The Arizona Captive Society will be meeting on January 20 at the ASU Karsten golf course. Karen Adams, Market Actuary for the Financial Affairs Division for the state of Arizona, will be speaking on Captives and Schedule P. Julie Ekdom, ACAS, MAAA from Bartlett Actuarial Group will be attending.
Legare Gresham attended the Kentucky Captive Insurance Association conference on November 3rd and 4th in Louisville, Kentucky. Legare reported that the Educational sessions were well done and attendance had grown significantly over last year.
Julie Ekdom, ACAS, Past President of CADS
The Casualty Actuaries of the Desert States (CADS) met on November 12, 2009. Michael Toothman spoke on ‘The ABCDs of Counseling and Discipline’. Julie Ekdom, ACAS, Consulting Actuary with Bartlett Actuarial Group is a past President of CADS.
Andrea Bartlett, Principal, Bartlett Actuarial Group attended the CIC-DC Conference on October 21 and 22. Andrea repors that this was one of the best conferences she has attended this year. The program included sessions on the NAIC, Regulatory Reform, Redomiciling, Employee Benefits, TaxIssues and Regulatory Reform, Segregated Cell Law, International Accounting Standards, the after effects of the AIG crash and the Overseas Private Investment Corporation,
Jim Hall, FCAS, MAAA, FCA
Bartlett Actuarial Group, Ltd. is pleased to announce that James A. Hall III, FCAS, MAAA, FCA is joining our practice as our resident actuary in Burlington, Vermont.
Jim Hall is the founder and former managing partner of the US casualty actuarial practice for the former Coopers & Lybrand. In addition to Jim’s extensive experience with captive formation and operations in several domiciles, Jim’s success in managing the growth of the Coopers practice includes significant mergers and acquisitions innovation that aided several major insurance company acquisitions, and expert testimony central to resolution of important insurance disputes.
In the largest US captive insurance domicile of Vermont, home to over 500 captive insurers, Jim makes the Bartlett captive actuarial team more accessible to captive managers, sponsors, and other parties interested in the growth of the captive insurance sector, while also making available to the traditional insurance community all the actuarial services sought by insurance regulators, insurance and reinsurance intermediaries, risk managers, and investors, including:
Expert witness support;
Mergers and acquisitions analyses, including transaction pricing
recommendations;
Run off decision support;
Product development and pricing;
Rate filing support services;
Reserve analyses and statutory opinions;
Reinsurance and capital adequacy analyses;
Start-up and run-off decision support
Please join Bartlett Actuarial Group in welcoming Jim to our firm.
Jim may be reached at his office in Burlington, Vermont at:
289 College Street
Burlington, VT 05401
802-861-3072
Richard Klumpp, President of Wilmington Trust SP Services and panelist at DCIA seminar on captives – August 28, 2009.
Bill Bartlett, Moderator, VCIA, 2009
Bill Bartlett moderated a panel at the Vermont Captive Insurance Association conference on August 13, 2009. The topic was Why Collaboration with Actuaries is Crucial for Captives. The panelists were Nick Parillo and Libby Christman from Ahold and Steven diCenso from Milliman. The coordinators for the panel were Mike Meehan (Milliman) and Andrea Bartlett (Bartlett Actuarial Group).
John O'Brien visiting the Bartlett Actuarial Group booth/
Bartlett Actuarial Group exhibited (for the 8th year) at the Vermont Captive Insurance Association convention in Burlington, VT from August 11-13. The theme of the convention this year was ‘Building a Better Captive.
Julie Ekdom, ACAS, MAAA, ARM, ASLI attended the Montana Captive Insurance Association conference in White Fish, Montana from July 21 – 23. One of the highlights of the convention was a presenttion by the newly elected insurance commissioner, Monica Lindeen, discussing how under her leadership she plans to shape the regulatory environment for captive insurance companies. Please contact Julie at 602-956-3293, juliee@bartlettactuarialgroup.com if you have an interest in discussing Montana as a domicile for your captive.