discuss Diversifying your captive with employee benefits and I am joined by three expert speakers:

Matthias Helmbold, Head of Technical & Services, MAXIS Global Benefits Network

Barry Perkins, Placement Leader, Global Benefits, Mercer Marsh Benefits

Matthew Latham, Head of Global Programmes and Captives, AXA XL

MAXIS Global Benefits Network, a Friend of the Podcast for 2020, works in partnership with multinational clients to deliver the solutions they need to help them care for their people while meeting the strategic goals of their business.

The global network built on local expertise, with nearly 140 local member insurers in over 120 markets worldwide, MAXIS GBN was founded in 2016, and is backed to this day, by two of the world’s largest and most trusted insurers: MetLife and AXA.