We're excited to attend the Cayman Captive Forum 2024 and look forward to connecting with you next week! To schedule a meeting between December 2-6, please contact [email protected].
CapVisor Associates, LLC
Investment Management
Atlanta, Georgia 587 followers
Insurance Asset Management Specialists
About us
CapVisor Associates, LLC, an SEC registered investment advisor, works exclusively with insurance companies. Collectively, we bring more than 150 years of “Insurance Asset Management” experience to correlate the insurer’s investment strategy with their business objectives, liability structure and regulatory environment. Our services are designed to help insurers with any, or all, 4 major components impacting their investment programs and their performance results. These critical investment program components are: 1. Investment plan design/redesign a. Investment Policy Statement b. Investment Guidelines c. Rebalancing Rule d. Performance Benchmarking 2. Strategic Asset Allocation (SAA) optimization a. Current portfolio risk/reward characteristic analysis: expected returns, volatility and correlations b. Optimized portfolio mixes proposed for improved risk-adjusted returns c. Allocation consulting for client’s unique risk/reward budget 3. Investment manager quantitative and qualitative analysis and/or manager selection a. Nominal and risk-adjusted performance analysis of current program b. Quantitative: Performance analysis of peer group managers using PSN enterprise database c. Qualitative: manager style analysis and insurance asset management expertise/capabilities assessments 4. Program oversight and control a. Management for the manager(s) b. Economic, Securities Markets portfolio positioning consulting c. Risk-adjusted investment program reporting and management investment consulting CapVisor services include: 1) Consulting- A “Rent-a-CIO” service helping clients to design and implement an optimal investment program; 2) Manager Evaluation/Search- quantitatively and qualitatively assessing potential new, complementary or replacement investment manager(s) suited specifically to meet the insurer’s requirements; 3) Project Work- A negotiated, fixed fee, al a carte selection of various investment servicing capabilities
- Website
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http://www.capvisorassociates.com
External link for CapVisor Associates, LLC
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Insurance Asset Management, Asset Liability Management, Strategic Asset Allocation Optimization, Active and Passive Investment Management Options, Risk-adjusted Returns, Investment Program Reporting&Analytics, Investment Manager Performance Evaluation, Insurance Investment Advisory, and Investment Program Design
Locations
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Atlanta, Georgia, US
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Boston, Massachusetts, US
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Manhattan, New York, US
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Detroit, Michigan, US
Employees at CapVisor Associates, LLC
Updates
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Carl Terzer is speaking at the NRRA National Conference in Chicago next week. Join us on Wednesday for "Economy & Investments" and gain insights on market trends, strategic opportunities, and expert advice to maximize your investments. To schedule a meeting, please email [email protected].
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Carl Terzer is heading to Nashville next week for the TCIA Annual Conference. He looks forward to seeing you there! To schedule a meeting, please email [email protected].
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Carl Terzer is moderating the session "Navigating the Investment Landscape: Strategies for Thriving Amidst Macro Volatility and Inflationary Challenges" at the CIC-DC Annual Conference. We hope you join us for this insightful discussion on Wednesday, October 9! To schedule a meeting, email [email protected].
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CapVisor is exhibiting at the NAMIC Annual Convention in Denver, Colorado from September 22-25. We hope you stop by our booth! To schedule a meeting, email [email protected].
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We’re excited for a jam-packed week at the SCCIA conference! On Tuesday, Carl Terzer is presenting on The Role of the Banking/Investment Advisor in captives at Captive Academy. Then, be sure to check out his session on Wednesday, “Leveraging Your Captive’s Prior Success to Navigate an Uncertain Environment.”
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Carl Terzer and Travis Terzer are traveling to South Carolina next week for SCCIA's annual conference. Don't miss Carl's speaking session, "Leveraging Your Captive's Prior Success To Navigate an Uncertain Environment." To schedule a meeting with our team, email [email protected]
Don't miss the exciting topics and events of the 24th Annual SCCIA Executive Educational Conference. There is still time to register. Please visit the webpage to learn more https://lnkd.in/eYffR--h
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We look forward to seeing you in Bermuda next week! If you would like to schedule a meeting, please email [email protected].
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Carl Terzer is attending the Bermuda Captive Conference on September 9-10. He looks forward to seeing you there! If you would like to schedule a meeting, please email [email protected].
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