Annalee Moore

Board Member – Equisoft

Annalee Moore is an accomplished business leader with over 35 years of experience in the insurance and wealth management space. She served for many years at Sun Life Financial, a leading international financial services organization, most recently as Assistant Vice-President, Business Management Distribution Services and previously as Assistant Vice-President, Insurance Business Development. Her previous tenures include leadership positions at Manulife Financial, Clarica Life Insurance and Mutual Life. Throughout her 11+ years career at Sun Life, she has led several teams focused on helping advisors and distribution partners in their efforts to grow sales, optimize processes and support large and complex cases.

  • In her position as Director, Large Case Support at Manulife Financial, she created a new team and developed new processes, roles and accountabilities across the organization to improve service, effectiveness and customer satisfaction, leading to increased sales accounting for 35% of new insurance premium annually.
  • As Director, Savings and Retirement Products at Clarica Life Insurance, she led Product Development and Marketing teams accountable for the development, pricing, profitability, marketing, promotion, and training of savings and retirement products representing assets under management of $30.4 billion. Under her leadership, her teams contributed to grow the firm’s asset base by an additional 10%.
  • In her role as Demutualization Team Leader when Mutual Life was moving from a policyholder owned to a publicly owned company, she led a highly technical actuarial team responsible for developing value distribution models for policyholders, and presented recommendations to Boards of Directors and Government officials for approval of the value distribution allocation representing $1 billion in shares/cash.
  • In a previous role at Mutual Life, she led a team accountable for large insurance policies and contributed to grow the business from 5% of new annualized life insurance premium to 30%. She also helped to create over 100 customized life insurance products for affluent customers, and developed marketing strategies that increased sales by over 200%.

Annalee brings to the Equisoft Board a long and successful career of driving growth, operational improvement and innovation, as well as extensive knowledge in multi-line business development, product development and operations management.

Dr. Axel Kravatzky

Managing Partner of Syntegra-ESG
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Dr. Axel Kravatzky is Managing Partner of Syntegra-ESG, advising and guiding leaders on how to develop, activate and amplify the power of their brand and people to positively impact society and the natural environment profitably.

As the practice lead for Integrated Governance and Strategy he has been working with Boards of Directors, Board Committees and Executives for over 20 years. His specialties are the financial, state-owned enterprise, utilities, and non-for-profit sectors.

Axel was the founding Chairman of the Caribbean Corporate Governance Institute (CCGI) and lead the development of the first and only accredited Corporate Governance training programme in the Caribbean region.

Axel is the Vice Chair of ISO/TC309 Governance of Organizations. He also serves as the co-convener and technical editor for ISO/TC309/WG1 which developed the global benchmark on good organizational governance: “ISO 37000:2021 Governance of Organizations — Guidance”. The committee consisted at the time of 77 countries and 24 liaison organizations and the standard is was unanimously approved and published after a ballot of all 163 ISO member countries in September 2021. Axel is currently also project leader of “ISO 37006 Indicators of effective organizational governance – Guidance”.

Axel’s PhD at the London School of Economics dealt with innovations in the development of adaptive management strategies in conditions of high uncertainty, with multiple stakeholders, and conflicting objectives. In his strategy work, with Executives and Boards Axel integrates best in class decision making approaches along with leadership and team dynamic methodologies. His approach is systemic and highly participatory, custom designed for every organization. He is a member of the European Corporate Governance Institute (ECGI) and the Romanian Association of Independent Directors.

https://www.linkedin.com/in/axelkravatzky/
https://syntegra-esg.com/about-axel/

Butch Bacani

Programme Leader – UN Environment Programme’s Principles for Sustainable Insurance Initiative
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www.unepfi.org/psi

Butch Bacani leads UN Environment Programme’s (UNEP) Principles for Sustainable Insurance Initiative (PSI), the largest collaboration between the UN and the insurance industry. Endorsed by the UN Secretary-General and insurance industry CEOs, the PSI is a global framework and initiative for the industry to address sustainability issues—as risk managers, insurers and investors—and to build resilient, inclusive and sustainable communities and economies on a healthy planet.

