Captive Review Conference USA 2027

Pricing, Technology, and Regulation Are Converging: Elevating Your Captive Strategy

The captive market is being reshaped by pressures on pricing, technology, and regulation converging all at once – and owners, managers, and their advisers are expected to find the answers. For many, the “why form a captive” conversation is behind us. What remains are harder, more strategic questions: how to price risk the commercial market won’t touch, how to build defensible loss assumptions for emerging exposures, and how to stand behind those assumptions with your actuaries, auditors, and regulators.

If you own, manage, or advise a captive, this programme brings those questions into a single venue – and the decisions it addresses are the ones already on your desk.

AI now runs through underwriting and claims, and high-risk captives are being asked to insure. You’ll get a practical, dual view: AI as a tool that sharpens claims triage, pricing, and operations, and AI as an exposure landing inside captives precisely because the commercial market still cannot price it.

The regulatory ground keeps shifting – from continued IRS scrutiny and domicile competition at home to economic substance and transparency expectations abroad, with governance and data-privacy obligations layered on top. This programme is built to help you anticipate where supervisory attention is heading, rather than react to the last enforcement cycle.

What you’ll take away