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Tuesday, December 14 • 10:30am - 11:45am
Making a List and Checking it Twice: Naughty or Nice Investment Themes Affecting the Captive Industry

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A forum on current macroeconomic and financial markets trends, asset allocation, risk budgets and the little things every board should be discussing over the holidays.  Eggnog for everybody!

Moderators
avatar for Stuart Goss

Stuart Goss

Vice President, First Horizon Advisors
Stuart Goss is the Vice President of First Horizon Advisors, providing more than 15 years experience in Asset Management. Stuart is a Certified Financial Planner and is active with ICCIE, TCIA, and NCCIA.

Speakers
avatar for Carl Terzer

Carl Terzer

Principal & Founder, CapVisor
Carl Terzer is the Principal & Founder of CapVisor Associates. He has over 36 years of experience in Insurance Asset Management. Carl is an ICCIE Investments Instructor and also serves as an SEC Registered Investment Advisor.
avatar for Greg Cobb

Greg Cobb

Investment Strategist and Director of Insurance Solutions, SAGE Advisory
Greg serves as Investment Strategist and Director of Insurance Solutions at Sage.  He has over 30 years of experience in managing investment portfolios for both traditional insurance companies and entities within the alternative risk transfer space.Greg began his career in 1987 as... Read More →


Tuesday December 14, 2021 10:30am - 11:45am CST
Grand Ballroom 3 (Renaissance - Lobby Level) 611 Commerce St Nashville, TN 37203