This fully interactive discussion will feature real-world, actionable investment ideas for today's captive market.  John Stoltzfus—Chief Investment Strategist at Oppenheimer Asset Management will bring 40 years of market strategy and history to bear and highlight attractive and risky areas of investment. Jack Meskunas, MBA ACI® --Captive Insurance Asset Management Advisor at Oppenheimer & Co with 34 years-experience working with captives will highlight turning strategy into investments.  Mark Barrie, Program Manager at Cal-Southampton will participate and give thoughts and discuss the current concerns and goals for captives. 

Following this presentation, audience members will understand now how to review their current investments and isolate areas that need to be increased, held, or decreased and have gained an up-to-date understanding of attractive areas of the investment markets, and how the new government will affect their investments. 

 ICCIE Continued Education credit available for session participants.