SPEAKERS
Renea Louie, ARM, ACI, Fellow (WRCIC Chair)
Chief Executive Officer, Sotera Global Management
Conference MC
Renea manages the day-to-day operations and is an accomplished business professional with extensive experience and knowledge in the Alternative Risk Transfer industry. She manages marketing, underwriting, accounting, audit, risk management, client and regulator relations, government relations, client acquisition & retention, regulatory compliance, and corporate communications. With 30 years of experience Louie has been an active volunteer and leader across the U.S. both in business and in her community.
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Tony Child, Keynote Speaker
Jodi Harrison
Ms. Harrison is lead captive examiner-analyst at the Missouri Department of Commerce and Insurance.
Steve Kinnion, captive director at the Oklahoma Insurance Department Captive Insurance Division
Previously, he served as director at the Bureau of Captive and Financial Insurance Products with the Delaware Insurance Department. Prior to his Delaware appointment in July 2009, 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. Mr. Kinion is a recognized leader and effective advocate for the domicile and the captive insurance industry in general.
Sonya Bergquist
Senior Actuarial Analyst, Taylor-Walker Consulting, LLC
Session: Captive 101 Introduction
Sonya Bergquist is a Senior Actuarial Analyst at Taylor-Walker Consulting, LLC, an actuarial consulting firm located in Salt Lake City, Utah. She is passionate about hiking, climbing, and property & casualty actuarial work. Her areas of concentration include reserving and pricing analyses related to workers compensation, professional liability, and general liability. She also provides actuarial services for other property & casualty exposures. She has five years’ experience working with captive insurance companies encompassing both captive feasibility studies and on-going reserving and pricing analyses.
Scott Kipper, Nevada Insurance Commissioner
Scott Kipper was appointed as Nevada’s Insurance Commissioner effective Feb. 27, 2023.
As Commissioner, Kipper is charged with protecting consumers’ rights and the public’s interest in dealings with the insurance industry.
Commissioner Kipper has more than 30 years of experience in the insurance industry, including prior stints as Nevada Insurance Commissioner from 2008 to 2010 and again from 2011 to 2015. He most recently served as the Deputy Commissioner for Operations for the State of Washington Office of the Insurance Commissioner. Prior to that, he founded a private consulting firm providing technical expertise on insurance issues, serving clients nationwide. He also has served as the Insurance Administrator of the Oregon Insurance Division, Deputy Commissioner at the Office of Health Insurance for the Louisiana Department of Insurance (DOI), and Senior Regional Director for State Affairs at America’s Health Insurance Plans (AHIP).
Heather McClure, General Counsel and Chief Risk Officer
Prior to joining Helio, Heather was Chief Risk Advisor for the national healthcare practice at Aon, a global risk and insurance services company. Prior to that role Heather was Chief Risk Officer at the University of Oklahoma’s health system, directing risk, claims, captive operations, and insurance structure, including property, cyber, directors and officers, employer liability, workers compensation, provider professional liability, hospital liability, aviation, auto, and all other commercial and captive lines. Heather also served as Chief Legal Officer of the system’s captive insurance company, saving the system millions over its years of highly successful operations.
Nick Stosic, Interim Insurance Commission, Nevada
Nick Stosic was appointed Interim Insurance Commissioner in January of 2023. Nick joined the Nevada Division of Insurance in August of 2016, first serving as the Insurance Regulation Liaison and was later promoted to Deputy Commissioner in July of 2019. His responsibilities as Deputy Commissioner include providing oversight of the Product Compliance, Market Regulation, and Captives sections, while also acting as the liaison with Nevada’s insurance agents and brokers.
Gregory H. Cobb
Director of Insurance Solutions, Sage Advisory Services
Greg Cobb is a member of the Sage investment team and serves as Director of Insurance Solutions. He has over 35 years of experience in crafting investment solutions for both traditional insurance companies and risk-bearing entities within the world of alternative risk transfer. In 2021, he was awarded Asset Manager of the Year by Captive International for his work in the captive insurance space. He began his investment career in 1987 as a Fixed Income Portfolio Manager for Barnett Banks and later served as Senior Portfolio Manager for the institutional asset management arms of SunTrust and Bank of America. From there, he served as Managing Director and Chief Investment Officer for Sovereign Advisers and as Director of Fixed Income and Lead Strategist for Boyd Watterson Asset Management. Greg earned a BS in Economics from the University of North Carolina at Chapel Hill and is a member of the CFA Institute.
