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John Alberici | Chairman | Alberici Corporation

John Alberici Image

John Alberici is chairman of the board for Alberici Corporation, a diversified North American construction company. John’s responsibility is to ensure the long-term viability of all Alberici enterprises and to increase the company's value for shareholders, employees, clients, and other stakeholders. Alberici Corporation owns three single-parent captives used for various strategic and tactical purposes.

Contact Info

8800 Page Avenue
St. Louis, MO 63114
[email protected]
www.alberici.com
(314) 733-2000
Fax: (314) 733-2001

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John Alberici is chairman of the board for Alberici Corporation, a diversified North American construction company. John’s responsibility is to ensure the long-term viability of all Alberici enterprises and to increase the company's value for shareholders, employees, clients, and other stakeholders. Alberici Corporation owns three single-parent captives used for various strategic and tactical purposes.

A Life Director of the Associated General Contractors of America (AGC), John is past chairman and an active member of the AGC's Surety and Risk Management Committees. He has served on Strategic Planning Task Groups at the local and national level of the AGC and he is past president of the AGC of St. Louis. He is also past chairman of the Vermont Captive Insurance Association.


Steven Bauman | Head of Global Programs and Captive Practice North America | AXA XL

Steven Bauman

Steven Bauman is head of global programs and captive practice in North America for AXA XL. Based in New York, he oversees the growth and development of AXA XL's global insurance programs and captive business in North America.

Contact Info

AXA XL
200 Liberty Street
New York, NY 10281
Tel: (212) 915–6576
Email

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Steven Bauman is head of global programs and captive practice in North America for AXA XL. Based in New York, he oversees the growth and development of AXA XL's global insurance programs and captive business in North America. Mr. Bauman provides technical support across business lines in structuring global captive programs, ensures captive programs are in compliance and following best practices, and works with AXA XL clients and broking partners to develop new and innovative captive products.

Mr. Bauman has more than 30 years of experience in corporate insurance and captive services on both the broker and insurance company sides of the business. He joined AXA XL in May 2017 from Zurich Insurance Group where he most recently served as head of captive services. Prior to his recent tenure at Zurich North America, Mr. Bauman worked for Aon and before that at XL Insurance managing its New York office.


Joel Chansky | Principal | Milliman

Joel Chansky

Joel Chansky is a principal in the Boston office of Milliman specializing in alternative market issues. He has assisted with the formation and/or ongoing actuarial needs of many self-insurers, captive insurers, and risk retention groups. He also reviews captive and risk retention group applications for several state insurance departments.

Contact Info

Milliman
201 Edgewater Drive, Suite 298
Wakefield, MA 01880–6215
Tel: (781) 213–6200
Email

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Joel Chansky is a principal in the Boston office of Milliman. He joined the firm in 1987. Mr. Chansky's property and casualty insurance experience includes loss reserving, valuation studies, funding studies for captives and self-insureds, rate filing reviews for regulatory authorities, and expert testimony. He also has considerable expertise in the areas of investments and taxes from prior work experience.

Mr. Chansky specializes in alternative market issues and has assisted with the formation and/or ongoing actuarial needs of many self-insurers, captive insurers, and risk retention groups. He also reviews captive and risk retention group applications for several state insurance departments.

In addition to the alternative market, clients have included traditional property and casualty insurers, reinsurers, insurance departments, attorneys general, trade associations, municipal bond insurers, catastrophe bond special-purpose vehicles, underground storage tank insurers, Lloyd's of London, and syndicates on the New York Insurance Exchange.


Jeremy Colombik | President | Management Services International

Jeremy Colombik

Jeremy Colombik is the president of Management Services International (MSI), which currently is one of the largest captive managers in North Carolina and manages over 100 businesses that are utilizing a captive insurance company structure.

Contact Info

Management Services International
3820 Merton Drive
Suite 212
Raleigh, NC 27609
Tel: (787) 200–3358
E-mail

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Jeremy Colombik is an experienced, licensed financial professional. He is a graduate of Western Illinois University, where he obtained a bachelor of business degree with a major in finance. Mr. Colombik is a licensed CPA and a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. He has been in the captive industry for over 10 years, is a member of the Captive Insurance Companies Association, and is a member and former chairman of the North Carolina Captive Insurance Association.

