COVID-19: How captive assets are exposed and what to do next

By Richard Cutcher

In our latest special episode on the coronavirus pandemic implications for the captive insurance market, Richard is joined by three expert speakers from London & Capital to look at the impact on investment management portfolios. Sanjay Joshi, Head of Fixed Income, Roger Jones, Head of Equities, and Chris Dalziel, Executive Director at London & Capital (full biographies below), outline what asset classes a captive insurer may be exposed to in their portfolio, walk us through the state of the markets and what steps captive insurers need to take next as they consider their investment positions. For more information on London & Capital, visit their website: https://www.londonandcapital.com Or email Chris Dalziel: Chris.Dalziel@londonandcapital.com You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast The speakers that feature in this episode are: Chris Dalziel is an Executive Director within the Institutional division and joined the firm in 2012 from a regulatory background. Chris acts as a relationship manager for existing Institutional Clients and is responsible for the development of the Cell Portfolio business in the US and COMPASS initiatives in Europe. He regularly travels to the US, Bermuda and Europe attending Client Board meetings and managing potential Institutional relationships. Chris graduated from the University of York with degrees in Economics and Law, he also holds the DipCII designation and has passed Level 1 of the CFA Program. Sanjay Joshi heads the fixed income team, overseeing portfolio construction, asset allocation decisions and London & Capital's range of Global Bond Funds. Sanjay has nearly 30 years’ experience in fixed income portfolio management and research. As Chief Economist/Head of FI Research at Daiwa, Sanjay was responsible for devising the overall fixed-income strategy. He travelled extensively to meet Daiwa’s global client base and also spoke at various conferences including the World Bank meeting in Hong Kong. At Aletca, Sanjay reported directly to the CIO and co-managed the derivatives overlay across all assets. He was in charge of the credit portfolio focussing in particular on the Euro and US dollar components. At F&C, Sanjay was lead manager for a global fixed income Hedge Fund. Roger Jones is responsible for the portfolio construction and stock selections for London and Capital Equity Solutions and Equity Funds. Roger has 15 years equity fund management experience co-managing pan-European equity portfolios and allocating assets on both a European and global basis. In addition Roger has experience across a wide-range of areas including pensions, insurance, retail, income and ethical funds. As well as analytical experience in sectors from utilities, chemicals and engineering to aerospace, leisure and transport.

Listen to COVID-19: How captive assets are exposed and what to do next now.

Listen to COVID-19: How captive assets are exposed and what to do next in full in the Spotify app