Captives 101

Recording Date: Wednesday August 21, 2019

Description

This session takes a slightly different approach to an introduction to captives by emphasizing the captive life cycle. This primer also covers the use of captives, including an overview of the many considerations that go into forming a captive. Topics covered include:

  • Reasons for forming a captive;
  • Different types of captives and where they may apply;
  • Key captive feasibility topics including choosing a domicile;
  • Captive feasibility and formation process; and
  • Stages of the captive life cycle.

This webinar is for anyone considering a captive or looking to expand their knowledge of captives. For those familiar with captives, this is a good refresher and may provide insights into what captives encounter through various phases of development and operation.

Presenters

Laura Rodrigo, Regional Manager, Strategic Risk Solutions. Laura is responsible for our captive management operations in South Carolina and Georgia. She joined SRS in 2007 and has over fifteen years of experience managing risk retention groups, pure captives, and segregated cell captives. Her industry experience includes physician groups, transportation, construction, and banking owned captives.

Jesse Olsen, Director, Strategic Risk Solutions. Jesse is responsible for delivering the firm’s captive consulting services primarily in the western United States. Among other duties, he conducts feasibility studies, supports implementation, and provides strategic advice to help clients maximize utilization of existing captives. Jesse joined SRS in 2017 and has been in the risk financing & captive consulting business since 2006.