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Global Captive Podcast

Global Captive Podcast

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Global Captive Podcast

Global Captive Podcast

Global Captive Podcast

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About Us

The Global Captive Podcast, supported by R&Q, provides independent, expert insight, presented and curated by Richard Cutcher with the leading voices from the international captive community.​Thirty minute episodes, released every two weeks, will feature high profile captive individuals from across the captive world from Singapore and Luxembourg to Vermont and Bermuda.​You can find the latest episodes and subscribe to the Global Captive Podcast on Apple Podcasts, Google Podcasts, SoundCloud, Spotify or any other podcast platform of your choice.

Latest Episodes

GCP Short: The meeting of captives, ILS and longevity

In this latest GCP Short with Friend of the Podcast Walkers global law firm, Richard is joined by Kate Storey, Guernsey-based Parter at Walkers, and Mike Pickard, a Senior Manager with Aon Guernsey. Richard, Kate and Mike discuss how the jurisdiction is well placed to facilitate innovation and collaboration between the captive, ILS and longevity markets, and why this might be of interest and value to captive owners. For more information on Walkers, visit their GCP page: https://www.globalcaptivepodcast.com/walkers Kate Storey, Partner, Walkers Kate Storey joined Walkers' Guernsey office in 2018, where she is a partner in the Investment Funds and Corporate Group. Kate specialises in investment fund structuring and finance, equity fundraising and listings, mergers and acquisitions and group reorganisations. She is also a prominent Guernsey insurance expert, having advised on the Guernsey legal aspects for most of the pension scheme longevity swaps which have executed in Guernsey, as well as major insurance linked securities transactions. Mike Pickard, Senior Manager, Aon Guernsey Mike has worked at Aon Guernsey for six years and is responsible for management of White Rock entities for clients in Guernsey, both for insurance linked securities and traditional captive arrangements. He leads Aon Guernsey's business development for captive, cellular and insurance linked securities business. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

21 MIN6 d ago
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GCP Short: The meeting of captives, ILS and longevity

GCP #32: Peter Carter, Jim Leimkuhler and Amplify Women

In episode 32 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by the new Head of the Willis Towers Watson Global Captive Practice, Peter Carter. Peter discusses a busy first six months at the helm and his background. The captive owner interview is with Jim Leimkuhler, CEO of Progressive Produce in Los Angeles. Progressive Produce is a member of the Cayman-domiciled group captive Raffles Insurance and Jim explains how his organisation has benefited widely from a 16 year membership. Richard is also joined by Amy Evans, Kara Tencellent and Sandy Bigglestone from CICA's Amplify Women task force to discuss the initiative and its objectives and progress since its launch in 2019. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

35 MIN2 w ago
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GCP #32: Peter Carter, Jim Leimkuhler and Amplify Women

GCP Short: Captive structures and tax – the invisible costs

In this GCP Short, Richard is joined by Karen Jenner and Joseph Finbow, from Friends of the Podcast TMF, and Lisa Coomber, Senior Group Insurance Manager at Vodafone, to discuss captive structures and the often invisible costs that are insurance premium taxes and other levies. Full biographies are below. This discussion should be particularly helpful to anyone involved with the design, implementation or management of global insurance programmes. In 20 very practical minutes, the experts outline what taxes are associated with direct and non-admitted programmes, where the responsibilities for compliance lie within different structures and how it can sometimes be more efficient to run a hybrid programme of both direct writing and using fronting partners. For more information on TMF, visit: https://www.globalcaptivepodcast.com/tmfgroup To learn more about Vodafone’s captive strategy, listen to GCP #20: https://www.globalcaptivepodcast.com/gcp20 Karen Jenner, IPT Business Development Director, TMF With over 25 years of experience in the insurance industry, 10 specialising in IPT, Karen previously held roles with insurers and brokers in the London market, before bringing her experience of global insurance programmes and non-conventional insurance into the IPT arena. Jo Finbow, IPT Assurance Director Joseph is a chartered accountant with over a decade’s experience in handling global insurance premium tax issues. He started his career with KPMG and has built his knowledge and experience in supporting captive insurers, P&I Clubs and other specialist insurers. This is complemented by the work he completes researching and maintaining global insurance premium tax information. Lisa Coomber, Senior Group Insurance Manager at Vodafone Lisa has authoritative expertise in global insurance programmes. She joined Vodafone Group’s insurance team in 2008 where as Senior Group Insurance Manager and member of Vodafone’s captive underwriting committee she has designed the Group’s insurance risk strategy and developed the captive’s market-leading multi-line stop-loss reinsurance solution. Lisa is ACII qualified and prior to joining Vodafone enjoyed roles at Marsh and Yale University. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

