Where the Captive World Comes Together.

Amy McIntyre is Marsh's East Zone Property Placement Leader. She has been with Marsh for over 20 years. As the East Zone Property Placement Leader, Amy McIntyre  leads  a team of property brokers servicing a diverse portfolio of clients across the East, focusing on complex mid- and large-market accounts. Amy and her team provide client's with tailored broking solutions, including utilization of captives. She holds a degree in Risk Management and Insurance from Temple University.

Jenna McLane is an experienced insurance and regulatory attorney who assists clients with developing and managing alternative risk programs, including captive insurance companies. She advises on the creation of captives in various domiciles, along with risk retention and risk purchasing groups across all 50 states. Jenna frequently helps clients navigate complex insurance arrangements and interacts with state regulators to ensure compliance with insurance laws and program structuring. She also regularly conducts insurance policy reviews and provides guidance on claims and coverage issues, including reservations of rights and denials of coverage.

Mike is a Principal with Milliman, Inc. with over 30 years of experience working with captive insurance companies and other alternative risk financing programs. Mike is an active participant in the captive industry and is a frequent speaker and author on captives and alternative risk financing. Mike is an active member on numerous committees for captive domicile and other associations.  Mike currently serves on the Advisory Board of the World Captive Forum. Mike is also a former Board member and Treasurer of the Vermont Captive Insurance Association (VCIA) and a former Board member of the North Carolina Captive Insurance Association. Mike was the recipient of VCIA’s 2021 Industry Service Award and he has been named to Captive Review’s Power 50 annually since 2016.

Scott is Performa’s Economic and Macro Strategist responsible for developing the firm’s views on the economy and helping to set top-down macroeconomic investment policy.  He is also a member of the firm’s Investment Policy Group (IPG). Over the years, Scott has spoken at several captive insurance conferences, including VCIA (Vermont), SCCIA (South Carolina), TxCIA (Texas) and IMAC (Cayman Islands). In recognition of his leadership and industry contributions, Scott was selected as a member of Captive International’s 2024 Forty Under 40. Prior to joining Performa in 2012, he worked at Dwight Asset Management as both a Quantitative Analyst and Associate Portfolio Manager where he was responsible for managing portfolio analytic systems, modeling tactical and strategic interest rate positioning trades as well as risk management monitoring. Prior to Dwight, he worked at Princeton University as a Data Analyst writing statistical programs and managing databases for various university departmental research projects. Scott graduated from the University of Vermont as a double major in Math & Econ and earned an M.S. in Economics from the University of Oregon.

Scott works out of Burlington, VT

As a Senior Tax Manager at Crowe LLP, Alicia is the client service leader on many of the firm’s multi-national and international insurance clients. She has experience with both U.S. domiciled and internationally domiciled insurance companies. Alicia works with single parent captives, risk retention groups, association captives, cell companies, risk pools, and reciprocal insurance companies. Her roles at the firm include overseeing the preparation of federal and state income tax returns, preparation of tax related compliance for GAAP and SSAP 101 reporting and performing research and consulting on federal and state insurance related issues.

David T. Montgomery is the Head of Finance & Insurance at Covestro LLC. In this role, he is a Director of Covestro’s Vermont-based Captive Insurance Company, Covestro International Re, Inc. He also serves as a member of Covestro’s Trust & Investment Committee, providing direction and oversight for the company’s retirement plans.

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Prior to joining Covestro in 2015, Dave’s diverse career path included financial positions in banking, manufacturing, and retail. He started his career in Finance as a Treasury Consultant at CoreStates Bank in Philadelphia, before becoming Treasury Manager at West Pharmaceutical Services in Exton, PA. From there, he joined Smiths Group plc as Treasury Manager for its regional subsidiary, Smiths Group North America based in Malvern, PA, before joining Dick’s Sporting Goods, an omni-channel retailer based in Pittsburgh, where he served as Treasury Manager and, finally, Director of Treasury.

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Dave earned his bachelor’s and master’s degrees from West Virginia University. He holds the Certified Treasury Professional credential from the AFP. Dave, his wife, Stephanie, and their son, Matthew, reside in Sewickley, PA.

