2023 Speaker Bios
2024 Speaker Bios Coming Soon!
Ethan Allen, JD
Director – Business Development,
GPW and Associates, Inc.
Following his graduation from Rutgers in 2004, Ethan entered the private practice of law, specializing in real estate development, contracts, and insurance. Most of his eight years in private practice were with the law firm of Gallagher & Kennedy, P.A., in Phoenix, Arizona. In 2012, Mr. Allen joined Artex Risk Solutions, Inc., first as a Regional Director, then as a VP – Business Development, North America. His responsibilities included working with a network of commercial insurance brokers, CPAs, attorneys, and other advisors to assist their clients that desired their own single-parent captive or to join a property & casualty group.
Ethan Allen, JD
Director – Business Development,
GPW and Associates, Inc.
Following his graduation from Rutgers in 2004, Ethan entered the private practice of law, specializing in real estate development, contracts, and insurance. Most of his eight years in private practice were with the law firm of Gallagher & Kennedy, P.A., in Phoenix, Arizona. In 2012, Mr. Allen joined Artex Risk Solutions, Inc., first as a Regional Director, then as a VP – Business Development, North America. His responsibilities included working with a network of commercial insurance brokers, CPAs, attorneys, and other advisors to assist their clients that desired their own single-parent captive or to join a property & casualty group.
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Jackie Banks, CPA
Senior Vice President,
AmTrust Specialty Risk Reinsurance
Jackie Banks is the Senior Vice President for AmTrust Specialty Risk, which is one of the world’s largest underwriters of insurance for extended warranty, service contracts and protection products within automotive, financial services, consumer goods, home, powersports, recreation and heavy equipment markets. She joined AmTrust in 2017 and is responsible for administering all its participation programs. Prior to joining AmTrust, Jackie was with Allstate for 19 years, where she held various officer roles overseeing the finance and reinsurance areas for its Dealer Services division. Jackie is a certified public accountant and is actively licensed in the state of Florida.
Mark Baran, CPA, JD, ACI
Director - Business Development and Tax Research,
GPW and Associates, Inc.
Mark Baran joined GPW and Associates, Inc. (GPWA) in 2019. He began his career in public accounting by providing tax and accounting services to small businesses and medical practices in Northeast Ohio. His career continued at the accounting firm Coopers & Lybrand, which merged into PricewaterhouseCoopers, where Mark was promoted to Tax Manager and accepted to law school. After law school, Mark practiced civil trial law in state and federal courts throughout Ohio and Pennsylvania. He is currently an actively licensed Ohio attorney and an actively licensed Arizona Certified Public Accountant. Mark’s fields of specialization include captive insurance formation and management, F&I business consulting, Internal Revenue Service negotiations, insurance company taxation, annual financial statement preparation, and non-controlled foreign corporations.
Steve Barber, CPA, MST
Shareholder,
Schneider Downs & Co, Inc.
Steve Barber is a Shareholder at Schneider Downs and has been serving clients with them since 2003. He has more than 20 years of experience in all areas of tax advisory services including tax planning, research and compliance, accounting, acquiring, selling, operational restructuring and financial reporting matters for closely-held businesses. Steve provides services to the firm’s clients that include the coordination and review of corporate, partnership and individual tax returns, including development and communication of tax strategies to management. He serves clients in a number of diversified industries, including automobile, construction, real estate and manufacturing.
Allan Barnes
Tribal Domicile Commissioner,
Delaware Tribe of Indians
Allan R. Barnes is the Tribal Domicile Commissioner for the Delaware Tribe of Indians. Acting in a regulatory capacity, he and the staff of Tribal Support Services provide the F&I Industry with a streamlined and efficient approach for the formation of Allied Reinsurance Companies (ARCs) that is competitive throughout the United States and offshore. Prior to his appointment as Commissioner, Allan served the Tribe in an administrative/coordinator capacity for several departments since 2013, ultimately overseeing daily operations as Tribal Operations Manager. Before, becoming a Tribal employee, he was an Independent Property & Casualty Insurance Agent for 22 years. He attended and received his initial insurance accreditation from the Commercial Union Assurance Companies in Boston, MA. Allan is a Delaware Tribe of Indians tribal member.
Maureen Bell
Senior Tax Manager - Client Services,
GPW and Associates, Inc.
