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Captive Academy 2019 Agenda
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20th Annual SCCIA

Executive Educational Conference

 

Captive Academy Agenda

Tuesday, September 10

 Please continue to check back for schedule updates.

11:00 - 11:10 am         Registration
11:10 - 11:20 am

Welcome & Introductions  

David Ward, Bauknight Pietras & Stormer, P.A.
11:20 am - 12:00 pm Role of the Captive Manager 

Tobias Burke, Energy Captive Management

12:00 pm Break and Working Lunch  
12:20 - 12:50 pm   Role of an Actuary  

Legare Gresham, Pinnacle Actuarial Resources, Inc.

12:50 - 1:20 pm        Role of a Captive Attorney Tom Brumgardt, Nelson Mullins
1:20 - 2:00         Role of an Auditor: Account & Tax  Will Russell, Jarrard, Nowell & Russell
Jay Gibson, Jarrard, Nowell & Russell
2:00 - 2:15 pm    Break


2:15 - 3:00 pm          Role of a Bank & Investment Advisor 

Carl Terzer, Capvisor Associates
Marvin J. Turner, Comerica

3:00 - 3:40 pm Role of a Regulator  Jay Branum, Michael Shull & Joe McDonald

SC Department of Insurance

3:40 - 3:50 pm     

Questions 

 
3:50 - 4:00 pm             SCDOI Presentation of Certificates  

Jay Branum, SC Department of Insurance

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Thank You to the
2019 Conference Sponsors!