Timothy R. Bucci
Director, Risk Management & Corporate Insurance
NiSource Inc.
801 East 86th Avenue
Merrillville, IN 46410
Phone: 219.647.6175
Fax: 219. 647.6177
Cell: 219. 218.4291
Email: timbucci@nisource.com

Mr. Bucci is Director, Risk Management & Corporate Insurance for NiSource Inc. NiSource is a Fortune 500 fully integrated utility with operations that include electric generation and transmission, natural gas distribution and natural gas transmission. Mr. Bucci currently directs and manages all aspects of the corporate insurance program for NiSource including a staff of 10 professionals. In addition, Mr. Bucci has oversight of and sets the strategic goals and use of NiSource Insurance Corporation, Inc. (NICI), a wholly owned captive insurance company domiciled in Utah.
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Joel Chansky, FCAS, MAAA
Consulting Actuary and Principal
Milliman, Inc.
289 Edgewater Drive
Wakefield, MA 01880
Phone: 781.213.6200
Fax: 781.213.6201
Email: joel.chansky@milliman.com

Joel is a Principal and Consulting Actuary with the Boston office of Milliman, Inc., having joined the firm in 1987. In addition to his proper/casualty insurance experience, Joel also has considerable expertise in the areas of investments and taxes from prior work experience. Joel specializes in alternative market issues and assisted with the formation and/or ongoing actuarial needs of many self-insurers, captive insurers and risk retention groups. He reviews captive and RRG applications for the Missouri, Vermont, and Washington, D.C. insurance departments. Joel is a member and has served on Boards of Directors of several captive-related associations, as well as Past Chair of the Casualty Actuarial Society Joint Program Committee for the CIA/CAS Appointed Actuary Seminar. In addition, he is a designated Fellow with the Casualty Actuarial Society and a member of the American Academy of Actuaries. He is a frequent speaker on the topics of captives, RRGs and alternative risk financing.
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Brad Eichers
President
Kornerstone Guaranty Insurance Company,
A Member of Ken Garff Automotive Group
405 South Main Street - Suite 1200
Salt Lake City, UT 84111
Phone: 801. 580.6077
Email: brad@kengarff.com

Mr. Eichers currently serves as President of Kornerstone Guaranty Insurance Company and is a partner in Kornerstone Administrative Services Company, both affiliates of the Ken Garff Automotive Group. Kornerstone provides F&I and other related insurance products to Ken Garff, as well as all risk management services. Kornerstone Guaranty Insurance Company is a Captive Insurance Company formed in the State of Utah. Mr. Eichers participated in founding and organizing the company. Mr. Eichers is currently serving as Treasurer of the Utah Captive Insurance Association. He received his Masters in Accounting from Brigham Young University School of Management in 1984.
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Ross Elliott

Captive Insurance Director
State of Utah
Department of Insurance
State Office Building, Room 3110
Salt Lake City, UT 84114
Phone: 801.538.3800
Fax: 801. 538.3829
Email: rcelliott@utah.gov

Ross is currently serving as the Captive Insurance Director at the Utah Insurance Department. His prior career experience includes:

VP Operations, Alta Holdings (captive management services)
Partner, Captive Management Partners (captive management services)
President, Sirius Technology Group (insurance software application provider)
President, Elliott Consulting (insurance and software consulting)
Director, Bear River Mutual (personal lines insurance company)
Director, Utah Life & Health Insurance Guaranty Association (guaranty fund)
Director, Utah Life Convention (life insurance company association)
General Manager, Landcar Insurance Services (Larry H Miller insurance companies)

Ross graduated from Brigham Young University in 1972 with a degree in Business Management and a consolidated minor in Accounting and Economics, as well as additional minors in Spanish and Religion. He has since earned the designation of Fellow of Life Management Institute.