Maureen Bell joined GPW & Associates, Inc. (GPWA) in January 2013. Prior to joining GPWA, she had brokerage investment and extensive client services background in the financial services industry. With over ten years of experience working with the Producer Owned Reinsurance Company (PORC) and captive industries, her fields of expertise include Statutory and GAAP accounting, taxation, management, and compliance.
George Belokas, FCAS, MAAA
President,
GPW and Associates, Inc.
In October 2006, George Belokas joined GPW and Associates, Inc. (GPWA). His actuarial experience is focused in reserving and pricing for commercial lines products in reinsurance and captive insurance programs. Lines of business include workers’ compensation, property, general liability, medical malpractice, and alternative property and casualty insurance risks. George is also experienced in various Finance and Insurance products, including vehicle service contracts, guaranteed asset protection, and tire and wheel.
Robert H. Berger, Jr.
Executive Vice President and Chief Operating Officer,
Wise F&I
Rob Berger currently serves as Executive Vice President and Chief Operating Officer of Wise F&I, a full-suite product provider and GAP administrator in the automotive F&I space. Prior to joining Wise F&I, Rob gained significant experience serving in a senior management role for 10+ years at a national wholesale mortgage company. Rob actively supports GAP industry initiatives and is currently serving in his 8th year as President of the Guaranteed Asset Protection Alliance (GAPA). Rob currently serves as a BOD observer and Advisory Board member for Lender Compliance Technologies; in addition to, being an advisor/SME to other automotive technology companies. Rob also holds P&C Producer licensing in all states.
Robert Burghart, MBA, CIMA, AIF
Senior Vice President, Investments
Cornerstone Financial Consulting of Raymond James
Robert Burghart is founder, manager, and team leader of Cornerstone Financial Consulting of Raymond James. He wants clients and prospective clients to understand the importance and value in having professionals with industry expertise assisting them with their reinsurance company investments, from designing an investment policy to executing an investment plan. As a Certified Investment Management AnalystSM, Robert applies state-of-the-art investment theory and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.
Matt Campbell, CPA
Manager - Client Services,
GPW and Associates, Inc.
Matt Campbell joined GPW and Associates, Inc. (GPWA) in December 2013 to apply his accounting and management skills in the captive insurance industry. He began his career with PricewaterhouseCoopers in the audit practice specializing in mid-size companies in various industries.
As a Manager with GPWA, Matt works with clients in forming captives and provides ongoing accounting, management, and tax support to clients.
Edvie Castro, Esq.
COO and General Counsel,
DOWC
Edvie Castro is a dynamic leader in the automotive industry, operationalizing the DOWC vision and driving the business forward daily. Her adept handling of regulatory and compliance matters earned her a nomination from NJ Biz for 2020 General Counsel of the Year and she has been named as a Women at the Wheel Honoree in 2021, 2022, and 2023. Extensive insurance-related experience as well as automotive work and participation structure development expertise have guided Edvie’s ability to enhance and expand a portfolio of corporate structures in alignment with DOWC’s and its partners’ business interests. She has shared insight and guidance through participation on industry panels and other speaking engagements nationwide.
Gina Cocking
Managing Director and CEO,
Colonnade Advisors
Gina Cocking began her career in investment banking at Kidder Peabody and J.P. Morgan & Co. and spent a year with the private equity firm Madison Dearborn Partners. She was the first employee at Colonnade, an investment banking firm specializing in M&A for clients in business and financial services, but left investment banking to gain operating experience as the CFO of a specialty finance company and Healthcare Laundry Systems, a private equity-backed company for which she oversaw the successful sale to a strategic acquirer. She also served as the CFO for Consumer Banking and Lending at Discover Financial Services. Gina rejoined Colonnade in 2014. Gina has a BA in Economics with Honors and MBA from the University of Chicago. She also holds the Series 24, 28, 79, and 99 securities licenses.
Matt Connell, CFP
Senior Vice President, Wealth Advisor,
UMB Financial Services Inc.
As a Wealth Advisor, Matt is responsible for understanding client goals and delivering customized financial planning in the areas of risk management, investing, and wealth transfer. Matt develops and implements strategies that incorporate reinsurance assets into your holistic wealth plan. He joined Private Wealth Management in 2004 and earned a bachelor’s degree in Economics from Arizona State University and earned his Certified Financial Planner (CFP) designation in 2008.
