VCIA 2023 Conference Exhibitors

 

Actuarial Solutions
Booth # 50
David Raikowski
1767 Veterans Memorial Highway, Suite 16 Islandia, NY 11749 
draikowski@actuarialsolutions.com
Actuarial Services
www.actuarialsolutions.com

Actuarial Advantage, Inc.
Booth # 24
Kyle Mrotek
N63W23524 Silver Spring Drive, Upper Level Milwaukee, WI 53089 
kmrotek@taa-inc.com
Actuarial Services
www.taa-inc.com

Agile Premium Finance Captive Specialists
Booth # 37
Michael Vincent
2535 Kettner Blvd #3A3, San Diego, CA 92101 

captives@financepremium.com
Insurance Premium Financing
https://www.agile-pf.com/

AIG Insurance Management Services
Booth # 25
Robert Gagliardi
30 Main Street, Suite 330 Burlington, VT 05401 
robert.gagliardi@aig.com
Captive Management; Fronting Company
www.aig.com/captives

AM Best
Booth # 32
Emma Kresge
1 AM Best Road Oldwick, NJ 08858 
emma.kresge@ambest.com
Rating Agency
www.ambest.com

AM Best TV
Booth #101
Lori Chordas
1 AM Best Road
Oldwick, NJ 08858-0700 
Lori.Chordas@ambest.com
Rating; Technology Solutions & Services

https://web.ambest.com/information-services

Aon
Booth # 31
Bill Mourelatos
76 St. Paul Street, Suite 500 Burlington, VT 05401-4477 
bill.mourelatos@aon.com
Actuarial Services; Captive Business Consulting; Captive Management
www.aon.com/captives/domiciles/vermont.jsp
 

Artex Risk Solutions, Inc.
Booth # 42
Mary Desranleaeu
2850 Golf Rd. Rolling Meadows, IL 60008 
mary_desranleau@artexrisk.com
Captive Management; Captive Business Consulting; Risk Management & Consulting
www.artexrisk.com

AXA XL
Booth # 66
Steven Bauman
steven.bauman@axaxl.com
Fronting Company; Reinsurance Services; Underwriting
https://axaxl.com/

Broadspire
Booth # 4
Mike Verrikia
3803 West Chester Pike Newton Square, PA 19073 
mike.verrekia@choosebroadspire.com
Adjusters & Claims Management; Risk Management & Consulting
https://www.choosebroadspire.com/

Captive Insurance Times
Booth # 6
John Savage
Provident House, 6-20 Burrell Row, Beckenham BR3 1AT UK
johnsavage@captiveinsurancetimes.com
Media
www.captiveinsurancetimes.com

Captive International
Booth # 56
Robin Johnson
Kingfisher House, 21-23 Elmfield Road Bromley, Kent BR1 1LT UK
rjohnson@newtonmedia.co.uk
Media
www.captiveinternational.com

Captive Review
Booth # 69
Nick Morgan
One London Wall, London EC2Y 5BD UK
nick.morgan@withintelligence.com
Media
www.captivereview.com

CapVisor Associates
Booth # 8
Travis Terzer
270 West 17th Street, Apt 9D New York, NY 10011 
travis.terzer@capvisorassociates.com
Investment Management & Consulting
https://capvisorassociates.com/

CBCS
Booth # 46
Chris Weckherlin
800 Main Street Dubuque, IA 52001 
cweckherlin@cbcsclaims.com
Adjusters & Claims Management
https://www.cbcsclaims.com/

Chubb
Booth # 17

Scott Conrad
One Post Street, 35th Floor San Francisco, CA 94104
Scott.conrad@chubb.com
Fronting Company; Risk Management & Consulting
https://www.chubb.com/us-en/business-insurance/captive-strategies.html

Clearwater Analytics
Booth # 34
Kami Griner
777 West Main Street, Suite 900 Boise, ID 83702 
kgriner@clearwateranalytics.com
Technology Solutions & Services
https://clearwateranalytics.com/

Comerica Bank
Booth # 10
Martin Ellis
411 W Lafayette, Mail Code 3331 Detroit, MI 48226 
mgellis@comerica.com
Banking Services
www.comerica.com/captive