Mr. Colombik is president of Management Services International (MSI). MSI currently manages over 100 businesses that are utilizing a captive insurance company structure. MSI currently is one of the largest captive managers in the state of North Carolina.

Mr. Colombik specializes in IRC Sec. 831(b) captives. He is a sought-after speaker for professional groups, such as CPAs, lawyers, and financial advisers, on how a captive structure works and its benefit to their clients.


Martin Ellis | Manager, Captive Insurance Group | Comerica Bank

Martin Ellis

Martin Ellis is senior vice president and manager of Comerica Bank's Global and Captive Insurance Group. The group specializes in providing banking services such as revolving credit facilities, letters of credit, treasury management, asset management, and trust custody to insurance, reinsurance, and captive insurance companies.

Contact Info

Comerica Bank
411 West Lafayette, Fifth Floor
MC: 3331
Detroit, MI 48226
Tel: (313) 222–9443
E-mail

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Martin Ellis is senior vice president and manager of Comerica Bank's Global and Captive Insurance Group. The group specializes in providing banking services such as revolving credit facilities, letters of credit, treasury management, asset management, and trust custody to insurance, reinsurance, and captive insurance companies in the United States, Canada, Bermuda, Barbados, and the Cayman Islands.

He has over 25 years' experience at Comerica providing a full range of business banking solutions including acquisition financing to companies in many different industries including insurance, brokerage, and finance.

Mr. Ellis is a CPA and has a BBA from the University of Notre Dame and an MBA from the University of Michigan.


Martin Eveleigh | Chairman | Atlas Insurance Management

Martin Eveleigh

Martin Eveleigh is the chairman of Atlas Insurance Management, an independent leader in the formation and management of captive insurance companies for diverse clientele.

Contact Info

Atlas Insurance Management
7301 Carmel Executive Park
Suite 101
Charlotte, NC 28226
Tel: (704) 945–6620
Fax: (704) 945–6621
E-mail

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Mr. Eveleigh is the chairman of Atlas Insurance Management, which he formed in 2002. He began his career as a broker in the Lloyd's of London market in 1983. As executive director of the International Reinsurance Division of Willis, he negotiated and placed the largest marine excess of loss programs in the world. While with KPMG in the British Virgin Islands, he became a founding member of the British Virgin Islands Insurance Association.

Mr. Eveleigh specializes in designing alternative risk transfer programs—particularly risk pools—and captive structures. He has chaired the legislative committee of the Bahamas International Insurance Association and has drafted legislation and regulatory guidance for Anguilla and Nevis. He currently serves as a director of the North Carolina Captive Insurance Association and sits on the Alternative Risk Transfer Committee of the Self-Insurance Institute of America.

Mr. Eveleigh has an MA from Oxford, where he read jurisprudence and is a barrister-at-law. He is also a Chartered Insurance Practitioner and Associate of the Chartered Insurance Institute. He is based in the firm's Charlotte, North Carolina, office.


Peter Johnson | Property & Casualty Lead | Spring Consulting Group

Peter Johnson

Peter Johnson, FCAS, MAAA, leads Spring Consulting Group's property and casualty team and is responsible for developing the organization's property and casualty actuarial products and services for both large and small captive insurance companies, self-insured entities, and traditional insurance companies.

Contact Info

Spring Consulting Group
30 Federal Street, 4th Floor
Boston, MA 02110
Tel: (857) 239–1242
Email

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Peter Johnson, FCAS, MAAA, leads Spring Consulting Group's property and casualty team and works on a range of client projects as well as regulatory initiatives. With 15 years of experience working in reserving, pricing, alternative risk transfer, and reinsurance risk transfer, Mr. Johnson is responsible for developing Spring's property and casualty actuarial products and services for both large and small captive insurance companies, self-insured entities, and traditional insurance companies.