He and his wife, Mynon, are the parents of three children and seven grandchildren. His interests include spending time with his grandkids, travelling with his wife, and computing. He is very involved in community charitable and civic activities.
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Scott Gemmell
Senior Vice President
Marsh Management Services (Bermuda) Ltd.
Victoria Hall
11 Victoria Street
Hamilton, HM 11, BERMUDA
Phone: 441. 297.9749
Email: Scott.Gemmell@marsh.com

Scott is part of the team responsible for developing new business for all of Marsh’s captive domiciles. His role also includes: Development of new products and services; identification of expanded and innovative uses for captives; and the incorporation of new captives.

With Marsh since 1999, he joined Marsh in London where he spent over 4 years working for Marsh Risk Consulting specializing in Enterprise Risk Management. He then moved into Marsh’s UK Captive Advisory team, providing consultative advice to clients regarding all aspects of captive insurance companies and other alternative risk financing vehicles. In March 2007, he relocated from London to Bermuda.

Scott graduated from Glasgow Caledonian University, UK with a Bachelor of Arts in Risk Management and is an Associate of the Chartered Insurance Institute (ACII) and a Fellow of the Institute of Risk Management (FIRM).

Scott is a regular speaker at industry conferences on a variety of matters relating to captives, risk financing and risk management.
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Charles J. ("Chaz") Lavelle
Greenbaum, Doll & McDonald PLLC
3500 National City Tower
101 South Fifth Street
Louisville, Kentucky 40202
Phone: 502.589.4200
Fax: 502.587.3695
Email: cjl@gdm.com

Chaz is an attorney with Greenebaum Doll & McDonald PLLC. He has an extensive Federal tax controversy experience, representing taxpayers at all levels on a wide variety of Federal tax issues, including captive insurance tax issues. He was Tax Counsel in two captive insurance tax decisions: Humana Inc. v Commissioner in the Sixth Circuit (involving the “brother-sister” issue) and Ocean Drilling & Exploration Company v. United States in the Federal Circuit (involving “outside business”). He also counsels clients in the formation, operation and taxation of captive insurance companies. He is a frequent lecturer, including numerous presentations on captive insurance taxation. He is a Fellow in the American College of Tax Counsel. He has held leadership positions in numerous bar, civic and charitable organizations including being a past Chairman of the Board of the Kentucky Chamber of Commerce. He received his B.S. with honors from the University of Notre Dame, his law degree from the University of Kentucky, and his LL.M. in Taxation from New York University.
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David Liptz
Liptz & Associates
17701 Cowan, Suite 120A
Irvine, CA 92614
Phone: 949. 474.8500
Email: dliptz@liptzcpa.com

David Liptz is a graduate of California State University - Fullerton. He has over 20 years of performing tax and audit compliance, consulting--from formation to dissolution and accounting services for captive insurance companies, audits, reviews and compilation of business financial records.

In 1990, Mr. Liptz began as a Senior Internal Auditor for the Tuttle Click Automotive Group. The Tuttle Click Automotive Group is among the top 50 largest automotive dealer groups in the United States of America. As a Senior Internal Auditor, Mr. Liptz was responsible for auditing the financial records and internal controls for the private captive warranty insurance companies and dealerships of the Tuttle Click Automotive Group. Mr. Liptz was involved in the compliance reporting and requirements of their captive insurance and warranty companies.

Following his employment as a Senior Internal Auditor, Mr. Liptz was a Controller for several large automobile dealerships. Each dealership had its own captive insurance and warranty company. Mr. Liptz was responsible for reviewing the internal controls for these companies and the financial statement preparation. Mr. Liptz prepared the financial statements, disclosures and notes to the financial statements; prior to the company's accountant’s final audit.

In October 1995, Mr. Liptz began his certified public accounting practice. He continued to prepare income taxes, audit, and consult on captive insurance companies. These captive insurance companies provide property, casualty, credit disability, medi-care supplemental, and automobile warranty insurance to the insureds. In addition to performing financial audits of captive insurance companies, he performs internal control reviews, collateral reviews, due diligence reviews, and operational reviews. His CPA practice clientele consists of over 175 captive insurance companies.

Mr. Liptz and Liptz & Associates are currently approved auditors in the following jurisdictions: British Virgin Islands, Bahamas, Nevis, Anguilla, Hawaii, Utah, Nevada, Arizona, Montana, Kentucky, District of Columbia and Delaware.

