Clear Path Analysis
Register to Attend

DECEMBER 5, 2024 | JAY SUITES BRYANT PARK, NEW YORK CITY, NY

Take a look at the programme for Insurance Investor Live | North America 2024 below. 

 

If you wish to be part of the Speakers Line-up for the 2024 event, get in touch with Cristina Melenchon

 at cristinamelenchon@clearpathanalysis.com.

Agenda

8:15 AM - 9:25 AM
BREAKFAST AND NETWORKING

8:40 AM - 9:20 AM
EXECUTIVE DISCUSSION: Developing strategies for optimal liquidity management and short-term risk visibility – exploring emerging risks to capital reserves, new ideas in AI, and cash management tools
Rob Corner, Senior Portfolio Manager, Invesco Global Liquidity

Noel Hillmann

Moderator

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

Rob Corner

Rob Corner

Senior Portfolio Manager

Invesco Global Liquidity

9:25 AM - 9:30 AM
Chairman’s opening address
Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Noel Hillmann

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

9:30 AM - 10:10 AM
FIRESIDE CHAT: Incorporating Sustainability Considerations within a P&C Investment Strategy
Aileen Mathieson, Group Chief Investment Officer, Aspen

Noel Hillmann

Moderator

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

Aileen Mathieson

Aileen Mathieson

Group Chief Investment Officer

Aspen

Aileen Mathieson joined Aspen in November 2021, as Group Chief Investment Officer.  Aileen is based in our London office with regular visits to our Bermuda and New York offices. She brings more than 30 years of experience as a finance leader in a number of industry sectors, including more than 17 years in financial services and investments.   Aileen is also an Advisory Board member of Rewired Earth.

Prior to Aspen, Aileen served at Aberdeen Standard Investments where she was Global Head of Insurance and at Zurich UK between 2014 and 2019 where Aileen was Chief Investment Officer and Head of Wealth Management.  During her career,  Aileen also held senior finance roles at Nucleus Financial Group plc, Standard Life Group, Diageo plc and EMI Music. Aileen started her career at KPMG and is a qualified Chartered Accountant (Scotland) and Chartered member of the Chartered Institute for Securities and Investment.

10:10 AM - 10:55 AM
PANEL DISCUSSION: Building optimal portfolios in a constrained credit spread environment: managing reinvestment risk, moving up the yield curve, and developing a ‘barbell’ asset allocation approach
Click + to view speakers

Ruth Farrugia

Moderator

Ruth Farrugia

Group Chief Investment Officer

Resolution Life

Ruth joined Resolution Life as Chief Investment Officer in September 2024.

Previously, Ruth worked at MetLife for 13 years where she held a variety of Investment roles, most recently as Global Head of Insurance Asset Management. In this role, Ruth was responsible for the execution of investment strategies for the MetLife general account and development of strategic solutions for insurance company third party clients. This included management of multi-strategy portfolios across public and private assets, market strategy as well as insurance advisory services. Prior to this, Ruth held a variety of roles within the Investments division including Head of EMEA Portfolio Management and Head of Investments for Western and Central Europe.

Before joining MetLife, Ruth spent ten years at Gordian Knot Limited, a London-based fixed income asset manager specializing in investment grade credit. At Gordian Knot Ruth held several roles from structured finance credit analyst to senior portfolio manager.

Ruth holds an LL.D. (Doctor of Laws) from the University of Malta, a Masters in International Commercial and Shipping Law from the International Maritime Law Institute (United Nations) and a Master of Philosophy focused on Banking, Corporate Finance and Securities Law from the University of Oxford (Pembroke College).

Mike Huff

Mike Huff

Chief Investment Officer

Partner Re

Mike is the Chief Investment Officer of PartnerRe. He is responsible for management of all investment activities for PartnerRe’s global investment portfolio. Prior to joining PartnerRe, Mike was Head of Asset Allocation and Derivatives for TIAA’s General Account investment portfolio. Earlier in his career, he held various roles in derivatives, risk management, and portfolio management at Genworth Financial and Principal Financial Group.

