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Views From The Summit  #4

David Wright, CEO and Vice-Chairman of the Board - Amphora Financial Group

Welcome to another episode of ‘Views from the Summit’, a series of peer to peer discussions with leaders in the Captive Insurance Industry. John Howard, President of Summit Asset Management chats with today’s guest David Wright, CEO and Vice-Chairman of the Board - Amphora Financial Group. David discusses his career in the Captive Insurance industry in Barbados since its genesis, his passion for technology and service excellence and how they go hand in hand, as well as his views on how Barbados can become even more successful as a Financial Services Centre.

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• An overview of David's experience in the Captive Insurance industry - 0:10
     - The genesis of the industry in Barbados
     - High quality service delivery
     - Changes in regulation


• The Amphora Experience - 2:55
     - Client service excellence - a key differentiator
     - Technology infrastructure as a driver


• David's professional background - 6:15
     - Accounting, technology, investments


• The Strength of the Amphora Team - 7:30
     - Depth of team
     - Advantage of independent brand
     - Importance of marketing and referrals


• Geographic Markets and Opportunities - 12:50
     - Canadian and US as mainstay
     - Need for more targeted local market research into market trends


• The Barbados Experience for Clients - 14:45
     - Bridging the geography gap
     - Maintaining confidence in the high standards locally
     - Contribution to the wider economy


• Demystifying the Captive Insurance industry for new graduates - 18:30
     - Skillsets - accounting, finance, actuarial science etc.


• Thoughts on importance of Business Facilitation - 20:00
     - Implementation of technology processes
     - Strengthening insurance infrastructure strategy to attract business


• Investment Management for Captives - 24:40
     - Acceptance of the "New Normal" - lower yielding environment
     - Preservation of capital remains paramount
     - Key qualities for investment managers - track record, knowledgeability, quality and timely reporting


• Barbados' strengths and opportunities as a Financial Services Centre - 30:15
     - Tax planning, relationships and confidence in service
     - Breadth of Barbados' tax treaty network as an asset
     - Economic substance as an opportunity


• The lighter side of things - 34:10
     - Golf - a way to build better relationships
     - David's passion for continuing in his professional pursuits

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