Mr. Liptz regularly speaks, consults and discusses captive insurance tax and audit issues with other CPA's that specialize in the captive industry.

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Jeffery R. Matsen, Esq.
Bohm, Matsen, Kegel, and Aguilera
695 Town Center Drive - 7th Floor
Costa Mesa, CA 92626
Phone: 714.384.6500
Fax: 714.384.6551
Email: Jmatsen@bmkalaw.com

Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, having received his law degree with honors (Order of the Coif) from the UCLA School of Law. Jeff served as a Captain in the US Marine Corps and is the founder of “Wealth Strategies Counsel”, the Estate Planning and Business Transactions Department of the Orange County California law firm of Bohm, Matsen, Kegel & Aguilera, “Wealth Strategies Counsel” provides legal services in the areas of estate planning, asset protection, business formation and transactional matters, probate and trust administration and real property law.

Attorney Matsen’s knowledge, professionalism, responsiveness and integrity have vaulted him to the top of his field culminating in his designation by Worth magazine as one of "America’s Top 100 Attorneys", by Los Angeles Magazine as one of California’s "Super Lawyers" and by OC Metro Magazine as one of "O.C.'s Top Lawyers." The Nationally Renowned Attorney Rating Service, ‘AVVO’ has rated Mr. Matsen a perfect &10/10 Superb" and he has continued to achieve the highest "AV rating" and has been designated a "Preeminent Lawyer" by the only other prestigious attorney rating directory, Martindale Hubble. He is internationally recognized in the areas of Asset Protection, International Trusts and Offshore Business Entity Formation and has a myriad of world-wide legal, financial and business connections.

Matsen regularly presents continuing education seminars for the California State Bar, the National Business Institute and WealthCounsel on the subjects of estate planning, asset protection and entity formation. Additional experience includes law school Associate Professorships in the fields of Business Planning, Estate Planning, and Advanced Taxation. A Fellow of The Center of International Legal Studies in Salzburg, Austria, Jeff has served as a visiting professor at the law school in Maribor, Slovenia. He is certified in Business Appraisal by the National Society of Appraiser Specialists and speaks fluent Portuguese.

Memberships include WealthCounsel, the International Society of Trust and Estate Practitioners ("STEP"), the State Bar of California, the American Bar Association and The Board of Governors of The Orange County Pacific Symphony Orchestra. Jeff and his wife Susan reside in Newport Beach and are the parents of seven children. In 2007, Jeff was recognized as the Orange County California “Father of the Year.”
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Steve Matthews
Captives Manager
Montana Office of Securities and Insurance
840 Helena Avenue
Helena, MT 59601
Phone: 406.444.4372
Email: smatthews@mt.gov

Steve is the Chief Financial Examiner for both traditional and captive insurance companies in Montana. He has over 13 years of insurance regulatory experience, which includes review and approval of more than 150 applications to form captive insurance companies. Prior to joining the Montana Department of Insurance in 2005, Steve was the Manager of Regulatory Oversight for the Alternative Risk Transfer Services Division of the South Carolina Department of Insurance.

Before becoming a regulator, Steve was a life insurance agent with Aid Association for Lutherans (now Thrivent). Steve also spent several years on active duty with the United States Marine Corps and retired from the Marine Corps reserve in 2004.

Steve graduated from Eastern Washington University in 1979 with a degree in Accounting. He holds the designation of Certified Financial Examiner from the Society of Financial Examiners and has an MBA Degree from National University, San Diego, CA.

He is originally from Port Angeles, Washington.

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John J. McCarthy
Director of Risk Management
The Salvation Army
180 East Ocean Boulevard, 10th Floor
Long Beach, CA 90802
Phone: 562.491.8380
Email: john.mccarthy@usw.salvationarmy.org

With a staff of nine, John is responsible for Risk Management in the Western USA Territory of The Salvation Army, a Christian Church and Social Service provider based in London. The Western Territory stretches from El Paso to Guam, and includes the 13 western states plus the Territories and Countries of the North Pacific.

