How Captive Insurance Money Gets Invested: Float, Strategy and Risk | Jack Meskunas, Oppenheimer

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How Captive Insurance Money Gets Invested: Float, Strategy and Risk | Jack Meskunas, Oppenheimer

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Jack Meskunas has spent the better part of twenty years on the investment side of captive insurance. In this conversation he follows the money: what happens to a premium dollar once it enters a captive, how an investment strategy gets designed around it, what float is and how a captive uses it, how the domicile constrains what the portfolio can hold, and what happens when large claims arrive during a market crash. In this episode: (5:56) How is a group captive different from simply self-insuring? (10:06) What happens to premium after it enters a captive? (12:50) What goes into designing a captive's investment strategy? (17:00) How does a captive's domicile affect what it can invest in? (20:27) What is insurance float, and how does a captive use it? (35:09) What happens if a captive faces large claims during a market crash? (38:55) Who is a group captive not right for? (31:36) What is IBNR, and why does it matter for a captive?

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