22 MIN3 w ago
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GCP Short: Captive structures and tax – the invisible costs

GCP #31: Van Carlson, Fredrik Finnman and Mike Tannenbaum

In episode 31 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by Van Carlson, CEO of Strategic Risk Alternatives in Boise, Idaho, to discuss domiciling on Indian Reservation land, COVID-19 claims and intangible risks. The captive owner interview is with Fredrik Finnman, Head of Group Risk Management at global engineering giant Sandvik, who discusses the insurance implications of the pandemic, the regulatory environment for captives in Sweden and the hardening market. Richard is also joined by fellow podcaster Mike Tannenbaum, a risk management recruitment specialist from Key Strategies LLC, who launched the Should I Stay or Should I Go podcast in 2019. Mike discusses the importance of captive experience to risk & insurance managers as they look to progress their career, whether we might we saw more 'outsourced' risk management functions in this economic environment. To find out more about Mike's podcast and his business, visit his site: https://keystrategies.com/podcasts-for-insurance-risk-management-professionals/ You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

34 MINJUN 7
Comments
GCP #31: Van Carlson, Fredrik Finnman and Mike Tannenbaum

GCP Short: Recycling captive capital

In this GCP Short, Richard is joined by Paul Corver, Group Head of M&A at legacy specialists R&Q, and Paul Owens. Richard and the two Pauls discuss how and why captives can recycle captive in order to offload legacy liabilities and write new lines of business, including the use of loss portfolio transfers, novations and commutations. At the time of this recording Paul Owens had not yet joined Strategic Risk Solutions as a board director and was speaking in an independent capacity. For more information on Paul Corver and R&Q, visit their Friend of the Podcast page on the new GCP website: https://www.globalcaptivepodcast.com/randq Paul Owens Paul was CEO of the Willis Towers Watson Global Captive Practice from 2013 until April 2020, and was responsible for all of the Group’s captive management and consulting operations. In addition to managing and growing the operations in traditional markets he was at the forefront of developing emerging markets, in particular the Chinese Captive/Mutual insurance market supporting both prospective owners and local regulator. He joined Strategic Risk Solutions as a director on the board in May 2020. ​ You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

23 MINMAY 31
Comments
GCP Short: Recycling captive capital

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

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 information on Friends of the Podcast London & Capital, visit their GCP page here: https://www.globalcaptivepodcast.com/londonandcapital You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

39 MINMAY 24
Comments
GCP #30: Brian Kirwan, Jen Blair and investments update

COVID-19: The role for captives in future pandemics

In the sixth instalment of our COVID-19 series, Richard is joined by Lorraine Stack and Michael Serricchio, of Friend of the Podcast Marsh Captive Solutions, to discuss the current and future role captive insurers can play in response to pandemic-related risks. Michael and Lorraine (full biographies below) explain how the captive can be used to identify, quantify and insure related risks and then access the reinsurance and alternative markets. They also discuss how captives could utilise any government-backed pandemic risk pools that may be established in the future. For more information on Marsh's captive services and the Global Captive Podcast, visit: https://www.globalcaptivepodcast.com/marsh You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast Lorraine Stack, International Advisory and Sales Leader, Marsh Captive Solutions Lorraine has over 25 years in the insurance industry in both the United States and Europe. She provides advice about a captive’s value proposition and assists with the feasibility assessment of captives. Lorraine also facilitates strategic discussions with captive owners, providing advice on a wide range of captive issues such as capitalisation, coverages, investments, utilization and regulation. She is also the Global Employee Benefits Leader for Marsh Captive Solutions. Michael Serricchio, Americas Sales Leader, Marsh Captive Solutions Mike is a Managing Director in the Captive Advisory Group and resides in Marsh’s Norwalk, Connecticut office. Mike assists clients in the U.S. and globally with the feasibility and organization of single parent captives, as well as risk retention groups and Rent-A-Captives. Mike also participates in captive strategic reviews for clients that already have captives. Mike is frequently involved with reviewing merger and acquisition transactions where there are one or more captive subsidiaries and advises on various issues. He handles a wide range of consulting services surrounding various captive issues and concerns, such as capitalization levels, new coverages, tax concepts, captive investment opportunities, and cost savings. Mike’s industry focus areas include privately held companies, financial institutions, retail, manufacturing, and power and utilities. Mike speaks at various industry seminars and conferences, as well as conducts training classes within the Marsh Captive Solutions Group.