Adrian Corr
Partner,
Miller Simons O'Sullivan
After obtaining his legal education in London, Adrian was admitted as a solicitor where he practiced at a well-known city firm, until he moved to the Turks and Caicos Islands in 1993 to work for Miller Simons O’Sullivan. In 1999, he became a partner of that firm, and now heads up the firm’s corporate department. He is also a director of its associated licensed trust company/corporate service provider, M&S Trust Company Limited. His practice includes all aspects of corporate and commercial law of which a significant amount involves his international captive insurance practice, with specific expertise in respect of all corporate and regulatory matters involving PORC’s.
Brett Cubellis
Shareholder - Tax Advisory Services,
Schneider Downs & Co, Inc.
Brett Cubellis is a Shareholder at Schneider Downs with more than 10 years of experience providing tax advisory services. He works with pass-through entities, corporations, and individuals to understand and meet their tax needs. Brett has extensive experience working with companies operating in the automotive/powersports, retail, transportation and logistics, real estate, and construction industries. He is primarily involved in tax planning, research, transaction advisory, entity structuring, and compliance matters.
Robert C. Davis, III
Partner,
FORVIS LLP
A Partner in the FORVIS LLP Memphis office, Robert Davis brings more than 30 years of public accounting experience to his clients. He also gained valuable experience in the car business by spending countless hours in his father's Lincoln-Mercury dealership when he was a child. He now applies all of this experience to serve his clients. Currently, Robert serves dealership clients in the areas of accounting, audit, tax, and management advisory services. He is heavily involved in buy/sell agreements, reinsurance advisory services and litigation support services. Dealers around the country recognize Robert for his operational knowledge of automobile dealerships and the impact his Strategic Assessments have had on dealerships.
Keith Decell
President,
Louisiana Dealer Services Insurance, Inc.
Keith Decell serves as the President of Louisiana Dealer Services Insurance, Inc. (The LDS Group) and its subsidiaries. He is also President of Versant Holdings, Inc. (The Versant Group) and its subsidiary companies. Keith has been with The LDS Group since 1988. The LDS Group consists of six companies including Loss Deficiency Surety Insurance Company, Inc. (a Gap Insurance company formed in 1996). The Versant Group includes four companies including its own F&I Administration company and its wholly-owned Casualty Insurance company.
Bryan Dobson, ACI
Director - Business Development,
GPW and Associates, Inc.
In January 2017 Bryan Dobson joined GPW and Associates, Inc. (GPWA) as an Accounting Manager. His professional career of 25 years in the insurance industry includes captive management, underwriting, business development, and product development. Prior to joining GPWA, Bryan worked for Assurant and Transamerica, his most recent position being the management role of controlled/non-controlled foreign corporation (CFC/NCFC) reinsurance programs. Bryan’s fields of expertise include statutory and GAAP accounting, SEC reporting for Life and P&C companies, onshore and offshore captive management, and NCFC compliance.
Jeremy Elsberry, CPA
AVP, Client Services – Accounting and Tax Compliance
GPW and Associates, Inc.
Jeremy Elsberry began his career in public accounting focused on personal and corporate taxation. In 2012, he joined GPW and Associates, Inc. (GPWA), bringing with him years of management experience. He has spent more than 11 years working with F&I reinsurance and captive insurance programs. Jeremy’s fields of expertise include insurance company accounting, captive insurance management, formation, regulatory filings, and taxation and tax planning for insurance companies.
Sarah Ferman Baker
President and CEO,
Consumer Credit Industry Association
Sarah Ferman Baker is a leader in the financial services, insurance, and technology industry with over ten years of strategic partnership and relationship management experience lobbying state, federal, and international government officials. As a public policy expert with a strong knowledge of the regulatory and compliance framework, Sarah works with senior businesses to navigate regulatory obstacles, develop initiatives, and execute strategies that advance their platform and grow their institution. Since July 2022, Sarah has been leading the Consumer Credit Industry Association (CCIA), the trusted association and leading advocate for consumer asset & credit protection products & services.
Ryan Hartman, FCAS, MAAA
AVP, Client Services - Actuarial,
GPW and Associates, Inc.