His role includes issuing statements of actuarial opinions, reserve reviews, captive application reviews, captive feasibility studies, pricing/funding studies, retention analyses, financial statement projections, and risk transfer testing analyses. Before joining Spring Consulting Group in 2017, Mr. Johnson worked at Bartlett Actuarial Group and previously worked at Milliman and Allstate.


Steve Kinion | Director | Bureau of Captive and Financial Insurance Products, Delaware Insurance Department

Steve Kinion

Steve Kinion is director at the Bureau of Captive and Financial Insurance Products with the Delaware Insurance Department. When he became the captive director in 2009, the bureau had only 38 captive insurance companies. Today, Delaware ranks as the world’s fifth largest captive domicile and the third largest US domicile.

Contact Info

Bureau of Captive and Financial Insurance Products
Delaware Department of Insurance
The Nemours Building
1007 North Orange Street
Suite 1010
Wilmington, DE 19801
Tel: (302) 577–5280
Email

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Steve Kinion is director at the Bureau of Captive and Financial Insurance Products with the Delaware Insurance Department. Mr. Kinion became director in July 2009. Prior to his appointment, he was the senior adviser for regulatory policy for the then Insurance Commissioner Karen Weldin Stewart. When he became the captive director, the bureau had only 38 captive insurance companies. Today, Delaware ranks as the world’s fifth largest captive domicile and the third largest US domicile.

Mr. Kinion is very involved in regulatory matters concerning captive insurance companies. This involvement includes active participation in matters before the National Association of Insurance Commissioners. For example, Mr. Kinion chaired the subgroup that redrafted the purchasing group provisions in the Risk Retention and Risk Purchasing Group Handbook.


Prabal Lakhanpal |Senior Consultant | Spring Consulting Group

Prabal Lakhanpal

Prabal Lakhanpal is a senior consultant with Spring Consulting Group. He provides technical and business inputs in the areas of employer-sponsored and voluntary employee benefits, product development, technology solutions, risk funding solutions, and captive insurance.

Contact Info

Spring Consulting Group
30 Federal Street, 4th Floor
Boston, MA 02110
Tel: (857) 239–1242
Email

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As a senior consultant with Spring Consulting Group, Prabal Lakhanpal provides technical and business inputs in the areas of employer-sponsored and voluntary employee benefits, product development, technology solutions, risk funding solutions, and captive insurance. He undertakes strategic projects to help find innovative solutions for clients of a variety of industries, sizes, and functionalities.

Mr. Lakhanpal joined Spring Consulting in 2015 as a graduate from Babson College, graduating with a master's degree in business administration. Prior to joining Spring Consulting Group, he worked as a consultant and adviser to clients in various industries and sectors.


Karin Landry | Managing Partner | Spring Consulting Group

Karin Landry

Karin Landry, CEBS, ACI, CLTC, GBA, is the managing partner for Spring Consulting Group and has more than 25 years of experience in the insurance, healthcare, risk financing, retirement, and benefits industries. She is an internationally recognized leader in captive insurance strategy, benefits, and financing.

Contact Info

Spring Consulting Group
30 Federal Street, 4th Floor
Boston, MA 02110
Tel: (857) 239–1242
Email

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Karin Landry, CEBS, ACI, CLTC, GBA, is the managing partner for Spring Consulting Group and has more than 25 years of experience in the insurance, healthcare, risk financing, retirement, and benefits industries. She is an internationally recognized leader in captive insurance strategy, benefits, and financing. In addition, she helps a variety of governmental, corporate, insurance, financial services, and healthcare provider clients develop and implement new strategies and programs, both domestically and internationally. Ms. Landry's expertise in life, health, and retirement benefits; risk financing; property and casualty; and insurance has helped clients to develop customized, innovative solutions. Prior to joining Spring, she was president of Watson Wyatt Insurance & Financial Services in the United States and head of the health and welfare division for the eastern region.


David Lang | Principal, Consulting Actuary | Milliman

David Lang

David Lang is a principal and consulting actuary in the Dallas office of Milliman. He assists a variety of self-insured clients with reserve and funding analyses for workers compensation, general liability, auto, and medical malpractice programs.

