2025 SPEAKERS

ALEJANDRA GRINDALL

Chief Economist, Ned Davis Research

My session title:

• PRESENTATION: Global macro outlook: how insurers should future-proof portfolios amid shifting growth dynamics, uncertain yields, and long-term inflation risks : 9:20 AM - 10:00 AM

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.

My session title:

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

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

My session title:

• PANEL DISCUSSION: Interest rate dynamics: investment leaders discuss the opportunities and challenges amid current trends : 4:10 PM - 4:50 PM (Moderator)

BENJAMIN PITTSLEY

Director of Alternatives & Investment Officer, Amica Insurance

My session title:

• PANEL DISCUSSION: How to balance strategic appeal against execution complexity in private markets : 4:30 PM - 5:10 PM

BLAKE MOCK

MD, Insurance Relationship Management, Invesco

Blake Mock is a Managing Director on the Insurance Relationship Management team at Invesco, where he is responsible for engagement with insurance investment teams.
 
Blake has 15 years of experience working with insurance companies in different capacities. Prior to joining Invesco, Blake held fundraising roles at Pinnacle Trust Partners and Advantage Capital, focused on raising Insurance capital. Before the transition to fundraising, he covered insurance in investment banking at Barclays, investment banking and equity research at Keefe, Bruyette & Woods and as a credit analyst at S&P. He began his career as an insurance broker with Marsh and McLennan.
 
Blake graduated from the University of Georgia in 2007 and is a CFA Charterholder.

My session title:

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

CAITLIN FREEH

Global Head of Client Experience Delivery, BlackRock

My session title:

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

CAROL PENAHLE

Head of Canada, Rimes Technologies

Carol Penhale leads the development of the Canadian market for Rimes, partnering with C-level leaders at asset managers, asset owners and asset servicers to help solve their most complex investment data management challenges.
Carol has worked in the strategy and transformation space for public and private financial services firms and vendors for more than 25 years.  She has held senior business, technology and consulting roles at start ups, service providers, intermediaries and large financial institutions, at companies including Mackenzie Investments, Taliance, Broadridge Financial Solutions and others.  She has also helped found a number of boutique consulting start-ups, including Cutter Associates and Bedford Park Associates.
Ms. Penhale holds a Diploma in Programming and Systems Analysis from The Institute for Computer Studies, a B.A. from the University of Toronto and a Certificate in History from the University of Edinburgh.

My session title:

• ‘TALKING TABLES’: DISCUSSING MARKET TRENDS AND IMPACTS - Session 2 Optimising the approach to management of private assets : 3:50 PM - 4:00 PM (Moderator)

CHRIS MECHEM

Head of Institutional Insurance, Invesco

Chris Mechem is Head of Institutional Insurance for Invesco. In this role, Chris leads the team responsible for engagement between insurance general accounts and Invesco’s variety of public and private investment capabilities.
 
Chris has been in the investment management industry for 19 years and spent the last 10 years with Invesco. Prior to his current role, Chris was an Insurance Relationship Manager with a focus on Life Insurance Companies’ sub-advised platforms and annuity products, and played a leading role in building out Invesco’s structured annuity index licensing business. Chris joined the organization in 2016 as an Investment Due Diligence analyst, responsible for growing and maintaining Invesco’s presence on Annuity and Wealth Management Platforms.
 
Chris graduated from Hamilton College in 2006, and is a CFA charterholder.

My session title:

• PANEL DISCUSSION: Insurance Industry Trends : 8:30 AM - 9:10 AM (Moderator)

CRISTINA MELENCHON

Senior Content Producer, Clear Path Analysis

My session title:

• PRIVATE MARKETS AND REAL ASSETS FORUM - PANEL DISCUSSION: Decoding private markets: a how-to strategy for winning in this competitive landscape : 1:55 PM - 2:35 PM (Moderator)
• PRIVATE MARKETS AND REAL ASSETS FORUM - FIRESIDE CHAT: Multi asset strategies: how do investors blend real assets with traditional fixed income assets for maximum performance : 2:35 PM - 3:00 PM (Moderator)
• PRIVATE MARKETS AND REAL ASSETS FORUM - PANEL DISCUSSION: Strategic real estate allocation in uncertain markets: when will the tide turn and how can investors prepare for it? : 3:30 PM - 4:10 PM (Moderator)

DIANE YOUNG

Chief Investment Officer, Gore Mutual Insurance

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Managing returns and constraints: exploring the trade-offs between yield, capital efficiency, regulation, and liquidity : 1:55 PM - 2:35 PM

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.