16 MINMAY 20
Comments
COVID-19: The role for captives in future pandemics

GCP Short: The evolution of captive programmes

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. For more information on Zurich's captive services and the Global Captive Podcast, visit: https://www.globalcaptivepodcast.com/zurich You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

20 MINMAY 17
Comments
GCP Short: The evolution of captive programmes

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

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. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

37 MINMAY 10
Comments
GCP #29: Rich Smith, Scott Feltham and Chaz Lavelle

GCP Short: The importance of risk distribution and risk shifting

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: https://www.ey.com/en_us/financial-services/captive-insurance-services Paul Phillips is a Partner within Ernst & Young LLP (US). He has held various positions within the firm and currently serves as the Chief of Operations and the leader of the Global Compliance and Reporting (GCR) service line for the EY Americas Financial Services Organization (FSO) Tax practice. He also continues to serve as a Co-leader of EY’s Global Captive Insurance Network. He leads broad and diverse teams spanning a vast geographic footprint. Paul has a proven track record of creating profitable departments and positive work environments while achieving exceptional growth. Throughout his 25-year career, Paul has focused on the taxation of financial institutions and he continues to directly serve various financial firms and alternative risk financing and captive insurance arrangements. Paul earned his MBA from The Ohio State University Fisher College of Business, his MS in Taxation from DePaul University in Chicago and his BS in Accounting from Southeastern Louisiana University. Mikhail Raybshteyn is a Partner in EY's Tax practice, with a focus on Insurance sector clients. For over 15 years, Mikhail has been advising global, multinational and regional Life, Property & Casualty, Health/BCBS, Financial Guarantee and Captive Insurance clients (and Captive Insurance owners). Some of the areas where he has advised clients include all aspects of domestic and global tax accounting and financial reporting (GAAP, IAS and SSAP), Domestic and International tax planning, structuring, and tax financial forecasting and Captive Insurance and alternative risk financing structures. Mikhail is member of EY Global Captive Network and is the Deputy Leader for EY Americas Captive Insurance Services co-leading a practice of over 40 professionals in the Americas across tax, advisory, risk, and actuarial service lines that comprise EY's Captive Insurance Services practice. He holds a BBA from Baruch College and an MS from Fordham Gabelli School of Business. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

21 MINMAY 3
Comments
GCP Short: The importance of risk distribution and risk shifting

Latest Episodes

GCP Short: The meeting of captives, ILS and longevity

In this latest GCP Short with Friend of the Podcast Walkers global law firm, Richard is joined by Kate Storey, Guernsey-based Parter at Walkers, and Mike Pickard, a Senior Manager with Aon Guernsey. Richard, Kate and Mike discuss how the jurisdiction is well placed to facilitate innovation and collaboration between the captive, ILS and longevity markets, and why this might be of interest and value to captive owners. For more information on Walkers, visit their GCP page: https://www.globalcaptivepodcast.com/walkers Kate Storey, Partner, Walkers Kate Storey joined Walkers' Guernsey office in 2018, where she is a partner in the Investment Funds and Corporate Group. Kate specialises in investment fund structuring and finance, equity fundraising and listings, mergers and acquisitions and group reorganisations. She is also a prominent Guernsey insurance expert, having advised on the Guernsey legal aspects for most of the pension scheme longevity swaps which have executed in Guernsey, as well as major insurance linked securities transactions. Mike Pickard, Senior Manager, Aon Guernsey Mike has worked at Aon Guernsey for six years and is responsible for management of White Rock entities for clients in Guernsey, both for insurance linked securities and traditional captive arrangements. He leads Aon Guernsey's business development for captive, cellular and insurance linked securities business. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

21 MIN6 d ago
Comments
GCP Short: The meeting of captives, ILS and longevity

GCP #32: Peter Carter, Jim Leimkuhler and Amplify Women

In episode 32 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by the new Head of the Willis Towers Watson Global Captive Practice, Peter Carter. Peter discusses a busy first six months at the helm and his background. The captive owner interview is with Jim Leimkuhler, CEO of Progressive Produce in Los Angeles. Progressive Produce is a member of the Cayman-domiciled group captive Raffles Insurance and Jim explains how his organisation has benefited widely from a 16 year membership. Richard is also joined by Amy Evans, Kara Tencellent and Sandy Bigglestone from CICA's Amplify Women task force to discuss the initiative and its objectives and progress since its launch in 2019. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

