Clear Path Analysis
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DECEMBER 6, 2023 | CONVENE, 101 PARK AVENUE, NEW YORK CITY

Take a look at the programme for Insurance Investor Live | North America 2023 below. 

Agenda

8:15 AM - 9:00 AM
BREAKFAST AND NETWORKING

9:00 AM - 9:05 AM
Chairman’s opening address

9:05 AM - 9:50 AM
KEYNOTE PRESENTATION: Monetary and Fiscal Policies: Short and Long Run Outlook
Thomas Hoenig, Distinguished Senior Fellow, Mercatus Center at George Mason University & former-President, Federal Reserve Bank of Kansas City

Thomas Hoenig

Thomas Hoenig

Distinguished Senior Fellow, Mercatus Center at George Mason University & former-President

Federal Reserve Bank of Kansas City

9:50 AM - 10:35 AM
PANEL DISCUSSION: Exposure management: How insurers are steering their portfolios in the face of multiple, concurrent market, and economic challenges
Click + to view speakers

Pooja Rahman

Pooja Rahman

Chief Risk Officer

Transamerica

Justin Muzinich

Justin Muzinich

Former Deputy Secretary of the Treasury, United States of America, Chief Executive Officer

Muzinich & Co.

Justin Muzinich served as the US Deputy Secretary of the Treasury from 2018-2021, with broad responsibility for US economic policy. While Deputy Secretary, Justin was also responsible for the roles of Under Secretary for Terrorism and Financial. 

Milla Tonkonogy

Milla Tonkonogy

Chief Investment Officer, General Insurance (P&C) North America

AIG

Xiaowei Han

Xiaowei Han

Vice President, Head of ALM Rahman

TIAA CREF

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).

10:35 AM - 11:05 AM
KEYNOTE PRESENTATION: Factor investing in credit investing: achieving capital efficiency and style diversification

11:05 AM - 11:35 AM
MORNING REFRESHMENTS & NETWORKING

11:35 AM - 1:00 PM
TALKING TABLE WORKSHOPS
1:00 PM - 1:50 PM
LUNCH

1:50 PM - 1:55 PM
ASSET ALLOCATION & INVESTMENT STRATEGY: Chairman's opening remarks

1:55 PM - 2:25 PM
ASSET ALLOCATION & INVESTMENT STRATEGY - FIRESIDE CHAT: Assessing and reacting accordingly to short-term uncertainty and shocks Does the improbable actually matter in setting your asset allocation mix?

2:25 PM - 2:55 PM
ASSET ALLOCATION & INVESTMENT STRATEGY - KEYNOTE PRESENTATION: tbc

2:55 PM - 3:35 PM
ASSET ALLOCATION & INVESTMENT STRATEGY - PANEL DISCUSSION: Are we seeing a market rotation in response to the market landscape: time to invest in risk assets or is it a period to sit on the side lines – what is the data telling us?
Click + to view speakers

Mike Huff

Mike Huff

Senior Portfolio Management & Asset Allocation

TIAA CREF

Brian Butchko

Brian Butchko

Senior Vice President, Head of Global Portfolio Management

Reinsurance Group of America

Adam Gileski

Adam Gileski

SAA & Markets – Credit Team

Swiss Re

Brian Manczak

Brian Manczak

Senior Managing Director, Portfolio Manager and Head of Insurance Solutions

PPM America

1:50 PM - 1:55 PM
TREASURY, CAPITAL, & LIQUIDITY RISK: Chairman's opening remarks

1:55 PM - 2:25 PM
TREASURY, CAPITAL, & LIQUIDITY RISK - FIRESIDE CHAT: How climate change is changing treasury management and investment decisions
Angie Cantillon, Chief Investment Officer and Treasurer, Wawanesa

Angie Cantillon

Angie Cantillon

Chief Investment Officer and Treasurer

Wawanesa

2:25 PM - 2:55 PM
TREASURY, CAPITAL, & LIQUIDITY RISK - PANEL DISCUSSION: How are global insurers exposed to multiple currencies and rapidly changing rates maintaining liquidity, risk and stability
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Amit Agrawal

Amit Agrawal

Head of Fixed Income

AXA XL

Sean Barnes

Sean Barnes

VP of Finance, Chief Financial Officer & Chief Investment Officer

United Educators

2:55 PM - 3:35 PM
TREASURY, CAPITAL, & LIQUIDITY RISK - PANEL DISCUSSION: The art of managing cash balances, accessing liquidity, and raising capital in volatile environments

3:35 PM - 4:00 PM
AFTERNOON REFRESHMENTS & NETWORKING

4:00 PM - 4:30 PM
KEYNOTE PRESENTATION: Making sense of headlines: The Fed, geopolitics, the economy, and more…
Thomas Holzheu, Chief Economist, Americas, Swiss Re

Thomas Holzheu

Thomas Holzheu

Chief Economist, Americas

Swiss Re

As Chief Economist for the Americas, Thomas is responsible for the Swiss Re Institute’s economic and insurance market research for the Americas. This includes the sigma studies — Swiss Re’s research series on the insurance industry. Thomas and his team support Swiss Re’s strategic planning on market developments, the economic environment, innovation and regulatory factors affecting insurance and reinsurance markets in the Americas. His research focuses on the relationships between the general economy, capital markets and the insurance and reinsurance markets. Thomas is the author of many research studies on trends in the worldwide insurance industries, covering a broad range of topics including resilience and protection gaps, innovation and insurability, insurance cycles, the impact of inflation on insurance, liability claims drivers, etc. He publishes and speaks frequently on economic, insurance and risk-related topics. Thomas joined the Swiss Re Group in 1990 and has worked in Germany and Switzerland and the US. Prior experiences include marketing services, treaty underwriting, corporate development and competitor analysis. Thomas graduated from the University of Munich with a M.S. and a Ph.D. in economics.

4:30 PM - 5:10 PM
PANEL DISCUSSION: Looking ahead: How insurance investment strategies are adapting to when market indicators are at odds (macro versus micro, bottom up versus top down) and with increasing exogenous factors (new technologies and new investment methodologies)
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Isaac Lowenbraun

Isaac Lowenbraun

Managing Director, Head of Portfolio Strategy and Derivatives

Guardian Life

Moshe Lichtenstein

Moshe Lichtenstein

Chief Investment Officer

Converge Re US

Michael Hackmann

Michael Hackmann

VP of Fixed Income

Shelter Insurance

Laura Sarlo

Laura Sarlo

Emerging Markets Portfolio Manager

Liberty Mutual Insurance

5:10 PM - 7:00 PM
END OF CONFERENCE & DRINKS RECEPTION

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