CompScience
Booth # 63
Josh Butler
Risk Management & Consulting; Technology Solutions & Services

https://www.compscience.com/

Computershare Corporate Trust
Booth # 43
Charles Baker
charles.baker@computershare.com
Banking Services
https://www.computershare.com/us/business/corporate-trust/collateral-trust

Concord Advisory Group
Booth # 20
John Bolton
700 Alexander Park Suite 203 Princeton, NJ 08540 
jbolton@concordadvisory.com
Investment Management & Consulting
https://concordadvisory.com/

Crowe LLP
Booth # 12
Joe Pieksza
62 Memorial Rd #100 West Hartford, CT 06107 
joseph.pieksza@crowe.com
Audit & Accounting
https://www.crowe.com/

CT Captive Insurance Association
Booth #16
Kathryn Dube
31 Pratt Street, 5th Floor
Hartford, CT 06103
kathryn@ctcaptives.org
Captive Domicile 
https://ctcaptives.org/

Davies Captive Management
Booth # 55
Jeff Kenneson
135 Allen Brook Lane, Suite 101 Williston, VT 05495 
jeff.kenneson@davies-group.com
Captive Management; Risk Management & Consulting
www.davies-group.com

District of Columbia Department of Insurance, Securities and Banking
Booth # 52
Dana Sheppard
1050 First Street, NE, Suite 801 Washington, DC 20002
dana.sheppard@dc.gov
Captive Domicile
www.disb.dc.gov

EY
Booth # 27
Mikhail Raybshteyn
1 Jericho Plaza, Suite 105 Jericho, NY 11753 
mikhail.raybshteyn@ey.com
Audit & Accounting; Risk Management & Consulting
www.ey.com/captiveinsurance

First Onsite
Booth # 51
Paul Fix
3401 Quorum Drive Fort Worth, TX 76137 
paul.fix@firstonsite.com
Risk Management & Consulting
www.firstonsite.com

Fitch Ratings
Booth # 62
Brad Istwan
300 W. 57th St. New York, NY 10019

anna.bykova@fitchratings.com
Rating Agency
http://www.fitchratings.com/

Gallagher Bassett
Booth # 45
Jon Stambaugh
2850 Golf Rd Rolling Meadows, IL 60008 
Adjusters & Claims Management; Risk Management & Consulting
www.GallagherBassett.com

HDI Global Insurance Company
Booth #60
Jason Tyng
161 North Clark Street – 48th Floor
Chicago, IL 60601
jason.tyng@us.hdi.global
Fronting Company; Reinsurance Servcies; Adjusters & Claims Management                                                                                     
https://www.hdi.global/en-us/services/captive-insurance/

 Huggins Actuarial Services, Inc.
Booth # 13
Steven Lesser
111 Veterans Square, 3rd Floor Media, PA 19063 
steve.lesser@hugginsactuarial.com
Actuarial Services
www.hugginsactuarial.com

Hylant
Booth # 23
Anne Marie Towle
10401 N. Meridian Street, Suite 200 Carmel, IN 46290 
anne.marie.towle@hylant.com
Captive Management; Risk Management & Consulting; Captive Business Consulting
www.hylant.com

ICCIE
Booth A
Mitch Cantor
145 Pine Haven Shores, Suite 1137 Shelburne, VT 05482 
info@iccie.org
Education
www.iccie.org

IRMI/Captive.com
Booth # 5
Monica Sturgeon
12222 Merit Dr. Suite 1600 Dallas, TX 75251 
monica.s@irmi.com
Education and Media
www.captive.com

Johnson Lambert LLP
Booth # 49
John Prescott
P.O. Box 525 Burlington, VT 05402-0525 
jprescott@johnsonlambert.com
Audit & Accounting
www.johnsonlambert.com

KeyBank National Association
Booth # 21
Louise Roussel
225 Franklin Street 16th Floor Boston, MA 02110 
Louisse_Roussel@keybank.com
Banking Services
www.key.com

Liberty Mutual Insurance
Booth # 18
Corinne Doughty
157 Berkeley Street, MS:05E Boston, MA 02116-5066 
Corinne.Doughty@libertymutual.com
Insurance Carrier
https://business.libertymutual.com/