Mike holds a BS in industrial engineering from University of Michigan and an MBA in finance from University of Illinois. He is a CFA Charterholder and a Professional Risk Manager (PRM)

John Bradley

John Bradley

VP, Chief Investment Office

Fidelity & Guaranty Life Insurance Company

John Bradley currently serves as Vice President of Investments for the PRT business and Chief Investment Officer of the Bermuda and Cayman Reinsurance entities for F&G.  With over 30 years of experience, John has spent much of his career at Prudential in asset & liability management focused on a diverse set of insurance liabilities including Pension Risk Transfer, Term, and Indexed Universal.  John co-developed the pricing structure for the two largest US pension transactions – GM & Verizon.  John earned his B.A. in Economics from Rutgers University and his MBA from Columbia University.  He is a CFA Charterholder.

Suo Wu

Suo Wu

Director - Risk Modelling Services

PricewaterhouseCoopers

Anna Dreyer

Anna Dreyer

Portfolio Manager

T. Rowe Price

Anna Dreyer is a portfolio manager of the Total Return Bond Strategy and the U.S. Core Plus Bond separate accounts. Anna is co-president of the Total Return Fund and co-chairperson of its Investment Advisory Committee and a vice president of the New Income Fund and member of its Investment Advisory Committee. She is a member of the Core/Core Plus Portfolio Strategy team, the Multi-Asset Credit Investment team, and the Sector Strategy Advisory Group. Anna is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

10:55 AM - 11:20 AM
FIRESIDE CHAT: Long term investment opportunities in residential whole loans
Alfred Chang, Head of Residential Credit, MetLife Investment Management

Here we explore how residential whole loans should be a permanent part of insurance companies’ investment strategies and not just a trade that is attractive today.

Stephanie Thomes

Moderator

Stephanie Thomes

Senior Investment Consultant, Insurance Practice

Mercer

Stephanie Thomes is a Senior Investment Consultant within the U.S. Insurance Practice at Mercer.  Her expertise includes investment and risk strategy, alternatives, asset allocation, and capital efficient investing for general accounts. Prior to joining Mercer in 2023, Stephanie was the Head of Investment Strategy and the Head of Alternative Investments for Allianz Investment Management across a $150b GA. She formerly worked in asset management for companies including AB Carval Investors and Black River Asset Management, and was a Controller for a technology start-up company. Stephanie currently serves on the Foundation Board and Investment Committee for the Children’s Hospital of Minnesota, and was a prior member of the Advisory Board for OWNS; an impact ETF focused on equality in minority home ownership.

Stephanie received her B.S. in finance and economics from St. Cloud University and her MBA in finance from the University of Minnesota, Carlson School. 

Alfred Chang

Alfred Chang

Head of Residential Credit

MetLife Investment Management

Alfred Chang leads residential loan trading and portfolio strategy for the residential mortgage portfolio at MetLife Investment Management (MIM). In this role, he is responsible for the credit analysis, pricing, credit/compliance due diligence and contract finance required to trade mortgage loans. He is also responsible for determining relative value across whole loan investments as well as choosing the counterparties to source these investments.

Prior to joining MetLife in 2008, Chang was director of secondary marketing for MetLife Bank which included sales of non-agency mortgages that were originated by the bank. Roles prior to MetLife Bank ranged from directing master servicing to loan trading and transaction management. Across all of the above roles, Chang has over 20 years of mortgage experience.

Chang graduated from Texas Christian University in 1996 with a Bachelor of Business Administration degree in finance and is involved with various working groups within the Structured Finance Industry Group.

11:20 AM - 11:55 AM
MORNING REFRESHMENTS & NETWORKING

11:55 AM - 12:45 PM
‘INDUSTRY INSIGHT’ SESSIONS: UNCOVERING MARKET SENTIMENT
Joseph Maietta

Joseph Maietta

Managing Director

MacKay Shields

Joseph Maietta is a Managing Director and client portfolio manager on the High Yield Team. Prior to joining MacKay Shields in 2014, he was a Senior Associate in the Institutional Client Management Group at PIMCO and was previously an Associate in the Investment Analytics and Consulting area at JPMorgan Chase & Co. He earned a B.S. in Finance from Hofstra University Honors College and holds a dual M.S. in Global Finance from New York University's Leonard N. Stern School of Business and Hong Kong University of Science and Technology. He is a CFA Charterholder and has been in the investment management industry since 2008.

