1ST & 2ND DECEMBER 2021 | NEW YORK, VENUE TBC
As the coronavirus pandemic continues to impact social health and economic activity, both in North America and across the globe, the advancement in vaccination development has bolstered the prospect of an increasingly stable market outlook in 2021.
Various geopolitical challenges continue to loom over the investment landscape for insurers. Namely whether Biden will make significant changes related to the Paris climate treaty, the Iran nuclear deal, and whether tensions will continue to flare between the US and China. All of this, in addition to concerns related to what economic recovery will look like, how fiscal policy will be implemented to support economic recovery, and central bank behaviour.
Insurers will face various regulatory challenges in 2021, for example, how will underwriting change as insurers increasingly use artificial intelligence systems and big data? With the backdrop of social unrest that has persisted throughout 2020, how will insurers respond to systemic racial discrimination that have been spotlighted by regulatory and advocacy groups? How will parameters of what is considered climate risk change?
Created with the input of insurers in the North American region, Insurance Investor Live | North America 2021 will give attendees the opportunity to explore these key issues through debate, discussion, and presentation. Explore current issues, challenges and trends alongside your peers and industry pioneers at this exclusive live event.
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.
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.
Receive a free copy of the eighth annual Environmental, Social & Governance Investing, Europe 2022 Report featuring further industry perspectives and ideas.
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.
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.
Chief Investment Officer
Head of Emerging Market Debt
Chief Investment Officer & Treasurer
PhD, CFA, VP, Portfolio Manager, Director of Custom Income Strategies
Director, Insurance
Senior Insurance Investment Strategist
Managing Principal
VP Credit Research-Energy/Basics
Co-Head of Sustainable Investment & ESG
CFA, Head of Non-Agency RMBS Team & Chairman of Structured Products Committee
Chief Investment Officer at Risk Management Foundation
Principal Taxable Municipal Bond Portfolio Manager
Principal Life General Account PM
VP Credit Research
Head of US Asset Liability Management
Investment Committee Chair
Head of Global Research
CFA - Managing Director, Head of US and Canada Institutional Sales & Relationship Management
Head of Alternative Investments
Chief Investment Officer
Head of Emerging Market Debt
Chief Investment Officer & Treasurer
PhD, CFA, VP, Portfolio Manager, Director of Custom Income Strategies
Director, Insurance
Senior Insurance Investment Strategist
Managing Principal
VP Credit Research-Energy/Basics
Co-Head of Sustainable Investment & ESG
CFA, Head of Non-Agency RMBS Team & Chairman of Structured Products Committee
Chief Investment Officer at Risk Management Foundation
Principal Taxable Municipal Bond Portfolio Manager
Principal Life General Account PM
VP Credit Research
Head of US Asset Liability Management
Investment Committee Chair
Head of Global Research
CFA - Managing Director, Head of US and Canada Institutional Sales & Relationship Management
Head of Alternative Investments
Day One – 2nd December
Joining and Delegate Networking Time
Chairman’s Welcoming Remarks and instructions on day to attendees
Noel Hillmann, Chief Operating Officer, Clear Path Analysis
Noel Hillmann
CEO
Clear Path Analysis
Panel Debate
Exploring the long-term effects of the Covid-19 pandemic: Changing attitudes and approaches to ESG as it pertains to the future of investment decision making
Noel Hillmann
CEO
Clear Path Analysis
Rip Reeves
Chief Investment Officer & Treasurer
Aegis
Greg Lutz
Head of US Asset Liability Management
Allianz
Shawn Bengtson
Chief Investment Officer
Woodmen Life
Nikita Singhal
Co-Head of Sustainable Investment & ESG
Lazard Asset Management
Key Note Presentation
Emerging Market Debt: Opportunity in a Volatile Environment
Shamaila Khan
Head of Emerging Market Debt
Alliance Bernstein
Networking Time
Insight and Workshop Discussion
A 40-minute discussion ran by each of three sponsors simultaneously, in their own dedicated workshop room, on a topic of their choosing
• The Sponsor would provide a 10-minute introduction to the topic to brief participants on the subject and raise 5 questions the subsequent discussion would cover
• Questions would remain in a ‘Further Information’ tab so any participants joining would know what questions are being discussed
• Participants would interact through asking of questions in a chat / live Q&A box, to discuss topics with sponsor presenter
• A variety of polls / surveys would be pre-set to canvass attendees’ thoughts on various topics and discuss results
• Attendees could switch from one room to another as they wish, so you can interact with a variety of attendees through the session
Workshop hosted by Alliance Bernstein
The role of private credit in Insurance portfolio
Peter Cornax
Senior Insurance Investment Strategist
AllianceBernstein L.P
Workshop hosted by MetLife Investment Management
Opportunities and Risks in Credit: Navigating Sectors Impacted by Covid-19. A framework for “Buy & Manage” in volatile credit markets.