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Dylan Moss is an Insurance Examiner-in-Charge with the Vermont Department of Financial Regulation – Captive Division, where he oversees staff performing financial examination and analysis of Vermont-domiciled captive insurance companies and risk retention groups.

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Dylan has been with the Captive Division since 2024, and prior to joining the Captive Division, had worked in claims operations for seven years. Dylan received an MS in Project/Program Management from Brandeis University and an MBA from the Quantic School of Business and Technology, and has attained the Accredited Financial Examiner, Professional in Insurance Regulation, and CPCU designations.

Bill Mourelatos, CPA, CFA, is a senior risk and financial strategy leader with more than two decades of experience in captive insurance, risk financing, and complex problem‑solving for sophisticated organizations.

At GPW, Bill leads the firm’s captive insurance practice, overseeing all aspects of domestic single‑parent captives and group captive structures. He is responsible for strategic direction, regulatory oversight, operational performance, and delivering tailored solutions that enhance capital efficiency and long‑term risk resilience. Bill partners closely with organizations to address multifaceted risk and financial challenges, applying deep expertise in risk‑financing techniques, program optimization, and strategic advisory services.

Bill earned both his Bachelor of Commerce and Graduate Diploma in Public Accountancy from McGill University. He also holds advanced certifications in financial derivatives and risk management and maintains the CPA (Certified Public Accountant) and CFA (Chartered Financial Analyst) designations.

Elyssa Nagle, CPA, ACI is a Partner at Johnson Lambert, where she has over a decade of experience specializing in financial statement audits for insurance entities. Her expertise spans commercial carriers, captive and risk retention groups, government-sponsored risk pools, and nonprofit organizations. Elyssa plays a key leadership role in the firm's Vermont office, contributing to strategic planning, marketing, budgeting, and mentoring the next generation of accounting professionals.

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A recognized voice in the captive insurance industry, Elyssa serves on the faculty of the International Center for Captive Insurance Education and has spoken at events including the Association of Governmental Risk Pools (AGRiP). She has also authored articles for Captive International and the IASA Interpreter. In 2025, she was named to Captive International's prestigious Forty Under 40 list.

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Elyssa holds a BSBA in Accounting from Bryant University and is a member of the AICPA, the Vermont Society of CPAs, and the Vermont Captive Insurance Association. She is also active in the Vermont Captive Insurance Emerging Leaders group and volunteers locally with STEPsVT.

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As Captive Insurance Economic Development Director, Brittany is responsible for the marketing and business development of Vermont’s captive insurance industry, working closely with the Department of Financial Regulation and Vermont Captive Insurance Association to strengthen the state’s reputation as the premier onshore captive insurance domicile. Brittany helped form and continues to support the Vermont Captive Insurance Emerging Leaders Initiative, supporting emerging professionals in the industry and raising awareness about captive insurance as a career path.

Brittany worked in the fields of community and economic development in the nonprofit and governmental sectors in both Vermont and Texas serving a variety of industries. Brittany received a MA in Sustainable Development with a concentration in Policy Advocacy & Analysis from SIT Graduate Institute and a BA in Political Science from the University of Vermont. The 2022 Captive Review Power 50 named Brittany “One to Watch.” In 2023, Brittany received Captive International’s FORTY Under 40 award. She was also named a 2023 Rising Star by Vermont Business Magazine.

Since 2017, Gail has served as the Vice President of Risk Management at Bright Horizons. Her role includes the global leadership of enterprise risk, insurance programs, and captive management. Prior to joining Bright Horizons, she progressed through Financial and Leadership Development Programs at General Electric and Lockheed Martin - achieving Six Sigma Green Belt, Internal Audit, Risk Management, and Program Management certifications.  Gail collaborates on a variety of client advisory boards across major insurance brokerage firms and global insurance carriers. Currently in her second term, she proudly serves the Vermont Captive Insurance Association (VCIA) as Chair of the Board of Directors.

Julie Nye is lead for Benefits Financing at WTW for North America. She has over 25 years experience in global employee benefits captives, pools, and cross-border solutions. She has deep experience across the insurance industry including U.S. and global benefits underwriting, Bermuda captive management, business development leadership, and also as a global HR benefits director. Julie has spoken at multiple global network conferences including the Captive User Group and Society of Actuaries Conference, and has been featured on the Global Captive Podcast.