Butch leads initiatives that contribute to achieving the Paris Climate Agreement, UN Convention on Biological Diversity, and the UN Sustainable Development Goals (SDGs). These include creating the Net-Zero Insurance Alliance, supporting the Glasgow Financial Alliance for Net Zero (GFANZ), convening the world’s leading insurers to pilot the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD), championing nature-positive insurance, aligning insurance portfolios with the SDGs, creating a Sustainable Insurance Facility with V20 finance ministers for the most climate-vulnerable countries, and working with the California Insurance Commissioner to develop the world’s first sustainable insurance roadmap. He co-led the development of the first global ESG guides for non-life and life & health insurance business, the creation of the UN-convened Sustainable Insurance Forum for regulators and supervisors, and forged the PSI’s partnership with the world’s inclusive insurance community. Butch was part of InsuranceERM’s inaugural list of the most influential people leading and shaping the insurance industry’s response to climate change.

Butch led the global process that created the PSI in 2012, and UNEP’s insurance and investment programmes from 2006 to 2010, including activities with the Principles for Responsible Investment (PRI). He has shaped global insurance industry initiatives to address climate change, disaster risks, tobacco risks, illegal fishing and plastic pollution; and to protect UNESCO World Heritage Sites. Butch has authored pioneering studies on sustainable insurance and responsible investment. Prior to the UN, he was in the insurance industry for over a decade, working with leading insurers and reinsurers worldwide.

Butch is also involved in the InsuResilience Global Partnership, Insurance Development Forum, California Climate Insurance Working Group, Microinsurance Network, and World Benchmarking Alliance.

Charles van Oppen

co-owner and director of TBIAS Ltd

Charles van Oppen is co-owner and director of London-based risk management consultancy TBIAS Ltd (www.tbias.co.uk) with its tech JV ERM360 (www.erm360.co.uk). Charles specialises in good governance, insurance business management and enterprise risk management.

Working with his colleagues, Charles designs and delivers risk, governance, compliance and
insurance data solutions for multinational companies and insurance businesses.

Charles has worked in the Lloyd’s and London Insurance Markets since 1988 and has focused on solutions for Caribbean customers since 2014.

Charles’ qualifications include: –

  • BA (Distinction) in Risk Management from Glasgow Caledonian University, Glasgow
  • MA in Development Studies from University of East Anglia, Norwich
  • Fellow of the Institute of Civil Protection and Emergency Management (ICPEM)

Charles lives in Suffolk, UK and is a frequent visitor to the Caribbean region.

Dr. Colin A. Young

Executive Director of the Caribbean Community Climate Change Center (CCCCC)

Dr. Colin A. Young, a Belizean national, is the Executive Director of the Caribbean Community Climate Change Center (CCCCC) headquartered in Belize SINCE January 2020. Prior to his appointment at the CCCCC, Dr. Young served as the Chief Executive Officer (CEO) of the Social Security Board, a parastatal entity that administers Belize’s Social Security Fund from 2017 to 2019 were he championed contribution reform, technology transformation and numerous legislative changes. Dr. Young also served as the CEO in the Ministry of Agriculture, Forestry, Fisheries, the Environment, Sustainable Development where he had overall responsibilities for all of the portfolios, including climate change, other than agriculture as well as the CEO in the Ministry of Energy, Science and Technology and Public Utilities from 2012-2015. Dr. Young has served on numerous boards including the Green Climate Fund, a financial mechanism under the United Nations Framework Convention on Climate Change. He holds both a Master of Science and Doctor of Philosophy degree in ecology and evolutionary biology from the University of Connecticut in the United States.