Ryan Hartman began his career in 2002 with GPW and Associates, Inc. (GPWA) where he has provided actuarial services to insurance companies, risk retention groups, captives, and administrators/ obligors specializing in extended vehicle service contracts, guaranteed asset protection (GAP), and other ancillary products in the Finance and Insurance (F&I) industry. Ryan’s experience includes: reserving and pricing analysis, earnings curve development, Statements of Actuarial Opinion for statutory insurance companies, proforma modeling, profitability and credit risk analysis under various F&I producer participation structures (CFC, NCFC, dealer obligor, dealer owned warranty company, retro profit sharing), and actuarial support for financial audits, regulatory exams, and acquisition due diligence. Ryan holds a Bachelor of Science degree in mathematics from Arizona State University, is a Fellow of the Casualty Actuarial Society (CAS), and a Member of the American Academy of Actuaries (AAA). He has also served on the CAS Committee on Professionalism Education and the AAA Committee on Professional Responsibility.
Peter Karp
Managing Partner,
Miracle Mile Advisors
Peter Karp has over 25 years of experience delivering comprehensive financial and investment advice to affluent individuals, families, and successful business owners, with a particular focus on the automotive community, including dealer principals and key executives. He established Karp Capital Management in 2004 as an independent financial management firm in order to provide clients with an objective alternative to large brokerage houses. Peter is licensed as an insurance agent and real estate broker. He is also a member of the Financial Planning Association, adhering to its Code of Ethics.
David Kaseff, CPA, JD, CGMA
Partner,
MarksNelson Advisory, LLC
As a CPA and attorney, David Kaseff brings both accounting and legal experience to the areas of taxation, producer-owned insurance, captive insurance and alternative risk financing. He has worked with Fortune 500 and large privately held companies. He has been engaged by clients such as Enterprise Rent-A-Car, Assurant, Berkshire Hathaway and American Century Investments to provide advice and services with regard to service contract and risk management issues. He also provides accounting, tax and audit services to both small and large automobile dealer groups. David joined MarksNelson in 2002 after his tenure at PricewaterhouseCoopers, where he worked on the national captive insurance team and worked as an insurance specialist. As part of the national team, he assisted with the technical tax, business and implementation issues that arise during the establishment of a captive insurance company.
Tom Keepers
Executive Director,
GAP Alliance, Motor Vehicle Protection Products Association (MVPPA) & Service Contract Industry Council (SCIC)
Tom Keepers is accountable for the services delivered to the trade association memberships, to include effectively advocating and monitoring the environment at the federal and state levels. The trade associations advance their members’ agenda by assuring viable markets for the products that balance the interests of providers and consumers alike. Prior to this role, Tom successfully led the Consumer Credit Industry Association for almost seven years and spent more than two decades in industry successfully leading almost every facet of the member product suite. Tom holds a BA in Mathematics and an MBA, and earned the PMP, CLU and Series 7 designations.
Amanda Kemling
AVP, Client Services - Actuarial
GPW and Associates, Inc.
Amanda Kemling joined GPW and Associates, Inc. (GPWA) in 2008 and has more than 19 years of actuarial experience in the property and casualty insurance industry. In 2022, Amanda was promoted to Assistant Vice President at GPWA, and she oversees the Actuarial Reserving Practice, along with training actuarial students. Amanda is a Fellow of the Casualty Actuarial Society and holds a Master of Science degree in Statistics from Northern Arizona University and a Bachelor of Science degree in Mathematics from Peru State College. Fields of expertise include: Finance and Insurance (F&I) products, including vehicle service contracts, guaranteed asset protection, tire and wheel and other ancillary programs; workers’ compensation, enterprise risk management, general liability and commercial auto liability.
John Kirke
President,
BevCap Management, LLC, Healthcare Captives Division
John Kirke is President of BevCap Management’s healthcare captives division. John brings over 25 years of employee benefit consulting, specifically healthcare self-insurance and captive expertise. An active member of the healthcare, insurance and captive industry, John’s career experience ranges from sales at the largest healthcare insurance company to employee benefits brokerage leadership at one of the largest independent retail insurance brokers in the US.
