Clear Path Analysis
Register to Attend

DECEMBER 3 & 4, 2025 | WELL& BY DURST, TIME SQUARE, NEW YORK CITY

Take a look at the program for the Insurance Investor Live | Europe 2025 summit below. 

 

If you wish to be part of the speaker line-up, please reach out to Cristina Melenchon at cristinamelenchon@clearpathanalysis.com.

Agenda

12:00 PM - 5:10 PM
DAY 1- Investment Operations, Compliance, & Reporting Forum- December 3rd

12:00 PM - 1:00 PM
DELEGATE ARRIVAL AND NETWORKING LUNCH

1:00 PM - 1:10 PM
Chairman’s opening address
Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Noel Hillmann

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

1:10 PM - 1:50 PM
PRESENTATION: TBC

1:50 PM - 2:30 PM
PANEL DISCUSSION: Improving investment efficiency: transforming compliance, operations, and reporting through digital innovation
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Jon Ambos

Moderator

Jon Ambos

Founder/President

Bentley Road Group

Allah Rakha Sheikh

Allah Rakha Sheikh

Chief Information Officer

Madison Mutual

Allah Rakha Sheikh is a highly accomplished IT leader and results-driven executive, having a wealth of experience spanning over 20+ years. His expertise extends across multiple fronts. From driving innovation in customer engagement, orchestrating product transformations, empowering employees, and optimizing IT operations. With a passion for instilling a culture grounded in ownership, teamwork, and accountability, he places significant emphasis on strategically repositioning IT from a cost center to a revenue generator aligned with broader business objectives. In his role as Chief Information Officer (CIO) at Madison Mutual Insurance Company (MMIC), Sheikh is celebrated for his collaborative and empowering leadership approach. He is strongly devoted to cultivating a culture that values continuous improvement, fosters creativity, and instills a deep sense of responsibility within the IT department. Additionally, his unwavering commitment to talent development and mentorship has led to the creation of a motivated and high-performing team, playing a crucial role in shaping the future of technology within MMIC.

Caitlin Freeh

Caitlin Freeh

Global Head of Client Experience Delivery

BlackRock

Lynne Mcentegart

Lynne Mcentegart

VP Investment Operations & Technology

Hanover Insurance

2:30 PM - 3:00 PM
FIRESIDE CHAT: The future regulatory landscape for private credit: the evolving view of the NAIC and what it means for investors

Helen Remeza

Moderator

Helen Remeza

Insurance Solutions

PineBridge

Ms. Remeza is a member of the Insurance Investment Solutions team and the head of Insurance Strategies Americas, with a focus on providing investment, regulatory, structuring, and rating solutions to a broad range of insurance companies. She has extensive experience in the insurance industry, asset management, and rating agency. She was previously a managing director at Fosun Group, a director at AIG, a lead analyst at Moody’s, and a strategist at Credit Suisse First Boston. Ms. Remeza is a graduate of the Wharton School of the University of Pennsylvania and Tsinghua University.

3:00 PM - 3:30 PM
REFRESHMENTS, NETWORKING, & ONE-TO-ONE MEETINGS TIME

3:30 PM - 4:30 PM
‘TALKING TABLES’: DISCUSSING MARKET TRENDS AND IMPACTS
4:30 PM - 5:10 PM
PANEL DISCUSSION: How to balance strategic appeal against execution complexity in private markets
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Benjamin Pittsley

Benjamin Pittsley

Director of Alternatives & Investment Officer

Amica Insurance

Manpreet Singh

Manpreet Singh

Chief Investment Officer

Singh Capital Partners

Scott Skornia

Scott Skornia

Senior Investment Advisor

Mariner

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.

5:10 PM - 6:30 PM
END OF SUMMIT AND DRINKS RECEPTION

8:15 AM - 4:50 PM
DAY 2 Asset Allocation & Investment Strategy and Private Markets & Real Assets streams - December 4th

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

8:30 AM - 9:10 AM
PANEL DISCUSSION: Insurance Industry Trends
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Christopher Mechem

Moderator

Christopher Mechem

Head of Institutional Insurance

Invesco

Pete Miller

Pete Miller

Head of Insurance Solutions

Invesco

Blake	Mock

Blake Mock

MD, Insurance Relationship Management

Invesco

9:15 AM - 9:20 AM
Chair’s opening address
Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Noel Hillmann

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

9:20 AM - 10:00 AM
PRESENTATION: Global macro outlook: how insurers should future-proof portfolios amid shifting growth dynamics, uncertain yields, and long-term inflation risks
Alejandra Grindall, Chief Economist, Ned Davis Research

Alejandra Grindall

Alejandra Grindall

Chief Economist

Ned Davis Research

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?

