Agenda (EDT TIME ZONE)

08:15 AM - 07:00 PM

MAIN CONFERENCE - 2ND DECEMBER

08:15 AM - 09:00 AM

BREAKFAST AND NETWORKING

09:00 AM - 09:10 AM

CHAIRMAN'S OPENING ADDRESS

09:10 AM - 09:40 AM

OPENING FIRESIDE CHAT: The path ahead for insurers: Regulations, investments and ESG

My Chi To

Executive Deputy Superintendent of Insurance

Department of Financial Services, State of New York
Noel Hillmann

CEO

Clear Path Analysis

09:40 AM - 10:10 AM

KEYNOTE PRESENTATION: Adapting to a post-pandemic world – adjusting perspective and regaining ground

Vlad Barbalat

President and Chief Investment Officer

Liberty Mutual Investments

10:10 AM - 10:55 AM

PANEL DISCUSSION: How are insurers implementing ESG and climate risk management into their investment strategy: planning, benchmarking, and effective implementation

How far along are insurers when it comes to incorporating ESG and climate risk management into their investment portfolio strategies?
Is ESG considered a separate investment segment within the portfolio or is it a universal strategy across the entire portfolio?
What steps are insurers taking to increase exposure to ESG investments?
What are the challenges and opportunities with implementing an ESG strategy?
What are some of the investments that insurers have pursued in their efforts to gain exposure to ESG?
What changes do you see coming with respect to regulation and ESG?

Ed Collinge

Managing Director, Global Head of Insurance Strategy

Robeco

Emily Peterson Alva

Board Member

Atlanta Life Insurance Company
Raman Srivastava

Chief Investment Officer

Great-West Life Co.
Vishal Hindocha

Director

Investment Solutions Group, MFS Investment Management

10:55 AM - 11:25 AM

KEYNOTE PRESENTATION: Emerging Market Debt

Thomas Smith

Portfolio Manager - Emerging Market Debt

MetLife Investment Management

11:25 AM - 11:40 AM

MORNING REFRESHMENTS & NETWORKING

11:40 AM - 01:25 PM

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.

STREAM 1 : 11:35 AM - 01:20 PM

Principal Global Investors Workshop

Missed Investment Opportunities for Insurers

Jack Bishop

Principal Life General Account PM

Principal Financial Group
James Welch

Portfolio Manager

Principal Global Investors

STREAM 2 : 11:35 AM - 01:20 PM

Credit Suisse Asset Management Workshop

CLO Outlook & Opportunities for Insurers

Alexander Chan

Senior Client Portfolio Manager and Global Market Strategist

Credit Suisse
Amir Vardi

Portfolio Manager, Head of Structured Credit

Credit Suisse

01:25 PM - 02:15 PM

LUNCH

02:15 PM - 02:45 PM

KEYNOTE PRESENTATION: Securitizing the consumer economy

Andrew Hsu

Portfolio Manager, Structured Products

DoubleLine Capital

02:45 PM - 03:15 PM

FIRESIDE CHAT & KEYNOTE PRESENTATION

STREAM 1 : 02:35 PM - 03:20 PM

FIRESIDE CHAT: Will private equity holdings in insurer portfolios still be favorable in the current environment?

Generally speaking, what proportion of insurers’ portfolios does private equity make up?
Have private equity investments experienced the same level of perceived overvaluation that public equities have?
Is insurer allocation to private equity projected to increase or decrease in the short to medium term?
What are the challenges and opportunities within the private equity sector that seem to be drawing insurers (i.e. sectors, fund sizes, leveraged investments, etc.)?

Matt Popoli

Managing Director, Global Head of Insurance, Americas

Bain Capital
Nelson Pereira

Investment Director

Mercer Alternatives

STREAM 2 : 02:35 PM - 03:20 PM

KEYNOTE PRESENTATION: Was a global pandemic enough to cause a shift in insurer risk models?

Pooja Rahman

Senior Vice President & Chief Risk Officer

Protective Life Corporation

03:15 PM - 03:30 PM

AFTERNOON REFRESHMENTS & NETWORKING

03:30 PM - 04:15 PM

PANEL DISCUSSION & HEAD-TO-HEAD DISCUSSION

STREAM 1 : 03:30 PM - 04:15 PM

PANEL DISCUSSION: In search of real yields - diversifying portfolios in a continual low interest rate environment

What do insurers anticipate from forthcoming fiscal and monetary policy and what challenges and opportunities do they pose for their investment decisions?
Where have insurers turned to during this prolonged period of low rates?
How have these allocations performed?
Is there a tipping point where credit risk becomes too high for insurance portfolios to handle in spite of attractive returns?
Where will insurers turn to if the low-rate environment persists?

Nelson Pereira

Investment Director

Mercer Alternatives

Mike Hackmann

Chief Investment Officer

Shelter Insurance
Milla Tonkogony

Chief Investment Officer

General Insurance, North America, AIG
Rip Reeves

Chief Investment Officer & Treasurer

Aegis
Madison Tse

Managing Director, Insurance Portfolio Management

Guggenheim Investments

STREAM 2 : 03:30 PM - 04:15 PM

HEAD-TO-HEAD DISCUSSION: Alphabet soup: What will be the next big opportunity from securitized assets and private markets?

How important have insurer allocations to securitized assets and private market investments been over the past decade?
What types of securitized assets have gained in popularity among insurers in this perpetually low-rate environment?
What new forms of securitized assets are becoming attractive in the hunt for yield?

Andrew Hsu

Portfolio Manager, Structured Products

DoubleLine Capital
Zirong Zhang

Vice President, Fixed Income Risk & Analytics

Lincoln Financial Group

04:15 PM - 04:45 PM

KEYNOTE PRESENTATION: Macroeconomics trends and their effect on asset allocation decisions

Jake Meyer

Senior Economist, Americas

Swiss Re

04:45 PM - 05:15 PM

KEYNOTE PRESENTATION: What headwinds do insurers face in the coming year and how will they adapt?

Randy Brown

Chief Investment Officer

Sun Life

05:15 PM - 07:00 PM

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.