Joseph Kirsits, FCAS, MAAA
President,
JK Actuarial Consulting
Joseph Kirsits founded JK Actuarial Consulting in 2021, a firm that supports an insure-tech company as well as the insurance companies underwriting their auto loan default program. Joe has over 25 of experience including various positions in the property and casualty insurance industry. He began his career at VASA North Atlantic Insurance Company where responsibilities included reserving, competitive pricing analysis and annual statement preparation. In 1997, he joined CNA Insurance Company and worked in various pricing positions within standard commercial lines as well as taking on the western regional actuary role. Most recently, Joe was Senior Vice President leading the Casualty Practice of GPW and Associates, where he worked from 2004 through 2020. Joe holds a Bachelor of Science degree in mathematics from Indiana University, is a Fellow of the Casualty Actuarial Society (CAS), and a Member of the American Academy of Actuaries (AAA).
Guy Koenig
President,
GSFSGroup
Guy Koenig serves as the President of GSFSGroup, an award-winning insurance company and administrator of a comprehensive portfolio of F&I products and profit participation structures in the automotive industry. The consortium of companies, located in Houston, Texas, and part of the Friedkin Group, has been in business for over 40 years. During his career, Guy has served in a variety of executive roles most recently as President of CareGard Warranty Services, Inc. Prior to that, Mr. Koenig served as Chief Strategic Officer for AMT Warranty Corporation, a subsidiary of AmTrust Financial Services, and as Director of Business Development & Operations for General Fidelity Insurance Company, a subsidiary of Bank of America. Guy has over 20 years’ experience with insurance and extended warranties with expertise in executive leadership, business development, account management, compliance, reinsurance, and operations. He has a B.S.B.A. in Corporate Finance and a Juris Doctorate from Drake University and remains licensed to practice law in Iowa.
Charles J. Lavelle
Partner,
Dentons Bingham Greenebaum LLP
Charles J. (Chaz) Lavelle was elected to the Captive Review Hall of Fame, and has received CICA’s “Distinguished Service”, VCIA’s “Service to the Captive Industry”, and Captive Review’s “Outstanding Contribution” awards. He is a lawyer in the Louisville, Kentucky office of Dentons Bingham Greenebaum LLP. He regularly represents clients before the IRS, and frequently speaks and writes on captive insurance topics. Chaz was outside Tax Counsel for both Humana (brother-sister) and Ocean Drilling (unrelated business) in their captive insurance victories in the U.S. Court of Appeals. Among his civic and charitable activities, he is past Chair of the Kentucky Chamber of Commerce.
Patrick Manzi, PhD
Chief Economist
National Automoblie Dealers Association (NADA)
Patrick Manzi, PhD is National Automobile Dealers Association’s Chief Economist. In this role, Patrick works with both NADA as well the American Truck Dealers (ATD), a division of NADA. Patrick regularly speaks to various audiences about the auto industry and is responsible for many of the association’s monthly and annual economic reports including NADA Data and ATD Data.
Mark Nagelvoort
CEO,
PCMI
A seasoned executive in the industry, Mark Nagelvoort has dedicated 30 years to developing software administration systems. He specializes in using his expansive knowledge to help customers establish all phases of their extended warranty programs including sales, policy and claim administration, risk management, and offshore reinsurance within our PCRS software.
Travis J. Norton
Financial Services/Government Relations Attorney,
Brownstein Hyatt Farber Schreck, LLP
Travis Norton is a seasoned financial services policy professional and tactical strategist. He is the go-to advisor for large asset managers, consumer lenders and insurance companies. Currently he is the co-chair of the Brownstein Hyatt Farber Schreck's financial services practice. He has a deep background in financial services law and policy. Travis develops and executes integrated strategies for clients across the financial services industry—from lobbying Congress to drafting regulatory comment letters to facilitating West Wing meetings. Travis has extensive knowledge of people and politics at agencies such as the Treasury Department, Federal Reserve Board, Securities and Exchange Commission, and the Consumer Financial Protection Bureau. Previously Travis served as general counsel to the House Judiciary and Financial Services committees and as staff director to Sen. Tim Scott’s (R-SC) Senate Banking subcommittee.
Ian Osler, CPA
Manager - Insurance Tax,
MarksNelson Advisory, LLC
Ian Osler joined MarksNelson LLC in August 2021 as a manager in the insurance niche. He began his career in 2011 with PricewaterhouseCoopers (PwC) serving clients primarily in the financial services and insurance industries. Ian has experience working with large corporations providing tax provision (GAAP and SSAP 101), tax compliance, and tax consulting services. While at PwC Ian was involved in both small and large M&A transactions and corporate reorganizations. As a manager with MarksNelson, Ian works with traditional insurance companies and within the F&I space to assist clients with all aspects of tax structuring and tax compliance.