M&T Bank/Wilmington Trust
Booth # 33
Mike Ramsey
10510 Northup Way NE, Suite 110 Kirkland, WA 98033 
mramsey@wilmingtontrust.com
Banking Services; Investment Management & Consulting
https://www.wilmingtontrust.com/corporate-institutional/capital-markets-structured-finance/insurance-collateral-solutions

Maple Capital Management, Inc.
Booth # 28
Steve Killoran
535 Stone Cutters Way Montpelier, VT 05602 
skilloran@maplecapital.com
Investment Management & Consulting
www.maplecapital.com

Marsh Captive Solutions
Booth # 59
Chris A. Varin
463 Mountain View Drive, Suite 301, 3rd Floor, Colchester, VT 05446 
chris.a.varin@marsh.com
Actuarial Services; Captive Management; Captive Business Consulting
www.marshcaptivesolutions.com

Marsh McLennan Agency
Booth # 58
Krystie Dascoli
161 Washington St., Suite 1200 Conshohocken, PA 19428 
krystie.dascoli@marshmma.com
Captive Business Consulting; Captive Management; Risk Management & Consulting
www.mmaeast.com

Midwest Employers Casualty
Booth # 30
Bill Daiber
14755 North Outer 40 Drive Chesterfield, MO 63017 
bdaiber@mecasualty.com
Captive Business Consulting
https://www.mecasualty.com

 
Milliman

Booth # 41
Mike Meehan
201 Edgewater Drive Suite 289 Wakefield, MA 01880 
mike.meehan@milliman.com
Actuarial Servcies
https://us.milliman.com/

Morgan Stanley Graystone Consulting
Booth # 53
Steven Gaziano
28 State Road, 33rd Floor Boston, MA 02109 
steven.gaziano@morganstanley.com
Banking Services; Investment Management & Consulting
https://advisor.morganstanley.com/the-longtail-group

Napa River Insurance Services
Booth # 65
Sue Shields
100 Williams Street New York, NY 10038

sshields@napariverinsurance.com
Adjusters & Claims Management; Risk Management
www.napariverinsurance.com

National Risk Retention Association
Booth # 68
Joseph E. Deems
16133 Ventura Blvd. Suite 1055 Encino, CA 91436 
joe.deems@gmail.com
Association
www.riskretention.org

Old Republic General Insurance Group
Booth # 39
Geroge Tarulis
307 N Michigan Ave Chicago, IL 60601 
gtarulis@oldrepublic.com
Adjusters & Claims Management; Fronting Company: Underwriting
www.orgig.com

Optimum Quantvest Corporation
Booth #29
Mark McDonnell
1345 River Bend Drive, Suite 100
Dallas, TX 75247
mmcdonnell@optimumquantvest.com
Investment Management & Consulting
https://optimumquantvest.com/

Opus Investment Management
Booth # 26
Kevin Seabury
440 Lincoln Street Worcester, MA 01653 
kseabury@opusinvestment.com
Investment Management & Consulting
www.opusinvestment.com

Performa
Booth # 38
John James
60 Lake Street Ste 1D Burlington, VT 05401 
jjames@performausa.com
Investment Management & Consulting
www.performaltd.com

Perr&Knight
Booth # 57
Dean Ferdico
401 Wilshire Blvd., Suite 300 Santa Monica, CA 90402 
dferdico@perrknight.com
Actuarial Services; Captive Business Consulting; Technology Solutions & Services
www.PerrKnight.com

Pinnacle Actuarial Resources, Inc.
Booth # 1
Matt Berglind
3109 Cornelius Dr Bloomington, Illinois, 61704 
mberglind@pinnacleactuaries.com
Actuarial Services
www.pinnacleactuaries.com

