Wednesday, May 25th & Thursday, May 26th, 2016 Sheraton Centre Toronto

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1 The Strategy Institute presents Leading risk managers share their strategies 12 th Annual Canadian Captives Corporate Insurance & Strategies Summit Wednesday, May 25th & Thursday, May 26th, 2016 Sheraton Centre Toronto Apply best practices from leading risk managers to mitigate risks, reduce insurance costs and improve ROI Meet + Learn From: Patrick Walker, Senior Manager, Group Risk Financing, Rio Tinto Lynn Tenerowicz, Chief Risk Officer, Baystate Health Graham Sanderson, Regional Director, Risk Management, Vancouver Island Health Authority Frank Naus, Vice President, Research, Hamilton Health Sciences Corporation Featured Discussions On: Forming a Captive Selecting a Domicile Maximizing Captive ROI Managing Long-term Value Navigating Tax Laws and Regulations Benchmarking Your Captive Re-domiciling and Closing Out David S. Platt, Director, Insurance Risk, Encana Services Company Ltd. Todd Henderson, Senior Director, Risk Engineering & Insurance, SNC Lavalin Captives 101 Workshop Creating a Roadmap to Captive Formation Gold Sponsor Bronze Sponsor Partners

Whether you re just starting out in captives or looking to fine tune your captive strategy, this conference has something to offer you.

2 Meet + Network + Learn From Welcome to the 12th Canadian Captives & Corporate Insurance Strategies Summit! As the only gathering of its kind in Canada, this is the must-attend event for current and prospective captive owners, captive managers and others working in risk management and corporate insurance. Whether you re just starting out in captives or looking to fine tune your captive strategy, this conference has something to offer you. Hear first hand what drives captive formation and gain insights into captive optimization. Keep abreast of regulatory changes, tax updates and innovative investment strategies. Ensure the operational excellence of your captive to protect your parent company through governance, policies and increased audit vigilance. Stand on the shoulders of giants! Gain insights from the successes and failures of other captives. Take away new ideas to strengthen your captive as a risk management tool at a lower cost. We look forward to you joining us. Your Canadian Captives & Corporate Insurance Strategies Summit Team Strategy Institute Twitter Spread the word and engage in discussions by tweeting your thoughts and LinkedIn Join the conversation before meeting up at the conference. Become a member of our LinkedIn Community today: Canadian Captives & Corporate Insurance Strategies Who You Will Meet: VPs, Directors & Managers in Risk/Insurance, Chief Risk Officers, CFOs & Controllers, Treasurers, Captive Owners (Current and Future) Mitigate new risk exposures Achieve lower costs and increased revenue Explore new fronting strategies to save money and lower risk Captive Managers, Brokers, Service Providers, Consultants, Reinsurers and Fronting Carriers Respond to the needs of risk managers Deliver your solutions to industry s emerging concerns Connect with current and potential captive owners Accountants, Actuaries, Corporate Tax Lawyers, Underwriters Build relationships with executives from consulting firms Promote your services to current and potential captive owners Stay abreast of the latest industry developments Domiciles and Regulators Advance client understanding of regulations Promote awareness of your jurisdiction Network with current and potential captive owners Establish your jurisdiction as optimal choice Register today by calling: x 200

Source practical solutions to better tackle: 1. Captive Formation: Create a roadmap to start the process 2. Benchmarking: Assess how your captive stacks up against your peers 3.

Investment Strategies: Source proven strategies to increase ROI 6. Risk Pooling: Reduce costs while mitigating risks 7.