Contact Info

Milliman
101 W. Renner Road, Suite 325
Richardson, TX 75082
Tel: (214) 570–8456
Email

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David Lang is a principal and consulting actuary in the Dallas office of Milliman. He joined the firm in 2002. Mr. Lang began his career at a regional actuarial consulting firm in 1999, where his responsibilities included reserving, pricing, and funding of various property and casualty lines for both insurance companies and public entities. He also gained experience in company valuation, reserving, pricing, and profit testing for life insurance companies.

Mr. Lang currently assists a variety of self-insured clients with reserve and funding analyses for workers compensation, general liability, auto, and medical malpractice programs. He also provides actuarial support to state regulators for statutory financial examinations, rate filing reviews, and litigation. In addition, he assists insurance companies and risk retention groups with reserve and pricing analyses for a variety of personal and commercial lines, including workers compensation, medical malpractice, title, surety, auto, homeowners, and property coverages.


Michael Maglaras | Principal | Michael Maglaras & Company

michael-maglaras

With more than 35 years of healthcare liability insurance and consulting experience, Mr. Maglaras is the principal of Michael Maglaras & Company, an international insurance consulting firm specializing in providing insurance program consulting advice for a variety of healthcare providers and other businesses.

Contact Info

237 Hillside Road
Ashford, CT 06278
[email protected]
(203) 348-6100

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Mr. Maglaras is the principal of Michael Maglaras & Company, an international insurance consulting firm specializing in providing insurance program consulting advice, including self-insurance and captive insurance company feasibility testing and other alternatives to traditional insurance programs for a variety of healthcare providers and other businesses. Mr. Maglaras has had more than 35 years of healthcare liability insurance and consulting experience. He has been involved in the formation of more than 145 captive insurance companies, including four of the original companies formed after the passage of the federal Liability Risk Retention Act of 1986, as well as four insurers formed by state medical societies in the 1980s and 1990s as a result of the medical professional liability crisis in availability and affordability. He serves as an insurance consultant and risk management adviser to integrated healthcare delivery systems, physicians groups, and other healthcare providers nationally. He is a frequent author and lecturer on the subjects of risk financing, risk management, and healthcare liability insurance issues. He serves as an independent director on the boards of a number of captive insurance companies in various domiciles.


Stephen Nedwicki | Vice President, Institutional Investment Strategist, Institutional Services Group | Comerica Bank

Stephen Nedwicki

Stephen E. Nedwicki is an investment strategist who assists institutional clients in meeting their investment goals. He works with clients on a range of investment services, including fiduciary oversight, the development of an investment policy, asset allocations, and the implementation of portfolio strategies. He provides a direct link to Comerica's investment subsidiaries (Comerica Asset Management and World Asset Management) as well as best-in-class mutual funds, exchange traded funds, and outside investment managers.

Contact Info

Comerica Bank
Institutional Trust
411 West Lafayette Boulevard
MC 3462
Detroit, MI 48226
Tel: (313) 222–2882
Email

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Stephen E. Nedwicki is an investment strategist who assists institutional clients in meeting their investment goals. He works with clients on a range of investment services, including fiduciary oversight, the development of an investment policy, asset allocations, and the implementation of portfolio strategies. He provides a direct link to Comerica's investment subsidiaries (Comerica Asset Management and World Asset Management) as well as best-in-class mutual funds, exchange traded funds, and outside investment managers.

He joined Comerica Wealth Management in 1992 and has been working with institutional investment portfolios for over 19 years. His responsibilities include providing guidance and oversight to a variety of clients, including public funds, foundations, Employee Retirement Income Security Act qualified pension plans, hospitals, and insurance companies. Prior to Wealth Management, he worked in the product marketing, branch administration, and market research departments of the bank.

Mr. Nedwicki received a bachelor of science degree in marketing management from the University of Detroit and a master of business administration degree from the University of Michigan.


Mike O'Neill | CEO | American Contractors Insurance Group

Mike O'Neill

Mr. O'Neill has been involved in the construction insurance industry for more than 40 years; he joined American Contractors Insurance Group, Ltd., in August of 1984.