The Risk Management Department is responsible for safety, insurance placement, and claims handling for all property and casualty lines covering 1,000 locations, 10,000 employees, and $1.5 billion in insured property values. In addition, the department manages a self-funded employee health plan of some 6,000 members. Including claim payments, premiums, and administrative expenses, the department is responsible for an annual budget in excess of $65 million.

John was the leader in organizing Crestmont Insurance Company, a single parent captive domiciled in Hawaii, insuring the Territory’s property, sexual misconduct, and all other lines within their respective retentions. Crestmont has been instrumental in accessing reasonably priced property cat cover from London and European reinsurers, and ceding commissions fund numerous loss control projects for the parent organization.
John graduated from the University of California, San Diego with a BA in Economics, and also holds the ARM designation. His work history includes 15 years in multi line claims administration, and 25 years as Risk Manager for both publically held, and non-profit corporations. In addition to his position as Director of Risk Management for The Salvation Army, John is a Director of Crestmont Insurance Company.
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Robert H. "Skip" Myers, Jr., Esq
Managing Partner, Insurance Group
Morris, Manning & Martin, LLP
1333 H Street, N.W.
Suite 820
Washington, D.C. 20005
Phone: 202.408.5153
Fax: 202.408.5146
E-mail: rmyers@mmmlaw.com

Robert H. ("Skip") Myers, Jr. is the managing partner of the Washington, D.C. office of the law firm of Morris, Manning & Martin. Mr. Myers is a graduate of Princeton University and the University of Virginia Law School. His practice specializes in financial services, regulatory and corporate issues. He represents a variety of insurance entities, trade associations, and other corporations.

He has written, spoken, and presented testimony on various issues, including the antitrust regulation of the financial services industry, the utilization of interstate compacts for insurance regulation, federal initiatives regarding the regulation of the business of insurance, financial services reform, privacy, the Liability Risk Retention Act, the Terrorism Risk Insurance Act, and a variety of cases related to captive insurance companies. His articles have appeared in the Journal of Insurance Regulation, Journal of Reinsurance, Risk Management, Journal of Taxation, The Brief, Best's Review, The Risk Retention Reporter, and other publications. He co-authored “Insurance Regulation in the Public Interest: Where Do We Go From Here?”, which won the best article award from the Journal of Insurance Regulation in 1994. He was nominated to, and is included in, the Guide to the World’s Leading Insurance and Reinsurance Lawyers.

Mr. Myers has served as the Chair of the Public Regulation of Insurance Law Committee of the American Bar Association. He is a member of the District of Columbia and Maryland Bars and is a member of the Federation of Regulatory Counsel and has served as the Chair of its Board.
Morris, Manning & Martin, LLP is a law firm located in Atlanta, Georgia and Washington, D.C. The firm has over 200 lawyers engaged in a sophisticated business and litigation practice. The firm has strong corporate, insurance, healthcare, privacy and financial services groups in Atlanta and Washington. Mr. Myers is based in the firm’s Washington office.
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Don B. Noyes
President
AFS Insurance Services, Inc.
1850 West 2100 South
Salt Lake City, UT 84119
Phone: 801.978.8320
Email: dbnoyes@afstores.com
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Marcia Philpott
Senior Risk Analyst
SRP/Captive Risk Solutions, Ltd.
P. O. Box 52025
Phoenix, AZ 85072
Phone: 602.236.8110
Fax: 602.629.8315
Email: marcia.philpott@srpnet.com

Marcia is the Senior Risk Analyst in the Risk Management department at Salt River Project located in Phoenix, AZ. SRP, formed in 1903 as the nation’s first major multipurpose reclamation project, is today the third largest public utility in the United States serving over 925,000 electric and water customers throughout central Arizona. SRP operates or is a participant in seven major power plants including thermal, nuclear and hydroelectric sources. It delivers nearly one million acre-feet of water to a 240,000-acre service area, operates six dams and reservoirs and a 131-mile canal system that carries water to eight cities, as well as to agricultural and urban irrigation.

