1ST & 2ND DECEMBER 2021 | NEW YORK, VENUE TBC
CONNECTING HEADS OF INSURANCE, FINANCE, OPERATIONS AND RISK
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
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 Economist, Americas
Chief Investment Officer
Chief Investment Officer
Head of Emerging Market Debt
Chief Investment Officer & Treasurer
CIO, Head of Insurance Asset Management
Chief Investment Officer
PhD, CFA, VP, Portfolio Manager, Director of Custom Income Strategies
Senior Vice President & Chief Risk Officer
Director, Insurance
Senior Insurance Investment Strategist
Managing Principal
VP Credit Research-Energy/Basics
Co-Head of Sustainable Investment & ESG
Senior Investment Treasury Analyst
Chief Investment Officer
Chief Investment Officer
Managing Director, Global Head of Insurance, Americas
CFA, Head of Non-Agency RMBS Team & Chairman of Structured Products Committee
Chief Investment Officer at Risk Management Foundation
Chief Investment Officer
Head of Investment Strategy
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
CIO-Fixed Income
CFA - Managing Director, Head of US and Canada Institutional Sales & Relationship Management
Head of Alternative Investments
Chief Investment Officer
Global Chief Investment Officer
Chief Investment Officer
Chief Economist, Americas
Chief Investment Officer
Chief Investment Officer
Head of Emerging Market Debt
Chief Investment Officer & Treasurer
CIO, Head of Insurance Asset Management
Chief Investment Officer
PhD, CFA, VP, Portfolio Manager, Director of Custom Income Strategies
Senior Vice President & Chief Risk Officer
Director, Insurance
Senior Insurance Investment Strategist
Managing Principal
VP Credit Research-Energy/Basics
Co-Head of Sustainable Investment & ESG
Senior Investment Treasury Analyst
Chief Investment Officer
Chief Investment Officer
Managing Director, Global Head of Insurance, Americas
CFA, Head of Non-Agency RMBS Team & Chairman of Structured Products Committee
Chief Investment Officer at Risk Management Foundation
Chief Investment Officer
Head of Investment Strategy
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
CIO-Fixed Income
CFA - Managing Director, Head of US and Canada Institutional Sales & Relationship Management
Head of Alternative Investments
Chief Investment Officer
Global Chief Investment Officer
Chief Investment Officer
MAIN CONFERENCE – DAY 1- 1ST DECEMBER
BREAKFAST AND NETWORKING
CHAIRMAN'S OPENING ADDRESS
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
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
KEYNOTE PRESENTATION: TBC
TBC, Alliance Bernstein
MORNING REFRESHMENTS & NETWORKING
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
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
LUNCH
KEYNOTE PRESENTATION: Securitizing the consumer economy
KEYNOTE PRESENTATION: Inflation, fiscal policy, The Fed and the road ahead for insurance asset management
Eric Kirsch
Global Chief Investment Officer
Aflac
AFTERNOON REFRESHMENTS & NETWORKING
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
KEYNOTE PRESENTATION: Macroeconomics trends and their effect on asset allocation decisions
Thomas Holzheu
Chief Economist, Americas
Swiss Re Institute
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.
MAIN CONFERENCE- DAY 2 - 2ND DECEMBER
BREAKFAST AND NETWORKING
CHAIRMAN'S OPENING ADDRESS
KEYNOTE PRESENTATION: Adapting to the post-pandemic world – adjusting focus and regaining ground after a lost year
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
KEYNOTE PRESENTATION: Emerging Market Debt
Thomas Smith
Portfolio Manager - Emerging Market Debt
MetLife Investment Management
MORNING REFRESHMENTS & NETWORKING
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.
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
WORKSHOP TABLE 2
Round 1, 2, 3
WORKSHOP TABLE 3
Round 1, 2, 3
WORKSHOP TABLE 4
Round 1, 2, 3
LUNCH
CASE STUDY: How tight covenants protected insurers from a pandemic fallout and their evolution moving forward
KEYNOTE PRESENTATION - [Alternative investment topic, fixed income focused]
Antony V. Minopoli
Chief Investment Officer
Knights of Columbus
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
AFTERNOON REFRESHMENTS & NETWORKING
FIRESIDE CHAT: Achieving efficiency and scalability in a global alternatives investment portfolio
Jean-Gabriel Pierre
Head of Investment Strategy
AXA XL
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
END OF CONFERENCE & NETWORKING
OPERATIONS ENQUIRIES
Marketing & Operations Assistant