Gregory Petrowski, CPA, ACI
Senior Vice President,
GPW and Associates, Inc.
Gregory Petrowski is Senior Vice President, and one of the founders of GPWA. He has more than 25 years of technical and practical experience in the F&I reinsurance and captive industries and lists as his clients a significant number of major insurance companies, national banks and automobile dealers/dealer groups. Greg’s areas of expertise include regulatory filings, accounting, taxation and tax planning for insurance companies, reinsurance treaty review and negotiation, profitability analysis of blocks of business, financial projections for both statutory and GAAP accounting, and non-insurance accounting and tax matters.
Rhonda Pinkerton, FLMI
Compliance Director,
Supporting the Tribal Domicile of the Delaware Tribe of Indians
Rhonda Pinkerton is the Compliance Director for The Tribal Domicile of the Delaware Tribe of Indians, a specialized insurance domicile targeting the insurance-reinsurance-obligor facilities needed by vehicle dealerships and other specialized producers. She has more than 20 years of experience in the automotive industry working in product design, pricing and reserving; risk management; and risk transfer solutions. Her involvement with The Tribal Domicile began in 2013 when she helped develop the laws, regulations, procedures, and documentation for the domicile. Rhonda was CreditRe’s primary consultant on wireless equipment insurance, vehicle protection products and risk management. She presented each year at CreditRe’s Debt Protection Products Conference and its F&I Office Protection Products Conference.
Kimberlee Reese
President,
Total Care Auto Powered by Landcar
Kimberlee Reese joined the LHM Group in 2014 which was acquired by Asbury Automotive Group (NYSE: ABG) in December of 2021. Prior to her role as President of Total Care Auto Powered by Landcar, she served as chief financial officer of Larry H. Miller Real Estate. Kimberlee has over thirty years of experience in finance, accounting, and insurance. Prior to joining the LHM Group, she held leadership positions at Zions Bank in the residential construction and wealth management divisions. Kimberlee has a bachelor’s degree in accounting from Westminster College and a master’s degree in business administration from Brigham Young University.
Margaret Salsburg
Director - Regulatory Services,
GPW and Associates, Inc.
Margaret Salsburg joined GPWA in February 2014. Prior to joining GPWA, Margaret spent 18 years in the Arizona legal community, progressing from administrative assistant to office manager of a small corporate collections firm. Margaret has an extensive client and regulatory services background and works closely with clients, agents, administrators, and domicile regulators. Margaret leads the Regulatory Services Team at GPWA.
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Phyllis Simon, Esq.
Senior Counsel,
The Mitzel Group, LLP
Phyllis Simon has over 25 years of experience in counseling businesses and individuals regarding business transactions and tax. She began her career as a tax specialist in a large certified public accounting firm and later worked for over 13 years as in-house tax counsel for a Fortune 500 telecommunications company. While working in a boutique tax controversy law firm she represented small and medium sized businesses and individuals. As a tax controversy attorney, Phyllis resolved clients’ tax issues with the Internal Revenue Service (IRS), the California Franchise Tax Board, the California State Board of Equalization (SBE), and local tax authorities. Phyllis uses her extensive tax knowledge in her commercial business practice. In addition to assisting clients with business formations, contract drafting and negotiation, dispute resolution, and representation before regulatory agencies, she helps auto F&I administrators with planning, tax audits and resolution of Section 953(d) election issues.
Benjamin Steele, ACI
Manager - Client Services,
GPW and Associates, Inc.
Benjamin Steele began his career in 2016 when he joined GPW and Associates, Inc. (GPWA) where he has provided management services to Controlled Foreign Corporations (CFC), Non-Controlled Foreign Corporations (NCFC), and Dealer Owned Warranty Companies (DOWC). With over six years of experience working with the Producer Owned Reinsurance Company (PORC) and captive insurance industries, his fields of expertise include Statutory, GAAP, and IFRS accounting, taxation, management, and compliance. He has achieved the Associate in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education (ICCIE).