PNC Institutional Asset Management
Booth #22
Kalliopi Anastasiou
300 Fifth Ave 
Pittsburgh, PA 15222
Banking Services; Investment Management & Consulting

www.pnc.com

Promethean Risk Solutions
Booth #54
Kirk Watkins
600 W. Germantown Pike Ste. 400
Plymouth Meeting, PA 19462
kirk.watkins@prometheanrisk.com
Captive Business Consulting; Insurance Broker; Risk Management & Consulting

www.prometheanrisk.com

RH CPAs, PLLC
Booth # 14
Diana Hardy
212 West Center Street Lexington, NC 27292 
dhardy@rh-accounting.com
Audit & Accounting
www.rh-accounting.com

Risk & Insurance
Booth # 61
Edward Baniak III
925 Harvest Drive, Ste 230 Blue Bell, PA 19422 
baniak@theinstitutes.org
Media
https://riskandinsurance.com/

Risk Services
Booth # 48
Michael Rogers
1605 Main St., Suite 800 Sarasota, FL 34236 
mrogers@pboa.com
Captive Management; Reinsurance Services; Underwriting
www.riskservcos.com

RiverStone
Booth # 11
Matt Kunish
250 Commercial Street, Suite 5000 Manchester, NH 03101 
matt_kunish@trg.com
Reinsurance Services
www.trg.com

SIGMA Actuarial Consulting Group, Inc.
Booth # 47
Michelle Bradley
5301 Virginia Way, Ste 230 Brentwood, TN 37027 
mb@sigmaactuary.com
Actuarial Services; Captive Business Consulting; Risk Management & Consulting
www.sigmaactuary.com

Spring Consulting Group
Booth # 44
Karin Landry
30 Federal Street, 4th Floor Boston, MA 02110 
Karin.landry@springgroup.com
Captive Business Consulting; Risk Management & Consulting
https://www.springgroup.com/

State of Vermont
Booth # 40
Brittany Nevins
1 National Life Dr, Davis Bldg, 6th Floor Montpelier, VT 05620-0501 
brittany.nevins@vermont.gov
Captive Domicile
https://www.vermontcaptive.com

Strategic Risk Solutions
Booth # 9
Christopher Plumpton
159 Bank Street, 4th Floor Burlington, VT 05401 
christopher.plumpton@strategicrisks.com
Captive Management; Captive Business Consulting
www.strategicrisks.com

Summit Reinsurance Services, Inc.
Booth # 19
Mike Holthaus
6920 Pointe Inverness Way, #140 Fort Wayne, IN 46804 
mholthaus@summit-re.com
Captive Business Consulting; Reinsurance Services; Risk Management & Consulting
www.summit-re.com

TD
Booth # 36
Tina Truax McCuin, ACI, VP
111 Main Street Burlington, VT 05401 
Tina.TruaxMcCuin@TD.com
Investment Management & Consulting
www.td.com

Topnotch Resort
Booth # 15
Emily Young
4000 Mountain Road Stowe, VT 05672 
eyoung@topnotchresort.com
Hotel/Resort
www.topnotchresort.com

Travelers Insurance
Booth # 67
Kristin Ryan
350 Granite St Braintree, MA 02184 
klryan@travelers.com
Underwriting
www.travelers.com

TRISTAR
Booth # 35
Gary Munsterman
100 Oceangate Suite 840 Long Beach, CA 90802 
info@tristargroup.net
Adjusters & Claims Management;
www.tristargroup.net

Tri Tech Software
Booth # 64
Kasey Cazares
1205 S Greenvile Ave, Allen, TX 75002

kcazares@tritechsoft.com
Technology Solutions & Services
https://tritechsoft.com/

WTW
Booth # 2
Jason Palmer
100 Bank Street, Suite 500 Burlington, VT 05401 
Jason.palmer@wtwco.com
Actuarial Services; Captive Business Consulting; Captive Management
www.wtwco.com/en-US/Solutions/captives

Zenith Insurance Company
Booth # 7
Jason Clarke
21255 Califa St Woodland Hills, CA 91367 
jclarke@thezenith.com
Adjusters & Claims Management; Captive Business Consulting
www.thezenith.com

Zurich North America 
Booth # 3
Adriana Scherzinger
1299 Zurich Way Schaumburg, IL 60196 
adriana.scherzinger@zurichna.com
Fronting Company, Underwriting and Reinsurance Services
www.zurichna.com/insurance/captives