Wednesday, October 18
2:00 p.m. - 6:30 p.m. Registration Open
2:45 p.m. - 3:00 p.m. Membership Meeting

3:00 p.m. to 3:45 p.m. 

Captive Regulations & The IRS - Update Part 1

Earlier this year, the IRS issued a proposed rule impacting 831(b) captives that could change the future of captives as insurance. Find out where this IRS proposed rule is going, the implications it has on 831(b) captives specifically, and what it means for DCIA members and the industry at large.


Charles Ruchelman 
Caplin & Drysdale

Jonathan Black
Caplin & Drysdale

Benjamin Eisenstat
Caplin & Drysdale

3:45 p.m. to 4:00 p.m. Networking Break

4:00 p.m. to 5:00 p.m.

Captive Regulations & the IRS -  Update Part 2

There’s a lot to talk about on this subject so we’ve added a part 2 to this session to ensure everything is covered and to allow for audience questions.


Jeff Simpson
Womble Bond Dickinson

Andy Rennick
Womble Bond Dickinson

Kerrie Riker-Keller
Senior Vice President, Chief Compliance Officer
Intuitive Captive Solutions

Alan J. Fine, CPA, JD
Armanino LLP

5:00 p.m. to 6:30 p.m. Welcome Reception
Thursday, October 19
7:30 a.m. to 8:30 a.m. Networking Breakfast
8:30 a.m. to 8:45 a.m. 

Welcome Remarks

Michael Teichman
Delaware Captive Insurance Association

8:45 a.m. to 9:30 a.m.

Captive Insurance Investment Considerations in a Volatile Market 

A leading financial investment expert will share their insights on how captives should update their investment strategies given ongoing volatile equity and bond market conditions.

Travis Terzer       
Senior Associate
CapVisor Associates 

Michael J. Stafford, Jr., CFA
Managing Director, Director of Fixed Income Investments
ASB Investment Management

9:30 a.m. to 10:15 a.m.

Captive Market Update/D&O

Captives have experienced tremendous growth over the past few years driven by the hard insurance market.  This session will provide an overview on trends in captive formations a well as business plan changes, including an update on insuring Side A D&O coverage in a Delaware captive.


Joanne Shaver
Senior Risk Consultant Captives


Ed Little
Richards, Layton & Finger, P.A.

Patrick Theriault
Managing Director
Strategic Risk Solutions, Inc. 

Roger Ladda​
Partner - National Captive Practice Leader
Conner Strong & Buckelew

10:15 a.m. to 10:45 a.m.

Networking Break 

10:45 a.m. to 11:45 a.m.

How the Delaware Domicile Keeps Getting Better 

There are many good things happening for captives in Delaware and this session will highlight the latest developments that are strengthening the domicile’s position in the marketplace.


Michael Teichman
Delaware Captive Insurance Association

Brian Johnson
Managing Director
Risk International Actuarial Consulting

Andy Rennick
Womble Bond Dickinson

11:45 a.m. to 1:15 p.m.

Hosted Luncheon

1:15 p.m. to 2:30 p.m.

The Regulator Perspective 

The domicile’s top captive regulator takes the stage to close out the Forum, where he will share his perspective on the current regulatory environment and related licensing/examination developments for various types of captives in the state.


Trinidad Navarro
Delaware Department of Insurance 

Stephen C. Taylor
Director of Bureau of Captive and Financial Insurance Products
Delaware Department of Insurance 

4023 Kennett Pike | Box 801 | Wilmington, DE 19807 | 888.413.7388 |
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