Recognized Expertise & Dedication to the Insurance Industry
Management
Carl E. Terzer
Principal and Founder
Principal and Founder
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 Property & Casualty, Life & Health and Aternative Risk markets on and off shore. He brings more than 27 years of insurance asset management epxerience to the task of correlating clients' investment strategy with their business objectives, risk tolerance, liability structure and accounting and regulatory environments. His expertise encompasses investment plan design, strategic asset allocation and tactical portfolio optimization, manager search/evaluation and after tax risk adjusted performance analysis. Mr. Terzer's experience spans insurers in all sizes and lifecycle stages: from 831B's to multi-billion dollar internationals and from start-ups to run-offs.
Mr. Terzer was formerly the Director of the Insurance Advisory Group of Principal Global Investors where he was repsonsible 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 Metlife, among others.
Mr. Terzer currently serves on the VCIA Finance committee, the SIIA ART committee and is the Investment Instructor at ICCIE. He also serves as a Board member to a NY Commercial Auto Insurer.
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 Reactions, Insurance Asset Manager, US Insurer, The Self-Insurer, Captive.com, CICR, etc. Carl received a Bachelors Degree in Business Administration and Economics from Rutgers University.
Mr. Terzer was formerly the Director of the Insurance Advisory Group of Principal Global Investors where he was repsonsible 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 Metlife, among others.
Mr. Terzer currently serves on the VCIA Finance committee, the SIIA ART committee and is the Investment Instructor at ICCIE. He also serves as a Board member to a NY Commercial Auto Insurer.
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 Reactions, Insurance Asset Manager, US Insurer, The Self-Insurer, Captive.com, CICR, etc. Carl received a Bachelors Degree in Business Administration and Economics from Rutgers University.
David L. Moore
Managing Director
Dave Moore, Managing Director, is an investment strategist and strategic asset allocation consultant to CapVisor insurance clients. With more than 30 years in the investment business and 25 years working with insurance companies, Mr. Moore applies expertise developed at complex and large insurers in his role as a senior consultant. Before joining CapVisor, he was Vice President, Treasurer and Chief Investment Officer at AEGIS Insurance Services, a Bermuda Mutual, where he oversaw a $3.5 billion dollar portfolio. Prior to his 10 years at AEGIS, Mr. Moore was Director of Investment Management at AAA Michigan. He also served as VP of Asset-Liability Management at USF&G.
Over the course of his investment management career, Mr. Moore has directed property-casualty, life insurance and corporation investment teams that include quantitative/technical personnel, internal and external short/intermdiate duration fixed income, high yield, hedge funds, active/index equity portfolio managers and consultants. He applies his extensive insurance/investment knowledge to help clients create customized and optimal long-term investment strategies, short-term tactics and evaluates manager attribution to orchestrate the manager selection process. He has also worked with pension, 401K funds and Coli programs. His experience contributes greatly to CapVisor's asset allocation modeling and client consulting capabilities.
Mr. Moore has an MBA in Finance from Loyola College in Maryland and a BA from Washington & Lee University. He is a Chartered Financial Analyst (CFA) and a member of the New York Society of Security Analysts.
Over the course of his investment management career, Mr. Moore has directed property-casualty, life insurance and corporation investment teams that include quantitative/technical personnel, internal and external short/intermdiate duration fixed income, high yield, hedge funds, active/index equity portfolio managers and consultants. He applies his extensive insurance/investment knowledge to help clients create customized and optimal long-term investment strategies, short-term tactics and evaluates manager attribution to orchestrate the manager selection process. He has also worked with pension, 401K funds and Coli programs. His experience contributes greatly to CapVisor's asset allocation modeling and client consulting capabilities.
Mr. Moore has an MBA in Finance from Loyola College in Maryland and a BA from Washington & Lee University. He is a Chartered Financial Analyst (CFA) and a member of the New York Society of Security Analysts.