Matt Gray

Matt Gray

Investment Accounting & Operations

SimCorp

Matt is a Senior Director in North America, specializing in serving insurance companies and their affiliated asset managers. His primary responsibility is promoting SimCorp's Investment Accounting and Operation Services to potential clients in the North American insurance, asset management, and pension sectors. In this capacity, he formulates sales strategies, evaluates client requirements, and collaborates closely with internal marketing, offer management, and sales support teams to devise tailored solutions for the insurance, asset management, and pension markets. Furthermore, Matt dedicates significant time to staying abreast of industry developments, maintaining connections within the consultant marketplace, and participating in various insurance industry associations.

Ed Kuczma

Ed Kuczma

Senior Strategy Principal, Insurance

SimCorp

Edward Kuczma, CFA is a seasoned investment professional with over 20 years of experience in portfolio management, client relationship management, and risk analysis. Mr. Kuczma currently serves as a Go-To-Market Senior Strategy Principal in Asset Management at SimCorp in New York. Edward’s career journey has equipped him with a deep understanding of global investment strategies, spanning various asset classes, market cycles, and geographic regions. Previously, Mr, Kuczma spent over seven years at BlackRock, where he excelled as a Portfolio Manager, overseeing long-only institutional and retail products, including Emerging Markets and ESG Funds. Before BlackRock, Mr Kuczma honed his analytical skills as a Senior Research Analyst at Morgan Stanley and Van Eck Global, where he focused on portfolio construction and risk management for mutual funds and developed investment strategies through intense utilization of macroeconomic analysis. Mr. Kuczma holds a Bachelor of Science degree with a double major in Finance and Management from Georgetown University and is a CFA Charterholder.

12:45 PM - 1:40 PM
LUNCH

1:40 PM - 2:45 PM
ASSET ALLOCATION & INVESTMENT STRATEGY FORUM
Cristina	Melenchon

Cristina Melenchon

Senior Content Producer

Clear Path Analysis

Noel Hillmann

Moderator

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

Ramzi Bibi

Ramzi Bibi

Head of Investment & Treasury

Arabia Insurance

As a seasoned investment and treasury management expert with nearly 20 years of experience, I excel in capital markets, risk analysis, and leading high-performance teams. My expertise focuses on developing strategies that consistently surpass industry benchmarks, ensuring superior returns. Skilled in establishing strong risk management frameworks and portfolio diversification, I collaborate effectively with investment committees and boards. Leveraging my skills to identify market trends and seize profitable opportunities, my track record highlights my ability to drive profitable growth and deliver outstanding results in investment management.

Nabil Mouchawar

Nabil Mouchawar

Co-Founder, AI Research and Development

Cue Traders

Mark Yu

Mark Yu

Head of Enterprise Capital Strategy

New England Asset Management

Mark is Head of Enterprise Capital Strategy at NEAM, Inc. and is responsible for delivering insurance asset allocation, capital management and advanced risk analytics to our global clients. He joined the Firm in 2012 having been a Senior Risk Manager within the Governance and Strategy team at AIG Enterprise Risk Management. Prior to working at AIG ERM, he was a Senior Vice President and Treasury Director within the Group Capital Management division of Swiss Re. Mark holds a Bachelor of Arts from National Tsing Hua University in Taiwan, an M.S. from the University of Iowa, is a Fellow of the Society of Actuaries, a CFA Charterholder, a Financial Risk Manager, and is a Member of the American Academy of Actuaries. He has been employed in the insurance or investment industry since 1999.

1:40 PM - 2:45 PM
PRIVATE MARKETS AND REAL ASSETS FORUM
Cristina	Melenchon

Cristina Melenchon

Senior Content Producer

Clear Path Analysis

Cristina	Melenchon

Moderator

Cristina Melenchon

Senior Content Producer

Clear Path Analysis

Liz Gorgoglione

Liz Gorgoglione

Director, Credit Risk - Pension Risk Transfer Solutions

Legal and General Retirement America

Cristina	Melenchon

Moderator

Cristina Melenchon

Senior Content Producer

Clear Path Analysis

2:45 PM - 3:20 PM
AFTERNOON REFRESHMENTS & NETWORKING

3:20 PM - 3:50 PM
ASSET ALLOCATION & INVESTMENT STRATEGY FORUM
Laura Sarlo

Moderator

Laura Sarlo

Emerging Markets Portfolio Manager

Liberty Mutual Insurance

Laura Sarlo is the Emerging Markets Portfolio Manager at Liberty Mutual Investments (LMI), managing hard currency emerging markets bond portfolios as well as local currency portfolios supporting Liberty’s global operations. Laura joined LMI from Loomis, Sayles & Company, where she worked on global portfolios as a sovereign analyst, managed a multi-asset portfolio, and served as a senior member of the firm’s macro strategies team. Laura began her career as a trader and analyst on the foreign exchange and Treasury open market desks at the Federal Reserve Bank of New York.