10:00 AM - 10:45 AM
PANEL DISCUSSION: Navigating global opportunities and risks in strategic asset allocation to create a road map to resilient portfolio growth
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Noel Hillmann

Moderator

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

Shawn Bengtson

Shawn Bengtson

Chief Risk Officer

Woodmen Life

Lale Topcuoglu

Lale Topcuoglu

Head Investment Strategy & Public Fixed Income

Swiss Re

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.

10:45 AM - 11:10 AM
PRESENTATION: TBC

11:10 AM - 11:40 AM
MORNING REFRESHMENTS & NETWORKING

11:40 AM - 12:20 PM
PANEL DISCUSSION: Balancing growth beyond the US: how investors can chase returns without compromising regulation, capital efficiency, or risk

12:20 PM - 1:00 PM
PANEL DISCUSSION: Unlocking opportunities in multi-asset, public and private markets: how to capture growth despite limited data

1:00 PM - 1:50 PM
LUNCH

1:50 PM - 2:50 PM
ASSET ALLOCATION & INVESTMENT STRATEGY FORUM
Diane Young

Moderator

Diane Young

Chief Investment Officer

Gore Mutual Insurance

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.

1:50 PM - 2:50 PM
PRIVATE MARKETS AND REAL ASSETS FORUM
Cristina	Melenchon

Moderator

Cristina Melenchon

Senior Content Producer

Clear Path Analysis

Jason Young

Jason Young

Head of U.S. & APAC Corporate Private Placements and Private Structured Credit, Private Capital

MetLife Investment Management

Jason Young is Head of U.S. Corporate Private Placements and Private Structured Credit for MetLife Investment Management’s (MIM) Private Capital. He is responsible for leading MIM’s U.S.-based Private Placement team covering the Corporate and Structured Debt Private Placement markets in the U.S and APAC

Prior to joining MIM in 2024, Jason held various transactional and organizational roles across global corporates, structured corporates and direct origination across his 17-year career at Corebridge Financial fka AIG Investments. Prior to Corebridge Financial, Jason completed a three-year formal credit training program within Citigroup’s middle market lending group.

Jason earned an M.B.A. from Southern Methodist University’s Cox School of Business and a B.B.A. from Texas Christian University’s Neeley School of Business. He is a CFA® charterholder.

2:50 PM - 3:20 PM
AFTERNOON REFRESHMENTS & NETWORKING

3:20 PM - 4:05 PM
ASSET ALLOCATION & INVESTMENT STRATEGY FORUM
John Bradley

Moderator

John Bradley

Former VP, Chief Investment Office

Fidelity & Guaranty Life Insurance Company

John Bradley is a former 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.

Thomas Arthur

Thomas Arthur

Vice President – Investments

Southern Farm Bureau Casualty Insurance Company

Mehdi Khalili

Mehdi Khalili

Investment Strategist and Chair of Global Infrastructure Task Force

Legal and General

James Overpeck

James Overpeck

VP Investments

Hanover Insurance

Ravi Malik

Ravi Malik

Portfolio Manager

SSI Investment Management

3:30 PM - 4:05 PM
PRIVATE MARKETS AND REAL ASSETS FORUM
Liz Gorgoglione

Liz Gorgoglione

Director, Credit Risk - Pension Risk Transfer Solutions

Legal and General Retirement America

4:10 PM - 4:50 PM
PANEL DISCUSSION: Interest rate dynamics: investment leaders discuss the opportunities and challenges amid current trends
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Alton  Cogert

Moderator

Alton Cogert

President & CEO

Strategic Asset Alliance

Alton R. Cogert, CFA, CPA, CAIA, FDP, CGMA, President and Chief Executive Officer. Mr. Cogert formed Strategic Asset Alliance in 1994.

Currently, Mr. Cogert is an Independent Member of American Fidelity Assurance Company's Investment Committee of the Board. Previously, he has served as a technical advisor to the NAIC Invested Assets Working Group. He is a former member of the Board of Directors and former chairman of the Investment Committee of the National Alliance of Life Companies.

Prior to SAA, Mr. Cogert accumulated more than 20 years of financial institution experience, including over 10 years experience in senior financial management. He is a Chartered Financial Analyst, a Certified Public Accountant, Chartered Alternative Investment Analyst and a Financial Data Professional Charterholder. Mr. Cogert holds a BS from the Wharton School of the University of Pennsylvania and an MBA from the University of Southern California

Ryan Taylor

Ryan Taylor

SVP Treasurer, AXIS Specialty; Group Treasury Director

AXIS Capital Group

Lou Mortillaro

Lou Mortillaro

Chief Financial Officer

Dealer Owned Warranty Company

4:50 PM - 5:30 PM
END OF CONFERENCE & PRE-AWARDS EVENING DRINKS RECEPTION

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Speaking Opportunities

Cristina Melenchon

Senior Content Producer

Operations Enquiries

Ilona Nowak

Operations Executive

Marketing Enquiries

Jenna Williams

Head of Marketing & Operations

Sponsorship Enquiries

Noel Hillmann

Chief Executive Officer