Contact Info

2600 N Central Expy, Suite 800
Richardson, TX 75080
[email protected]
(972) 702-9004

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Mr. O’Neill has been involved in the construction insurance industry for more than 40 years; he joined American Contractors Insurance Group, Ltd., in August of 1984. He is responsible for the overall operations of ACIG and its subsidiary companies. Mr. O'Neill is a frequent speaker for construction industry trade associations and is a recipient of International Risk Management Institute's Construction Risk Conference Words of Wisdom Award. His expertise lies in the areas of captive management, risk management, retention analysis, contractual risk transfer, development of specialized coverages, and risk funding programs. Mr. O'Neill has written many articles for construction industry publications, including AGC's Constructor, CFMA's Building Profits and Engineering News Record.

Mr. O'Neill received his Chartered Property and Casualty Underwriter (CPCU) designation in 1978 and his Associate in Risk Management (ARM) designation in 1981.


Billy Onion | Associate Actuary | Milliman

Billy Onion

Billy Onion is an associate actuary in the Dallas office of Milliman. He assists a variety of self-insured clients with reserve and funding analyses for workers compensation, general liability, auto, medical malpractice, directors and officers, and errors and omissions programs.

Contact Info

Milliman
101 W. Renner Road, Suite 325
Richardson, TX 75082
Tel: (214) 570–8527
Email

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Billy Onion is an associate actuary in the Dallas office of Milliman. He joined the firm in 2003. Mr. Onion began his actuarial consulting career with Scruggs Consulting in 1998, where his responsibilities included reserving, pricing, and funding of various property and casualty lines for both insurance companies and self-insured entities. He also worked in the pricing and reserving departments for TIG Insurance Company prior to joining Milliman.

Mr. Onion currently assists a variety of self-insured clients with reserve and funding analyses for workers compensation, general liability, auto, medical malpractice, directors and officers, and errors and omissions programs. In addition, he assists insurance companies and risk retention groups with reserve and pricing analyses for a variety of personal and commercial lines, including auto, homeowners, workers compensation, general liability, and medical malpractice coverages. He also provides actuarial support to state regulators for statutory financial examinations, rate filing reviews, and litigation.


Hugh Rosenbaum | Retired Principal of Towers Watson

Hugh Rosenbaum

Mr. Rosenbaum is known for his articles in Captive Insurance Company Reports, Captive Review, and his "Hugh's Views."

Contact Info

Muswell Hill, North London
[email protected]
http://www.hughro.com
+447710 990 372

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Mr. Rosenbaum is known for his definitive "History of Captives," his articles in Captive Insurance Company Reports and Captive Review, and his "Hugh's Views." He is a coauthor of the original monograph Generally Accepted Captive Standards. He was awarded the first Distinguished Service Award from Captive Insurance Companies Association and is an honorary member of Vermont Captive Insurance Association. He is active in European domiciles and is still consulting to captive boards and owners. Mr. Rosenbaum also is a frequent panelist at captive conferences. He is best known for his efforts to demonstrate to finance directors, tax courts, and skeptical journalists the value added by captive insurance companies.


Rachel Seale | Consulting Actuary | Milliman

Rachel Seale

Rachel Seale is a consulting actuary in the Dallas office of Milliman who assists self-insured clients with reserve and funding analyses in the areas of medical malpractice, workers compensation, general liability, auto liability, property, asbestos, and environmental. She works with self-insurers, captives, risk retention groups, and commercial lines insurers.

Contact Info

Milliman
101 W. Renner Road, Suite 325
Richardson, TX 75082
Tel: (214) 775–1136
Email

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Rachel Seale is a consulting actuary in the Dallas office of Milliman. She joined the firm in 2004. Ms. Seale assists self-insured clients with reserve and funding analyses in the areas of medical malpractice, workers compensation, general liability, auto liability, property, asbestos, and environmental.

Her experience also includes loss reserving and ratemaking studies for insurance companies in a variety of commercial and personal lines, including workers compensation, auto liability, general liability, mine subsidence, inland marine, cargo, and homeowners. She also provides actuarial support to state regulators for statutory financial examinations.

