SoCal Chapter Event: Captive Insurance Companies: A Tool for Risk Management

Registration Pricing

Members $30 

Registration

Non Members $45

Registration

Overviewdivider

Captive Insurance Companies: A Tool for Risk Management

After an organization’s insurance broker provides all the commercial insurance they can find, afford, feel they need or are required to carry, a captive insurance company can step in to fill the gaps in coverage that still exist. The captive insurance company THEY OWN will capture the uninsured risks and allow THEIR investment adviser to grow the investment income nearly twice as fast due to favorable treatment, creating more money to cover any losses and take advantage of underwriting profits.

Learning Objectives:

  • Understanding the fundamentals of a Captive Insurance company
  • Benefits of a captive to the covered company
  • Benefits of the captive to its owner
  • Issues surrounding the investment of assets within the captive

 


Speakers
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Cinda Carbone, Executive Director of Sales, Active Captive Management 

Cinda Carbone is the Executive Vice President of Sales for Active Captive Management. She is responsible for providing consulting and educational services on issues related to the captive world, including feasibility studies, strategic reviews of existing captives, design and formation of new captives, domicile regulatory compliance, and the expansion of existing captives. Prior to joining Active Captive Management, Cinda worked at Marsh & McLennan as Assistant Vice President in Marsh’s Captive Advisory practice for the western U.S., based in Newport Beach, CA. Previously she was a Captive Account Manager with Marsh in Honolulu, Hawaii.

Leslie Lauer, CFP, Senior Vice President – Private Wealth Management, UBS

Leslie Lauer is a Senior Vice President of Wealth Management for UBS Financial Services, where she focuses on all aspects of private wealth management, specifically investments, multi-generational estate planning, insurance, liability management and philanthropy. Additionally, she provides cash management, executive compensation and captive insurance company asset management to corporate clients.

Michael E. Hyzdu, CFP, Senior Vice President – Wealth Management, UBS

Michael is a Senior Vice President of Wealth Management for UBS. He joined them in 2002 after leading the e-business consulting group at Arthur Anderson, LLP. His previous experience included starting a technology consulting business that grew to $33M in revenues with 75 employees within three years. Mike works directly with families to implement multi-generational plans with customized investment, borrowing and insurance strategies. He also constructs portfolios for Captive Insurance Companies by taking into consideration the Captive’s liquidity needs, domicile requirements, Captive Manager preferences and growth objectives.

 


Continuing Educationdivider

 

CEPAs receive 1 CE credit

CFPs receive a certificate for 1 CE credit

CPAs receive a certificate for 1 CPE credit

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