A native of the UK, Julie is fluent in French and German, and conversational Spanish. She is a licensed life and health insurance agent.

Michael O’Malley is a managing director for Strategic Risk Solutions.  Mike is responsible for the overseeing the delivery of all SRS’s business planning consulting services, including statistical loss and exposure analyses, feasibility studies, implementation programs and financial analysis for captives and other types of risk financing programs.  Mike has over 20 years’ experience in the captive and insurance industries and has formed over 100 captives/risk retention groups for Property/Casualty and Employee Benefit risk in 22 different domiciles.  

Mike has a Bachelor of Science degree in Finance/Economics from Babson College and an MBA (with concentrations in entrepreneurship and tax) from Bentley University.   He holds an Associate in Risk Management (ARM), an Associate in Reinsurance (ARe) and a Certificate in Enterprise Risk Management from the CERMAS program at Georgia State University.

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During his career at Massachusetts Mutual Life Insurance Company John has held various individual contributor and management positions in both Legal and Corporate Departments. After joining MassMutual in 2000 as Counsel in the Dispute Resolution section, John spent 2006-2008 leading the MassMutual Procurement Department. Since returning to the Law Department in 2008, he has served as Lead Counsel Insurance Risk, Corporate Insurance Risk Manager, and Head of Real Estate Services. He played an integral role in the envisioning and creation of MassMutual’s captive insurance subsidiary, MassMutual MCAM Insurance Co. Inc. (MCAM). He currently manages day to day operations and serves as an Assistant Corporate Secretary at MCAM. John has served as part of the law department’s Pro Bono Committee since 2015 and has led its Veteran’s Discharge Upgrade initiative since 2017.

With 30 years at WTW, Jason’s primary responsibilities include service in all facets of captive consulting and captive management engagements ranging from risk retention groups, group captives, and cell captives, and pure captive programs. He is a visible contact for many Fortune 500 companies and private companies offering consultation, implementation, and management services.  

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Jason leads the WTW North American captive management team, serves as project lead on several captive consulting engagements, and is the lead client executive on a portfolio of captive insurance companies (pure and group).  The operations under his leadership support captives domiciled in 25+ different captive domiciles, and over 200 captive companies.  Jason is also member of the Executive Committee leading the strategy and operations of the WTW Captive and Insurance Management Services team.

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Josh Partlow is a Partner in the Vermont office of Johnson Lambert LLP. Josh is responsible for providing audit, consulting services and engagement management to various property-casualty and life insurance companies. He has extensive experience auditing and consulting on investment, reinsurance transactions, taxation and other topics critical to insurance entities. Josh is a member of the Johnson Lambert Technical Committee, which is responsible for the development and oversight of firm-wide internal training programs. 

Josh previously served as Chair of the Vermont Board of Public Accountancy and as a member of the American Institute of Public Accountants Auditing Standards Board and Board of Examiners. Josh is also an alumnus of the AICPA Leadership Academy. Josh joined Johnson Lambert in 2002 after working in the Boston office of Arthur Andersen and is a 1999 graduate of Saint Michael's College.

With more than 20 years of experience, Kristen Peed has successfully implemented complex risk management strategies that have kept organizations’ assets protected, people safe, resources effectively allocated, while supporting innovation and growth. Currently, she is the Chief Risk Officer at Sequoia, a leading human resources technology platform and advisory services company, and was RIMS 2025 President.  In addition to her risk and insurance management success, Kristen is a highly accomplished captive leader who has experience launching and managing captive programs throughout her career. Prior to Sequoia, she was the Director of Corporate Risk at CBIZ, Inc. She holds the following professional credentials: RIMS-CRMP, AIC, ACI, ARM-E, CPCU, CRM, RPLU.

Dan Petterson serves as the Director of Captive Examinations at the Vermont Division of Captive Insurance, where he leads a team of 24 examiners dedicated to ensuring that Vermont's captive insurance companies operate responsibly and in compliance with applicable regulations. Prior to this role, Dan spent four years with the Vermont Division of Insurance, overseeing traditional insurance companies as an Administrative Insurance Examiner. Before becoming a regulator, Dan worked in public accounting for six years, including three years with PricewaterhouseCoopers, primarily focused on the insurance industry. He holds an undergraduate degree in accounting from Castleton State College and a Master of Business Administration from the University of New Hampshire.

