Zirong Zhang

Zirong Zhang

Vice President, Fixed Income Risk & Analytics, Lincoln Financial Group

Zirong Zhang, VP of investment strategy in Lincoln Financial Group.  Zirong joined Lincoln in 2019 to manage their structured credit portfolio.  Before joining Lincoln, he was the Head of Quantitative Analysis for White Mountains Insurance Group.  Prior to that, he was Director of Market Risk in Fannie Mae, where he managed the interest rate risk of its retained portfolio.  Zirong earned a master’s degree in financial engineering from University of Michigan.   

Vlad Barbalat

Vlad Barbalat

President and Chief Investment Officer , Liberty Mutual Investments

As Chief Investment Officer (CIO), Vlad oversees Liberty Mutual Investment’s (LMI) mission to create capital by managing Liberty Mutual's globally invested financial assets. Vlad joined Liberty Mutual in 2017 from Grantham, Mayo, Van Otterloo (GMO) where he served as the Head Portfolio Manager for the firm’s flagship Global Macro hedge fund, and as a senior member of the Asset Allocation team. Vlad began his career at Goldman Sachs in New York, where he spent 13 years and held several leadership positions across proprietary investing businesses and the broader Securities division franchise. Vlad joined Goldman Sachs as an analyst in 2003 and was promoted to Managing Director in 2012. In 2021 Vlad was appointed President and CIO, following his roles as Head of Investment Strategy and Co-Head of Strategy and Asset Allocation for LMI. He is committed to successfully and responsibly investing the firm’s capital and promoting a culture of collaboration, inclusion and entrepreneurship. Additionally, Vlad is focused on fostering the firm’s many relationships with partners and stakeholders globally. Vlad earned dual Bachelor of Science degrees in Finance and Information Systems, graduating summa cum laude from New York University’s Leonard N. Stern School of Business in 2003. He completed his CFA designation in 2006.

Vishal Hindocha

Vishal Hindocha

Director, Investment Solutions Group, MFS Investment Management

Vishal Hindocha, CFA, is a director in the Investment Solutions Group of MFS Investment Management®  (MFS®). In this role, he works with clients to develop solutions and provide insights on global investment  trends and best practices. His responsibilities include conducting proprietary research and helping present  the firm's investment insights to clients around the world, with a focus on sustainable investing and  stewardship. Vishal joined MFS in 2016 as a director on the Client Relations and Consultant Relations teams.  He previously served as a senior investment consultant and team leader at Willis Towers Watson. Vishal  earned a Bachelor of Science degree in economics from the University College London. He holds the CFA UK  Society Certificate in ESG Investing and is a member of the UK's Enterprise Advisor Network. 

Thomas Smith

Thomas Smith

Portfolio Manager - Emerging Market Debt, MetLife Investment Management

Thomas Smith is a portfolio manager and member of the emerging market debt team for MetLife Investment Management (MIM) Public Fixed Income. In this role he is a portfolio manager on the emerging market government bond strategy and the emerging market investment grade debt strategy. Thomas has been with MIM since 2012, originally joining MetLife in 2001. Prior to his current role, he was based in Latin America, serving as a regional strategist for Latin American sovereign credit, a global market strategist for MetLife Afore, and the head of research for LatAm financial institutions. He has 23 years of industry experience. Thomas received a Bachelor of Arts in international studies and spanish from Southwestern University and earned a Masters degree in finance from the Center for Macroeconomic Studies (CEMA) in Buenos Aires, Argentina

Rip Reeves

Rip Reeves

Chief Investment Officer & Treasurer, Aegis

Rip Reeves is Chief Investment Officer and Treasurer for AEGIS Insurance Services - a global, commercial P&C Insurer with offices in East Rutherford, NJ and London, England.  Prior to joining AEGIS Insurance Services in 2011, Mr. Reeves was CIO for Argo Group.  For 20 years Mr. Reeves was a bond portfolio manager and asset allocation specialist for Standish, Ayer & Wood, Scudder Stevens & Clark and JP Morgan Investment Management.  Mr. Reeves started his financial career on the trading floor at Salomon Brothers in 1985, in mortgage derivatives.  He has a BS and an MBA from Louisiana State University. 