Douglas McArthur Halsall

Chairman and Chief Executive Officer of Advanced Integrated Systems
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Mr. Douglas Halsall, OD has spent the last 40 years leading the development of Information Technology in Jamaica, and has consequently been associated with many firsts. The St. Ann born entrepreneur has demonstrated extraordinary vision and consequently embarked on several pioneering initiatives. Among his greatest achievements were the Introduction of computer services to banking, credit union, retail, hospitality and tourism and health insurance industries and the National Housing Trust as well as the design and implementation of the Government’s current Budgetary and Accounting system. He also:

  • Founded Advanced Integrated Systems in 1987
  • Implemented the first ATM in Jamaica
  • Introduced modern computing to the University of the West Indies
  • Introduced the first super computer at Mona Informatics
  • Introduced GCE Computer Science to Jamaica
  • Assisted with the conceptualization and development of the National Health Fund
  • Introduced the first and only online, real time health insurance adjudication system in the Caribbean
  • Developed and copyrighted the first and only regional registration system for pharmaceuticals – National Drug Codes
  • Managed and implemented the digitization of the University Hospital of the West Indies
  • Developed health information management systems across several disciplines including hospital, pharmacy, radiology, lab and medical office management.
  • Developed an Electronic Medical Records system for Jamaica
  • Introduced the most versatile mobile money system to Jamaica (Quisk)

Mr. Halsall currently serves as Chairman and Chief Executive Officer of Advanced Integrated Systems. Throughout his executive career, Mr. Halsall has amassed a wealth of experience leading cutting-edge technology companies across multiple industries. Before starting AIS, Mr. Halsall served as Chairman and CEO of NCR Jamaica for 10 years where he was responsible for moving NCR Jamaica to the position of leading country across Latin America and the Caribbean in performance and sales. For his performance at NCR he was awarded the NCR Chairman’s award on thirteen consecutive occasions, and the Century Percent club award.

Mr. Halsall enjoys a solid reputation for his visionary leadership in technology and his unique style of management which has seen AIS being well positioned in a number of strategic areas including both the Financial and Health sectors. In 2005, the Government of Jamaica, supported by the Opposition, recognized his contribution to Technology by conferring on him the prestigious Order of Distinction, one of Jamaica’s highest National honors.

Mr. Halsall currently serves as:

  • Member of the National Information and Communication Technology Advisory Board
  • Member of the Jamaica Computer Society
  • Member of the Jamaica Information Technology and Services Alliance (JITSA)

Mr. Halsall believes that “Success is an Attitude” and has been a keynote motivational speaker at a number of events where he readily shares this perspective. He enjoys fishing.

Frank Rueckert

Senior Vice President – Hannover Re

Frank has been a Senior Vice President in the North American Treaty Division at Hannover Re since 2011. He has more than 20 years of experience in the Reinsurance industry. Frank joined Hannover Re in 2001 as a US Property Treaty Underwriter, shortly afterwards his role was extended to include Casualty lines. From 2005-2008 he worked as an Assistant to the CUO North America and also the CUO Worldwide. From 2009-2011 Frank was seconded to Johannesburg, South Africa and worked as a Senior Portfolio Manager for a subsidiary of the Hannover Re Group South Africa, that invests into MGAs.

Frank is responsible for all Caribbean P&C Treaty business for Hannover Re. As the Chairman of the Canadian Branch Steering Board he also oversees all Canadian Treaty business. Furthermore, Frank is in charge of North American Agency & Digital as well as all Nuclear business (on a worldwide basis). In addition, Frank is responsible for US Medical Malpractice business and sits on the Board of Glencar Insurance Company in the US.

Frank is a licensed German Lawyer and holds an MBA from Purdue University. He also holds the designation of a CPCU as well as ARe.

James Fletcher

Manager – SOLORICON
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James Fletcher was the Minister for Public Service, Information, Broadcasting, Sustainable Development, Energy, Science and Technology in Saint Lucia from 2011 to 2016.

During his tenure, he led an aggressive modernization of the energy sector, established modern ICT centres in several under-served communities, initiated the program for free island-wide Wi-Fi, developed a 311 call centre for information on public service matters, and established an Employee Assistance Programme to provide free, confidential counselling to public officers.

James Fletcher played a leading role in the Caribbean’s ‘1.5 to Stay Alive’ civil society campaign and during the COP21 negotiations he was selected by the COP President to be part of the ministerial team that helped to achieve consensus on the elements of the Paris Agreement. He was recognized by Global
Optimism in Profiles of Paris as one of the people who played a key role in creating the historic Paris Agreement. In 2019, he was selected by the United Kingdom’s Chevening Scholarship Program as one of 35 Global Changemakers.