Laura is active in investment and insurance industry groups and currently serves as US Chair of the Executive Board for the Insurance Women’s Investment Network. She holds a BA from Drew University, a Master’s degree from the Harvard Kennedy School, and is a CFA charterholder.

Xiaowei Han

Xiaowei Han

Vice President, Head of ALM

TIAA

Xiaowei Han joined TIAA as the Head of ALM in Feb 2019. She leads the Asset Liability Management function and the construction of economic capital framework. Before joining TIAA, Xiaowei had worked in Transamerica since 2008 with experience in variable annuities, fixed annuities, universal life, retirement & pension, and institutional business. During her time in Transamerica, Xiaowei led the universal life valuation and modelling function. She also headed the Enterprise ALM function which focuses on holistic hedging/ALM management, General Account asset and derivative modelling, and aggregated ALM reporting across all lines of business. Prior to this role, she was a Financial Risk Manager who was responsible for identifying financial risk in ALM/Hedging strategies, modelling and pricing to the annuities, retirement, and institutional business. Her other experience included managing General Account ALM for annuities, retirement, and institutional business, designing and building Variable Annuity hedge strategies as well as Variable and Fixed Annuity Statutory Reporting.

Xiaowei holds a Master of Science degree in Actuarial Science from the University of Iowa, a Master of Science degree in Physical Chemistry from Nanjing University, and a Bachelor of Science degree in Chemistry from Nanjing University. She holds the following designations: Fellow of the Society of Actuaries (FSA), Chartered Financial Analyst

(CFA®) charter holder, and Member of American Academy of Actuaries (MAAA).

Federico Rodriguez

Federico Rodriguez

Global Head of Traded Markets

QBE

Federico was appointed to the role of Head of Fixed Income in May 2018, and previously operated as the Co-head of Fixed Income. He joined QBE in 2012 from Consultatio Asset Management and has more than 12 years prior investment experience. He holds a Bachelor of Economics and is a CFA charter holder

Farhad Mian

Farhad Mian

Managing Director, Head of Investment Strategy

Corebridge Financial

As Head of Investment Strategy for Corebridge’s Investments organization, Farhad Mian is responsible for investment strategy, strategic asset allocation optimization and investment planning for the overall investment portfolio, as well as aligning new asset origination strategy to support new business growth and strategic transactions across Corebridge Financial.


Farhad has 25 years of experience in insurance and asset management industry. Prior to joining AIG in 2014, Farhad held various leadership roles at AmerUs, Aviva and Athene. These include Head of Risk Management for the North American asset management business, Vice President of Asset/Liability Management and Director of Risk Management.

Farhad previously held visiting faculty position as Adjunct Professor of Finance at Drake University.
Farhad received his Bachelors’ degree in Finance, Master’s degree in Financial Management and MBA from Drake University and holds a Certificate in Quantitative Finance. He is a CFA® and CAIA® charterholder, and holds additional professional risk management designations of FRM, PRM, and CRP. 

Todd Campbell

Todd Campbell

Chief Executive Officer

Builders Insurance Group

Todd M. Campbell is President and Chief Executive Officer of Builders Insurance, an A.M. Best “A” rated mutual captive company located in Atlanta, Georgia.  Builders is a super-regional insurer operating in 20+ states and its surplus lines carrier is licensed in 49 jurisdictions in America. Builders, with $360 million in surplus and $1.1 billion in assets under management, $245+mm in annual premium and 200 employees, has been an integral part of the Worker’s Compensation, General Liability and Commercial Insurance markets in the Southeast for 32 years.

Todd also serves as Chair of the Board of Directors of Sagicor Life Insurance company, part of the Sagicor group, a 150-year-old insurer based in Barbados and Bermuda, and publicly traded on the Toronto Stock exchange. He also serves as chair of the Sagicor Investment and Risk board committee, with $5+ billion in assets under management.

Todd attended Appalachian State University as an undergraduate and received a law degree from Mercer University’s Woodruff School of Law in Georgia.

