program

Wednesday, October 23, 2024
2:00 p.m. - 5:00 p.m. Delaware Captive Bureau’s Regulators One-on-One Meetings (For more information click here)
3:00 p.m. - 6:30 p.m. Registration Open
4:45 p.m. - 5:00 p.m. Annual Membership Meeting (Members Only)
5:00 p.m. - 6:30 p.m. Welcome Reception
Thursday, October 24, 2024
7:30 a.m. - 8:15 a.m. Networking Breakfast

8:15 a.m. - 8:45 a.m.

Association and Domicile Update

SPEAKERS:    

Michael Teichman
DCIA President /Director                            
Parkowski, Guerke & Swayze, P.A.                            

Andrew Rennick
Partner
Womble Bond Dickinson

8:45 a.m. - 10:15 a.m.

Captive Tax Developments 

The tax environment for captives is always evolving and this year is no exception.  This session will involve a discussion of the Pugilisi case and other current events regarding captive insurance taxation.

SPEAKERS:    

Brandon Keim
Senior Partner
Frazer Ryan Goldberg & Arnold, LLP                            

Ben Glenn
Partner
Bauknight Pietras & Stormer

Michael Teichman
Director
Parkowski, Guerke & Swayze, P.A.

10:15 a.m. - 10:45 a.m. Networking Break
10:45 a.m. - 11:45 a.m.

Medical Stop-Loss Captives – Trends and Considerations

Medical stop-loss captives (both single employer and group programs) continue to be one of the fastest-growing segments within the captive insurance industry.  This session will feature a panel of leading experts who will discuss what’s driving this growth trend, program structure options, and related topics.

SPEAKERS:    

Wendy Dine
Associate Director
Strategic Risk Solutions, Inc.                    

Beth Turbitt
Managing Director
Aon Re, Inc.

11:45 a.m. - 1:15 p.m. Hosted Networking Lunch

1:15 p.m. - 2:15 p.m.

Leveraging Investment Returns in an Uncertain Market

It’s important for captives to regularly reassess their investment strategy to ensure that their approach best fits the current and prospective economic environment.  This year is particularly complicated given uneven economic data points and national elections on the horizon.  Top experts in the captive investment space will share their unique perspectives and answer your questions.

SPEAKER:    

Ian M. Fitch
Financial Advisor
Wells Fargo Advisors

2:15 p.m. - 3:00 p.m.

Regulator Update

Don’t miss this unique opportunity to hear directly from Delaware’s top captive regulator regarding current captive insurance developments and his vision for the future of the domicile.

SPEAKER:    

Steve Taylor                            
Captive Bureau Director
Delaware Department of Insurance

3:00 p.m. Forum Concludes
4023 Kennett Pike | Box 801 | Wilmington, DE 19807 | 888.413.7388 | info@delawarecaptive.org
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