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.

2020 SPEAKERS

SEE ALL SPEAKERS

2020 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

08:15 AM - 05:00 PM

MAIN CONFERENCE – DAY 1- 1ST DECEMBER

08:15 AM - 09:10 AM

BREAKFAST AND NETWORKING

09:10 AM - 09:20 AM

CHAIRMAN'S OPENING ADDRESS

09:20 AM - 10:05 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

10:05 AM - 10:50 AM

ROUNDTABLE DISCUSSION: How will insurers pivot with the latest trend in fiscal and central bank policy: The continuation of Fed intervention, increased government spending and its impact on the fixed income market

  • Susan Chung

    Chief Investment Officer

    Amica Mutual Insurance

  • Milla Tonkogony

    Chief Investment Officer

    General Insurance, North America, AIG

10:50 AM - 11:20 AM

KEYNOTE PRESENTATION: TBC

  • TBC, Alliance Bernstein

11:20 AM - 11:35 AM

MORNING REFRESHMENTS & NETWORKING

11:35 AM - 12:05 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

12:05 PM - 12:50 PM

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

  • Rip Reeves

    Chief Investment Officer & Treasurer

    Aegis

  • Anne Walsh

    CIO-Fixed Income

    Guggenheim Investments

  • Antony V. Minopoli

    Chief Investment Officer

    Knights of Columbus

  • Mike Hackmann

    Chief Investment Officer

    Shelter Insurance

12:50 PM - 01:40 PM

LUNCH

01:40 PM - 02:10 PM

KEYNOTE PRESENTATION: Securitizing the consumer economy

02:10 PM - 02:40 PM

KEYNOTE PRESENTATION: Inflation, fiscal policy, The Fed and the road ahead for insurance asset management

  • Eric Kirsch

    Global Chief Investment Officer

    Aflac

02:40 PM - 03:10 PM

AFTERNOON REFRESHMENTS & NETWORKING

03:10 PM - 03:40 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

03:40 PM - 04:10 PM

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

  • Thomas Holzheu

    Chief Economist, Americas

    Swiss Re Institute

04:10 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.

08:15 AM - 05:10 AM

MAIN CONFERENCE- DAY 2 - 2ND DECEMBER

08:15 AM - 09:10 AM

BREAKFAST AND NETWORKING

09:10 AM - 09:20 AM

CHAIRMAN'S OPENING ADDRESS

09:20 AM - 10:00 AM

KEYNOTE PRESENTATION: Adapting to the post-pandemic world – adjusting focus and regaining ground after a lost year

10:00 AM - 10:45 AM

ROUNDTABLE DISCUSSION: How are insurers implementing ESG into their investment strategy: planning, benchmarking, and effective implementation

  • Raman Srivastava

    Chief Investment Officer

    Great-West Life Co

  • Todd Hedtke

    Chief Investment Officer

    Allianz North America

10:45 AM - 11:15 AM

KEYNOTE PRESENTATION: Emerging Market Debt

  • Thomas Smith

    Portfolio Manager - Emerging Market Debt

    MetLife Investment Management

11:15 AM - 11:30 AM

MORNING REFRESHMENTS & NETWORKING

11:30 AM - 01:15 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 : 11:30 AM - 01:15 PM

WORKSHOP TABLE 1

Missed Investment Opportunities for Insurers - Round 1, 2, 3

  • Jack Bishop

    Principal Life General Account PM

    Principal Financial Group

  • James Welch

    Principal Taxable Municipal Bond Portfolio Manager

    Principal Global Investors

STREAM 2 : 11:30 AM - 01:15 PM

WORKSHOP TABLE 2

Round 1, 2, 3

STREAM 3 : 11:30 AM - 01:15 PM

WORKSHOP TABLE 3

Round 1, 2, 3

STREAM 4 : 11:30 AM - 01:15 PM

WORKSHOP TABLE 4

Round 1, 2, 3

01:15 PM - 02:05 PM

LUNCH

02:05 PM - 02:45 PM

CASE STUDY: How tight covenants protected insurers from a pandemic fallout and their evolution moving forward

02:45 PM - 03:10 PM

KEYNOTE PRESENTATION - [Alternative investment topic, fixed income focused]

  • Antony V. Minopoli

    Chief Investment Officer

    Knights of Columbus

03:10 PM - 03:55 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

03:55 PM - 04:10 PM

AFTERNOON REFRESHMENTS & NETWORKING

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

04:40 PM - 05:10 PM

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

  • Randy Brown

    CIO, Head of Insurance Asset Management

    Sun Life and SLC Management

05:10 PM - 05:10 PM

END OF CONFERENCE & NETWORKING

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

Details

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Production Manager

dominiquekistan@clearpathanalysis.com

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jennawilliams@clearpathanalysis.com

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Marketing & Operations Assistant

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NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com