3:20 PM - 3:50 PM
PRIVATE MARKETS AND REAL ASSETS FORUM
Cristina	Melenchon

Moderator

Cristina Melenchon

Senior Content Producer

Clear Path Analysis

Andrew	Payne

Andrew Payne

Chief Credit Officer, Investments

Corebridge Financial

Andrew (Andy) Payne has more than 30 years of leadership experience in credit risk and portfolio management. As Chief Credit Officer for Corebridge’s Investments organization, Andy has credit oversight of Corebridge’s Investment Portfolio across all asset classes and leads the Investment Credit team. He joined Corebridge in 2014 as non-Americas Head of Investment Credit in the Enterprise Risk Management (ERM) department and in 2017 was appointed as ERM Head of Investments Credit. Prior to Corebridge, Andrew spent 24 years at Barclays in various leadership positions in credit risk and portfolio management, structuring, treasury and corporate and real estate lending.

 

Andy received his MBA from the London Business School and a Bachelor of Arts degree (Hons) in Chemistry from the University of Oxford. He is a former Board Member of the International Association of Credit Portfolio Managers.

Mehdi Khalili

Mehdi Khalili

Investment Strategist

Legal and General

Jennifer Potenta

Jennifer Potenta

Managing Director, Head of Insurance Solutions

Golub Solutions

Ms. Potenta joined Golub Capital in 2024 and is a Managing Director and Head of Insurance Solutions within the Investor Partners Group. She is responsible for offering tailored and diversified direct lending solutions to insurance clients for the Firm. Prior to joining Golub Capital, Ms. Potenta was a Senior Managing Director at MetLife Investment Management, where she was the Global Head of Private Capital and responsible for managing the assets of insurance companies, pensions and a portfolio of private debt and equity investments. Prior to this position, she was a Senior Director and Head of International Private Placements at New York Life Private Capital Investors, where she led all non-US private placement sourcing, origination, credit underwriting and portfolio management. Prior to that, she was a portfolio manager on the Asset-Backed Securities team at Voya Investment Management and began her career in public accounting. Ms. Potenta earned her BSBA degree in Accounting from Bucknell University. She received an MBA in Finance from the Roberto C. Goizueta Business School at Emory University.

3:50 PM - 4:30 PM
PANEL DISCUSSION: The fiscal deficit, forward budget sustainability, and effect on portfolio holdings: what do the potential outcomes mean for insurers from debt renegotiations and impact on future asset allocation approaches?
Click + to view speakers

Mahir Rasheed

Moderator

Mahir Rasheed

Vice President, Senior Economist

Swiss Re

Mahir is a Senior Economist leading macro research, forecasting, and scenario analysis on the US economy. He supports Swiss Re's strategic planning and asset allocation with respect to market developments and the economic environment, and frequently speaks on economic related topics. His research includes monthly and quarterly US economic outlooks, along with frequent economic insights on current events and developments in the macro environment. Mahir is a key contributor to Swiss Re's flagship sigma reports – a research series on the insurance industry and macroeconomic trends. He has been cited in the Wall Street Journal, Bloomberg, NPR, and other financial media outlets.

Mahir holds a master's degree from New York University and a bachelor's degree from Pace University.

Peggy Huang

Peggy Huang

Chief Investment Officer

SiriusPoint

Matthew Burnett

Matthew Burnett

Senior Vice President, Chief Financial Officer and Treasurer

Builders Insurance Group

Scott Skornia

Scott Skornia

Managing Director

Cardinal Investment Advisors

Scott joined the Cardinal team in 2005. He is the lead consultant for several clients and is also involved with equity research. He leads both insurance and pension client relationships and helps lead the firm’s pension practice.
Prior to joining Cardinal, he worked at The Federal Reserve Bank of Saint Louis where he was a Bank Examiner responsible for reviewing the risk management practices of financial institutions.

Scott holds a BS in Business Administration from the University of Missouri Saint Louis. He received his CFA charter in 2006. He became a Member-Owner in 2011.

4:30 PM - 5:30 PM
END OF CONFERENCE & PRE AWARDS EVENING DRINKS RECEPTION

5:30 PM - 10:00 PM
Insurance Investor | North American Awards 2024

Get In Touch Today

Speaking Opportunities

Cristina Melenchon

Senior Content Producer

Operations Enquiries

Ilona Nowak

Operations Executive

Marketing & Operations Enquiries

Jenna Williams

Head of Marketing & Operations

Sponsorship Enquiries

Noel Hillmann

Chief Executive Officer