3 Source practical solutions to better tackle: 1. Captive Formation: Create a roadmap to start the process 2. Benchmarking: Assess how your captive stacks up against your peers 3. Domicile Selection: Choose the domicile that fits the needs of your captive and parent 4. Tax Reforms: Stay on top of the latest changes 5. Investment Strategies: Source proven strategies to increase ROI 6. Risk Pooling: Reduce costs while mitigating risks 7. Redomiciling and Closing Out: Assess your options at the end of your captive s lifecycle 8. Optimization: Use analytics to enhance decision making 9. Risk Mitigation: Manage risks while improving ROI Register Today Join Canada s captive insurance and risk management leaders register today! Phone: x registrations@strategyinstitute.com Online: Past Attendees: Alberta Hotel & Lodging Association Barrick Gold Corp. Canada Post Corporation Canadian Energy Services CHC Helicopter Corp Durham Municipal Insurance Pool, The Regional Municipality of Durham Ensign Energy Services Giant Tiger H&S Fleet Services Inc. Housing Services Corporation Hudbay Minerals Inc. Inter Pipeline Fund Law Society of British Columbia, LSBC Captive Locomotive & Transit Cable Group Newalta PCL Constructors Inc. Roofing Contractors Association of BC Sears Canada TDL Group Corp. TransCanada Corporation United Church of Canada University of Toronto Winnipeg Airports Authority Inc Pre-Conference Workshop Tuesday May 24th 1:00 PM - 4:00 PM Creating a Roadmap to Captive Formation Captives can control risks, improve stability and minimize costs for your organization. This interactive half-day workshop will guide you through the step-by-step process of creating a captive. Familiarize yourself with the basics of captive formation and take away key lessons, including: Key drivers to support a captive formation or not to form a captive Domicile selection Best practices in accounting and governance Resource and capital requirements Regulation and compliance fundamentals Benefits and tradeoffs of captive structures Implementation concerns Operating oversight and service provider requirements Exit strategies (mergers & liquidations) Review everything you need to make an informed decision on whether a captive is right for your company, in one place, at one time. Richard Daley, President, JLT Insurance Management Bermuda Andy Hulme, Vice President, Underwriting & Claims Department, JLT Insurance Management Bermuda Ricardo O. Knight, President & Chief Executive Officer, JLT Barbados Register online at:

4 DAY ONE Wednesday, May 25 th, :00 AM Registration & Continental Breakfast 8:45 AM Opening Comments from the Chair 9:00 AM 9:45 AM Dan Carter, Vice President Risk Consulting Western Canada, Aon Global Risk Consulting; former Manager, Corporate Insurance and Risk Management, Talisman Energy Opening Address Benchmark Your Captive for Success External benchmarks can help risk managers improve their use of captives. Gain a better understanding of best practices in the captive industry and determine where your organization stands relative to your peers. Access valuable information on how to: Measure your captive s performance against the industry Adopt industry best practices Respond to market changes Identify key benchmarks to optimize the use of your captive. Louise Fung, Managing Director, Aon Risk Solutions Covering Third-party Risks to Create a Profit Centre Out of Your Captive Captives are intended to cover high-frequency, low-severity risks to the parent but they can also serve as a source of revenues. Cover third-party risk to diversify your portfolio and generate income. Explore strategies to: Identify sources of additional revenue Work with third parties as part of your captive Prepare for the requirements to cover related and unrelated risks Turn your captive into a revenue generator by insuring third parties. Ryan Ralston, President & CEO, Ralston RMC former Director, Risk Management, Whirlpool Corporation 10:30 AM Morning Break 11:00 AM 11:45 AM Spotlight Exploring the Benefits of having a Bermuda Captive for Canadian Firms Bermuda s sophisticated financial infrastructure and depth of experience has unique benefits for Canadian captive clients. Explore Bermuda as an option for your captive. Get the information you need on: Canadian tax implications on fronting arrangements Bermuda regulatory and corporate requirements Bermuda Captive Formation Gain insights on Bermuda as a domicile for your captive. Corinne Hewson, Senior Associate and Corporate Team Leader, Bennett Jones (Bermuda) Ltd. 12:00 PM Networking Lunch Well done v provoking pr Doug Curtis, Vice Presid Johnston Managing a Captive to Maximize Long-term Value to the Parent Captives must be flexible and responsive to the needs of the parent organization. Respond to these demands through your captive s lifecycle. Assess how you can: Design a captive to address risks Revise your captive to accommodate emerging risks Close down captives that are no longer needed Get all the information you need to deploy and manage a captive across its lifecycle 10:30 AM Lynn Tenerowicz, Chief Risk Officer, Baystate Health Power Panel Assess How Other Firms are Using Captives to Manage Risks and Increase ROI Captives can mitigate risks and provide financial returns. Maximize your captive s performance based on best practices. Source proven strategies to: Create greater value from your captive Protect against risks Respond to your company s changing needs Walk away with a plan to attenuate risk and improve the ROI of your captive. David S. Platt, Director, Insurance Risk, Encana Services Company Ltd. Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University moderator Todd Henderson, Senior Director, Risk Engineering & Insurance, SNC Lavalin Follow us on

