Solutions Labs addressed business challenges currently being faced in the industry, during the 2021 Annual Conference in August. Thank you to all who participated!
AIG Insurance Management Services Bob Gagliardi 30 Main Street, Suite 330 Burlington, VT 05401 USA Robert.Gagliardi@aig.com Captive Management www.aig.com
AIRROC Carolyn Fahey 15220 Lord Cylpeper Court Woodbridge, VA 22191 USA cwfahey@gmail.com Other: Legacy Solutions www.airroc.org
AM Best Susan Molineux 1 AM Best Road Oldwick, NJ 08858-0700 USA emma.kresge@ambest.com Rating Agency http://www.ambest.com/home/ratings.aspx
Aon Bill Mourelatos 76 St. Paul Street Burlington, VT 05401 bill.mourelatos@aon.com Captive Management www.aon.com
Arbol Hong Guo 445 Park Avenue, 9th Floor New York, NY 10022 hong@arbolmarket.com Technology & System, Risk & Claims, Product Innovation (Parametric) www.arbolmarket.com
AXA XL Steven Bauman 200 Liberty Street, 21st Floor New York, NY 10281 USA steven.bauman@axaxl.com TBD https://axaxl.com/
Business Insurance Keith Kenner kkenner@businessinsurance.com Media www.businessinsurance.com
Captive Review Nick Morgan Pageant Media Ltd. One London Wall London EC2Y 5EA n.morgan@captivereview.com Media www.captivereview.com
Comerica Bank Martin Ellis 411 W. Lafayette Detroit, MI 48226 USA mgellis@comerica.com Other: Collateral Options for Captives www.comerica.com/captive
CICA Dan Towle 1105 Yellowwood Circle Noblesville, IN 46062 dtowle@cicaworld.com Association www.cicaworld.com/
Gallagher Bassett Amy O’Brien 2850 Golf Road Rolling Meadows, IL 60008 amy_o'brien@gbtpa.com Risk & Claims, Technology & Systems https://www.gallagherbassett.com/
Hylant Global Captive Solutions Anne Marie Towle, CPA 10401 N Meridian Street Indianpolis, IN 46290 USA Anne.Marie.Towle@Hylant.com Captive Management www.hylant.com
Imperial PFS Andy Roderique 125 S Wacker Drive Chicago, IL 60606 andy.roderique@ipfs.com Insurance Premium Payments www.ipfs.com
International Center for Captive Insurance Education (ICCIE) Mitch Cantor 145 Pine Haven Shores Road Suite 1137 Shelburne, VT 05482 mcantor@iccie.org Education www.iccie.org
Johnson Lambert LLP Adam Dubuque One Lawson Lane, PO Box 525 Burlington, VT 05401 info@johnsonlambert.com Accountants/Auditors www.johnsonlambert.com
Justin Hornburg Consulting Justin Hornburg justin.hornburg@groupinsuranceactuarial.com Data Analytics; Actuarial Services http://www.groupinsuranceactuarial.com/
Kroll Bond Rating Agency, LLC Tina Bukow 805 Third Ave., 29th Floor New York, NY 10022 tbukow@kbra.com Rating Agency www.kbra.com
Liberty Mutual Insurance Corinne Doughty 175 Berkeley Street Boston, MA 02116 corinne.doughty@libertymutual.com Captive Management, Risk & Claims, Other: Fronting Carrier https://business.libertymutual.com/commercial-solutions/specialty/captives/
Madison Scottsdale Jeffrey Matthias 550 Science Drive Madison, WI 53711 jeffm@madisonadv.com Investment Management & Consulting https://madisoninvestments.com/investment-strategies/customized-solutions/insurance-asset-management
Marsh Captive Solutions Ed Precourt 463 Mountain View Drive Colchester, VT 05446 edward.f.precourt@marsh.com Captive Management http://www.marshcaptivesolutions.com/
MAXIS Global Benefits Network Lauren Kelly & Larry Howley 1st Floor, The Monument Building, 11 Monument Street London, EC3R 8AF lauren.kelly@maxis-gbn.com; larry.howley@maxis-gbn.com Global Benefits www.maxis-gbn.com/
Milliman, Inc. Michael C. Meehan 201 Edgewater Drive, Suite 289 Wakefield, MA 01880 mike.meehan@milliman.com Actuarial Services http://us.milliman.com/
MMA Trion Kirk Watkins 2300 Renaissance Blvd. King of Prussia, PA 19406 USA info@trion-mma.com Other: Employee Benefits and Stop Loss https://trion.com/
National Risk Retention Association Joseph E. Deems 16133 Ventura Blvd., Suite 1055 Encino, CA 91436 USA joe.deems@gmail.com Other: Association www.riskretention.org
Old Republic General Insurance Group George Tarulis 150 N. Martingale Schaumburg, IL 60173 USA gtarulis@orsiu.com Captive Management, Risk & Claims, Other - TBD www.oldrepublicinsurancegroup.com
Opus Investment Management Inc. Kevin Seabury 4400 Lincoln St. Worcester, MA 01653 kseabury@opusinvestment.com Investment Management & Consulting www.opusinvestment.com
People's United Bank Ian Davis 77 Pine Street Burlington, VT 05401 ian.davis@peoples.com Investment Management & Consulting, Banking Services www.peoples.com/business/industries/captive-insurance
Performa Investment Management John James 60 Lake Street, Suite 1D Burlington, VT 05401 jjames@performausa.com Investment Management & Consulting www.performaltd.com
Pinnacle Actuarial Resources, Inc. Aaron Hillebrandt 3109 Cornelius Drive Bloomington, IL 61704 marketing@pinnacleactuaries.com Actuarial Services, Captive Management, Risk & Claims www.pinnacleactuaries.com
RYSKEX Marcus Schmalbach The Chrysler Building - 405 Lexington Ave ( 37th Floor) New York, NY 10174 USA schmalbach@ryskex.com Captive Management, Risk & Claims, Technology & Systems www.ryskex.com
Sedgwick Marcia Giesler 6377 Emerald Parkway Dublin, OH 43017 marcia.giesler@sedgwick.com Risk Management & Consulting www.sedgwick.com
Spring Consulting Group Karin Landry 30 Federal Street, 4th Floor Boston, MA 02110 USA insight@springgroup.com Actuarial Services, Risk & Claims, Other: Healthcare/Benefits www.springgroup.com
State of Vermont Brittany Nevins 1 National Life Drive Montpelier, VT 05620 Brittany.nevins@vermont.gov Regulators/Captive Domicile www.vermontcaptive.com
Strategic Risk Solutions Patrick Theriault 159 Bank Street, Fourth Floor Burlington, VT 05401 jesse.olsen@strategicrisks.com Captive Management; Captive Consulting/Strategic Feasibility Study www.strategicrisks.com
TD Tina Truax McCuin 111 Main Street Burlington, VT 05401 Tina.TruaxMcCuin@td.com Investment Management & Consulting http://www.td.com/
The Concord Advisory, Ltd. John Bolton 700 Alexander Park, Suite 203 Princeton, NJ 08540 jbolton@concordadvisory.com Investment Management & Consulting www.concordadvisory.com
TRISTAR Gary Munsterman 200 Union Blvd., Suite 580 Lakewood, CO 80228 info@TRISTARgroup.net Risk & Claims www.TRISTARgroup.net
Willis Towers Watson 100 Bank Street, Suite 500 Burlington, VT 05401 Jason.palmer@willistowerswatson.com Captive Management www.Willistowerswatson.com/en-US/Solutions/Captives