Marcia is a graduate of The University of Texas with a BBA in Risk Management and Insurance and Georgia State University with a MBA in Risk Management and Insurance. Prior to working at SRP, Marcia worked in other corporate risk management departments as well as on the brokerage side of the business. Part of her responsibilities at SRP is the management of SRP’s single parent captive, SRP Captive Risk Solutions, Ltd.
Marcia is currently an officer of the Central Arizona Chapter of RIMS, the President of the Phoenix Chapter of the Texas Exes, The University of Texas Alumni Association and is also currently serving on the Board of AZ Captive Insurance Association.
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John Rehagen
Captive Program Manager
Missouri Department of Insurance,
Financial Institutions & Professional Registration
301 West High St., Suite 530
Jefferson City, MO 65101
Phone: 573.522.2563
Fax: 573.751.5888
Email: john.rehagen@insurance.mo.gov

John has served as the Captive Insurance Program Manager for the State of Missouri since September of 2007. John is charged with the promotion and development of the Captive program and the on-going regulation of captive insurance companies in Missouri.

John brings extensive knowledge of the insurance industry to the post, having previously served as a financial examiner and, earlier, as a financial analyst with the department, for which he has worked since January of 2003. Earlier in his career, John worked in sales and management posts in the private sector for several years in the insurance, manufacturing and engineering fields. John serves as the primary contact for captive insurers and service providers in the state.

He holds both Accredited Financial Examiner and Certified Financial Examiner designations from the Society of Financial Examiners. He received his Bachelors degree in Business Administration with an emphasis in accounting from Columbia College in 1989.
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Jim Rounds
Sr. Vice President & Economist
Elliott D. Pollack & Company
7505 East 6th Avenue, Suite 100
Scottsdale, AZ 85251
Phone: 480.423.9200
Email: rounds@edpco.com

Mr. Rounds is Senior Vice President and Senior Economist with Elliott D. Pollack and Company, a firm that offers a broad range of economic and real estate consulting services based on one of the most comprehensive databases found in the nation. This data base makes it possible for the firm to conduct economic forecasting, develop economic impact studies and prepare demographic analysis and forecasts.

Specifically Mr. Rounds has an extensive financial economic background and prepares economic analysis for both public and private sector organizations. Experience includes participating in General Plan updates for municipalities related to maximizing their economic development through strategic planning efforts.

Mr. Rounds has also delivered scores of presentations to national organizations, private companies, local civic organizations, universities, and legislative committees.

Prior to his employment with Elliott D. Pollack and Company Mr. Rounds served as a Senior Economist and Senior Budget Analyst with the Arizona Joint Legislative Budget Committee. Mr. Rounds also holds his Bachelor of Science and Master of Science degrees in Economics from Arizona State University.
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Donald Rousso
President
Alta Holdings, LLC
2010 Main Street, Suite 650
Irvine, CA 92614-7294
Phone: 949.269.1400 ext. 101
Fax: 949.269.1439
Cell Phone: 949.836.2279
Email: drousso@altholdings.com

Mr. Rousso is the President at Alta Holdings, LLC. He has over 25 years experience in the legal and accounting fields specializing in sophisticated insurance, business and commercial transactions. Mr. Rousso has been involved in the structuring, establishment and management of over 100 captive insurance companies domiciled both domestically in the U.S. and internationally.

Mr. Rousso has extensive experience in business and commercial law, including business transactions, complex business and civil litigation, insolvency, and bankruptcy structures.

He has also served as Executive Vice President and General Counsel for a property and casualty insurance company, life insurance companies, and related investment and holding companies where he was responsible for transactional, planning and operations, including administration, tax planning, financial statement preparation, and audit functions. Mr. Rousso has served as Vice President in the public finance division of a boutique investment banking firm, where he was second in command of crisis management and turnaround consulting.