Tim and his team provide traditional medical reinsurance and captive based reinsurance solutions for clients of all sizes across a range of industries. His team has supported dozens of captive clients in all stages (actuarial support for the feasibility study to placement to ongoing renewals). 

Prior to that, he led the life, accident, and healthcare analytics for a competing reinsurance broking firm. Before working in reinsurance and switching to LAH lines of business, Tim gained significant experience in reserving and funding P&C risks across the entire span of P&C risks.

Tim holds a BS in Mathematical Sciences from Villanova University and a PhD in Mathematics from the University of Nebraska-Lincoln. Tim is a Fellow of the Casualty Actuarial Society (FCAS). In addition to being an FCAS, Tim also holds the Associate in Risk Management (ARM).

Mike joined Old Republic Risk Management in August 2022 and has over ten years of insurance industry experience. As AVP - Account Executive focusing on the Group Captive and Affinity program space, Mike is involved with new and existing program business and contributes to marketing and business development efforts.

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Mike is a proud advocate for the Captive Industry, serving currently as Chair of the Conference Submission Subcommittee for Amplify Women and serving on the Program Subcommittee for CICA, and is currently pursuing the ACI designation through ICCIE.

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Samantha Poulin is an associate actuary with the Boston office of Milliman. Samantha's experience includes loss reserving, funding, feasibility studies, and data analysis. Samantha supports the ongoing actuarial needs of a wide variety of clients, including multiline property and casualty insurers, captives, reinsurance pools, and state insurance departments.

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Henry Powers is Chief Growth Officer at Leif Assurance (www.leifassurance.com), a specialized insurance platform built exclusively for contractors. Henry is challenging the status quo by developing insurance products that reward best-in-class operators—using connected jobsite technology and real-time risk data to give the safest, most disciplined contractors smarter coverage, stronger bonding capacity, and the competitive edge they’ve earned.

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Henry’s path to Leif runs through two decades of building. He grew a family-owned agency to $11M in revenue (www.powersinsurance.com), then co-founded VIAA in 2006, scaling it into a network of 165+ independent agencies writing over $960M in annual premium (www.viaa4u.com). Recognized as Top Recruiter by SIAA for 11 consecutive years, he brings the same growth instinct—and the same refusal to accept “this is how it’s always been done”—to transforming how contractors access and benefit from insurance.

Heidi Rabtoy is the Chief Examiner with the Vermont Department of Financial Regulation – Captive Division, where she supervises the Captive Division's examination staff and oversees the operations of Vermont domiciled captive insurance companies. 

Heidi has been with the Captive Division for twenty years and has been involved in all aspects of the analysis and examination processes. Prior to joining the Captive Division, Heidi was in captive management for three years. Heidi received a BS in Accounting from The University of Vermont and has attained the Certified Public Accountant, Certified Financial Examiner, and Senior Professional in Insurance Regulation designations.

Joerg Reinholdt joined ACE USA, Foreign Casualty as the VP of casualty underwriting for the New York Region in 2004. In September of 2007 Joerg took on a Zonal Role for Foreign Casualty for the NY and Northeast Regions. In November of 2012 he assumed the role of SVP – National Field Operations across all 9 Regions for Foreign Casualty. Starting in November of 2014 Joerg assumed responsibility for the International Risk Management Portfolio within Global Casualty.

Prior to joining ACE, Joerg was the Assistant Manager for AIG in their Northeast Home Foreign Casualty operation. Joerg also has prior experience on the Risk Management side as Manager Corporate Risk Management at Texaco.

Joerg graduated from the Wirtschaftsakademie, Kiel in Germany with a double major in finance and marketing.

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Claire is a Senior Captive Consultant with Hylant Global Captive Solutions, specializing in educating stakeholders, completing feasibility studies and strategic review analyses, conducting domicile evaluations, and delivering client-specific data analysis. Her focus is on providing exceptional service and value to organizations of any size and industry exploring alternative risk transfer solutions.

