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 2021 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 2021 SUMMIT

Contact us today to find out more about the Insurance Investor Live | North America 2021.

Register your place for free at registration@clearpathanalysis.com or to discuss sponsorship opportunities please contact noelhillmann@clearpathanalysis.com

 

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 a unique virtual environment, and participate in live Q&A and polling sessions.

BENEFIT 2
Emphasis on ESG :

Come away from this specialist virtual gathering with fresh ideas, having explored the impact that environmental, social and governance factors are currently and will increasingly have on institutional asset owners investment portfolios and the third-party managers who serve them.

BENEFIT 3
Bespoke Report :

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

BENEFIT 4
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 5
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 - 07:00 PM

MAIN CONFERENCE - 2ND DECEMBER

08:15 AM - 09:00 AM

BREAKFAST AND NETWORKING

09:00 AM - 09:10 AM

CHAIRMAN'S OPENING ADDRESS

09:10 AM - 09:40 AM

OPENING FIRESIDE CHAT: The path ahead for insurers: Regulations, investments and ESG

  • My Chi To

    Executive Deputy Superintendent of Insurance

    Department of Financial Services, State of New York

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:40 AM - 10:10 AM

KEYNOTE PRESENTATION: Adapting to a post-pandemic world – adjusting perspective and regaining ground

 

  • Vlad Barbalat

    President and Chief Investment Officer

    Liberty Mutual Investments

10:10 AM - 10:55 AM

PANEL DISCUSSION:  How are insurers implementing ESG and climate risk management into their investment strategy: planning, benchmarking, and effective implementation

  • How far along are insurers when it comes to incorporating ESG and climate risk management into their investment portfolio strategies?
  • Is ESG considered a separate investment segment within the portfolio or is it a universal strategy across the entire portfolio?
  • What steps are insurers taking to increase exposure to ESG investments?
  • What are the challenges and opportunities with implementing an ESG strategy?
  • What are some of the investments that insurers have pursued in their efforts to gain exposure to ESG?
  • What changes do you see coming with respect to regulation and ESG?
  • Ed Collinge

    Managing Director, Global Head of Insurance Strategy

    Robeco

  • Emily Peterson Alva

    Board Member

    Atlanta Life Insurance Company

  • Raman Srivastava

    Chief Investment Officer

    Great-West Life Co.

  • Vishal Hindocha

    Director

    Investment Solutions Group, MFS Investment Management

10:55 AM - 11:25 AM

KEYNOTE PRESENTATION: Emerging Market Debt

  • Thomas Smith

    Portfolio Manager - Emerging Market Debt

    MetLife Investment Management

11:25 AM - 11:40 AM

MORNING REFRESHMENTS & NETWORKING

11:40 AM - 01:25 PM

TALKING TABLE WORKSHOPS

Reserved for insurance group representatives only plus invited other delegates by our
Workshop Leaders.


The audience splits into three groups to attend each of three workshops on differing subjects
chosen by the Sponsor who host three sessions.

STREAM 1 : 11:35 AM - 01:20 PM

Principal Global Investors Workshop

Missed Investment Opportunities for Insurers

  • Jack Bishop

    Principal Life General Account PM

    Principal Financial Group

  • James Welch

    Portfolio Manager

    Principal Global Investors

STREAM 2 : 11:35 AM - 01:20 PM

Credit Suisse Asset Management Workshop

CLO Outlook & Opportunities for Insurers

  • Alexander Chan

    Senior Client Portfolio Manager and Global Market Strategist

    Credit Suisse

  • Amir Vardi

    Portfolio Manager, Head of Structured Credit

    Credit Suisse

01:25 PM - 02:15 PM

LUNCH

02:15 PM - 02:45 PM

KEYNOTE PRESENTATION: Securitizing the consumer economy

  • Andrew Hsu

    Portfolio Manager, Structured Products

    DoubleLine Capital

02:45 PM - 03:15 PM

FIRESIDE CHAT & KEYNOTE PRESENTATION

STREAM 1 : 02:35 PM - 03:20 PM

FIRESIDE CHAT: Will private equity holdings in insurer portfolios still be favorable in the current environment?

