Global Captive Podcast

In this GCP Short, produced in collaboration with Friends of the Podcast TMF Group, Richard is joined by TMF's IPT Client Engagement Director Karen Jenner and Owen Wiliams, Global Programmes and Captives Regional Director, UK, Nordics & Ireland, at AXA XL.

Karen and Owen discuss the considerations and challenges concerning insurance premium tax and the location of risk when it comes to global and captive insurance programmes. They explain why location is important to these calculations, what needs to be considered as captives increasingly participate in different layers of programmes and the collaboration needed with fronting partners.

For more information on TMF Group, visit their Friend of the Podcast page: https://www.globalcaptivepodcast.com/tmfgroup

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

In episode 60 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by guest co-host Mattieu Rouot, CEO of MAXIS Global Benefits Network.

Mattieu discusses the five year journey MAXIS has been on since the formalisation of its joint venture between AXA and MetLife in 2016, how much growth he sees in the captive employee benefits market and what improvements can still made to the administration of these programmes.

Richard also reports back from a successful European Captive Forum and features interviews with three delegates of the Luxembourg conference:

Enrico Guarnerio, Chairman and CEO of Strategica Group, discusses the Italian captive market and shares his views on efforts to make Italy a captive domicile.

Holger Kraus, of Siemens and captive spokesperson for Germany’s risk management association GVNW, reflects on the key themes from the conference including the hard market and regulatory developments.

Bertrand Gilson, of Builders Group Insurance Solutions, explains the rebranding of IRIS and the services the sophisticated captive group is looking to provide to corporate insurance buyers.

In conversation with Mattieu, Richard mentions to previous episodes. Links to them are below:

GCP Short: Looking back on a year of COVID-19 and captive EB programmes. Listen here: https://www.globalcaptivepodcast.com/gcpshort38

GCP #51 including an interview with Facebook's Janaize Markland. Listen here: https://www.globalcaptivepodcast.com/gcp51

For more information on the the Asian Captive Conference 2021, hosted by Labuan IBFC, visit here: www.labuanibfc.com/events/upcoming…tual-conference

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

In this GCP Short, produced in collaboration with Walkers law firm in Guernsey, we address pension longevity transactions with Kate Storey, Partner at Walkers, and Ian Aley, Head of Transactions at Willis Towers Watson.

Ian and Kate talk listeners through what these transactions are, why they are becoming more commonplace and why the Guernsey ICC has really come to the fore for this strategy. We also debate why using an existing single parent captive often isn’t the right solution.

For more information on Walkers law firm, visit their Friend of the Podcast page: https://www.globalcaptivepodcast.com/walkers

For more information on the the Asian Captive Conference 2021, hosted by Labuan IBFC, visit here: www.labuanibfc.com/events/upcoming…tual-conference

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

In this GCP Short, produced in collaboration with Friends of the Podcast the State of Vermont, we hear the story of Kajma USA's new captive formation in Vermont this year.

Mike Brown, of Kajima, provides the client perspective, while Edward Precourt, Managing Director of Marsh Captive Solutions in Vermont, provides additional insight as the captive manager involved.

Sandy Bigglestone, Director of Captive Insurance in Vermont, also outlines the scale of formation activity taking place in the state again this year, and updates listeners on licence numbers.

Earlier this year, GCP also heard from Dan Youngs, the CFO at Lancaster County Solid Waste Management Authority, who formed a Vermont captive at the beginning of 2021. You can listen to that episode and others featuring Vermont at their Friend of the Podcast page here: https://www.globalcaptivepodcast.com/state-of-vermont

For more information on the the Asian Captive Conference 2021, hosted by Labuan IBFC, visit here: www.labuanibfc.com/events/upcoming…tual-conference

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

In this GCP Short, produced in collaboration with Friends of the Podcast Zurich, we discuss financing health & wellness through a captive.

Reto Heini, Regional Distribution Manager at Zurich Global Employee Benefits Solutions, Andrea Steer, Senior Risk Consultant - Health & Wellbeing at Zurich, and Denis Cronson, Chief Sales & Distribution Officer at Zurich LiveWell, address some of the ways employers are supporting employers in implementing health and wellness initiatives, how organisations’ approach to health and wellness has evolved over the past five years and the current status and approach to health and wellbeing by captives.