5 ery thought esentations. ent, Special Projects, Group DAY TWO Thursday, May 26 th, :30 PM Afternoon Break 8:15 AM Registration & Continental Breakfast 3:00 PM Interactive Q&A Get Answers to Your Burning Questions to Optimize Your Captive Use Come prepared with questions about your most pressing issues in this off-the-record Q&A session. Address your concerns and find out what s top of mind among your peers. Source information you can t get elsewhere on how to: Manage risks with your captive Address common issues faced by captives and parents Anticipate regular changes in the industry Source exclusive insights into the top issues faced by risk managers and captive owners. 4:00 PM David S. Platt, Director, Insurance Risk, Encana Services Company Ltd. Pooling Risks to Reduce Costs Risk pooling offers a means of reducing overall costs to your risk management programs. Mitigate risks in-house while reducing costs and apply the lessons to your own organization. Source insights on how to: Mitigate risks through loss control programs and inhouse claims management Compare the costs and savings of captives vs. risk pooling Review risk-pooling programs, including public-private partnerships Expand your risk management toolbox with insights into risk pooling programs. Graham Sanderson, Regional Director, Risk Management, Vancouver Island Health Authority 4:45 PM Conference Adjourns to Day Two 9:00 AM Opening Comments from the Chair Dan Carter, Vice President Risk Consulting Western Canada, Aon Global Risk Consulting; former Manager, Corporate Insurance and Risk Management, Talisman Energy 9:15 PM Openning Address: Applying Analytics to Optimize Risk Management and Returns Analytics allow captives to improve their strategies and decision-making based on robust data. Implement analytics to make your captive more efficient and to maximize your returns. Create a roadmap to: Source data to enhance decision-making Apply analytics to analyze scenarios Redeploy capital to improve financial performance Strengthen your risk management strategy with analytics for improved returns. 10:00 AM Lois Gardiner, SVP Risk Consulting Western Canada, AON Global Risk Consulting Complimenting Existing Coverage With a Captive Your existing insurance coverage may cover some, but not all risks. Close these gaps and enhance your existing coverage with a captive, without overlap. See how to: Identify overlapping coverage Better protect your organization at a lower cost and gain board support Manage risks not covered by your existing insurance Enhance your risk coverage with a captive to compliment your existing insurance. Frank Naus, Vice President, Research, Hamilton Health Sciences Corporation 4:50 PM Cocktail Reception Unwind and mingle with the delegates and speakers at our exclusive end-of-the-day reception. Bring your business cards! 10:45 AM Morning Break Register online at:

6 11:15 AM Power Panel Investigate Domicile Opportunities in Barbados to Meet Your Insurance Objectives. There s no shortage of domiciles available, each with unique benefits for your captive. Assess which domicile meets the needs of your captive. Source information on how to: Review the regulatory environments of different domiciles Investigate new trends in leading domiciles Evaluate the process to re-domicile your captive Create an action plan to secure the best domicile for your captive. Moderator: Henderson Holmes, Executive Director, Barbados International Business Association (BIBA) Gordon Anderson, President, Cidel Trust Company Ricardo Knight, President & Chief Executive Officer, JLT Barbados Randy Graham, Chief Executive Officer, Financial Services Commission 2:15 PM Afternoon Break 2:45 PM Forming and Running a Captive Insurance Company to Address the Insurance Industry s Talent Shortage Captives represent a significant experiential learning opportunity to train millennials for the insurance industry. Expose new insurance and risk management professionals to the fowwwwwrmation and operation of an insurance company with a captive. Gain insights on how to: Train new captive owners, managers and service providers Conduct a feasibility study and determine the captive s risk and underwriting appetite Engage industry partners to help, and how they can benefit Review how the formation of a student-run captive represents a fast track to bringing new talent on line. Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University 12:15 PM Networking Lunch 1:30 PM Adapting to the Market to Create Value Across Market Cycles In order to consistently create value, captives need to adapt to hard and soft market cycles. Respond to the market to derive value from your captive as the market changes. Take away practical strategies to: Minimize long-term costs of risks Enhance captive value regardless of market conditions Create relationships with insurers to mitigate the potential for conflict Leverage captives to improve your bottom line at all stages of the market cycle. 3:30 PM Speakers Roundtable: Take Away Solutions and Develop a Plan of Action The conference will wrap up as our speakers offer suggestions for points of action to take back to your office. This will also be a final opportunity to ask questions of the day s speakers. Identify the key-takeaways from the event and develop your own plan of action. 4:15 PM Conference Adjourns Patrick Walker, Senior Manager, Group Risk Financing, Rio Tinto Lots of information useful to process and learn for our use. Surinder Gill, Risk Officer, Capstone Mining Corp. Join us on LinkedIn: Canadian Captives & Corporate Insurance Strategies