Brian Funk
Head of Global Research
MetLife Investment Management
Pflaum Eric
Director, Insurance
MetLife Investment Management
Ian Bowman
VP Credit Research
MetLife Investment Management
Park Benjamin
VP Credit Research-Energy/Basics
MetLife Investment Management
Workshop hosted by Principal Global Investors
Opportunities in the taxable municipal bond market
James Welch
Principal Taxable Municipal Bond Portfolio Manager
Principal Global Investors
Amanda Wilson
CFA - Managing Director, Head of US and Canada Institutional Sales & Relationship Management
Principal Global Investors
Jack Bishop
Principal Life General Account PM
Principal Financial Group
Fireside Chat
What does successful investment strategy look like in post-electoral US?
Noel Hillmann
CEO
Clear Path Analysis
Kashif Siddiqui
Chief Investment Officer at Risk Management Foundation
Harvard Medical Institutions
End of Day One and Further Networking Time
Day Two – 3rd December
Joining and Delegate Networking Time
Chairman’s Welcoming Remarks and instructions on day to attendees
Noel Hillmann, Chief Operating Officer, Clear Path Analysis
Noel Hillmann
CEO
Clear Path Analysis
Panel Debate
Are ‘fallen angels’ and private credit possible strategies
where fixed income can be expected to meet investment goals in the current low rate environment?
Adi Divgi
Head of Alternative Investments
Catalina Re
Eric Golberg
Investment Committee Chair
ELCA Foundation
Pramila Agrawal
PhD, CFA, VP, Portfolio Manager, Director of Custom Income Strategies
Loomis Sayles
Key Note Presentation
US Housing Market in a Post Covid World: New Opportunities and Risks
Ken Shinoda
CFA, Head of Non-Agency RMBS Team & Chairman of Structured Products Committee
DoubleLine
Networking Time
Insight and Workshop Discussion
A 40-minute discussion ran by each of three sponsors simultaneously, in their own dedicated workshop room, on a topic of their choosing
• The Sponsor would provide a 10-minute introduction to the topic to brief participants on the subject and raise 5 questions the subsequent discussion would cover
• Questions would remain in a ‘Further Information’ tab so any participants joining would know what questions are being discussed
• Participants would interact through asking of questions in a chat / live Q&A box, to discuss topics with sponsor presenter
• A variety of polls / surveys would be pre-set to canvass attendees’ thoughts on various topics and discuss results
• Attendees could switch from one room to another as they wish, so you can interact with a variety of attendees through the session
Workshop hosted by Alliance Bernstein
The role of Private credit in Insurance portfolio
Peter Cornax
Senior Insurance Investment Strategist
AllianceBernstein L.P
Workshop hosted by MetLife Investment Management
Opportunities and Risks in Credit: Navigating Sectors Impacted by Covid-19. A framework for “Buy & Manage” in volatile credit markets.
Brian Funk
Head of Global Research
MetLife Investment Management
Park Benjamin
VP Credit Research-Energy/Basics
MetLife Investment Management
Ian Bowman
VP Credit Research
MetLife Investment Management
Pflaum Eric
Director, Insurance
MetLife Investment Management
Workshop hosted by Principal Global Investors
Opportunities in the taxable municipal bond market
James Welch
Principal Taxable Municipal Bond Portfolio Manager
Principal Global Investors
Amanda Wilson
CFA - Managing Director, Head of US and Canada Institutional Sales & Relationship Management
Principal Global Investors
Jack Bishop
Principal Life General Account PM
Principal Financial Group
Key Note Presentation
Evolving paradigms in credit markets and the real cost of excess liquidity: tighter spreads, higher defaults, and lower recoveries
Pawel Mosakowski
Managing Principal
Summit Place Advisers LLC
End of Day Two and Further Networking Time
OPERATIONS ENQUIRIES
Marketing & Operations Assistant