My session title:

• FIRESIDE CHAT: The future regulatory landscape for private credit: the evolving view of the NAIC and what it means for investors : 1:10 PM - 1:50 PM (Moderator)

HILARY LINDEMAN

Principal, General Atlantic

Hilary Lindemann is a Principal at General Atlantic and focuses on the firm’s portfolio management process. Before joining General Atlantic in 2011, Hilary was an Investment Banking Analyst at Greenhill & Co. in the Mergers & Acquisitions and Restructuring Advisory groups.

My session title:

• ‘TALKING TABLES’: DISCUSSING MARKET TRENDS AND IMPACTS - Session 3 AI and it’s application to the investment process : 4:10 PM - 4:30 PM

JAMES OVERPECK

VP Investments, Hanover Insurance

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Enhanced Fixed Income - increased diversification, duration and spread management through market cycles : 3:30 PM - 4:10 PM

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.

My session title:

• PRIVATE MARKETS AND REAL ASSETS FORUM - PANEL DISCUSSION: Decoding private markets: a how-to strategy for winning in this competitive landscape : 1:55 PM - 2:35 PM

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.

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Enhanced Fixed Income - increased diversification, duration and spread management through market cycles : 3:30 PM - 4:10 PM (Moderator)

JON AMBOS

Founder/President, Bentley Road Group

My session title:

• PANEL DISCUSSION: Improving investment efficiency: transforming compliance, operations, and reporting through digital innovation : 1:50 PM - 2:30 PM (Moderator)

LALE TOPCUOGLU

Head Investment Strategy & Public Fixed Income, Swiss Re

My session title:

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

LIZ GORGOGLIONE

Credit Risk Director, Legal and General Retirement America

My session title:

• PRIVATE MARKETS AND REAL ASSETS FORUM - PANEL DISCUSSION: Strategic real estate allocation in uncertain markets: when will the tide turn and how can investors prepare for it? : 3:30 PM - 4:10 PM

LOU MORTILLARO

Chief Financial Officer, Dealer Owned Warranty Company

My session title:

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

LYNNE MCENTEGART

VP Investment Operations & Technology, Hanover Insurance

Lynne brings deep cross-functional investment experience driving continuous improvement and scalable solutions for Life and P&C insurers.
 

My session title:

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

MANPREET SINGH

Chief Investment Officer, Singh Capital Partners

My session title:

• PANEL DISCUSSION: How to balance strategic appeal against execution complexity in private markets : 4:30 PM - 5:10 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 - FIRESIDE CHAT: How can liquidity risk modelling, monitoring, and stress testing strengthen strategic asset allocation? : 2:35 PM - 3:50 PM

MEHDI KHALILI

Investment Strategist and Chair of Global Infrastructure Task Force, Legal and General

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Enhanced Fixed Income - increased diversification, duration and spread management through market cycles : 3:30 PM - 4:10 PM

MICHEL LÉONARD

Chief Economist and Data Scientist, Insurance Information Institute

Dr. Michel Léonard, CBE, leads the Triple-I’s Economics and Analytics Department. He is responsible for providing analysis and insight on industry economics and business performance, as well as other forward-looking, data driven insurance insights.

Michel brings more than twenty years of insurance experience to Triple-I, including senior and leadership positions as Chief Economist for Trade Credit and Political Risk at Aon; Chief Economist at Jardine Lloyd Thompson; Chief Economist and Data Scientist at Alliant; and Chief Data Scientist at MaKro LLC. In these roles, he worked closely with underwriters, brokers and risk managers to model risk exposures for property-casualty and specialty lines such as credit, political risk, business interruption and cyber.

Michel also currently serves as adjunct faculty at New York University’s Economics Department. Previous academic appointments include Adjunct Faculty in NYU’s Center for Data Science and Adjunct Faculty at Columbia University’s Data Science Institute and Statistics Department. He was the recipient of a grant from the Spencer Educational Foundation to develop a course in data analytics for insurance. In these capacities, Michel provides a key link between the Triple-I, its Non-Resident Scholars and academia.

Michel holds a Bachelors of Arts from McGill University, a Masters of Theological Studies from Harvard University, and a Masters of Arts and Doctorate of Philosophy in Political Economy from the University of Virginia, focusing on qualitative and quantitative risk modeling. He is a member of the Insurance Research Council Advisory Board.

My session title:

• FIRESIDE CHAT: The future regulatory landscape for private credit: the evolving view of the NAIC and what it means for investors : 1:10 PM - 1:50 PM

NOEL HILLMANN

Chief Executive Officer, Clear Path Analysis

My session title:

• Chairman’s opening address : 1:00 PM - 1:10 PM
• Chair’s opening address : 9:15 AM - 9:20 AM
• PANEL DISCUSSION: Navigating global opportunities and risks in strategic asset allocation to create a road map to resilient portfolio growth : 10:00 AM - 10:45 AM (Moderator)
• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Managing returns and constraints: exploring the trade-offs between yield, capital efficiency, regulation, and liquidity : 1:55 PM - 2:35 PM (Moderator)

PETER MILLER

Head of Client Investment Solutions, North America, Invesco

Peter Miller is Head of Client Investment Solutions for North America for the Invesco Solutions team, which develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, he and his team leverage Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored investment outcomes for our clients.
 
