Roundstone Insurance’s 10th Annual Medical Captive Forum

Celebrating a Decade of Innovation at the Medical Captive Forum

Roundstone Insurance is thrilled to announce the 10th Annual Medical Captive Forum, set to take place at the prestigious Hotel Cleveland. This landmark event will run from April 30 to May 1, 2025, and is dedicated to the theme of ‘Maximizing Alignment: How Employers Can Take Control of Their Healthcare Costs and Profit.’

Designed as an educational platform, the forum aims to dismantle the complexities surrounding self-funding. Roundstone anticipates that hundreds of professionals—including benefits advisors and solution providers—will converge at this significant gathering next month.

This year’s agenda boasts a dynamic roundtable discussion as its opening session, featuring an interactive Q&A segment for participants. This engaging format ensures that attendees can actively contribute and gain deeper insights.

Adding to the excitement, the forum will present Josh Linkner as a keynote speaker. As the managing partner and co-founder of Mudita Venture Partners, Linkner is also celebrated as a New York Times bestselling author, a successful entrepreneur, and a professional jazz guitarist.

The conference will offer sessions that cater to all levels of experience with captives, addressing topics ranging from ‘Understanding How the Captive Model Works’ to ‘Exploring Emerging Cost Containment Solutions.’

Reflecting on the significance of this milestone, Mike Schroeder, president and founder of Roundstone, shares: “I believe in creating an environment for re-education and comprehension, which can drive transformative change.

“Celebrating the 10th annual MCF in Cleveland is a meaningful homecoming for me. It provides an ideal setting to reflect on the strides we’ve made over the past decade.”