2024 AGENDA

Aileen Mathieson joined Aspen in November 2021, as Group Chief Investment Officer.  Aileen is based in our London office with regular visits to our Bermuda and New York offices. She brings more than 30 years of experience as a finance leader in a number of industry sectors, including more than 17 years in financial services and investments.   Aileen is also an Advisory Board member of Rewired Earth.

Prior to Aspen, Aileen served at Aberdeen Standard Investments where she was Global Head of Insurance and at Zurich UK between 2014 and 2019 where Aileen was Chief Investment Officer and Head of Wealth Management.  During her career,  Aileen also held senior finance roles at Nucleus Financial Group plc, Standard Life Group, Diageo plc and EMI Music. Aileen started her career at KPMG and is a qualified Chartered Accountant (Scotland) and Chartered member of the Chartered Institute for Securities and Investment.

Ruth joined Resolution Life as Chief Investment Officer in September 2024.

Previously, Ruth worked at MetLife for 13 years where she held a variety of Investment roles, most recently as Global Head of Insurance Asset Management. In this role, Ruth was responsible for the execution of investment strategies for the MetLife general account and development of strategic solutions for insurance company third party clients. This included management of multi-strategy portfolios across public and private assets, market strategy as well as insurance advisory services. Prior to this, Ruth held a variety of roles within the Investments division including Head of EMEA Portfolio Management and Head of Investments for Western and Central Europe.

Before joining MetLife, Ruth spent ten years at Gordian Knot Limited, a London-based fixed income asset manager specializing in investment grade credit. At Gordian Knot Ruth held several roles from structured finance credit analyst to senior portfolio manager.

Ruth holds an LL.D. (Doctor of Laws) from the University of Malta, a Masters in International Commercial and Shipping Law from the International Maritime Law Institute (United Nations) and a Master of Philosophy focused on Banking, Corporate Finance and Securities Law from the University of Oxford (Pembroke College).

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)

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.

Anna Dreyer is a portfolio manager of the Total Return Bond Strategy and the U.S. Core Plus Bond separate accounts. Anna is co-president of the Total Return Fund and co-chairperson of its Investment Advisory Committee and a vice president of the New Income Fund and member of its Investment Advisory Committee. She is a member of the Core/Core Plus Portfolio Strategy team, the Multi-Asset Credit Investment team, and the Sector Strategy Advisory Group. Anna is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Stephanie Thomes is a Senior Investment Consultant within the U.S. Insurance Practice at Mercer.  Her expertise includes investment and risk strategy, alternatives, asset allocation, and capital efficient investing for general accounts. Prior to joining Mercer in 2023, Stephanie was the Head of Investment Strategy and the Head of Alternative Investments for Allianz Investment Management across a $150b GA. She formerly worked in asset management for companies including AB Carval Investors and Black River Asset Management, and was a Controller for a technology start-up company. Stephanie currently serves on the Foundation Board and Investment Committee for the Children’s Hospital of Minnesota, and was a prior member of the Advisory Board for OWNS; an impact ETF focused on equality in minority home ownership.

Stephanie received her B.S. in finance and economics from St. Cloud University and her MBA in finance from the University of Minnesota, Carlson School. 

Alfred Chang leads residential loan trading and portfolio strategy for the residential mortgage portfolio at MetLife Investment Management (MIM). In this role, he is responsible for the credit analysis, pricing, credit/compliance due diligence and contract finance required to trade mortgage loans. He is also responsible for determining relative value across whole loan investments as well as choosing the counterparties to source these investments.

Prior to joining MetLife in 2008, Chang was director of secondary marketing for MetLife Bank which included sales of non-agency mortgages that were originated by the bank. Roles prior to MetLife Bank ranged from directing master servicing to loan trading and transaction management. Across all of the above roles, Chang has over 20 years of mortgage experience.

Chang graduated from Texas Christian University in 1996 with a Bachelor of Business Administration degree in finance and is involved with various working groups within the Structured Finance Industry Group.

Mahir is a Senior Economist leading macro research, forecasting, and scenario analysis on the US economy. He supports Swiss Re's strategic planning and asset allocation with respect to market developments and the economic environment, and frequently speaks on economic related topics. His research includes monthly and quarterly US economic outlooks, along with frequent economic insights on current events and developments in the macro environment. Mahir is a key contributor to Swiss Re's flagship sigma reports – a research series on the insurance industry and macroeconomic trends. He has been cited in the Wall Street Journal, Bloomberg, NPR, and other financial media outlets.

Mahir holds a master's degree from New York University and a bachelor's degree from Pace University.

Matthew Burnett is the CFO and Treasurer of Builders Insurance, an Atlanta-based multi-line, multi-state mutual P&C carrier in the US. He has over 25 years of Accounting and Finance experience in the insurance industry working for carriers such as Alfa Insurance, Mag Mutual, Maxum Indemnity Company, and the Hartford. He joined Builders Insurance in 2020. Matthew graduated from Auburn University Montgomery in 2000 with a BSBA in Accounting and Information Systems.

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.