Mr. Miller joined Invesco in 2018. Prior to joining the firm, he served as a senior vice president with PIMCO's financial institutions group, where he focused on general account investments and risk-managed fund solutions for insurance clients. Mr. Miller previously spent nine years in variable annuity hedging and risk management, as well as insurance portfolio management and pension liability-driven investing, with The Hartford. He has been in the financial industry since 2001.
 
Mr. Miller earned a BS degree in actuarial science from the University of Nebraska. He is a Chartered Financial Analyst® (CFA) charterholder and a Fellow of the Society of Actuaries (FSA)

My session title:

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

PRAMIT MUKHERJEE

Managing Director, SLC Management

Pramit Mukherjee is a Managing Director, Insurance Client Solutions, for SLC Management. His role focuses on developing capital efficient investment solutions for insurers across structured finance, private credit and real estate mortgage investments.

Pramit has over 15 years of experience in asset management. Prior to joining the firm, he was Senior Director, Investments, at Legal and General America (L&G), and managed U.S. pension risk transfer (PRT) and protection portfolios. He led research on new asset classes and executed investment strategies and structuring across multiple regulatory jurisdictions and models, including Risk-Based Capital (RBC), Bermuda Solvency Capital Requirement (BCSR) and Solvency II. He has additional experience from major investment management firms including investment evaluation, due diligence and portfolio management across a variety of asset classes.

Pramit has a Master of Business Administration with distinction from the Stern School of Business at New York University. He graduated magna cum laude from the Indian Institute of Technology with a Master of Science and Bachelor of Science in Industrial Engineering. He is also a Board member of the Fixed Income Investor Network by the Financial Times Live (FT Live). 

My session title:

• PRESENTATION: TBC : 2:30 PM - 3:00 PM

RAVI MALIK

Portfolio Manager, SSI Investment Management

Ravi Malik is a seasoned Portfolio Manager who oversees the daily management of Convertible Investment portfolios while providing comprehensive equity and credit research within the Technology Sector. In addition to his portfolio management responsibilities, Ravi serves as a member of SSI’s Board of Directors. He brings nearly three decades of experience to SSI’s Convertible Team, having also contributed significantly to the Froley, Revy Convertible Team prior to its acquisition by SSI in 2009. Ravi works closely with the Chief Investment Officer, collaborating on the analysis of global and macroeconomic environments to develop strategies tailored to client mandates.
 
Before joining SSI, Ravi spent ten years in the Indian Administrative Service (IAS) and also served as Finance Commissioner to the Andaman Islands. Ravi holds an MBA in Finance from the Anderson Graduate School of Management at the University of California, Los Angeles, and a BA in Mathematics and Economics from Punjab University.

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Enhanced Fixed Income - increased diversification, duration and spread management through market cycles : 3:30 PM - 4:10 PM

RYAN TAYLOR

SVP Treasurer, AXIS Specialty; Group Treasury Director, AXIS Capital Group

My session title:

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

SCOTT SKORNIA

Senior Investment Advisor, Mariner

My session title:

• PANEL DISCUSSION: How to balance strategic appeal against execution complexity in private markets : 4:30 PM - 5:10 PM

SHAWN BENGTSON

Chief Risk Officer, Woodmen Life

My session title:

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

THOMAS ARTHUR

Vice President – Investments, Southern Farm Bureau Casualty Insurance Company

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Enhanced Fixed Income - increased diversification, duration and spread management through market cycles : 3:30 PM - 4:10 PM

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.

My session title:

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

YIFENG LIU

Senior Director, TIAA

Yifeng Liu is a senior director of asset liability management at TIAA. In this role, she is responsible for overseeing Strategic Asset Allocation, Economic Capital, Stress Testing, Dividend Optimization, and cross functional collaboration on other key initiatives that are critical in managing the company’s balance sheet, financial strength, policy holder returns, product portfolio, and key corporate strategic priorities. 
Yifeng hold the Fellow of the Society of Actuaries and Chartered Financial Analyst (CFA) designations, and earned a Ph.D. in Physics from Brown University

My session title:

• ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - PANEL DISCUSSION: Managing returns and constraints: exploring the trade-offs between yield, capital efficiency, regulation, and liquidity : 1:55 PM - 2:35 PM