Michael A. Corbett
Sr. Vice President, Pinnacle Financial Partners
Michael Corbett's first professional post was as a corporate lender with Manufacturers Hanover Trust Company in New York. Later, he held senior financial positions with West Point Pepperell, Inc., Purolator Courier Corp., Macmillan Publishing Company and Genesco, Inc. Subsequently, Michael developed a successful institutional financial consulting practice at UBS that focused on the captive insurance industry. In 2011, Michael was recruited by the Insurance Commissioner of the State of Tennessee to be the chief regulator of captive insurance. In 2020 he joined Pinnacle Financial Partners (PNFP). Having been voted to Captive Review’s Power 50 for several years, in 2021 he was inducted into the Hall of Fame celebrating those individuals who have contributed to the captive industry for decades and without whom the industry would not be where it is today.
Kevin M. Doherty
Member - Insurance Law Practice, Dickinson Wright
Kevin Doherty practices in the area of insurance regulation and captive insurance. He serves as President of the Tennessee Captive Insurance Association, Inc., and he helped to rewrite the captive insurance law in Tennessee in 2011. Since that time, Tennessee has formed more than 200 captives and more than 500 related cells (more than 700 risk bearing entities) and become one of the leading domestic domiciles for captives. Kevin also practices music and entertainment law and represents recording artists, songwriters, and record and music publishing companies in connection with music agreements. Dickinson Wright was named “Law Firm of the Year” for 2020 by both Captive Review and Captive International in recognition of the firm’s Captive Insurance practice, of which Kevin is head.
Glen Mulready, Oklahoma Insurance Commissioner
Glen Mulready serves as Oklahoma’s 13th insurance commissioner. A former state legislator and longtime insurance professional, he was recently unopposed in his bid for reelection, and will start a second term as insurance commissioner in 2023. Commissioner Mulready was first elected to the state-wide position in 2019. Commissioner Mulready started his insurance career as a broker in 1984 and later served in executive roles for Oklahoma’s two largest health insurance companies.
John Capasso, Chairman & Chief Executive Officer of Captive Planning Associates
Mr. Capasso is CEO and founder of Captive Planning Associates, a captive management firm that specializes in the design, formation and management of captive insurance companies.
Throughout Mr. Capasso’s career, he has held positions in a variety of industries including; public accounting, investment banking, risk management, health care, financial services and investment management.
Mr. Capasso is a member of various associations and organizations and currently serves as chairman of the board of directors the Self Insurance Institute of America.
Greg Fears,
FCAS, MAAA, ARM
Director And Consulting Actuary
Greg has considerable experience in assignments involving loss reserving, funding studies, loss cost projections, captive feasibility studies, risk margin calculations, simulation methods, deductible analyses, cost allocation mechanisms, financial analyses of insurance companies, commercial lines ratemaking and competitive analyses. His research interests lie heavily in the analysis of industry annual statement information to identify prevailing reserving trends among industry sectors.
Victoria Fimea, Chief Captive Analyst in the Financial Affairs Division
Ms. Fimea is an attorney with over 30 years of insurance and public affairs advocacy experience, including over 20 years in C-suite and senior level positions. Her extensive captive insurance experience encompasses roles such as Senior Vice President with an alternative risk provider where she managed the regulatory, claims, underwriting and captive formation departments, and as a Senior Vice President and General Counsel in the life insurance industry forming captive insurers for reserve financing transactions.
SOLOMON L. FRAZIER, FCAS, FSA, MAAA, Senior Consulting Actuary
Mr. Frazier is an opining actuary for numerous property and casualty insurers, including captive insurance companies and risk retention groups (RRGs).
Charles (Chaz) Levelle
Partner, Dentons Bingham Greenebaum
Session: Captive Taxation - Nothing is Constant but Change
Charles J (Chaz) Lavelle was elected to the Captive Review Hall of Fame, has received CICA’s “Distinguished Service Award” and VCIA’s “Service to the Captive Industry” award. He is a lawyer in the Louisville, Kentucky office of Dentons Bingham Greenebaum LLP. He regularly represents clients before the IRS and frequently speaks and writes on captive insurance topics. Chaz was outside Tax Counsel for both Humana (brother-sister) and Ocean Drilling (unrelated business) in their captive insurance victories in the U.S. Court of Appeals. Among his civic and charitable activities, he is past Chair of the Kentucky Chamber of Commerce.
Nate Reznicek
Head of US Distribution, International-Re (I-RE)
Session: A Deep Dive into the 4 C’s - Captives, Control, Consolidation, and Changes
Nate Reznicek is a well-recognized captive expert and an active thought leader in the captive industry. As a devoted proponent of innovation and a staunch captive advocate, Nate is a frequently requested speaker, author, and faculty member at the International Center of Captive Insurance Education. A recipient of industry recognition and awards by Business Insurance, U.S. Captive Services Awards, Nate serves as a subject matter expert on captive insurance for brokers and advisors across the country. Nate also serves as the Head of U.S. Distribution for International-Re (“I-RE”), a specialist insurance and reinsurance underwriter, the world’s first single-parent captive solution designed specifically for the small and mid-market.