Find answers to your biggest challenges Connect with world-leading captive insurance and risk management solution providers Industry Experts and Solutions Providers: Be Top of Mind Develop your

Now in its 12th year the Captives & Corporate Insurance Strategies Summit is the must-attend event for Canadians interested in captive insurance.

conference Speak directly to decision makers in exclusive networking sessions Nurture client relationships at this must-attend industry event 33% Attendee Breakdowns 35% 32% 35% Captive Owners 1 2 3

7 Find answers to your biggest challenges Connect with world-leading captive insurance and risk management solution providers Industry Experts and Solutions Providers: Be Top of Mind Develop your business, build your brand or showcase your domicile to existing and potential captive owners. Now in its 12th year the Captives & Corporate Insurance Strategies Summit is the must-attend event for Canadians interested in captive insurance. Meet risk managers interested in captive insurance Source insights from captive insurance thought leaders Improve your standing in the risk management industry as part of Canada s only captives conference Speak directly to decision makers in exclusive networking sessions Nurture client relationships at this must-attend industry event 33% Attendee Breakdowns 35% 32% 35% Captive Owners % Domiciles 33% Service Providers Exhibit Room Thought Leadership Room Don t miss your opportunity to be at the centre of action! To learn more contact Sal De Blasi at x231 or sal@strategyinstitute.com Staying at the hotel has its advantages Located in the heart of vibrant downtown Toronto, in the financial and entertainment districts, the CAA/AAA four diamonds Sheraton Centre Toronto enjoys an unparalleled location on Queen St. West, directly across from City Hall and Nathan Phillips Square. Maximize your networking opportunities by staying at the same hotel as the conference! Book your accommodations at the Sheraton Center Toronto by April 25th, 2016 for an exclusive rate of $289/night by mentioning Captives Summit by Strategy Institute, when you call Sheraton Centre Toronto 123 Queen Street West Toronto, Ontario, M5H 2M9 Canada Direct: +1 (416) Reservations: Register online at:

12 th Annual Canadian Captives Corporate Insurance Strategies Summit May 25th & 26th, 2016 Sheraton Centre Toronto & Meet + Network + Learn From ATTENTION MAILROOM: If undeliverable to addressee,

8 12 th Annual Canadian Captives Corporate Insurance Strategies Summit May 25th & 26th, 2016 Sheraton Centre Toronto & Meet + Network + Learn From ATTENTION MAILROOM: If undeliverable to addressee, please forward to: Chief Risk Officer, Risk Manager, Insurance Director, CFO, Controller/Treasurer, Tax Director 4 Easy Ways To Register Tel: ext registrations@strategyinstitute.com Web: Mail: Strategy Institute, 401 Richmond St, West Suite 401 Toronto, Ontario M5V 3A8 Risk Manager Regular Investment CONFERENCE CODE: Conference Only $995 $2,495 Conference + Workshop $1,490 $2,990 Workshop Only $595 SAVE $200 Register by March 4th SAVE $100 Register by April 8th special digital offer: Register before february 12th using promo code: cap2016 & save $300 Registration Fee: Subject to 13% HST. Your investment includes luncheon, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to Strategy Institute Inc. Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference costs. Cancellations: Cancellations must be received in writing by May 11th, Cancellations received by this date will be eligible for a prompt refund less a $ (plus HST) administration fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference. Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference. Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

Monday June 5th, and Tuesday, June 6th, 2017 One King West, Toronto, ON. Risk Managers: Maximize Insurance ROI, Mitigate Risks and Reduce Costs

The Strategy Institute presents Leading RISK MANAGERS share their strategies 13 th Annual Canadian Captives Corporate Insurance & Strategies Summit Monday June 5th, and Tuesday, June 6th, 2017 One King