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Since joining Hylant full-time in June 2021, Claire has deepened her expertise through active participation in the captive insurance industry. She serves on conference planning committees for the Tennessee Captive Insurance Association (TCIA) and Vermont Captive Insurance Association (VCIA). Claire also contributes to the Captive Insurance Companies Association’s (CICA) NEXTGen and Amplify Women boards, supporting young and diverse talent. Additionally, she is a board member for the International Center for Captive Insurance Education (ICCIE) and The Academy Board for The Risk & Insurance Education Alliance, where she furthers her passion for industry education. Claire also teaches the Captive Capstone course for Butler University's Masters in Risk & Insurance program.

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Bailey Roese, Esq., ACI, is a partner with Dentons Bingham Greenebaum LLP. Bailey represents taxpayers in federal, state, and local tax controversies and advises taxpayers with respect to planning and compliance. She regularly advocates for captive taxpayers before the IRS and the United States Tax Court and advises captives on captive taxation, including providing tax opinions.

Bailey was selected as the Captive Review US Captive Service Provider of the Year Award for 2024, as well as included on the Captive Review Power 50 List in 2024. Bailey was also named to Captive International’s Forty Under 40 list for 2023 and 2025 and to the publication’s Influential Woman list in 2025, a 2023 Best Lawyers “One to Watch”, and a Kentucky Super Lawyers® Rising Star in Tax Law from 2018-2024.  Bailey has been published in Captive Review and is a frequent speaker on captive taxation. She has presented at the Vermont Captive Insurance Association Annual Conference, the World Captive Forum, the Cayman Captive Forum, and the Captive Insurance Companies Association (“CICA”) International Conference, among others. Bailey is the chair of the CICA NEXTGen committee.

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Emily is an attorney at Downs Rachlin Martin PLLC, where her practice focuses on corporate and captive insurance law.  She works with a diverse range of clients, advising them on matters including formation, ongoing governance, mergers and acquisitions, and dissolutions.  Emily strives to understand each client’s unique goals and provide practical, efficient guidance, tailored to their needs.  Emily is a graduate of Brandeis University and Vermont Law and Graduate School, and also holds a master’s degree in nutrition.

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Vicki Sandberg is the Director of Captive Risk Financing at Mars Incorporated.  Vicki is responsible for the ever-growing pure captive, Effem Re Insurance Company (ERIC) insuring property and casualty coverages including Associate Risk Benefits outside the US. Managing risk for one of the largest private manufacturing/veterinary companies in the world involves deep interaction with all parts of Mars providing direction of supported Risk Management programs with a 10 person team of dedicated Risk Management professionals. Vicki is also Certified in Change Management. She also is responsible for a Claim Manager for all North American claims. Vicki and Donny Quesenberry won the 2023 Captive Review Awards for Captive Risk Manager and Captive Innovation. Prior to joining Mars in 2008, Vicki was an Underwriter, Broker with Aon and Beecher Carlson and Risk Manager at InterContinental Hotels Group mostly in Southeast.

Nicole Sanders is a consulting actuary with Pinnacle based in Chicago. She serves as project manager for multiple insurance programs, including captives, self-insured entities, traditional insurance companies, and governmental risk pools. She regularly performs both interim and year-end reserve analyses and develops rate indications and loss cost multiplier projections.

Nicole also has experience in assignments involving captive funding and feasibility studies. She has worked with entities writing multiple lines of business, including personal and commercial property, workers’ compensation, auto liability, general liability and auto physical damage coverage. 

In addition, Nicole works with insurance industry data to update and help develop benchmarks to be applied to reserve analyses. She also assists with preparation of statements of actuarial opinion and actuarial opinion summaries.

Joseph Schimenti is the President of Yellowstone Insurance Exchange, a Risk Retention Group.  Yellowstone serves hospitals in Idaho, Montana, New Mexico and Wyoming. Joe has assisted in developing Risk Retention Groups and Captive programs in the United States and Europe.

His professional background includes expertise in insurance business development, including strategic planning, process analysis and implementation, new ventures, administration/operations, marketing, risk management and mergers and acquisitions.

In-House Counsel for Bolla Oil Corp., which is one of the largest retail fuel and convenience store chains in the region, operating over 200 stores and employing more than 1,500 employees.

