Karissa brings more than 29 years of experience in investment management, fixed income strategy, and capital markets, serving institutional, municipal, and high‑net‑worth clients. Most recently, she was Senior Vice President and Fixed Income Strategist at Nottingham Advisors, where she established a formal Investment Committee structure to enhance investment governance and decision‑making. In that role, she led fixed income asset allocation and credit teams, oversaw portfolio construction and risk management.

Carl Terzer is the Founder andPrincipal of CapVisor Associates, LLC, an SEC-registered investment advisoryfirm working exclusively with insurance companies and specializing inCaptives/RRGs. As Chief Investment Strategist, he brings over 35 years ofexperience in insurance asset management, with more than 25 years dedicated to ARTvehicles.

Mr. Terzer is a former board memberand currently serves as the investment course designer and InvestmentInstructor at the International Center for Captive Insurance Education (ICCIE).He is a Board Member for the Captive Insurance Council of the District ofColumbia, Inc. (CIC-DC). Previously, he was a Finance and Conference Committeemember for the Vermont Captive Insurance Association (VCIA), served on theAlternative Risk Transfer (ART) Committee of the Self-Insurance Institute ofAmerica (SIIA), and was a Board Member of a New York commercial auto insurer.

A frequent conference speaker and aregular interviewee on AM Best TV and contributor to leading industrypublications, including Business Insurance, Reactions, Insurance AssetManager, US Insurer, The Self-Insurer, Captive International, Captive.com,and Captive Insurance Company Reports (CICR).

Rajeev Sharma is Managing Director of Fixed Income Investments at Key Private Bank.  In this role, Rajeev is responsible for overseeing and managing Taxable and Tax-exempt Fixed Income investments, including common trust funds, institutional model strategies and individual fixed income portfolios for both institutional and high-net-worth clients.  

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Rajeev has over 20 years of Fixed Income experience.  Prior to joining KeyBank, he was Head of Fixed income at Foresters Investment Management Company.  He served as the chief corporatebond strategist and lead portfolio manager responsible for all corporate bond exposure across the mutual fund and life insurance suite of products.  As Director of Fixed Income and overseeing managed fixed income and money market funds he was instrumental in launching a short duration bond strategy, co-manager on the Limited Duration Bond Fund, and the Total Return Fund, a mixed asset allocation fund.  

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Rajeev also brings prior experience as senior credit analyst at Lazard Asset Management, associate director of corporate ratings at Standard & Poor’s Rating Services.  

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Rajeev received his Bachelor of Science degree in Electrical Engineering from Drexel University, a Master of Science degree in Electrical Engineering from the University of Pennsylvania,and an MBA from Cornell University.

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Jack Meskunas, MBA ACI®, Managing Director – Investments Oppenheimer & Co, has 35 years-experience working with the portfolios of captive Insurance companies as well as offshore banks, brokerage firms, and reinsurance companies. He offers his bespoke investment solutions including recommendations to institutional equity managers, select hedge funds, fixed income investments, and customizes each portfolio to best achieve their objectives.

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Jack graduated from Cornell University’s College of Arts and Sciences with a double major in Chemistry and Economics and earned a Master’s of Business Administration from Boston University’s Graduate School of Management. He holds the ACI® Associate in Captive Insurance designation. Jack has won or been “Highly Commended” for Asset Management many times in the last 5 years and has authored numerous articles on investments for Captive Insurance companies since 2000.

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