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Kate Westover
Vice President - Alternative Risk Financing Services
Innovative Captive Strategies
P.O. Box 131
Colchester, VT 05446
Phone: 802.872.8104
Email: kwestover@yourcaptive.com

Ms. Westover joined Innovative Captive Strategies, Inc. (ICS) in July 2004 and holds the position of Vice President of Alternative Risk Financing Services. She provides consulting and captive program structuring services for insureds and their brokers, insurers, or reinsurers. She is also the Executive Director of The Community Blood Centers’ Exchange Risk Retention Group. Ms. Westover has over 20 years of experience in the captive industry. Before joining ICS, she was President of Captive Advisory Services, a consulting company within the Argonaut insurance group.

Ms. Westover has a B.A. and M.A. from Oxford University, England. She earned her CPCU designation in 1991. In 2009 she was awarded the Captive Insurance Company Association (CICA) Distinguished Service Award. She has served as an advisor to the Washington DC Department of Insurance and Securities and the Barbados Investment and Development Corporation. She has taught insurance courses for the International Center for Captive Insurance Education, and is a frequent speaker at a number of industry conferences and workshops. Her publications include “Direct Aggregate Excess Liability Policies (Captive Insurance Company Reports, June 1992); “Risk Manager and Reinsurer - a Common Destiny”, (Captive Insurance Company Reports, July 1995); “Financial Modeling for Risk Managers - Calculating Risk Management Value Added” (The Risk Financing Newsletter); and Special Purpose Vehicles (The Risk Financing Newsletter). She authored the chapter on Terrorism Issues for Captive Insurance Companies in the IRMI publication “Terrorism Insurance: What Risk and Insurance Professionals Must Know.” Her books “Captives and the Management of Risk” and “Captive Practices and Procedures” were published by the International Risk Management Institute in 2002 and 2006.
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P. Bruce Wright, Esq.
Partner
Dewey & LeBoeuf LLP
1301 Avenue of the Americas
New York, NY 10019
Phone: 212.259.8620
Fax: 212.649.0954
Email: pwright@dl.com

Mr. Wright is a partner in the tax department at Dewey & LeBoeuf LLP, where he is involved on a regular basis in tax and insurance law issues including representation of property and casualty insurance companies, formation of single parent/group captive insurers, counseling of risk retention groups and creation of various types of alternative risk financing mechanisms, including, among others, "rent-a-captives" and "cell companies." Administratively he is in charge of risk management at the firm with responsibility for both P&C and professional liability insurance placements. His practice has included counseling clients on formation of commercial offshore privately and publicly held entities and the development of structured financial products such as securitizations, swaps, options and similar products, used as alternatives to conventional risk financing mechanisms. Mr. Wright also holds the CPCU designation and speaks regularly at industry conferences including among others the Vermont Captive Insurance Association, Captive Insurance Company Association, Nevada Captive Insurance Association and Hawaii Captive Insurance Association.
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Christina Urias
Director of Insurance
State of Arizona
2910 North 44th Street, Suite 210
Phoenix, Arizona 85018-7256
Phone: (602) 364-3471
Fax: (602) 364-3470
Email: curias@azinsurance.gov

Former Governor Napolitano first appointed Christina Urias as Director of the Arizona Department of Insurance in November 2003 and recently reappointed her to a six year term (2006-2012). Prior to her appointment, Ms. Urias was a partner at the law firm of DeConcini McDonald Yetwin & Lacy, P.C. (1989-2003). She maintained a broad-based litigation practice, primarily, involving insurance defense and consumer protection matters.
From 1973 to 1985, before becoming an attorney, Ms. Urias worked in the insurance industry as a property and casualty claims representative, where her responsibilities included coverage analysis, monitoring litigation strategies, investigation, negotiation and settlement of general, automobile, property and product liability claims.