For more information on Zurich, visit their Friend of the Podcast page: www.globalcaptivepodcast.com/zurich

For more information on the the Asian Captive Conference 2021, hosted by Labuan IBFC, visit here: https://www.labuanibfc.com/events/upcoming-events/labuan-ibfc-inc/the-asian-captive-conference-2021-virtual-conference

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

In our first GCP Live episode, recorded during a live panel at the Connecticut Captive Insurance Association's Collaborative Event in Hartford, on 4 November, Richard is joined by:

PJ Cimini, Founder & Principal at Capitol Strategies Group, and President of the Connecticut Captive Insurance Association.

Cassie Bachman, Managing Director of Operations and Legal at Elevate Risk Solutions and a CTCIA board member.

And Jack Meskunas, an Executive Director for Investments at Oppenheimer & Co and a captive insurance asset management advisor.

Richard, PJ, Cassie and Jack debate the challenges cannabis businesses face in the United States with regards banking and ultimately insurance. PJ also provides an update on how Connecticut is exploring whether it could act as a viable captive domicile for cannabis businesses in the future.

For more on how captives are already being used to insure Canadian cannabis business, listen to GCP #52: https://www.globalcaptivepodcast.com/gcp52

The third edition of our GCP Insights e-magazine also discussed cannabis captives in depth: https://www.globalcaptivepodcast.com/gcp-insights

For more information on the the Asian Captive Conference 2021, hosted by Labuan IBFC, visit here: https://www.labuanibfc.com/events/upcoming-events/labuan-ibfc-inc/the-asian-captive-conference-2021-virtual-conference

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

In this GCP Short, produced in collaboration with A.M. Best, Richard is joined by Mathilde Jakobsen, an Analytics Director within A.M. Best, Riccardo Ciccozzi, a Market Development Director for AM Best Europe’s Rating Services, and Derek Bridgeman, Managing Director at Strategic Risk Solutions (Europe).

The trio discuss the latest proposed changes to Solvency II, what impact they may have on captives and how that could effect ratings of captives in Europe. They also address ESG – a hot topic on the podcast and in the corporate world generally - and how captives and AM Best are thinking about ESG today.

For more information on AM Best, visit their Friend of the Podcast page: https://www.globalcaptivepodcast.com/ambest

For more information on the the Asian Captive Conference 2021, hosted by Labuan IBFC, visit here: https://www.labuanibfc.com/events/upcoming-events/labuan-ibfc-inc/the-asian-captive-conference-2021-virtual-conference

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

This GCP Short, produced in collaboration with EY, outlines how the OECD's latest work on Base Erosion and Profit Shifting (Beps) may impact Singapore and the captives domiciled there, as well as discussing captive trends in Japan.

Richard is joined by Adrian Halter, a Financial Services and Tax Partner based in Singapore and a member of EY’s Global Captive Network, and then James Littlewood, a Partner in Client Services for EY Strategy and Consulting, based in Japan.

For more information on EY, visit their Friend of the Podcast page: https://www.globalcaptivepodcast.com/ey

For more information on the the Asian Captive Conference 2021, hosted by Labuan IBFC, visit here: https://www.labuanibfc.com/events/upcoming-events/labuan-ibfc-inc/the-asian-captive-conference-2021-virtual-conference

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

In episode 59 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard is joined by Ellen Charnley, President of Marsh Captive Solutions, to discuss formation activity in 2021 and the annual Marsh Captive Landscape Report released in September.

We also have a third quarter investments update from London & Capital with Shadrack Kwasa, executive director, and portfolio manager Jack Smith, who address the macroeconomic highlights from the previous three months, inflation and stagnation and what captive investors should be considering in the next quarter.

To read the 2021 Marsh Captive Landscape Report: https://www.marsh.com/us/services/captive-insurance/insights/captive-landscape-report-2021.html?utm_source=source3&utm_medium=referral-link&utm_campaign=2021-captive-landscape-report

Check out the new Rising Edge D&O Podcast: https://risingedge.co/rising-edge-podcast-blog/

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

This GCP Short, produced in collaboration with Friends of the Podcast Morris, Manning and Martin LLP, is all about captive governance in the United States.

Richard is joined by Joe Holahan, Partner within the firm’s insurance and reinsurance practice, and Dana Sheppard, Associate Commissioner within the Risk Finance Bureau at the District of Columbia Department of Insurance, Securities and Banking.

Joe and Dana discuss how corporate governance expectations have changed for captives in recent years, whether captives are behind the curve and why good governance is important.

For more information on Morris, Manning and Martin LLP visit their Friend of the Podcast page: https://www.globalcaptivepodcast.com/mmm

Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights

You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Contact Richard: [email protected]

Visit the website: www.globalcaptivepodcast.com

Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/