Niguel Streete
Managing Director,
TCI Financial Services Commission
Niguel Streete is the Managing Director of the Turks and Caicos Islands (TCI) Financial Services Commission, a position he has held since February 2016. Prior to joining the Commission, Niguel held several executive positions in financial regulation in the region, including Deputy Executive Director of the Grenada Authority for the Regulation of Financial Institutions, Executive Director of the Anguilla Financial Services Commission, Director of Bank Supervision and Advisor in the Governor’s Office at the Eastern Caribbean Central Bank, and Secretary of the Eastern Caribbean Securities Regulatory Commission. He also served as Chairman of the Anguilla Money Laundering Reporting Authority and Deputy Chairman of the Anguilla CFATF Mutual Evaluation Steering Committee. Niguel has over 26 years’ experience regulating banks and other lending institutions, credit unions, insurance business, securities markets, and corporate service providers against prudential, money laundering, and terrorist financing risks. His experience also includes the resolution of distressed institutions.
Brian Trymbiski
First Vice President - Investments,
Great Oak Investment Management of Raymond James
At Great Oak Investment Management of Raymond James, Brian Trymbiski manages customized fixed income and equity portfolios for Foundations, Pensions, Insurance, Reinsurance, and high net worth clients. He actively manages taxable and tax-efficient fixed-income portfolios tailored to each client’s needs. His fixed income portfolios seek to provide liquidity and risk-adjusted returns with consistent income. Each portfolio has a focus on diversification, maturity while providing detailed individual credit analysis; he focuses on creating value by his comprehensive yield curve analysis. Brian also helps oversee the equity portfolio where his role is centered on security selection. Brian is a member of the Fixed Income Analyst Society Inc and the Bond Club of Philadelphia. He regularly writes for local and national publications on the economy and capital markets.
Andrew Weill, Esq.
Principal,
Weill & Mazer, APC
Andrew Weill is a principal in the San Francisco Bay Area law firm Weill & Mazer, which focuses on complex commercial, estate and tax litigation. He is a Certified Tax Law Specialist and a leading authority on planning, litigation and tax/regulatory controversies involving F&I structures. His clients include car dealers and dealerships, domestic and foreign companies, and individuals and entities involved in aftermarket financial products.
Jim Wehner
Senior Vice Principal Institutional Investments,
BOK Financial
Jim Wehner has been with BOK Financial (BOKF) since 2003. BOKF is a $50 billion financial services holding company with $100 billion in assets under management and administration. BOKF has seven bank subsidiaries and a full-service investment brokerage business in 10 states. His primary responsibilities have been focused on fixed income portfolio management and trading. Jim’s experience with insurance companies includes but is not limited to traditional P&C companies and alternative insurance solutions: captives, risk retention groups and pools. Jim oversees the investment solutions for BOKF’s reinsurance program, which consists of approximately $3B in total assets across 3,300 client accounts. Jim also works with corporations, foundations, and the primary and regional dealer community. He currently holds the Series 7, 63 & 65 FINRA designations.
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Kristian Willis
Vice President of Strategy, Enterprise
StoneEagle
An innovative leader, Kristian Willis has over fifteen years of experience in the technology sector and over a decade’s experience in the retail automotive space. Kristian began her career in SaaS technologies, helping create a finance & insurance administration product from the ground up and was instrumental in scaling the organization through organizational mergers and acquisitions. A force multiplier, she has had the opportunity to build and grow many teams as well as serve in various positions ranging from technical design, operations, product development, implementations, and account management. Having worked directly with over sixty administrators, insurers, reinsurers, and actuaries, Kristian has a keen insight into the market’s landscape, changing trends and opportunities & challenges faced in that market. Kristian currently serves as the Vice President of Strategy for StoneEagle, a leading software and solutions provider in the product protection space.
Ryan Work
Senior Vice President, Government Relations,
Self-Insurance Institute of America, Inc.
Ryan currently serves as the vice president of government relations for the Self- Insurance Institute of America (SIIA) where he leads advocacy and political activities before Congress, the Administration and various federal regulatory agencies on issues related to captive and self-insurance. Prior to joining SIIA, Ryan was Senior Director of Government Affairs for S&P Global and served in a number of senior staff positions within the U.S. Congress, including the Committee on Ways and Means and the Office of the Speaker of the House.