A member of a seventh generation Tucson pioneer family, she is also fluent in Spanish. She received her B.A in philosophy (With Distinction) from the University of Arizona (1972) and graduated Cum Laude from the University of Arizona-College of Law (1988). Ms. Urias clerked for then Chief Justice Frank X. Gordon, Jr., of the Arizona Supreme Court from 1988-1989. The Arizona Bar Foundation named Ms. Urias as one of the Top 50 Pro Bono Attorneys in Arizona and in 1997 awarded her The Pro Bono Service Award for her outstanding volunteer legal services to the community.
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William G. Whitehead, MIM
Vice President, Alternative Risk/
Captive Accounts and Programs
Lexington Insurance Company
100 Summer St., FL-19
Boston, MA 02110
Phone: 617-443-4630 (direct)
Cell: 617.538.0040
Fax: 617.330.8595
Email: Bill.Whitehead@chartisinsurance.com

Bill is Vice President of Alternative Risk/Captive accounts & programs at Lexington Insurance Company in Boston.

Bill has been in the insurance industry over thirty years, principally in the P&C sector. He has worked in the alternative finance market for the past twenty one years. He has been involved in single parent and group captive start-ups, in alternative program rehabilitations, in program conversions and has experience in first and third party structures on a full assumption, layer and quota share bases.

Bill is a contributing by-line writer on various topics in the alternative market and a speaker and panelist at alternative risk conferences. He has been a speaker at RIMS conventions, the Cayman, Bermuda, South Carolina and Delaware Captive Conferences, and at Program Business and IBC captive seminars.

Bill received his undergraduate degree is from DePauw University and his masters degree from the American Graduate School for Global Management (Thunderbird).
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Derick White
President
Strategic Risk Solutions (Vermont) Ltd.
126 College Street, Suite 400
Burlington, VT 05401
Phone: 802.860.1958
Fax: 802.863.2198
Email: Derick.White@srsmail.com

Derick is responsible for the oversight of SRS’ clients and staff in Vermont and actively supports the development of SRS’ East Coast operations. He has been in captive insurance since 1989. Prior to joining SRS, Derick was the Director of Captive Insurance for the Vermont Department of Banking, Insurance, Securities & Health Care Administration. There he was responsible for the administration and regulation of captive insurance companies and personally reviewed over 550 captive formations. He has also served on the Advisory Board of the Vermont Insurance Institute and on many NAIC committees and working groups and is a frequent speaker in the captive insurance industry. Mr. White received his BA in Economics from the University of Vermont and is a Certified Public Accountant and a Certified Financial Examiner.
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Amanda Yanek, Esq.

Government Relations Office
National Association of Insurance Commissioners
701 Hall of the States
444 North Capitol Street, NW
Washington, DC 20001-1509
Phone: 202.471.3973
Email: Ayanek@naic.org

Amanda Yanek is a Government Relations Policy and Legislative Analyst in the Washington, DC office of the National Association of Insurance Commissioners (NAIC). Amanda plays a key role on congressional efforts affecting state departments of insurance, including federal regulatory reform, annuities, risk retention groups, surplus lines, and reinsurance. She also coordinates the Washington office’s outreach to national organizations representing governors, state legislators, and other state government officials.

Prior to joining the NAIC in August 2007, Amanda worked for the Life Practice Council of the American Academy of Actuaries. Prior to the Academy, she served as a fellow for Congressman Paul Kanjorski.

Amanda received a B.S. from Shippensburg University of Pennsylvania and a J.D. from The Catholic University of America. Amanda lives in Arlington, Virginia.
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Brady Young
Managing Director and President
Strategic Risk Solutions
2352 Main Street, Suite 304
Concord, MA 01742
Phone: 781.487.9800
Fax: 978.328.55l3
Email: Brady.Young@srsmail.com

Brady is a founding member of SRS having been with the company since its inception in 1993. He led the management buy-out of SRS to establish the company as an independent entity in August 2002 and currently serves as President of the firm. Brady is responsible for the overall strategic development of SRS. During his time with the firm, he has established SRS in a leadership position in the captive market. Brady has over 20 years experience in the captive, alternative risk and risk management industries. Prior to SRS, Brady was a Principal with Tillinghast - Towers Perrin, a leading risk management consulting firm, where he managed the London, Boston and Toronto offices. Brady has a Bachelor of Science degree in Business Administration from Bowling Green State University, and a Master of Insurance degree with studies in international business from Georgia State University.
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