Ms. Seale has worked with self-insurers, captives, risk retention groups, and commercial lines insurers. In addition to traditional actuarial loss reserve studies, she has performed in-depth allocations, loss layer/stratification studies, analysis of excess insurance quotes, creation of models for clients' internal monitoring, and analyses of liability from pools.


Mark Sims | President—Global Business Development | Captive Alternatives, LLC

Mark Sims

Mark Sims is president—global business development for Captive Alternatives, LLC. With more than 25 years of experience in risk management and insurance consulting, Mr. Sims educates trusted advisers and prospective clients on the use of private insurance companies for insuring catastrophic business risks and employee benefits programs.

Contact Info

Captive Alternatives
1155 Mount Vernon Highway NE
Suite 800
Atlanta, GA 30338
Tel: (812) 327–3341
Email

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Mark Sims is president—global business development for Captive Alternatives, LLC. He is a graduate of Indiana University and has more than 25 years of experience in risk management and insurance consulting.

Mr. Sims educates trusted advisers and prospective clients on the use of private insurance companies for insuring catastrophic business risks and employee benefits programs. Clients include medical groups, attorneys, athletes and entertainers, business owners in various sectors, and other high-net-worth groups throughout the United States.

Mr. Sims is a charismatic and popular professional speaker on the use of private insurance companies for risk management, asset protection, wealth preservation, and exit strategies.

He is a member of the Captive Insurance Companies Association and the Self-Insurance Institute of America. Mr. Sims has extensive working experience with tax attorneys, estate planning firms, and other trusted advisers to high-net-worth business owners and families and frequently provides customized webinars to adviser groups that want to learn about private insurance companies and the Puerto Rico solution.


P. Bruce Wright | Partner | Eversheds Sutherland (US) LLP

Bruce Wright

Nationally recognized as an authority in the captive insurance industry, Mr. Wright counsels companies on a wide range of tax and insurance law issues, including formation of commercial offshore privately and publicly held entities.

Contact Info

The Grace Building, 40th Floor
1114 Avenue of the Americas
New York, NY 10036
[email protected]
(212) 389-5054

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Nationally recognized as an authority in the captive insurance industry, Mr. Wright counsels companies on a wide range of tax and insurance law issues, including formation of commercial offshore privately and publicly held entities. He also works with clients on the development of structured financial products such as securitizations, swaps, options, and similar products used as alternatives to conventional risk financing mechanisms such as “rent-a-captives” and “cell companies.”

Representing domestic and foreign-based clients, Mr. Wright advises property and casualty insurance companies, guides the formation of single-parent/group captive insurers, and counsels risk retention groups. With more than 4 decades of experience, he has helped clients successfully navigate an array of complex federal income tax issues such as debt or equity characterization, engaging in U.S. trade or business issues, continuity of interest, passive foreign investment company status, controlled foreign corporation status, limitations on the use of net operating losses, cancellation of indebtedness income, consequences of debt modification, original issue discount, federal excise tax, and state premium tax on premiums paid to foreign investors.

Mr. Wright also holds the Chartered Property Casualty Underwriter (CPCU) designation and speaks regularly at captive industry conferences.


Brady Young | President & CEO | Strategic Risk Solutions

Brady Young

Mr. Young is the principal owner of Strategic Risk Solutions, having been with the company since its inception in 1993.

Contact Info

2352 Main Street, Suite 204
Concord, MA 01742
[email protected]
(781) 487-9800

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Mr. Young is the principal owner of Strategic Risk Solutions, having been with the company since its inception in 1993. He led the management buyout of SRS to establish the company as an independent entity in August 2002.

As the firm’s CEO, he is responsible for the overall strategic development of SRS and also works directly with many of the firm’s larger and more complex clients. Mr. Young has more than 25 years of captive insurance experience and has worked with U.S. and European companies in most industries to assess the need for and optimize the role of their captive insurers. He has been involved in the formation of numerous captives and has provided strategic and operational consulting to many of SRS’s clients.

Prior to joining SRS in 1993, Mr. Young spent 8 years with Tillinghast-Towers Perrin. As principal in the firm, he managed the London, Boston, and Toronto risk management practices and worked on a variety of risk management- and captive-related assignments for corporations and groups covering a wide spectrum of risks and industries.