35 MIN2 w ago
Comments
GCP #32: Peter Carter, Jim Leimkuhler and Amplify Women

GCP Short: Captive structures and tax – the invisible costs

In this GCP Short, Richard is joined by Karen Jenner and Joseph Finbow, from Friends of the Podcast TMF, and Lisa Coomber, Senior Group Insurance Manager at Vodafone, to discuss captive structures and the often invisible costs that are insurance premium taxes and other levies. Full biographies are below. This discussion should be particularly helpful to anyone involved with the design, implementation or management of global insurance programmes. In 20 very practical minutes, the experts outline what taxes are associated with direct and non-admitted programmes, where the responsibilities for compliance lie within different structures and how it can sometimes be more efficient to run a hybrid programme of both direct writing and using fronting partners. For more information on TMF, visit: https://www.globalcaptivepodcast.com/tmfgroup To learn more about Vodafone’s captive strategy, listen to GCP #20: https://www.globalcaptivepodcast.com/gcp20 Karen Jenner, IPT Business Development Director, TMF With over 25 years of experience in the insurance industry, 10 specialising in IPT, Karen previously held roles with insurers and brokers in the London market, before bringing her experience of global insurance programmes and non-conventional insurance into the IPT arena. Jo Finbow, IPT Assurance Director Joseph is a chartered accountant with over a decade’s experience in handling global insurance premium tax issues. He started his career with KPMG and has built his knowledge and experience in supporting captive insurers, P&I Clubs and other specialist insurers. This is complemented by the work he completes researching and maintaining global insurance premium tax information. Lisa Coomber, Senior Group Insurance Manager at Vodafone Lisa has authoritative expertise in global insurance programmes. She joined Vodafone Group’s insurance team in 2008 where as Senior Group Insurance Manager and member of Vodafone’s captive underwriting committee she has designed the Group’s insurance risk strategy and developed the captive’s market-leading multi-line stop-loss reinsurance solution. Lisa is ACII qualified and prior to joining Vodafone enjoyed roles at Marsh and Yale University. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

22 MIN3 w ago
Comments
GCP Short: Captive structures and tax – the invisible costs

GCP #31: Van Carlson, Fredrik Finnman and Mike Tannenbaum

In episode 31 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by Van Carlson, CEO of Strategic Risk Alternatives in Boise, Idaho, to discuss domiciling on Indian Reservation land, COVID-19 claims and intangible risks. The captive owner interview is with Fredrik Finnman, Head of Group Risk Management at global engineering giant Sandvik, who discusses the insurance implications of the pandemic, the regulatory environment for captives in Sweden and the hardening market. Richard is also joined by fellow podcaster Mike Tannenbaum, a risk management recruitment specialist from Key Strategies LLC, who launched the Should I Stay or Should I Go podcast in 2019. Mike discusses the importance of captive experience to risk & insurance managers as they look to progress their career, whether we might we saw more 'outsourced' risk management functions in this economic environment. To find out more about Mike's podcast and his business, visit his site: https://keystrategies.com/podcasts-for-insurance-risk-management-professionals/ You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

34 MINJUN 7
Comments
GCP #31: Van Carlson, Fredrik Finnman and Mike Tannenbaum

GCP Short: Recycling captive capital

In this GCP Short, Richard is joined by Paul Corver, Group Head of M&A at legacy specialists R&Q, and Paul Owens. Richard and the two Pauls discuss how and why captives can recycle captive in order to offload legacy liabilities and write new lines of business, including the use of loss portfolio transfers, novations and commutations. At the time of this recording Paul Owens had not yet joined Strategic Risk Solutions as a board director and was speaking in an independent capacity. For more information on Paul Corver and R&Q, visit their Friend of the Podcast page on the new GCP website: https://www.globalcaptivepodcast.com/randq Paul Owens Paul was CEO of the Willis Towers Watson Global Captive Practice from 2013 until April 2020, and was responsible for all of the Group’s captive management and consulting operations. In addition to managing and growing the operations in traditional markets he was at the forefront of developing emerging markets, in particular the Chinese Captive/Mutual insurance market supporting both prospective owners and local regulator. He joined Strategic Risk Solutions as a director on the board in May 2020. ​ You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

23 MINMAY 31
Comments
GCP Short: Recycling captive capital

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

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 information on Friends of the Podcast London & Capital, visit their GCP page here: https://www.globalcaptivepodcast.com/londonandcapital You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

