Clear Path Analysis
Register to Attend

DECEMBER 5, 2024 | 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 - 9:30 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

9:25 AM - 9:30 AM
Chairman’s opening address

9:30 AM - 10:10 AM
PRESENTATION/FIRESIDE CHAT: New look for interest rate neutrality: are we in a new era of naturally higher inflation and interest rate levels and what does this mean for core bond holdings?

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

Mike Huff

Mike Huff

Senior Portfolio Management & Asset Allocation

TIAA

Mike is a Portfolio Manager for TIAA’s $300 Billion General Account investment portfolio.  His responsibilities include portfolio management, asset allocation, management of derivatives and hedging programs, currency risk management, and portfolio ALM.  Mike also leads TIAA’s capital markets activities including spread lending programs and debt management.

Before joining TIAA, Mike was an Investment Risk Manager at Genworth Financial where he was responsible for asset/liability management, derivatives risk oversight and counterparty credit risk.  At Genworth, Mike was also a derivative trader responsible for developing hedging strategies and trading interest rate swaps, futures, and equity options.  Prior to Genworth, Mike worked for Principal Financial Group and managed a portfolio of structured products and derivatives.

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.

10:55 AM - 11:20 AM
PRESENTATION or FIRESIDE CHAT: Topic to be confirmed

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

11:55 AM - 12:45 PM
‘INDUSTRY INSIGHT’ SESSIONS: UNCOVERING MARKET SENTIMENT
12:45 PM - 1:40 PM
LUNCH

1:40 PM - 3:20 PM
ASSET ALLOCATION & INVESTMENT STRATEGY FORUM
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.

Jennifer Quisenberry

Jennifer Quisenberry

Chief Investment Officer

New England Asset Management

Jennifer is the Chief Investment Officer at NEAM, Inc. and leads the firm’s Investment Policy Committee. She is responsible for oversight of our fixed income and equity trading, research, and investment operations. She joined the Firm in 2007 and, prior to her current position, served as Head of Structured Securities. Before joining NEAM, she was Head of Structured Research at Conning Asset Management and a Managing Director at Structured Finance Advisors. Jennifer holds a Bachelor of Arts in Economics and Finance from McGill University, has an MBA in Finance from New York University and is a CFA Charterholder. She has been employed in the investment industry since 1986.

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).

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. 

Federico Rodriguez, CFA

Federico Rodriguez, CFA

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

1:40 PM - 3:20 PM
PRIVATE MARKETS AND REAL ASSETS FORUM
3:20 PM - 3:45 PM
AFTERNOON REFRESHMENTS & NETWORKING

3:45 PM - 4:10 PM
PRESENTATION or FIRESIDE CHAT: Topic to be confirmed

4:10 PM - 4:50 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?

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

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

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