PLACE:  Chicago Mercantile Exchange, Auditorium, 20 South Wacker Drive, Chicago

COST:
  $50 for members of the CAA, or of the MAF, or sustaining members of Chicago PRMIA
  $75 for all others

Make your reservation online by Thursday, June 17, 2010.
Questions? Call Pat Pruitt at 312-751-3392 or Bob Aronsohn at 312-653-5677.

There are no refunds for cancellations not received by the end of the day on June 18.

We welcome and encourage non-actuaries to attend our conference because information covered is relevant to a wide range of work within the insurance and financial community.  Please share this with others who may be interested.

Lunch selections include salad (baby mixed green salad, topped with fresh strawberries, wax beans, grape tomatoes & pecans, honey-citrus balsamic vinaigrette) and dessert (individual fresh fruit tart, garnished with fresh mint and raspberry coulis).

SPEAKER LIST

Frank Casey, President-USA, Fortune Group.  Fortune Group is a London-Based alternative asset management firm which provides hedge fund portfolio management solutions for private wealth management groups, family offices, and institutions.  He is a frequent speaker to both the financial industry and university ethics centers on how the Madoff fraud unveiled financial industry due-diligence failures and regulatory incompetence, and discusses the need to set a higher benchmark of ethical standards in business.

Frank Casey has garnered broad capital markets knowledge and alternatives investment experience over his long career. Frank has always enjoyed being on "the leading edge" of alternative investments. Upon leaving the US Army as an Airborne-Ranger Qualified Infantry Captain in 1974, he joined Merrill Lynch to serve corporations as risk-manager specializing in equity, oil and metals derivatives hedging until 1982. He then joined Prudential Securities to advise banks on hedging interest rate exposures, specializing in the nascent mortgage-origination/MBS-pipeline risks arena until 1994. He then formed his own risk and portfolio management firms and later marketed option-based portfolio management strategies for a specialized institutional manager. He has raised assets for alternative investment managers since 1992. Joining the firm as President-USA, he primarily serves in a business development and client service capacity; however, his capital markets experience, honed within 34-years of alternatives investment exposure, also serves the firm when he qualitatively vets hedge fund managers to discern real alpha talent.

Michael Epstein, Senior Vice President, Willis Enterprise and Risk Finance Practice
Mike Epstein joined Willis in 2005 as Senior Vice President in Willis’s Enterprise and Risk Finance Risk Practice. Mike has over 25 years of experience in risk management and insurance including several years as the Global Director of Insurance Risk Management for a major professional services organization with a nine-figure risk management budget. 

Mike’s specialties include the evaluation of the value of insurance to and the role of risk financing in the capital structure of large organizations.  Others specialties are alternative risk transfer, captives and risk sharing.

Mike has authored detailed responses concerning operational risk to regulatory consultative requests and has written white papers and presented at the Federal Reserve to a large group of banking regulators and examiners on the relationship between operational risk and insurance.  He has assisted clients in developing risk pools, self-insurance trusts and the innovative uses of traditional insurance programs to address difficult to insure risks.
Mike has served as the Chairman of the Board of a Chicago based community school.  He is an Associate of the Casualty Actuarial Society and is a graduate of Princeton University with a degree in Philosophy.

Rick Gorvett, FCAS, ASA, CERA, MAAA, ARM, FRM, Ph.D.
Director, Actuarial Science Program
State Farm Companies Foundation Scholar in Actuarial Science
Department of Mathematics
University of Illinois at Urbana-Champaign

Kristin Hartman, Vice President, Mesirow Advanced Strategies, Inc.
Kristin Hartman is a vice president for Mesirow Advanced Strategies, Inc. She is responsible for operational due diligence reviews of managers and participates in portfolio analysis and ongoing manager monitoring. Prior to joining Mesirow Advanced Strategies, Inc., Ms. Hartman worked as a manager in the hedge fund department at Deloitte & Touche and Arthur Andersen. Ms. Hartman received a B.A. in accounting from the University of Iowa. In addition, she is a Certified Public Accountant (CPA) and a CFA charterholder.

Vera Malone, Vice President, Corporate Compliance Operations, HISC and Medicare Compliance Officer, Health Care Service Corporation.  (HCSC operates Blue Cross and Blue Shield of Illinois.)

Vera Malone serves as the Vice President Corporate Compliance, Health Care Service Corporation (HCSC), a position she has held since May 2009.  She leads HCSC’s compliance team, which includes training and communications, government programs compliance and investigations.  Before serving in her current role, Vera served as Chief of Staff to HCSC’s Executive Vice President of Corporate Services and the Divisional Vice President of Internal Audit Operations.

Prior to joining HCSC, Vera was a senior auditor at Aon Corporation.  She is a member of the Institute of Internal Auditors, and is a Certified Internal Auditor, a Certified Financial Services Auditor, and has a certificate in Control Self Assessment.  Vera is also a Fellow in the Life Office Management Association, and has a B.A. from Northwestern University and a M.B.A. from DePaul University.

Elizabeth Wilson, Senior Vice President & Deputy General Counsel, CNA.
Ms. Wilson is a Senior Vice-President and Deputy General Counsel with the CNA insurance group of companies; responsible for the Property & Casualty Division of the Corporate Law Department worldwide.  The support provided by her Division extends from Home Office strategic planning to Field Operation's implementation covering all aspects of regulatory, compliance, contractual and general legal advice and counsel.  Before joining CNA, Ms. Wilson worked as in house counsel in the food and drug industry where she represented the parent corporation as well as several operating subsidiaries with over 2000 locations throughout the U.S. in all aspects of corporate law, employment law, commercial litigation and transactional matters. Ms Wilson began her legal career in private practice as a litigator providing full representation to municipal and corporate entities in federal, state and administrative litigation with a concentration in the areas of employment law, commercial litigation, tort defense and real estate.

She serves on the following Boards: Illinois, Indiana, Virginia and New Hampshire Insurance Guaranty Funds; Chicago Metro History Education Center; Robert Morris Paralegal Advisory Board; and the Chicago Mass Choir.  Ms Wilson is a former Adjunct Professor-Robert Morris University.

She is a Chair Qualified Arbitrator in Cook County and is admitted to practice in Illinois and the U.S. Supreme Court.

Elizabeth holds a bachelors degree in Business Administration from Dillard University and a Juris Doctorate from The Ohio State University Moritz College of Law.