Jaime Shelton is the Director of Risk and Insurance for ONE Gas, a 100% regulated natural gas utility company based in Tulsa, Oklahoma, serving Kansas, Oklahoma, and Texas. At ONE Gas, she manages the company’s insurance program, including the captive.

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Prior to working at ONE Gas, Jaime held a leadership role with an industrial contractor for 14 years. Her experience includes managing complex insurance programs, claims, loss prevention, and compliance with large scale operations. Her experience on both the client and contractor sides brings a unique perspective when utilizing captives as a strategic risk management tool.

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I have a professional history spanning from retail sales management to personal banking, specializing in teaching employees how to build trust in the sales process.  Currently with Charter Partners for 6+ years building trust in the Captive between members, broker ambassadors, carrier, and vendor partners.

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Daylan Staude is a Chartered Accountant with experience spanning corporate training and development, academia, professional accounting, and financial management, with a particular focus on captive insurance and digital learning.

Daylan currently serves as Global Training and Development Manager and Senior Account Manager at Strategic Risk Solutions, where he leads the design and delivery of global training, supports professional development, and manages complex client relationships within the captive insurance and financial management sector.

He previously served as an Academic and Department Head at the University of Fort Hare in South Africa, where he led curriculum development and pioneered technology enabled teaching methods to support student learning in low connectivity environments. Daylan received international recognition from Learning Technologies (London) for Best International Digital Transformation of a Training Programme in response to COVID 19, acknowledging his innovative and scalable approach to online accounting education. He has also been selected to present research findings at international conferences, including the AAFA conference.

Martin Stenkilde is Director of Product & Business Development at CompScience, where he leads the company's go-to-market strategy for self-insured companies and captive programs. 

CompScience uses AI and computer vision to detect workplace hazards in real time - helping captives and their members reduce claims frequency and drive measurable safety outcomes.

Before CompScience, Stenkilde spent over a decade at IBM in senior global channel sales roles across Europe and the U.S. He speaks English, Danish, Swedish, German, and Dutch.

Sam Tashima is a Deputy Managing Director and Actuary at Aon, where he leads strategy, innovation, and growth for Aon’s U.S. Actuarial & Analytics practice.

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For Sam’s clients, he leads highly innovative projects in the specialization of Complex Casualty Risk Analytics, E&O-Cyber Quantification, and Intellectual Property. Sam has built a reputation with clients and Aon leaders as a collaborator and problem solver. His consulting experience spans across Fortune 1000, Forbes Global 2000, private, and non-profit entities.

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Patrick is responsible for the firm’s United States captive management activities. In this role he oversees the operations of our offices in Arizona, Hawaii, North Carolina, South Carolina, Tennessee, Texas, Vermont and Washington D.C. In addition, Patrick provides assistance to the SRS consulting group with captive implementation and feasibility projects.

Patrick joined SRS in 2011 having previously been with the company for five years until 2005. He has over 25 years of experience in captive management, insurance accounting, and consulting services. Patrick previously managed the operations of Wilmington Trust Captive Management Services managing the delivery of captive management services to clients in several US domiciles. He was formerly Director of Finance and Operations for SRS Vermont.

Patrick has experience with captive programs for single parent firms, risk retention groups, and publicly held admitted insurance carriers. His captive domicile experience includes Arizona, Bermuda, Cayman, Delaware, Georgia, Nevada, North Carolina, South Carolina, Tennessee, Utah, Vermont, and Washington D.C.

A veteran of the captive and global insurance industry, Anne Marie was promoted in 2025 to lead Hylant’s Global Consulting practice, which includes analytics, business risk consulting, captive management and consulting, M&A and transaction solutions, and outsourced risk and consulting services. She specializes in developing customized solutions for complex insurance and risk financing challenges. Internationally recognized with numerous industry awards, she is a tireless leader with a diverse set of skills and experience. Trained as a CPA, her true gift is translating complex concepts into simple terms for non‑insurance professionals, while also communicating seamlessly with CFOs and other financial leaders.

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Anne Marie is a key member of Hylant’s leadership team, known for building and strengthening the firm’s Consulting practice. Since joining Hylant in 2019, she has developed the Global Captive Solution division into an industry leader recognized for thought leadership, collaborative client partnerships, and innovative strategies. She promotes a culture of growth through ambitious goals and continuous education, and under her guidance, the team consistently delivers exceptional client service. In 2023, she expanded her global role by leading the Global Risk team in addition to the Global Captive
team.

