Agenda

11:00 - 11:30

Day One – 2nd December

Joining and Delegate Networking Time

11:30 - 11:40

Chairman’s Welcoming Remarks and instructions on day to attendees

Noel Hillmann, Chief Operating Officer, Clear Path Analysis

  • Noel Hillmann

    CEO

    Clear Path Analysis

11:40 - 12:20

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

12:20 - 12:50

Key Note Presentation

Emerging Market Debt: Opportunity in a Volatile Environment

  • Shamaila Khan

    Head of Emerging Market Debt

    Alliance Bernstein

12:50 - 13:05

Networking Time

13:05 - 13:45

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

STREAM 1 : 13:05 - 13:45

Workshop hosted by Alliance Bernstein

The role of private credit in Insurance portfolio

  • Peter Cornax

    Senior Insurance Investment Strategist

    AllianceBernstein L.P

STREAM 2 : 13:05 - 13:45

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

STREAM 3 : 13:05 - 13:45

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

13:45 - 14:15

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

14:15 - 14:45

End of Day One and Further Networking Time

11:00 - 11:30

Day Two – 3rd December

Joining and Delegate Networking Time

11:30 - 11:40

Chairman’s Welcoming Remarks and instructions on day to attendees

Noel Hillmann, Chief Operating Officer, Clear Path Analysis

  • Noel Hillmann

    CEO

    Clear Path Analysis

11:40 - 12:20

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

12:20 - 12:50

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

12:50 - 13:05

Networking Time

13:05 - 13:45

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

STREAM 1 : 13:05 - 13:45

Workshop hosted by Alliance Bernstein

The role of Private credit in Insurance portfolio

  • Peter Cornax

    Senior Insurance Investment Strategist

    AllianceBernstein L.P

STREAM 2 : 13:05 - 13:45

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

STREAM 3 : 13:05 - 13:45

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

13:45 - 14:15

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

14:15 - 14:45

End of Day Two and Further Networking Time

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

NICK BUNDEVSKI

Marketing & Operations Assistant

nikolabundevski@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com