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Monthly Call: “Save on Insurance, Taxes, & Be More Profitable -Captive Insurance Companies Decoded for Hedge Fund Managers”

February 28 @ 12:00 - 13:00

Captive insurance companies are insurers that are owned by the entities they insure, who also realize the benefits of any profits they derive from their underwriting activities. Wesley Sierk, the president, co-founder and lead strategist for Risk Management Advisors, Inc. -which specializes in alternative risk management structures using captive insurance companies, will discuss the ins and outs of captive insurance companies and how they can be used within the alternative investment industry.

Wesley Sierk is an expert in asset protection, executive compensation, alternative risk transfer and captive insurance companies. He has nearly 20 years helping highly profitable, closely held businesses limit their risk exposure and taxes through qualified plan structures, onshore and off-shore entities, and trust arrangements. He is the author of “Taken Captive” a guide to captive insurance companies to business owners and “You Can Make It, But Can You Keep It?” A book for high net worth clients on how to protect their assets from litigation, taxes and bad advisors.

The call will be moderated by Robert Akeson of Mirae Asset Securities (USA).

Directions to access WebEx for the phone call on 2/28 at 12:00pm (EST).
1) Go to: https://meetings.webex.com/collabs/#/meetings/detail?uuid=MCMTNXDDO7F01ON8HBWV2T1QBR-OYNB&rnd=486728.73103

2) Add your first and last name to “Your Display Name”.
3) Add an email, and click “Join As Guest”.
4) Click “I Will Call In” on the left side of the screen. This will display the call-in number, access code, and your attendee ID. You can reference the call-in and meeting numbers below, but will need to be logged in to see your attendee ID
Call-in Number: 415-655-0001
Meeting Number: 199 325 104
Attendee ID: You can find this after logging into WebEx

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