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Prior to joining Hylant, Anne Marie spent ten years in public accounting, assisting clients with tax structuring and compliance across the insurance sector. She also worked at large international brokerage organizations guiding clients through global risk consulting, risk analytics, and captive structuring solutions.

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Darcie serves as a project manager for multiple insurance programs, including captive insurance companies, public entities and self-insured entities. Darcie brings considerable experience in assignments involving cost allocation, mechanisms, loss cost projections, simulation methods, captive feasibility studies and financial analyses of insurance companies. She is familiar in applying her expertise to all kinds of alternative market program structures from group captives to large deductible programs.

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John Truxillo has been the Executive Director of Insurance Management at Wells Fargo, and Executive Vice President of Superior Guaranty Insurance Company, Wells Fargo's Vermont Captive since 2023. John has 17 years of broad experience across financial institutions, insurance platforms, and capital deployment strategies. He began his career at AIG in New York, working in Strategic Finance on post financial crisis divestitures and later in Financial Planning and Analysis for Commercial Lines. He transitioned to Insurance Management in 2015, with Bank of America in Charlotte.

Vice President and Captive Lead at HDI Global Insurance, Jason Tyng (ARM, ARe, CPCU) guides the strategic and operational direction of the U.S. Captive Solutions Group, helping organizations design and execute tailored captive and alternative risk strategies. With over 20 years of experience across underwriting, alternative risk financing, and multinational program placement, he previously led captive and construction risk initiatives for multi-national clients and held key underwriting roles across several major carriers. A University of Maryland graduate with a BS in Political Science, he is recognized for his leadership in advancing innovative captive solutions in the U.S. market.

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Alex Wallace, ACAS, MAAA is a Principal at Oliver Wyman Actuarial Consulting in Charlotte, NC, where she plays a leading role in the firm's captive practice, bringing over 16 years of experience serving captive insurers, corporations, and insurance companies. Alex guides organizations through the full spectrum of captive solutions across most property and casualty lines, from feasibility studies and pricing to actuarial opinions and capital modeling. A strategic advisor and active industry contributor, she partners closely with her clients to develop tailored solutions while also serving on the VCIA Conference Task Force.

Amber Walsh is a Captive Analyst In Charge with the Vermont Department of Financial Regulation, where she supports ongoing oversight of Vermont domiciled captives. Amber frequently engages in cross team initiatives, contributes to procedural development, and provides guidance to new and established captives navigating Vermont’s regulatory framework. Prior to joining the DFR, Amber worked in captive management and public accounting, developing hands on experience with captive operations, financial reporting, and client support. Amber is both a Certified Public Accountant and a Certified Financial Examiner, bringing a strong technical foundation to regulatory review and financial analysis.

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As Head of Innovation and Creativity at Disney, Duncan and his team helped Imagineering, Lucas Film, Marvel, Pixar, and Disney Parks to innovate, creating magical new storylines and experiences for consumers around the globe. He now brings his extensive Disney experience to audiences around the world using a unique approach to Design Thinking, helping companies embed a culture of innovation and creativity into everyone’s DNA.

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Duncan is a multiple Ted X speaker and contributor to Fast Company & the Harvard Business Review. He teaches innovation Master Classes at both Harvard and Yale. He holds the American Citizen of Choice Award presented at the White House, an honorary Doctorate from Edinburgh University, and the Duke of Edinburgh Award presented by Queen Elizabeth.

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James serves as project manager for captive insurance companies (with specific expertise in group captives and enterprise risk captives), traditional insurance companies and self-insured entities.

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He regularly performs both interim and year-end reserve analyses, and assists with the preparation of statements of actuarial opinion (SAOs), actuarial opinion summaries (AOSs) and actuarial reports. He also works with insurance industry data to update and help develop benchmarks to be applied to ratemaking and reserve analyses.

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In addition, James develops funding indications for captive insurance programs and other alternative risk financing programs, works with a number of enterprise risk captives, and supports and leads projects on Pinnacle’s cutting-edge insurance industry initiatives.

