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Sessions Information
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August 9, 2023
11:15 am - 12:15 pm
Session Type: Session
Session Capacity: N/A
After more than a decade of low interest rates, well-behaved inflation and declining unemployment, the post-COVID economic landscape looks decidedly different. Global central bankers have taken aggressive, synchronized action to combat 40-year highs in inflation. The years of hyper-accommodative monetary policy sparked a dramatic repricing across asset classes as interest rates surged higher and risks markets sold off. This session will provide an update on the state of the economy, macroeconomic themes, global monetary policy, the overall direction of interest rates and health of capital markets. This panel will cover an overview of the current state of the economy and recent trends; what we see on the horizon; and the implications for captive investment portfolios. This interactive session will include diverse perspectives from an investment manager who specializes in managing assets for captives and a captive owner who has been through multiple market cycles.
Learning objectives – Upon completion, participants will be able to: • Identify the forces behind what’s driving the economy and capital markets and the impact those factors can have on captive investment portfolios • Comprehend the latest macroeconomic trends and understand how to respond to them • Equip themselves with a set of tools that will effectively and accurately analyze the economic landscape when it comes to captives
Level: Intermediate
Prerequisite: Basic understanding of economic terminology
Field of Study: Specialized Knowledge
1 CPE/CRE/VT CLE credit
Coordinator: John James, Performa Content Advisor: Aaron Ciullo, Marsh
Moderator: Richard Cutcher, Global Captive Podcast ...
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Session Speakers
Richard is an experienced captive insurance journalist and respected commentator, having covered the sector around the world since 2014. In 2019, Richard founded Global Captive Media Ltd and launched the Global Captive Podcast to communicate this varied industry through a new and more intimate medium. In December 2022, he launched Captive Intelligence to meet the growing demand for credible and relevant news and analysis of the global captive insurance market.
Organization: Hockey and Rink Protection, Inc.
Scott is Performa’s Economic and Macro Strategist responsible for developing the firm’s views on the economy and helping to set top-down macroeconomic investment policy. He is also a member of the firm’s Investment Policy Group (IPG). Over the years, Scott has spoken at several captive insurance conferences, including VCIA (Vermont), SCCIA (South Carolina), TxCIA (Texas) and IMAC (Cayman Islands). Prior to joining Performa in 2012, he worked at Dwight Asset Management as both a Quantitative Analyst and Associate Portfolio Manager where he was responsible for managing portfolio analytic systems, modeling tactical and strategic interest rate positioning trades as well as risk management monitoring. Before Dwight, he worked at Princeton University as a Data Analyst writing statistical programs and managing databases for various university departmental research projects. Scott graduated from the University of Vermont as a double major in mathematics & economics and earned an M.S. in economics from the University of Oregon.
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