  • Generally speaking, what proportion of insurers’ portfolios does private equity make up?
  • Have private equity investments experienced the same level of perceived overvaluation that public equities have?
  • Is insurer allocation to private equity projected to increase or decrease in the short to medium term?
  • What are the challenges and opportunities within the private equity sector that seem to be drawing insurers (i.e. sectors, fund sizes, leveraged investments, etc.)?

 

  • Matt Popoli

    Managing Director, Global Head of Insurance, Americas

    Bain Capital

  • Nelson Pereira

    Investment Director

    Mercer Alternatives

STREAM 2 : 02:35 PM - 03:20 PM

KEYNOTE PRESENTATION: Was a global pandemic enough to cause a shift in insurer risk models?

  • Pooja Rahman

    Senior Vice President & Chief Risk Officer

    Protective Life Corporation

03:15 PM - 03:30 PM

AFTERNOON REFRESHMENTS & NETWORKING

03:30 PM - 04:15 PM

PANEL DISCUSSION & HEAD-TO-HEAD DISCUSSION

STREAM 1 : 03:30 PM - 04:15 PM

PANEL DISCUSSION: In search of real yields - diversifying portfolios in a continual low interest rate environment

  • What do insurers anticipate from forthcoming fiscal and monetary policy and what challenges and opportunities do they pose for their investment decisions?
  • Where have insurers turned to during this prolonged period of low rates?
  • How have these allocations performed?
  • Is there a tipping point where credit risk becomes too high for insurance portfolios to handle in spite of attractive returns?
  • Where will insurers turn to if the low-rate environment persists?
  • Nelson Pereira

    Investment Director

    Mercer Alternatives

  • Mike Hackmann

    Chief Investment Officer

    Shelter Insurance

  • Milla Tonkogony

    Chief Investment Officer

    General Insurance, North America, AIG

  • Rip Reeves

    Chief Investment Officer & Treasurer

    Aegis

  • Madison Tse

    Managing Director, Insurance Portfolio Management

    Guggenheim Investments

STREAM 2 : 03:30 PM - 04:15 PM

HEAD-TO-HEAD DISCUSSION: Alphabet soup: What will be the next big opportunity from securitized assets and private markets?

  • How important have insurer allocations to securitized assets and private market investments been over the past decade?
  • What types of securitized assets have gained in popularity among insurers in this perpetually low-rate environment?
  • What new forms of securitized assets are becoming attractive in the hunt for yield?
  • Andrew Hsu

    Portfolio Manager, Structured Products

    DoubleLine Capital

  • Zirong Zhang

    Vice President, Fixed Income Risk & Analytics

    Lincoln Financial Group

04:15 PM - 04:45 PM

KEYNOTE PRESENTATION: Macroeconomics trends and their effect on asset allocation decisions

  • Jake Meyer

    Senior Economist, Americas

    Swiss Re

04:45 PM - 05:15 PM

KEYNOTE PRESENTATION: What headwinds do insurers face in the coming year and how will they adapt?

  • Randy Brown

    Chief Investment Officer

    Sun Life

05:15 PM - 07:00 PM

EVENING DRINKS & NETWORKING

 

Following the first day of packed content and learning opportunities, the audience will have the opportunity to relax to an evening drinks reception complete with a drink of wine, beer, mocktails, and soft drinks along with a selection of canapes and musical entertainment.

MARKET INSIGHT & INTELLIGENCE

 

image not found
REPORT

INVESTING IN EMERGING MARKETS NORTH AMERICA 2021

PUBLISHED
6TH DECEMBER 2021

Details
image not found
REPORT

INVESTING IN PRIVATE MARKETS NORTH AMERICA 2021

PUBLISHED
16 JUNE 2021

Details
image not found
REPORT

INSURANCE ASSET MANAGEMENT, NORTH AMERICA 2021 REPORT

PUBLISHED
8 February 2021

Details
image not found
EVENT

INSTITUTIONAL FIXED INCOME SUMMIT 2022

EVENT DATE
25TH JANUARY 2022

Details

GET IN TOUCH TODAY

 

CONTENT ENQUIRIES

DOMINIQUE KISTAN

Production Manager

dominiquekistan@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

MILENA KOSTADINOVA

Marketing & Operations Assistant

milenakostadinova@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com