Randy Brown

Randy Brown

Chief Investment Officer, Sun Life

Randy Brown is CIO for Sun Life since 2016 and leads SLC Management’s insurance business with $119 billion in assets under management (AUM). Randy is Executive Sponsor of SLC Management’s Sustainable Investment Program, and a member of Sun Life’s International Sustainability Council responsible for implementing the global sustainability plan. Randy joined Sun Life at the start of 2016 and has more than three decades of investment management expertise at highly-respected global financial firms. Randy has held senior roles at Deutsche Asset & Wealth Management, most recently as Global Head of Insurance and Pension Solutions and as Head of Asset and Wealth Management for the UK region. Previously, he was Co-Chief Investment Officer of Deutsche Asset Management, responsible for a global investment staff of 750 and total assets of $1.2 trillion. Before the integration of Deutsche’s asset management and wealth management businesses, Randy was the head of its investment business managing money for insurance companies, with more than $200 billion of assets under management. Randy’s portfolio of work also includes senior roles in trading at BlackRock and Morgan Stanley & Company and Salomon Brothers. Randy holds Bachelor of Science and Master of Engineering degrees, both in Electrical Engineering, from Cornell University. He also earned an MBA from Cornell University's Johnson Graduate School of Management, where he was a Lester B. Knight Scholar.

Raman Srivastava

Raman Srivastava

Chief Investment Officer, Great-West Life Co.

Raman Srivastava is Executive Vice-President and Global Chief Investment Officer for Great West Lifeco. He was appointed in July, 2017. Raman oversees investment teams in Canada, the U.S. and Europe. He leads aglobal team of investment professionals in setting strategic direction and delivering investment results across a diverse global investment platform, including the insurance General Accounts and third-party funds. Raman has 20 years’ experience in the investment industry, most recently as Deputy Chief Investment Officer and Manager Director of Global Fixed Income for Mellon Asset Management based in Boston. For over a decade prior to that, he was a portfolio manager at Putnam Investments. Raman earned a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Mathematics degree from the University of Waterloo. Raman is a Chartered Financial Analyst (CFA) Charterholder.

Pooja Rahman

Pooja Rahman

Senior Vice President & Chief Risk Officer, Protective Life Corporation

In June 2021, Pooja Rahman was named Chief Risk Officer at Protective Life Corporation. She is responsible for leading the Company’s Enterprise Risk Management (ERM) program and overseeing implementation of the Company’s strategic risk appetite.  Prior to joining Protective, Ms. Rahman served as Head of Financial Risk at New York Life. Prior to New York Life, she worked in international policy and analysis at the National Association of Insurance Commissioners. Ms. Rahman’s previous experience also includes Director & Senior Corporate Counsel at Aviva, In-house Counsel at Iowa Insurance Division and Lead Technical Analyst at Principal Financial Group.  Ms. Rahman earned her JD from Drake University Law School, her MBA from the University of New Orleans, and her Bachelor of Commerce from the University of Mumbai. 

Nelson Pereira

Nelson Pereira

Investment Director, Mercer Alternatives

Nelson Pereira is a Principal at Mercer in the GBS Wealth Alternatives group.  As an Investment Director for alternatives; he services Mercer’s discretionary and advisory U.S. insurance client base, providing private market research and guidance across alternative asset classes.  He holds a BA in Economics from the University of Connecticut and a MS in Finance from Georgetown University.

Milla Tonkogony

Milla Tonkogony

Chief Investment Officer, General Insurance, North America, AIG

Milla Tonkonogy is the Chief Investment Officer for General Insurance (P&C) North America at AIG. In this role, Milla determines allocation strategies for ~$60B of fixed income, alternative and equity investments for AIG insurance companies located in the US, Bermuda and Canada. Prior to joining AIG, Milla managed ~$6B of fixed income investments for American Express, where she held several roles in liquidity and capital management and developed the company’s macroeconomic stress testing process for investments. Milla began her career as a software developer and holds a BA in economics from The Johns Hopkins University and an MBA from Carnegie Mellon.

Mike Hackmann

Mike Hackmann

Chief Investment Officer, Shelter Insurance

Matt Popoli

Matt Popoli

Managing Director, Global Head of Insurance, Americas, Bain Capital

Mr. Popoli is a Managing Director and Global Head of Insurance.  Mr. Popoli has more than 20 years of experience investing in the insurance industry and building leading insurance businesses.              Prior to joining the firm, Mr. Popoli founded Insurance Capital Group, an insurance-focused permanent capital vehicle in which affiliates of Bain Capital, LP made a significant equity investment in 2018.  Earlier in his career, Mr. Popoli was a partner and member of the Investment Committee of Reservoir Capital Group, where he led the firm’s financial services investing activities.  Previously, he served as a Principal of Capital Z Partners and began his career at Morgan Stanley & Co. as an Investment Banking analyst.

