Tuesday, October 13

3:00 - 4:30 PM

Captive 101 – Everything You Need to Know about Captives

Presenters TBA

5:00 - 7:30 PM

Welcome Reception 

Anaqua Garden Bar - 555 S Alamo St, San Antonio, TX 78205

Wednesday, October 14

8:00 - 8:30 AM

Breakfast and Registration

8:30 - 8:45 AM

Welcome and Opening Remarks

Jo Mather, Phillips 66 (TxCIA President)

8:45 - 9:30 AM

Beyond Pricing and Reserves: The Questions Your Actuary Wishes You'd Ask

Presented by Oliver Wyman

Moderator: Ben Huynh, Marsh

Additional Presenters TBA

9:30 - 10:00 AM

The Economic Landscape

Scott Mildrum, Performa

10:00 - 10:15 AM

Break

10:15 - 11:00 AM

Preserving the Attorney-Client Privilege in Liability Claims: What Captive Groups Should Know

Myles H. Sonnier, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

11:00 - 11:45 AM

The TAX of It All – Captive Programs, Tax Planning and Audit Defense

Presenters:  

Ken Guckian, Southwest Airlines

Kristen Lawler, Crowe LLC

Paul H. Phillips III, Alvarez & Marsal

Robert Rudnai, Captive Compliance

Moderator: Mikhail Raybshteyn, Alvarez & Marsal

11:45 AM - 12:45 PM

Luncheon

Keynote Speaker TBA

12:45 - 1:30 PM

Texas Department of Insurance Update

Shawn Frederick - Chief Financial Examiner, Texas Department of Insurance

Additional panelists TBA

1:30 - 2:15 PM

AI Governance Frameworks for Liability, Compliance, and Data Privacy in Captive Insurance

Fred E. Karlinsky, Greenberg Traurig, P.A.

Bhargavi Vepuri, Prudential

2:15 - 2:45 PM

Owner Controlled Insurance Programs

Paula R. Jordan, Aon

2:45 – 3:00 PM

Break

3:00 - 3:45 PM

Captive Investment Portfolio Evolution & Asset Allocation Trends

Matt Sullivan, PNC

Brad Schock, EY

Additional panelist TBA

3:45 - 4:30 PM

Captive Growth Strategies: When and How Owners Expand Their Captive

Panelists TBA

Moderator: Julie Patel, Marsh

4:30 - 5:00 PM

Closing Remarks

Jo Mather, Phillips 66 (TxCIA President)

5:30PM - 7:30 PM

TxCIA/RIMS Happy Hour

Location TBA