Summary

Captive insurance is no longer just a specialist’s tool — it’s a strategic lever for organizations navigating today’s evolving risk landscape. From managing volatility to help unlock investment opportunities, captives seek to transform how companies think about both risk and capital.

In this session, we will guide you through the essential stages of starting your captive journey and combine our perspectives on risk, investment, and governance to help you understand what it will potentially take to launch a captive successfully.

What we'll cover:

• Why utilize a captive? Value proposition of a captive program
• Creating the captive business plan: Benefits, key considerations and domicile selection
• The formation roadmap: From gaining C-suite buy-in to obtaining a captive license and becoming operational
• Nuanced implementation: Which asset vehicles to use, and how you can build a strong Investment Policy Statement
• The role of evolving risks: How shifts in the market and regulatory environment should shape your approach
• Investment strategy for captives: Aligning portfolios with your organization’s risk and return objectives