39 MINMAY 24
Comments
GCP #30: Brian Kirwan, Jen Blair and investments update

COVID-19: The role for captives in future pandemics

In the sixth instalment of our COVID-19 series, Richard is joined by Lorraine Stack and Michael Serricchio, of Friend of the Podcast Marsh Captive Solutions, to discuss the current and future role captive insurers can play in response to pandemic-related risks. Michael and Lorraine (full biographies below) explain how the captive can be used to identify, quantify and insure related risks and then access the reinsurance and alternative markets. They also discuss how captives could utilise any government-backed pandemic risk pools that may be established in the future. For more information on Marsh's captive services and the Global Captive Podcast, visit: https://www.globalcaptivepodcast.com/marsh You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast Lorraine Stack, International Advisory and Sales Leader, Marsh Captive Solutions Lorraine has over 25 years in the insurance industry in both the United States and Europe. She provides advice about a captive’s value proposition and assists with the feasibility assessment of captives. Lorraine also facilitates strategic discussions with captive owners, providing advice on a wide range of captive issues such as capitalisation, coverages, investments, utilization and regulation. She is also the Global Employee Benefits Leader for Marsh Captive Solutions. Michael Serricchio, Americas Sales Leader, Marsh Captive Solutions Mike is a Managing Director in the Captive Advisory Group and resides in Marsh’s Norwalk, Connecticut office. Mike assists clients in the U.S. and globally with the feasibility and organization of single parent captives, as well as risk retention groups and Rent-A-Captives. Mike also participates in captive strategic reviews for clients that already have captives. Mike is frequently involved with reviewing merger and acquisition transactions where there are one or more captive subsidiaries and advises on various issues. He handles a wide range of consulting services surrounding various captive issues and concerns, such as capitalization levels, new coverages, tax concepts, captive investment opportunities, and cost savings. Mike’s industry focus areas include privately held companies, financial institutions, retail, manufacturing, and power and utilities. Mike speaks at various industry seminars and conferences, as well as conducts training classes within the Marsh Captive Solutions Group.

16 MINMAY 20
Comments
COVID-19: The role for captives in future pandemics

GCP Short: The evolution of captive programmes

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. For more information on Zurich's captive services and the Global Captive Podcast, visit: https://www.globalcaptivepodcast.com/zurich You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

20 MINMAY 17
Comments
GCP Short: The evolution of captive programmes

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

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. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

37 MINMAY 10
Comments
GCP #29: Rich Smith, Scott Feltham and Chaz Lavelle

GCP Short: The importance of risk distribution and risk shifting

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: https://www.ey.com/en_us/financial-services/captive-insurance-services Paul Phillips is a Partner within Ernst & Young LLP (US). He has held various positions within the firm and currently serves as the Chief of Operations and the leader of the Global Compliance and Reporting (GCR) service line for the EY Americas Financial Services Organization (FSO) Tax practice. He also continues to serve as a Co-leader of EY’s Global Captive Insurance Network. He leads broad and diverse teams spanning a vast geographic footprint. Paul has a proven track record of creating profitable departments and positive work environments while achieving exceptional growth. Throughout his 25-year career, Paul has focused on the taxation of financial institutions and he continues to directly serve various financial firms and alternative risk financing and captive insurance arrangements. Paul earned his MBA from The Ohio State University Fisher College of Business, his MS in Taxation from DePaul University in Chicago and his BS in Accounting from Southeastern Louisiana University. Mikhail Raybshteyn is a Partner in EY's Tax practice, with a focus on Insurance sector clients. For over 15 years, Mikhail has been advising global, multinational and regional Life, Property & Casualty, Health/BCBS, Financial Guarantee and Captive Insurance clients (and Captive Insurance owners). Some of the areas where he has advised clients include all aspects of domestic and global tax accounting and financial reporting (GAAP, IAS and SSAP), Domestic and International tax planning, structuring, and tax financial forecasting and Captive Insurance and alternative risk financing structures. Mikhail is member of EY Global Captive Network and is the Deputy Leader for EY Americas Captive Insurance Services co-leading a practice of over 40 professionals in the Americas across tax, advisory, risk, and actuarial service lines that comprise EY's Captive Insurance Services practice. He holds a BBA from Baruch College and an MS from Fordham Gabelli School of Business. You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify, CastBox or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

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GCP Short: The importance of risk distribution and risk shifting
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