Clear Path Analysis
Register to Attend

DECEMBER 3 & 4, 2025 | MIDTOWN MANHATTAN, NEW YORK CITY, NY

Take a look at the program for the Insurance Investor Live | Europe 2025 summit below. 

 

If you wish to be part of the speaker line-up, please reach out to Cristina Melenchon at cristinamelenchon@clearpathanalysis.com.

Agenda

12:00 PM - 5:10 PM
DAY 1- Investment Operations, Compliance, & Reporting Forum- December 3rd

12:00 PM - 1:00 PM
DELEGATE ARRIVAL AND NETWORKING LUNCH

1:00 PM - 1:30 PM
Chairman’s opening address
Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Noel Hillmann

Noel Hillmann

Chief Executive Officer

Clear Path Analysis

1:10 PM - 1:10 PM
PRESENTATION: TBC

1:50 PM - 2:30 PM
PANEL DISCUSSION: Improving investment efficiency: transforming compliance, operations, and reporting through digital innovation
Click + to view speakers

Jon Ambos

Moderator

Jon Ambos

Founder/President

Bentley Road Group

Allah Rakha Sheikh

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.

Caitlin Freeh

Caitlin Freeh

Managing Director, Head of Client Experience Delivery

BlackRock

2:30 PM - 3:00 PM
PRESENTATION/FIRESIDE CHAT: The future regulatory landscape for private credit: the evolving view of the NAIC and what it means for investors

Here we explore how residential whole loans should be a permanent part of insurance companies’ investment strategies and not just a trade that is attractive today.

3:00 PM - 3:30 PM
REFRESHMENTS, NETWORKING, & ONE-TO-ONE MEETINGS TIME

3:30 PM - 4:30 PM
‘TALKING TABLES’: DISCUSSING MARKET TRENDS AND IMPACTS
4:30 PM - 5:10 PM
PANEL DISCUSSION: How to balance strategic appeal against execution complexity in private markets

5:10 PM - 6:30 PM
END OF SUMMIT AND DRINKS RECEPTION

8:15 AM - 4:50 PM
DAY 2 Asset Allocation & Investment Strategy and Private Markets & Real Assets streams - December 4th

8:40 AM - 9:20 AM
EXECUTIVE DISCUSSION: Treasury, Financial Risk, Liquidity Management, Investment Operations, or Investment Risk focused topic

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

9:30 AM - 10:10 AM
PRESENTATION: Global macro outlook: how insurers should future-proof portfolios amid shifting growth dynamics, uncertain yields, and long-term inflation risks
Alejandra Grindall, Chief Economist, Ned Davis Research

Alejandra Grindall

Alejandra Grindall

Chief Economist

Ned Davis Research

3:50 PM - 4:30 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?

10:10 AM - 10:55 AM
PANEL DISCUSSION: Navigating global opportunities and risks in strategic asset allocation to create a road map to resilient portfolio growth
Shawn Bengsten, Chief Risk Officer, Woodmen Life

Shawn Bengsten

Shawn Bengsten

Chief Risk Officer

Woodmen Life

10:55 AM - 11:20 AM
PRESENTATION: TBC

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

11:55 AM - 12:50 PM
‘INDUSTRY INSIGHT’ SESSIONS: UNCOVERING MARKET SENTIMENT
12:50 PM - 1:50 PM
LUNCH

1:50 PM - 2:50 PM
ASSET ALLOCATION & INVESTMENT STRATEGY FORUM
Mark Yu

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.

1:50 PM - 2:50 PM
PRIVATE MARKETS AND REAL ASSETS FORUM
Marc Groz

Moderator

Marc Groz

Risk Consultant

Right Risk

2:50 PM - 3:20 PM
AFTERNOON REFRESHMENTS & NETWORKING

3:20 PM - 4:05 PM
ASSET ALLOCATION & INVESTMENT STRATEGY FORUM
Marc Groz

Moderator

Marc Groz

Risk Consultant

Right Risk

Thomas Arthur

Thomas Arthur

Vice President – Investments

Southern Farm Bureau Casualty Insurance Company

Mehdi Khalili

Mehdi Khalili

Investment Strategist and Chair of Global Infrastructure Task Force

Legal and General

3:30 PM - 4:05 PM
PRIVATE MARKETS AND REAL ASSETS FORUM
4:10 PM - 4:10 PM
PANEL DISCUSSION: Interest rate dynamics: investment leaders discuss the opportunities and challenges amid current trends

4:50 PM - 5:00 PM
END OF CONFERENCE & PRE-AWARDS EVENING DRINKS RECEPTION

Get In Touch Today

Speaking Opportunities

Cristina Melenchon

Senior Content Producer

Operations Enquiries

Ilona Nowak

Operations Executive

Marketing & Operations Enquiries

Jenna Williams

Head of Marketing & Operations

Sponsorship Enquiries

Noel Hillmann

Chief Executive Officer