SPEAKERS

ALFRED CHANG

Head of Residential Loan Trading, MetLife Investment Management

Alfred leads residential loan trading and portfolio strategy for the residential mortgage portfolio at MetLife Investment Management (MIM).

My session title:

• FIRESIDE CHAT: Long Term Investment Opportunities in Residential Whole Loans : 10:55 AM - 11:20 AM

ANDREW PAYNE

Chief Credit Officer, Investments, Corebridge Financial

Andrew (Andy) Payne has more than 30 years of leadership experience in credit risk and portfolio management. As Chief Credit Officer for Corebridge’s Investments organization, Andy has credit oversight of Corebridge’s Investment Portfolio across all asset classes and leads the Investment Credit team. He joined Corebridge in 2014 as non-Americas Head of Investment Credit in the Enterprise Risk Management (ERM) department and in 2017 was appointed as ERM Head of Investments Credit. Prior to Corebridge, Andrew spent 24 years at Barclays in various leadership positions in credit risk and portfolio management, structuring, treasury and corporate and real estate lending.

Andy received his MBA from the London Business School and a Bachelor of Arts degree (Hons) in Chemistry from the University of Oxford. He is a former Board Member of the International Association of Credit Portfolio Managers.

My session title:

• PRIVATE MARKETS AND REAL ASSETS FORUM - PANEL DISCUSSION: Diversification and regulatory risk: practitioners tactics for building smart private and real asset portfolios to navigate known and unquantified risks : 2:40 PM - 3:20 PM

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. 

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Adapting your strategy for the new administration and changes in economic performance – balancing growth, income, and hedging exposures : 2:40 PM - 3:20 PM

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

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Adapting your strategy for the new administration and changes in economic performance – balancing growth, income, and hedging exposures : 2:40 PM - 3:20 PM

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.

My session title:

• 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 : 10:10 AM - 10:55 AM

LAURA SARLO

Emerging Markets Portfolio Manager, Liberty Mutual Insurance

Laura Sarlo is the Emerging Markets Portfolio Manager at Liberty Mutual Investments (LMI), managing hard currency emerging markets bond portfolios as well as local currency portfolios supporting Liberty’s global operations. Laura joined LMI from Loomis, Sayles & Company, where she worked on global portfolios as a sovereign analyst, managed a multi-asset portfolio, and served as a senior member of the firm’s macro strategies team. Laura began her career as a trader and analyst on the foreign exchange and Treasury open market desks at the Federal Reserve Bank of New York.

Laura is active in investment and insurance industry groups and currently serves as US Chair of the Executive Board for the Insurance Women’s Investment Network. She holds a BA from Drew University, a Master’s degree from the Harvard Kennedy School, and is a CFA charterholder.

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Adapting your strategy for the new administration and changes in economic performance – balancing growth, income, and hedging exposures : 2:40 PM - 3:20 PM (Moderator)

LIZ GORGOGLIONE

Director, Credit Risk - Pension Risk Transfer Solutions, Legal and General Retirement America

My session title:

• PRIVATE MARKETS AND REAL ASSETS FORUM - FIRESIDE CHAT: ‘Regulatory risk’ in portfolio structuring – understanding the regulators mindset and evolving approach to capital charges and ESG priorities : 1:45 PM - 2:15 PM

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.

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PRESENTATION: Investment Trends and Observation and Asset Allocation : 2:15 PM - 2:40 PM

MEHDI KHALILI

Investment Strategist, Legal and General

My session title:

• PRIVATE MARKETS AND REAL ASSETS FORUM - PANEL DISCUSSION: Diversification and regulatory risk: practitioners tactics for building smart private and real asset portfolios to navigate known and unquantified risks : 2:40 PM - 3:20 PM

MIKE HUFF

Chief Investment Officer, Partner Re

Mike is the Chief Investment Officer of PartnerRe. He is responsible for management of all investment activities for PartnerRe’s global investment portfolio. Prior to joining PartnerRe, Mike was Head of Asset Allocation and Derivatives for TIAA’s General Account investment portfolio. Earlier in his career, he held various roles in derivatives, risk management, and portfolio management at Genworth Financial and Principal Financial Group.

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)

My session title:

• 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 : 10:10 AM - 10:55 AM

NABIL MOUCHAWAR

Co-Founder, AI Research and Development, Cue Traders

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - FIRESIDE CHAT: Advancing the asset allocation approach through AI and systematic modelling - building parameters for stronger conviction over longer periods" Mesh traditional techniques with new age AI assistance : 1:45 PM - 2:15 PM

NOEL HILLMANN

Chief Executive Officer, Clear Path Analysis

My session title:

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

PEGGY HUANG

Chief Investment Officer, SiriusPoint

My session title:

• 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? : 4:10 PM - 4:40 PM

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.

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - FIRESIDE CHAT: Advancing the asset allocation approach through AI and systematic modelling - building parameters for stronger conviction over longer periods" Mesh traditional techniques with new age AI assistance : 1:45 PM - 2:15 PM

SUO WU

Director - Risk Modelling Services, PricewaterhouseCoopers

My session title:

• 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 : 10:10 AM - 10:55 AM

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).

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Adapting your strategy for the new administration and changes in economic performance – balancing growth, income, and hedging exposures : 2:40 PM - 3:20 PM