Leon L. Rivas II
Chief Visionary Officer, RH CPAs
Session: A Deep Dive into the 4 C’s - Captives, Control, Consolidation, and Changes
Leon L. Rives II is the Chief Visionary Officer in RH CPAs. Leon co-founded the firm and is an investor in several different businesses. Leon has authored more than 15 courses on insurance, insurance accounting, and governmental accounting. Leon is a regular speaker at board meetings and brings his 20 years of experience combined with the ability to communicate complex matters in an easy to understand practical approach. Leon has also assisted in drafting legislation pertaining to insurance in multiple jurisdictions. Leon also provides consulting services to a multitude of Risk Bearing entities across the United States and abroad, ranging from Workers Compensation, Property & Casualty, Life and Health, and Captives of all types. He spends most of his time on complex tax and accounting consulting.
Nick J. Stosic, CLU, ChFC, CFP
Deputy Commissioner, Nevada Division of Insurance
Session: Regulator Roundup
Nick Stosic is a Reno, Nevada native, who graduated from the University of Arizona in 1978 with a BS in Business Administration. After college, Nick went to work with the international accounting firm of Price Waterhouse and Co. in Los Angeles and Seattle, obtaining his Certified Public Accounting designation in 1981. From 1983 through 2015, Nick worked in the Nevada insurance industry as a producer and state manager. Nick was hired by the Division of Insurance in 2016 and serves as a Deputy Commissioner. Nick oversees the Division’s Captives, Market Regulation, Legislative and Product Compliance sections. Nick is a past President of the Northern Nevada Life Underwriters Association; the Sierra Nevada Association of Financial Service Professionals; and the Nevada Association of Insurance and Financial Advisors.
Travis K. Wegkamp
Captive Insurance Director, Utah Insurance Department
Session: Regulator Roundup
Travis Wegkamp, an Utah native, joined the Utah Insurance Department’s Captive Division in April 2011. Prior to joining the Department, he was an Audit Assurance Associate for McGladrey & Pullen in Las Vegas, Nevada. Travis holds an Associate of Business degree from Dixie State College, and both a Bachelor’s degree with an emphasis in Accounting and a Masters of Accountancy degree from Southern Utah University. Travis was appointed Utah’s Director of Captive Insurance in August 2016.
Mark Wiedeman, ACI, CFE, PIR
Captive Insurance Assistant Director, Utah Insurance Department
Session: How to Maximize your Strategic Review
Mark Wiedeman graduated with a Bachelor of Arts in History and a Master’s in Public Administration both from Brigham Young University. Mark started his regulatory career working as a valuation analyst for the Utah State Tax Commission. He came to the Utah Insurance Department in 2012 as an auditor, worked his way up to Senior Examiner, and was hired into the position of Assistant Division Director in 2016. Mark has achieved his Certified Financial Examiner (CFE) designation from the Society of Financial Examiners as well as the Associate in Captive (ACI) designation from the International Center for Captive Insurance Education and Professional in Insurance Regulation (PIR) from the National Association of Insurance Commissioners. In addition to his duties for the Insurance Department, Mark also serves on the board for the International Center for Captive Insurance Education.
P. Bruce Wright, CPCU
Partner, Eversheds Sutherland (US) LLP
Session: Captive Taxation - Nothing is Constant but Change
P. Bruce Wright is a partner at Eversheds Sutherland (US) LLP where he is involved 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, "rent-a-captives" and "cell companies," among others. His practice has included counseling clients on formation of commercial offshore privately and publicly held entities. Bruce speaks regularly at industry conferences including the Vermont Captive Insurance Association, Captive Insurance Company Association, Hawaii Captive Insurance Association and Cayman Captive Forum. He received a J.D. from Brooklyn Law School, cum laude and an LL.M. (Tax) from Georgetown University. He is also a CPCU.
SPEAKERS
At WRCIC, we bring together an exceptional lineup of industry leaders, innovators, and changemakers who are shaping the future of the Captive Insurance industry. Our speakers are experts in their fields, offering valuable insights, real-world experiences, and actionable strategies to help you stay ahead in a rapidly evolving landscape.
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Tony Child, Keynote Speaker
Through his organization, Elevated Worldwide, Tony helps individuals around the globe access their internal power to create quantum leaps in their performance. Simply put, Tony makes the impossible in people’s lives become possible.
Jeff Griffin, Keynote Speaker
Helping leaders lead.