Thursday, August 13, 2020
Carl E. Terzer
Carl E. Terzer is Founder and Principal of CapVisor Associates, LLC, an SEC-registered investment advisor, that specializes in providing advisory services consisting of highly customized investment management programs to the alternative risk markets. He brings over 35 years of insurance asset management experience, more than 20 of which have been focused on working with Captives, Self Insurers, RRG’s, etc., to the task of correlating clients’ investment strategy with their business objectives and optimizing their investment programs.

Mr. Terzer is the Investment Instructor at the International Center for Captive Insurance Education (ICCIE). He currently serves as a Board member for ICCIE as well as for the Captive Insurance Council of the District of Columbia, Inc. (CIC-DC) . Past service includes the a Vermont Captive Insurance Association (VCIA) Finance Committee member and Self Insurance Institute of America’s (SIIA) ART Committee and board member of a NY commercial auto insurer.

Mr. Terzer was formerly the Director of the Insurance Advisory Group of Principal Global Investors where he was responsible for US statutory insurers, as well as on- and off-shore captives. Prior to that, he was Senior Vice President and Marketing Director of the Insurance Asset Management Group of Brown Brothers Harriman & Co. His experience also includes expertise developed in various senior executive positions at Bankers Trust Company, Chase Manhattan Bank and Met Life, among others.

As a frequent speaker at insurance-related events, Mr. Terzer is also regularly sought out to provide editorial contributions to leading insurance industry focused publications such as Business Insurance, Reactions, Insurance Asset Manager, US Insurer, The Self-Insurer,, Captive Insurance Company Reports (CICR), etc. Carl received a Bachelor's Degree in Business Administration and Economics from Rutgers College of Rutgers University.