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He has worked with clients who write numerous lines of business, including personal and commercial property, commercial multi-peril, medical professional liability, workers’ compensation, automobile liability, general liability, automobile physical damage and enterprise risk coverages.

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Peter began his career in the captive insurance industry in 2017 with a captive management firm based in Burlington, Vermont. In 2021, he joined the Vermont Department of Financial Regulation as an Examiner before being promoted to Examiner-in-Charge (EIC). In this role, Peter led a team of examiners in assessing key aspects of captive insurance company operations and business practices, including corporate governance, strategic planning, business plans, information technology systems, internal controls, financial reporting, and regulatory compliance. In April 2026, Peter transitioned to the role of Captive Analyst III, where he focuses on the surveillance and analysis of non-RRG captives, primarily new company formations. In addition, he supports the analysis team through application reviews and the processing of business plan changes.

As Chief Financial & Operating Officer, David oversees the financial reporting and operations of the edRISK Sponsored Captive, including its three Cells: edHEALTH, edLIABILITY, and edPROPERTY. The edRISK programs are all owned and governed by educational institutions. Together, they have annual premium equivalent funding of over $350 million. David joined edRISK in 2023.

Before edRISK, David was the Vice President of AIG’s Captive Solutions group in Burlington, Vermont. He has over 20 years of captive experience, including working with the original group of schools that formed edHEALTH. David is experienced with the feasibility and formation of new captive programs. He has also served on the Board of Directors of numerous captive insurance companies. 

David is a member of the AICPA and the Vermont Society of CPAs and has earned the Associate in Risk Management (ARM) designation. He participates in and is a former Chair of the VCIA Legislative Committee. David lives in Vermont with his family and enjoys coaching Special Olympics basketball.

An author, researcher, and strategist, Dawn Wiese currently serves as chief operating officer of FRMT, Ltd., the only member-owned captive insurance company in the fraternal industry.  Wiese is a former university vice president regarded for her work as a court-recognized expert in litigation in higher education and nonprofit 501(c) cases. Wiese also serves as adjunct faculty in the Department of Economics and Business at Virginia Military Institute teaching in areas including organizational behavior, business strategy, and conflict resolution and negotiation. Wiese has published and presented extensively in both peer-reviewed academic journals and popular press including The Wall Street Journal, The Chronicle for Higher Education, and Fox News.

Since September of 2018, Melinda Young has served as Vice President of Risk Management for Alberici Corporation, a diversified construction company with annual revenues exceeding $4.5 billion and ranked as the 36th largest construction company in the United States by Engineering News-Record.  Melinda assists company leadership with corporate risk management strategies, manages Alberici’s insurance program, and oversees claims handling and trade partner prequalification. She is a Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM) with more than 36 years of experience providing insurance brokerage and risk management solutions to the construction industry. Melinda is also an officer of Alberici’s captive companies – NC3 which is domiciled in Vermont and MC3, a subsidiary of NC3, which is domiciled in Missouri.  Together, NC3 and MC3 provide coverages including General Liability, Automobile Liability, Workers' Compensation/Employer’s Liability, Contractor’s Professional and Pollution Liability, Subcontractor Default Insurance, and Medical Stop Loss.

Professor Zuckerman is an Emeritus Associate Professor at Temple University’s Fox School where he led their Enterprise ERM and Alternative Risk Financing Initiatives from 2012-2015. Prior to rejoining Fox full-time in 2012, he served as Managing Director and Alternative Risk Financing Practice Leader for the Healthcare Industry Group at Aon. Over his career, Zuckerman cultivated expertise across the industry including specializations in captive insurance, brokerage, and ERM.

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Zuckerman sits on the AVMA Trust and EIIA boards including EIIA's group captive, RRG, RPG, and Risk Management Foundation, which he helped create. He is also co-founder of FairShare Insurance, consults on captive insurance, ERM, and is an expert witness. He earned his BBA in Accounting and MBA in Risk Management from Temple, his J.D. from University of Illinois - Chicago, and is an ACI. With over 40 years bridging boardrooms, classrooms, and consulting, Zuckerman brings financial and operational clarity to complex risk management challenges. He is focused on contributing to shaping the future of organizational risk management and resilience through high-impact consulting and board service.

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