Captives face the macro moment in VCIA webinar

The Vermont Captive Insurance Association (VCIA) has announced details of its second quarter webinar, entitled ‘Navigating the Macro Landscape: Investment Strategy for Captive Insurance Programs’

The webinar is free for membership and eligible to non-membership with a paid registration. The deadline for registrations is the 13th of May.

In its announcement about the webinar the VCIA said: “The macroeconomic environment has grown increasingly complex, presenting captive insurance managers and their investment advisors with a dynamic set of challenges and opportunities. This webinar brings together three leading investment professionals — spanning captive advisory, institutional fixed income, and private banking — to examine how shifting monetary policy, interest rate cycles, credit market dynamics, and broader economic conditions are shaping captive investment portfolios today. Participants will gain actionable insight into how to align asset allocation and fixed income strategy with the unique regulatory, liquidity, and liability-matching requirements of captive insurance structures, and leave better equipped to communicate macro-driven investment rationale to captive boards and stakeholders.”

After completing this webinar, participants will be able to:

• Identify key macroeconomic indicators — including Federal Reserve policy signals, yield curve shifts, inflation trends, and credit spreads — and explain their relevance to captive insurance investment portfolios.

• Analyse how current interest rate and fixed income market conditions affect asset-liability management strategies within single-parent, group, and association captive structures.

• Evaluate investment portfolio construction approaches — including duration management, credit quality laddering, and sector allocation — in the context of captive regulatory requirements and liquidity needs.

• Apply macroeconomic scenario analysis to assess risk and opportunity across captive investment mandates under varying economic outlooks.

The VCIA said that the panellists include Jack Meskunas, managing director, investments at Oppenheimer, Karissa McDonaugh, chief investment officer at Ledyard Bank, Rajeev Sharma, managing director of fixed income at Key Wealth and Carl Terzer, chief investment strategist at CapVisor Associates.

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