Madison Tse

Madison Tse

Managing Director, Insurance Portfolio Management, Guggenheim Investments

Mr. Tse is a senior leader within Guggenheim’s Insurance Portfolio Management group. He has been with the firm since 2011 and is responsible for the coverage of and broad portfolio management for institutional clients.  He is also focused on investment advisory and transactional execution related to insurance company M&A and portfolio acquisitions. His transactional and advisory work encompasses investment portfolio valuation, due-diligence, and strategic restructuring related to entire business acquisitions and reinsurance transactions. Prior to joining Guggenheim Partners, Mr. Tse was the Structured Products Sector Manager for Brown Brothers Harriman’s Institutional Fixed Income investment management business. He focused on portfolio management, investment analysis, and trading of Asset Backed, Commercial Mortgage Backed, and Mortgage Backed Securities (ABS, CMBS, MBS) for client and mutual fund portfolios. He also served as the Head of Taxable Portfolio Construction. Mr. Tse was also formerly a Mortgage Backed Securities (MBS) trader at Credit Suisse in the Structured Products Group. Mr. Tse holds a B.S. in Business Administration from Carnegie Mellon University and an M.B.A. with concentrations in Finance and Economics from The University of Chicago Booth School of Business.

Jean-Gabriel Pierre

Jean-Gabriel Pierre

Head of Investment Strategy, AXA XL

James Welch

James Welch

Portfolio Manager, Principal Global Investors

James joined Principal Global Fixed Income in 2014, bringing over twenty years of fixed income experience, with knowledge across a spectrum of municipal strategies. During his career, he had particular emphasis on lower investment grade and high yield municipals and has been recognized by Lipper Analytical for best in class municipal bond fund performance, including high yield tax exempts. James previously served as a senior portfolio manager at Castleton Partners, and at Standish Mellon Asset Management where he managed over $10 billion in tax exempt and taxable portfolios. James received a BA in economics from Pennsylvania State University.

Jake Meyer

Jake Meyer

Senior Economist, Americas, Swiss Re

Jake Meyer joined Swiss Re in January 2021 as a Senior Economist producing the macro-outlook for the United States and Canadian economies. Prior to joining Swiss Re he worked as a Quantitative Economist at UBS, focusing on quantitative research into and the development of methodologies for global macroeconomic forecasting and scenario analysis. His background also includes experience teaching international macroeconomics, political economy, and quantitative methods at Claremont Graduate University and California State University Long Beach and has an academic publication record in these fields through the Claremont Institute for Economic Policy Studies. Jake received his Ph.D. in the Economics and Political Science Interfiled in 2016 from Claremont Graduate University, focusing on the intersection of international macroeconomics, international political economy, and econometrics. He is also currently working on the CFA charter.

Jack Bishop

Jack Bishop

Principal Life General Account PM, Principal Financial Group

Jack Bishop is a portfolio manager of the general account for Principal Financial Group. Bishop joined Principal in 1995. Prior to his current role as a portfolio manager, he held a variety of quantitative and asset-liability management positions within Principal Global Investors (the asset management arm of Principal) and Principal Life Insurance Company. He received a bachelor’s degree in mathematics and secondary education from Simpson College.

