Delaware Captive Insurance Association

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DCIA Events

2008 - 3rd Annual DCIA Fall Conference
Risk Finance at the Crossroads
Hotel du Pont
Wilmington, Delaware

Agenda
Tuesday, October 7, 2008

12:00-5:30
Registration Open
2:00-2:15
Welcome from the DCIA
Richard Klumpp, President - DCIA
2:15-3:15
Captive Insurance Fundamentals
Carl Daly, President & Chief Underwriting Officer - Paget Reinsurance International Ltd.
Carol Frey, Senior Vice President - ACE Risk Management
3:15-3:30
Networking Break
Sponsored By: Niles, Barton & Wilmer, LLP
3:30-5:30
Advantage of the Delaware Infrastructure
Panel: Patricia Evans, Vice President - Wilmington Trust
Richard Facciolo, Partner - Richards Layton & Finger, P.A.
Matt O’Toole, Shareholder - Stevens & Lee
Joanne Shaver, Manager - Cover & Rossiter
5:30-7:00
Cocktail Reception
Sponsored By: Wilmington Trust Captive Management Services
Wednesday, October 8, 2008
7:30-9:00
Continental Breakfast
Sponsored By: Stevens & Lee
8:00-4:00
Registration Open
8:30-8:45
Welcome from the DCIA
Richard Klumpp, President - DCIA
8:45-10:15
Hot Topics
Moderator: Patrick G. Theriault, CPA, CPCU, AIAF, Director, Client Services - Wilmington Trust SP Services (Vermont), Inc.
Panel: Anne Marie Unger, Senior Manager, Alternative Risk Financing - KPMG LLP
Scott Spencer, Shareholder - Stevens & Lee
10:15-10:30
Networking Break
Sponsored By: Intercorp, Inc.
10:30-11:30
Captive Tax Updates
The Latest on IRS Developments
Tom Jones
, PC, Partner - McDermott Will & Emery, LLP
11:30-12:30
Keynote Speaker
William Poole, Distinguished Scholar in Residence -University of Delaware -Lerner College of Business and Economics.
Former President -Federal Reserve Bank of St. Louis

12:30-1:30
Lunch
Sponsored by: Parkowski, Guerke & Swayze
1:30-1:45
Dessert with the Exhibitors
1:45-3:15
Managing Captive Investments in a Time of Change
William Dalziel, Executive Director - London & Capital
Cameron Laird - Brown Brothers Harriman Trust Company, N.A
Carl Terzer, Director, Insurance Asset Management - Principal Global Investors
3:15-3:30
Networking Break
Sponsored By: Cover & Rossiter
3:30-4:30
State of the State
William White - Administrator, Captive Insurance Program - Delaware Dept. of Insurance
4:30-5:00
Question & Answer Session