Mr. Carl Terzer
Principal, Business Advisory, CapVisor Associates, LLC
Carl Terzer is Founder and Principal of CapVisor Associates, LLC, an SEC-registered investment advisor, that manages more than $1.25 B in insurance assets. The firm’s provides Outsourced-CIO, and other investment advisory services, exclusively for insurance companies. Mr. Terzer brings over 35 years of insurance asset management experience, and in his capacity of trusted advisor, he serves as an extension of his client’s senior management teams. His expertise encompasses 1) plan design; 2) optimizing strategic asset allocation; 3) evaluating investment management firms; and 4) managing the managers, assessing results and/or realigning the investment program for optimal performance. 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. as well as expertise developed in various senior executive positions at major Wall Street firms. He serves on the boards of several industry organizations and insurance companies. He was awarded, by Captive International, the distinction of “Highly Recommend” in the 2019 and 2020 Asset Manager of the Year category. As a frequent speaker at insurance-related events, Mr. Terzer is also regularly sought out to provide editorial contributions to leading insurance industry-focused poublications. Carl received a BA in Business Administration and Economics from Rutgers College of Rutgers University.