Emily Peterson Alva

Emily Peterson Alva

Board Member, Atlanta Life Insurance Company

Emily Peterson Alva is an experienced public and private company board member and an accomplished finance and corporate strategy executive. A former investment banker and Lazard M&A Partner, Emily serves on the corporate boards of Alkermes plc (Nasdaq: ALKS), Amneal Pharmaceuticals, Inc. (NYSE: AMRX), and the Atlanta Life Insurance Company. In addition to her board roles, Emily has more than two decades of notable corporate board experience leading transactions and strategic evaluations for Boards and leadership teams of Fortune 500 companies and growth companies alike.  Emily’s professional experience includes almost twenty years as an Investment Banker at Lazard (NYSE: LAZ). Over many years as a visible and trusted Lazard banker and corporate board advisor, Emily built a notable track record leading global corporations through complex strategic evaluations and M&A transactions representing, in aggregate, hundreds of billions of dollars in transaction value. During her Lazard tenure, Ms. Alva led corporate boards and leadership teams on initiatives impacting corporate strategy, growth and operations including business development and financial planning, as well as corporate transformations including mergers and acquisitions, capital markets transactions, capital structure evaluations and other significant partnership and restructuring transactions.  Today Emily is active as a strategy advisor to founders, boards and leadership teams of companies of many different profiles across industries. In addition to extensive board and corporate advisory work, Emily is a private investor and frequent speaker on topics related to M&A and Corporate Finance, Corporate Governance, Audit and Risk, and ESG. 

Ed Collinge

Ed Collinge

Managing Director, Global Head of Insurance Strategy, Robeco

Ed Collinge is Global Head of Insurance Strategy at Robeco. He works with client and product teams around the world to meet the specific needs of the insurance segment. Before he joined Robeco in 2018, Ed led the European insurance team of Invesco in London. Prior to this, he was responsible for insurance coverage of the UK, Ireland, Nordics and South Africa at JP Morgan. Other previous roles include Head of Capital Management, Annuities at Legal & General, and a Director in the Insurance Capital Markets team at Lehman Brothers. He started his career in 1999. Ed holds a Master’s in Mathematics from the University of York and he is a fellow of the Institute and Faculty of Actuaries.

Andrew Hsu

Andrew Hsu

Portfolio Manager, Structured Products, DoubleLine Capital

Mr. Hsu joined DoubleLine at its inception in 2009. He is a portfolio manager for the DoubleLine Total Return and ABS/Infrastructure Income strategies. Mr. Hsu is a permanent member of the Fixed Income Asset Allocation and Structured Product Committees. Prior to that, he was responsible for analysis and trading of structured products where his focus included Residential MBS and ABS transactions.Mr. Hsu’s responsibilities have also included structuring and negotiating terms on new issue transactions and forming strategic partnerships with issuing entities in order to participate in key transactions. Prior to DoubleLine, he worked at TCW, where he focused on credit analysis for structured product securities and co-managed two structured product funds focusing on debt and equity investments. During this time, Mr. Hsu was actively involved with portfolio management decisions and investment analysis, including reverse engineering complex CDO/CLO structures. He holds a BS in Finance from the University of Southern California and is a CFA® charterholder.

Amir Vardi

Amir Vardi

Portfolio Manager, Head of Structured Credit, Credit Suisse

Amir Vardi is a Managing Director of Credit Suisse Asset Management within the Credit Investments Group (CIG).  Mr. Vardi began his career in leveraged finance research / portfolio strategy at Credit Suisse First Boston and was a founding member of the Leveraged Finance Strategy and Portfolio Products team at Credit Suisse. 

Alexander Chan

Alexander Chan

Senior Client Portfolio Manager and Global Market Strategist, Credit Suisse

Alexander Chan is a Managing Director of Credit Suisse Asset Management within the Credit Investments Group (CIG). Previously, Mr. Chan served as the Senior Vice President of Quantitative Analytics at Shenkman Capital and was a sell-side high yield strategist at several banks, including Credit Suisse's Leveraged Finance Portfolio Strategy Group.

 Amy Stepnowski

Amy Stepnowski

Chief Investment Officer, The Hartford

Amy is the Chief Investment Officer of The Hartford and President of Hartford Investment Management Company (“HIMCO”). She joined The Hartford in September 2008, and has worked at HIMCO throughout her tenure. In her current role, Amy leads the development and execution of The Hartford’s investment strategy, which ensures the company’s investment assets are positioned in a way to support the firm’s earnings and claims paying ability. As President of HIMCO, Amy oversees the organization’s efforts to provide tailored investment solutions to the firm’s clients. Prior to her current role, Amy worked within HIMCO’s Public Credit Research as a Senior Research Analyst, and most recently as the Head of Public Credit Research. Amy has also been actively involved in the Professional Women’s Network during her tenure at the firm, serving as a member of the leadership team over the past four years. Prior to joining The Hartford, Amy spent twelve years at JP Morgan and its heritage institutions, where her work focused on Latin American Corporate and Project Finance. Amy holds a BA degree in Political Science and Spanish from Yale College and has completed Executive Education programing at Tuck School of Business.

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