Educational Sessions
as of 4.10.17
(subject to change)

Click here to view Schedule at a Glance

Monday, April 17, 2017
3:00 p.m. Bacardi Distillery Tour
Take a tour of the Bacardi Distillery, including access to the Cathedral of Rum with an assigned Brand Specialist, and a lesson on how to prepare three legendary Bacardi cocktails. Space is limited! Additional Fees Apply
Tuesday, April 18, 2017
1:00 p.m. Registration Open
2:30 p.m. to 3:00 p.m. Welcome Remarks

Manuel A.J. Laboy, PE, MBA, CSP
Economic Development

Ruben N. Gely-Rodriguez
Director of International Insurance Center
3:00 p.m. to 4:00 p.m. The Latin American TPA Experience
A panel of experienced TPA executives from various Latin American countries will discuss running a TPA in an international environment.

Erwin Padinger
Meditar S.A.

Kay Boetticher
A. MaKLeR Group
4:00 p.m. to 5:00 p.m. Puerto Rico Captive Manager Panel Discussion
A panel of leading captive managers with major operations in Puerto Rico discusses their experience with setting up captive programs in this domicile and the advantages/disadvantages relative to other domicile options.

David Kirkup
Chief Operating Officer
Captive Alternatives, LLC

Les Boughner
Advantage Insurance Management

Ken Kotch

Joseph Taussig
Stature I.I.
5:00 p.m. to 7:00 p.m. Welcome Reception
Wednesday, April 19, 2017
7:30 a.m. to 8:30 a.m. Networking Breakfast
8:30 a.m. to 9:30 a.m. Puerto Rico Financial Services Environment – Advantages For Off-Shore Companies
This panel will provide a general overview of Puerto Rico’s economic situation in different areas including banking, international insurance and export of services. The session intends to provide investors, executives and entrepreneurs with the latest information on Puerto Rico’s investment opportunities, tax incentives and competitive advantages of investing in Puerto Rico.

Ignacio Álvarez
President and COO
Popular, Inc.

Erick G. Negrón
Rexach & Picó
9:30 a.m. to 10:30 a.m. Medical Travel Trends
An increasing number of companies in the United States and other countries are partnering with medical facilities throughout Puerto Rico and Latin America to provide a variety of health care services in a more cost effective way. This session will highlight the latest medical travel trends and opportunities.

Andres Campos
Protekti Insurance, Colombia

Miressa Rivera Gerena
Associate Administrator
Auxilio Mutuo Hospital

Massimo Manzi
Executive Director
Costa Rica Health

Dr. Carlos H. Martinez
Health and Wellness Network

Bob Repke
Passport for Health
10:30 a.m. to 11:00 a.m. Networking Break
11:00 a.m. to Noon International Insurance Center (Act 399 Overview)
Discussion of Puerto Rico’s International Insurance Center, its benefits and growth as a domicile for Captive Insurance Companies and Private Placement Life Insurers. Panelist include Puerto Rico Insurance Commissioner, CEO of established International Insurer and attorney specializing in IIC.

Moderator - Ruben N. Gely
Director of International Insurance Center

Walter Keenan
Advantage Insurance

Pedro I Vidal
Vidal, Nieves & Bauza

Marc Jacobs
Captive Alternatives
Noon to 1:30 p.m. Hosted Luncheon
1:30 p.m. to 2:30 p.m. Export of Services and Investor Relocation (Act 20 & 22 Overview)
This panel discusses Act 20, Known as the “Export Services Act” and intended to promote the exportation of services by providing great resources and opportunities for U.S. companies to bring their business to Puerto Rico and make it a service center for the World. The panel will include industry professionals and Act 20 grantees. The discussion will also include Act 22 known as “Relocation of Investors”, legislation focused on attracting individual investors to Puerto Rico through the offering of tax incentives.

Carlos Asilis
Co-Founder & Chief Investment Officer
Glovista Investments LLC

Denisse Flores
BDO Puerto Rico

Jose Merheb
Vice President
Popular Life Re

Jay Walker
JA Walker & Associates
2:30 p.m. to 3:30 p.m. Big Data Solutions for the International Insurance Buyer
This session will empower companies to cut through the burden of coordinating and managing multiple information contact points, describing how to develop and leverage the right metrics for current use and predictive models in the self-insured healthcare environment.  Dashboard usage and issues with organizational alignment, business process, workflow triggering, and adoption of an in-demand "disruptive innovation" that drive better decisions will also be showcased through case studies and application examples.

Phillipe de Dreuzy
MSH International

Stephen Caulk, FSA, MAAA
Vice President
Aon Health & Benefits
3:30 p.m. to 4:00 p.m. Networking Break
4:00 p.m. to 5:00 p.m. Evolving Regulatory Environment for Self-Insured Health Plans in Latin America
While there is now a lot of talk (and some action) about self-insured health plans in Latin America, the regulatory environment continues to evolve and differs among the various countries now experimenting with self-insurance. This session will provide an overview of what you need to know from a regulatory perspective on self-insurance business opportunities in key Latin American countries and the Caribbean.

John Rooney
Attorney at Law
John H. Rooney, Jr., P.A.

Simon Owen
5:00 p.m. to 6:00 p.m. Networking Reception
Thursday, April 20, 2017
8:00 a.m. to Noon Optional Tour of PR Medical Facilities
Please contact Gretchen Grote at for more information