Re/Insurance Investment Leaders
A private, vetted group where the people who run re/insurance investment portfolios talk shop with their peers: markets, asset classes, regulation, ALM, tooling, and the craft of the job. Candid conversation among equals is the entire product.
A room of peers, not an audience.
The working conversations among senior re/insurance investment professionals have moved into private chat groups. This is one of them, run on WhatsApp, with a charter and a host who enforces it.
FinX Capital Markets hosts the group, pays it attention, and sells nothing inside it. Members bring the questions they cannot ask on a public channel and answer the ones they are qualified to answer. Everyone in the room holds a comparable seat, which is what makes that possible.
Membership is by application only. There is no invite link on this site and there never will be: approved applicants receive an individual invitation by email.
Re/Insurance Investment Leaders is a private, vetted group for the people who run re/insurance investment portfolios: CIOs, CROs, chief actuaries, and peer decision-makers. We talk markets, portfolios, regulation, and craft, candidly and among equals. No vendors, no selling, and that rule binds the host too. Industry discussion, not business records: no MNPI, no trade solicitation, no client specifics. What is said here stays here. Hosted by FinX Capital Markets. Membership is by application and capped.
Who belongs, and who does not.
The line is the seat, not the seniority. The exclusions hold no matter how senior the applicant.
Who belongs
- Chief investment officers and their direct deputies: head of investments, head of fixed income, head of ALM.
- Chief risk officers with asset-side responsibility.
- Chief actuaries and appointed actuaries with an investment or ALM remit.
- Peer decision-makers at re/insurers whose title differs but whose seat is the same: they answer for the assets, the asset risk, or the asset-liability position of a carrier.
Who does not
- Vendors and service providers to the industry, including FinX personnel other than the host.
- Consultants, bankers, brokers, and asset managers whose interest in the group is a book of business.
- Press, recruiters, and analysts gathering material.
Selling into the group, immediately or eventually, disqualifies. Membership travels with the person, not the firm: a member who moves to another qualifying seat stays welcome.
What members agree to.
- 01
Peers speak for themselves
Views are personal, not firm positions. Disagree with the idea, not the person. Sharp arguments are the point.
- 02
What is said here stays here
No screenshots, no forwarding, no quoting members outside the group, with or without attribution.
- 03
No selling, and the rule binds the host first
No pitches and no product placement, from anyone. FinX Capital Markets does not pitch its products in the group, does not message members to sell, and does not quote the group in its marketing. The return on hosting is standing, and that is the whole return.
- 04
Industry discussion, not business records
No material nonpublic information, no trade solicitation, no client-specific business. Members work at regulated firms; the group is built so that joining it never puts anyone on the wrong side of a firm policy.
- 05
Vetted, capped, and moderated
Applications are read by hand. Membership is individual, not corporate, and the group stays under 100 members so the conversation stays candid. A first breach draws a private word; a second, or a single serious one, is removal.
Three questions from the group.
Representative of the conversation, not transcribed from it. What is said in the group stays in the group.
Where is everyone setting reinvestment assumptions this cycle?
What the curve is doing to reinvestment rates inside a projection, how far out members hold the forward, and where the assumption starts to drive reserve adequacy more than the liability does.
What does your valuation policy look like now that supervisors are reading it?
Third-party marks against internal models, the documentation examiners actually ask for, and how teams handle a position that two sources price differently.
What does the BMA and VM-22 run schedule really cost you?
Where the deadline pressure lands: model runs, data reconciliation, or review. Who added people, who added compute, and what broke the first year.
Apply for membership.
Tell us your seat and your firm. Every application is read by the host. Approved applicants receive an individual invitation by email; declined applicants get a straight answer.
Apply for membership