EVENT INFORMATION

 

Like many institutional investors, insurers are facing the challenge of low-yielding and highly-price assets against the backdrop of record-breaking fiscal and monetary stimulus. The increased threat of inflation and doubts over the strength of the post-pandemic recovery have left many portfolio managers walking a fine line between increasing risk in order to meet return targets and playing it safe while missing out on a bullish market.

Insurance Investor Live | North America 2022 presents insightful and engaging panels and presentations from chief investment officers and portfolio managers representing insurers from across North America to discuss the methodology and strategy that their firms are taking to navigate these uncertain markets. These investment professionals will provide food for thought across an array of asset classes, as well as dissect the macroeconomic factors that are driving the direction of the market.

 

RESERVE YOUR FREE PLACE AT THE 2022 SUMMIT

 

KEY BENEFITS OF PARTICIPATING

BENEFIT 1
Connect with your Peers :

Network with like-minded portfolio and investment managers, pension managers and trustees and middle and back-office investment operation professionals in-person, participate in dedicated workshops and audience Q&A opportunities. 

BENEFIT 2
Bespoke Report :

Receive a free copy of the eighth annual Environmental, Social & Governance Investing, Europe 2022 Report featuring further industry perspectives and ideas.

BENEFIT 3
Interact and Engage :

Have your chance to raise questions with our expert speakers through live audience Q&A, and learn more about your peers aspirations through live polling sessions.

BENEFIT 4
Focused Agenda & Expert Speakers :

We examine and challenge the practical steps investment leaders of pension plans, insurers, and other institutional asset owners can take to boost returns and manage risk, through the appropriate use of ESG investment philosophy.

SPEAKERS

SEE ALL SPEAKERS

SPEAKERS

SEE ALL SPEAKERS

INDUSTRY PROFESSIONALS IN ATTENDANCE WILL INCLUDE:

Chief Investment Officers
Heads of Investment Strategy
Heads of Asset Allocation
Finance Directors
Chief Operation Officers
Chief Risk Officers
Heads of Portfolio Analysis
Heads of Asset-Liability Management
Treasurers and Cash Managers
Heads of Liquidity Management

Agenda (EDT TIME ZONE)

08:15 AM - 09:10 AM

Arrival, Breakfast & Networking

09:10 AM - 09:20 AM

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 AM - 10:00 AM

FIRESIDE CHAT: Investment and macro trends from a CIO perspective

 

  • Noel Hillmann

    CEO

    Clear Path Analysis

  • Todd Hedtke

    Chief Investment Officer

    Allianz North America

10:00 AM - 10:45 AM

PANEL DISCUSSION: Inflation, growth, interest rate and geopolitics: what's keeping insurers up at night?

  • Sean Egan

    President

    Egan-Jones Rating Co

  • Milla Tonkonogy

    Chief Investment Officer, General Insurance North America

    AIG

  • Craig Dewling

    Co-Chief Investment Officer

    PGIM Fixed Income

  • Jack Bishop

    Principal Life General Account PM

    Principal Financial Group

  • Laura Sarlo

    Portfolio Manager

    Liberty Mutual

10:45 AM - 11:15 AM

KEYNOTE PRESENTATION: The road to impact investing - a journey for insurers

  • Ed Collinge

    Managing Director, Global Head of Insurance Strategy

    Robeco

11:15 AM - 11:45 AM

MORNING REFRESHMENTS & NETWORKING

11:45 AM - 01:25 PM

TALKING TABLE WORKSHOPS

STREAM 1 : 11:45 AM - 01:25 PM

Hosted by MetLife Investment Management

Middle Market Private Debt Opportunities

  • Justin Ryvicker

    Head of Middle Market Private Capital

    MetLife Investment Management

STREAM 2 : 11:45 AM - 01:25 PM

Hosted by Northern Trust Asset Management

Finding Opportunity in Secondaries After Record Flows

  • Mike F. Marderosian

    Senior Vice President

    50 South Capital

STREAM 3 : 11:45 AM - 01:25 PM

Hosted by AllianceBernstein

NAIC RBC changes & portfolio implication



  • Gary Zhu , CFA

    Director, Head of Insurance Portfolio Management

    AllianceBernstein

  • Dmytro Mukhin, PhD, FSA, CFA

    US Insurance Solutions

    AllianceBernstein

01:25 PM - 02:15 PM

LUNCH BREAK

02:15 PM - 02:20 PM

Chairman's Afternoon Remarks

02:20 PM - 02:45 PM

KEYNOTE PRESENTATION: Topic to be confirmed

  • Peter Gordon

    Chief Investment Officer of US Commercail Real Estate Debt

    AllianceBrenstein

02:45 PM - 03:10 PM

FIRESIDE CHAT: The esoteric nature of ABS

  • Nelson Pereira

    Investment Director

    Mercer Alternatives

  • Andrew Hsu

    Portfolio Manager, Structured Products

    DoubleLine Capital

03:10 PM - 03:45 PM

PANEL DISCUSSION: Adapting to a different environment: How investment operations teams are incorporating new technologies to meet shifting portfolio strategies

  • Simon Zais

    Senior Consultant

    Capco

  • Elena Boeva

    Chief Operating Officer

    Aflac

  • Justin T. Palmer

    Global Head of Strategic Change Initiatives and Transformation

    Barings, a subsidiary of MassMutual

  • Steve Doire

    Strategic Platform and Client Advisor

    Clearwater Analytics

03:55 PM - 04:05 PM

AFTERNOON REFRESHMENTS & NETWORKING

04:05 PM - 04:35 PM

PANEL DISCUSSION: How the impact of women in the insurance asset
management industry is growing

  • Meghan McNally

    Vice President - Multi-Sector Insurance Portfolio Management

    AllianceBernstein

  • Laura Sarlo

    Portfolio Manager

    Liberty Mutual

04:35 PM - 05:10 PM

CLOSING FIRESIDE CHAT: Positioning an insurance investment portfolio in
a shifting environment

  • Nelson Pereira

    Investment Director

    Mercer Alternatives

  • Michael Huff

    Senior Director, Portfolio Management

    TIAA Cref

  • Thomas Holzheu

    Chief Economist, Americas

    Swiss Re

05:10 PM - 07:00 PM

EVENING DRINKS RECEPTION

MARKET INSIGHT & INTELLIGENCE

 

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REPORT

INSURANCE ASSET MANAGEMENT, EUROPE 2022

PUBLISHED
31 January 2022

Details
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REPORT

INSURANCE ASSET MANAGEMENT, NORTH AMERICA 2022

PUBLISHED
14 February 2022

Details
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EVENT

INSURANCE INVESTOR LIVE | MIDWEST 2023

EVENT DATE
29 JUNE 2023

Details
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EVENT

INSURANCE INVESTOR LIVE | EUROPE 2023

EVENT DATE
26 JANUARY 2023

Details

GET IN TOUCH TODAY

 

Production Enquiries

DAN ASSOR

Production Director

danassor@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com