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

KEYNOTE PRESENTATION: Risk-based capital changes and their impact on insurance portfolios

  • My Chi To

    Executive Deputy Superintendent, Insurance Division

    New York State Department of Financial Services

09:40 AM - 10:10 AM

KEYNOTE PRESENTATION: Risk-based capital changes and their impact on insurance portfolios

 

  • Vlad Barbalat

    President and Chief Investment Officer

    Liberty Mutual Investments

10:10 AM - 10:55 AM

ROUNDTABLE DISCUSSION: How will insurers pivot with the latest trend in fiscal and central bank policy in line with ESG priorities: Fed intervention, increased government spending on climate impact initiatives, and impact on insurers portfolios

  • Amy Stepnowski

    Chief Investment Officer

    The Hartford

  • Emily Peterson Alva

    Board Member

    Atlanta Life Insurance Company

  • Raman Srivastava

    Chief Investment Officer

    Great-West Life Co.

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 - 01:20 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 - Round 1, 2, 3

  • 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

Round 1, 2, 3

STREAM 3 : 11:35 AM - 01:20 PM

AllianceBernstein Workshop

The tradeoff between higher current income and longer term assets



STREAM 4 : 11:35 AM - 01:20 PM

WORKSHOP TABLE 4

Round 1, 2, 3

01:20 PM - 02:10 PM

LUNCH

02:10 PM - 02:40 PM

KEYNOTE PRESENTATION: Securitizing the consumer economy

02:40 PM - 03:10 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?

  • Matt Popoli

    Managing Director, Global Head of Insurance, Americas

    Bain Capital

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 Insurance

03:10 PM - 03:25 PM

AFTERNOON REFRESHMENTS & NETWORKING

03:25 PM - 04:10 PM

STREAM ROUNDTABLE DISCUSSIONS

STREAM 1 : 03:25 PM - 04:10 PM

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

  • Mike Hackmann

    Chief Investment Officer

    Shelter Insurance

  • Milla Tonkogony

    Chief Investment Officer

    General Insurance, North America, AIG

  • Rip Reeves

    Chief Investment Officer & Treasurer

    Aegis

STREAM 2 : 03:25 PM - 04:10 PM

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

  • Nathaniel Molinari

    Senior Investment Treasury Analyst

    AEGIS

  • John Robison

    Chief Investment Officer

    American Fidelity Assurance

  • Jean-Gabriel Pierre

    Head of Investment Strategy

    AXA XL

04:10 PM - 04:40 PM

FIRESIDE CHAT & KEYNOTE PRESENTATION

STREAM 1 : 04:10 PM - 04:40 PM

FIRESIDE CHAT: Achieving efficiency and scalability in a global alternatives investment portfolio

  • Jean-Gabriel Pierre

    Head of Investment Strategy

    AXA XL

STREAM 2 : 04:10 PM - 04:40 PM

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

  • Jake Meyer

    Senior Economist, Americas

    Swiss Re

04:40 PM - 05:10 PM

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

  • Randy Brown

    Chief Investment Officer

    Sun Life

05:10 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

 

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REPORT

INSURANCE ASSET MANAGEMENT, EUROPE 2021 REPORT

PUBLISHED
18 January 2021

Details
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REPORT

INSURANCE ASSET MANAGEMENT, NORTH AMERICA 2021 REPORT

PUBLISHED
8 February 2021

Details
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EVENT

INSURANCE INVESTOR VIRTUAL | DACH 2021

EVENT DATE
11, 12 & 13 MAY 2021

Details
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EVENT

INSURANCE INVESTOR LIVE | EUROPE 2021

EVENT DATE
9 & 10 NOVEMBER 2021

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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