James currently manages his own company, SOLORICON. He wrote and published the book Governing in a Small Caribbean Island State and recently, he authored the chapter ‘The Battle for Small Island Developing States’ in the Cambridge University Press publication ‘Negotiating the Paris Agreement: The Insider Stories’. In 2020, he launched The Caribbean Climate Justice Project, which advocates for climate justice for the people most impacted by climate change. He holds a PhD degree from the University of Cambridge.

Website: www.soloricon.com; www.caribbeanclimatejustice.org
LinkedIn: www.linkedin.com/in/jimmyfletcher
Twitter: @jimmyfletcher25; @soloricon

Joseph Sidaros, MBA, CIAM, CMFA

Senior Strategic Consultant – Executive Coach
LIMRA
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Joseph is a professional management consultant & executive coach with extensive experience in the areas of management development, recruiting and selection, budgeting, staffing, forecasting, business planning, marketing, promotions, human relations, sales and distribution for the financial security industry. In his endless pursuit of helping people achieve excellence through balanced personal and professional lives he uses creativity and innovation to motivate managers, executives and other key players to peak performance. This passion for helping people has contributed to the success and growth of numerous organizations.

Joseph’s leadership and performance has earned him numerous certificates of achievements for his management role as a builder and developer of people. For the last 39 years, he has been involved as a consultant, designer, moderator and facilitator of workshops and programs such as the Advanced Management Training Courses, Coaching & Feedback Mastery, Field Management Seminars, Success by Design, Market Development Programs, Insurance & Investment Sales, Confrontation Management, Success by Design, Leadership in Action, Customer Focused Selling, Team Management, Change Management, Relationship Management, Consultative Selling skills and more. From General Manager to area Director, Joseph has played a significant leadership role in building distribution networks of numerous major and international companies around the world.

Senator the Hon. L. Ryan Pinder

Attorney General and Minister of Legal Affair of The Bahamas

Senator the Hon. L. Ryan Pinder was appointed Attorney General and Minister of Legal Affair of The Bahamas on September 20, 2021. He was previously a Member of Parliament (MP) from 2010 to 2017 and is an attorney by profession having been admitted to the Florida Bar as a Board Certified Tax Attorney in 2000 and Bahamas Bar in 2009.

Before assuming office as a Cabinet minister in 2012, Minister Pinder served as an international tax and commercial consultant in the firm of OL Private Corporate Counsel Ltd. His portfolio included advising international corporations on merger and acquisition transactions, international commercial tax structures and preparing international tax policy.

Additionally, prior to May 2012, Minister Pinder also served as a tax consultant at Becker & Poliakoff, P.A. He was also the managing shareholder for the Nassau, Bahamas office. His responsibilities included establishing the firm's Nassau, Bahamas office, providing offshore tax planning for US clients, providing representation for US clients conducting business in The Bahamas and providing representation for Bahamian clients conducting business in the US.

He received his undergraduate and graduate degrees from the University of Miami and the University’s College of Law including: LL.M., J.D., M.B.A. and B.B.A.

Professor Wendel Dwight Abel

PROFESSOR: Department of Community Health & Psychiatry, UWI, MONA
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Professor: Department of Community Health & Psychiatry, UWI, MONA
Head: Section of Community Health & Psychiatry, UWI, MONA
Consultant Psychiatrist: University Hospital of the West Indies

Postgraduate Training and Experience

  • Bachelor in Medicine and Bachelor in Surgery
  • Doctor of Medicine in Psychiatry, University of the West Indies
  • Masters in Public Health, John Hopkins University
  • Certificate in Addiction Studies, John Hopkins University
  • Advanced Diploma in Psychiatry, University of the West Indies

Academic Focus: Mental Health Policy, Suicide, Depression and Cannabis

Publications: Over 85 peer reviewed publications, Technical Reports and Book chapters

Community Work: He has started several community-based projects targeting the mentally ill population in Jamaica

Consultancies: Done several consultancies in mental health policy for the Ministry of Health, Jamaica; CARICOM, PAHO and European Union

Special Interests: Gardening