As a free to attend event for representatives of insurance, regulatory bodies, and select consultants, we’d like to thank our valued Event Sponsors for their continued support of free-to-access learning and events for asset allocators and investment professionals.
If your organisation could benefit from sponsorship or you would simply like to know more about how you can engage with our attendees, get in touch today. Call Noel Hillmann, Chief Executive Officer, on +44 (0) 207 160 6357 or email noelhillmann@clearpathanalysis.com.
AMUNDI
Lanyard Sponsor
Amundi is Europe’s largest asset manager by AUM and ranks amongst the top-ten largest globally. We manage $2+ trillion of assets on behalf of our clients. An independent subsidiary of the Crédit Agricole Group, our collective expertise is the byproduct of 5,400 employees spread across 36 countries.
Amundi US is one of the firm’s six global investment hubs with roots dating back over 95 years. We offer a range of fixed-income, equity and multi-asset investment solutions in close partnership with institutional investors, distribution platforms and wealth management firms. Our institutional client base includes a wide array of corporations, endowments, foundations, insurance groups, public entities and Taft-Hartley plans.
CFA SOCIETY NEW YORK
Industry Partner
The CFA Society New York is a not-for-profit organization affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society New York is an association of investment management professionals serving the greater New York City metropolitan area.
EGAN-JONES RATINGS
Summit Sponsor
Egan-Jones Ratings started providing ratings in 1995 for the purpose of issuing timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Ratings Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider. Egan-Jones is also certified by the European Securities and Markets Authority (ESMA).
GOLUB CAPITAL
Summit Sponsor
Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.
As of October 1, 2024, Golub Capital had over 1,000 employees and over $70 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe and Asia. For more information, please visit golubcapital.com.
INSIGHT INVESTMENT
Associate Sponsor
Insight Investment is a leading global investment manager, focused on fixed income and risk management. Our differentiated approach seeks to deliver precise outcomes for our clients in fixed income strategies and customized solutions. Founded in 2022, Insight Investment is the independently run fixed income specialist firm for BNY Mellon. Fixed income is at the core of everything we do, and meeting clients’ objectives is our goal. Our approach favors nimbleness over size, and expertise over asset-class expansion. Insight’s global fixed income team is deeply resourced and highly experienced. Our investment professionals are subject matter specialists in their area of expertise.
INVESCO
Summit Sponsor
Invesco is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our institutional clients around the world.
We manage over $54.1 billion of institutional insurance assets and have a deep knowledge of our insurance clients and their evolving needs including flexible mandates and customized reporting. Invesco can deliver customized insurance investment solutions across a variety of asset classes including fixed income, bank loans, equities, ETFs, real estate and cash management. Learn more at www.invesco.com/insurance
IWIN (INSURANCE WOMEN'S INVESTMENT NETWORK)
Industry Partner
The Insurance Women Investment Network’s (IWIN) mission is to empower women investing general account assets of insurers. The network seeks to help women maximize their careers and their impact on their organizations. In late 2023, IWIN celebrated our 10th anniversary as we were founded in November 2013 with the support of five organizations spanning insurance companies and industry related organizations including: Allstate, Prudential, The Carlyle Group, WTW, and Wellington Management. Over this period, we have created a community of individuals who have the relevant knowledge, experience, and background to make this network impactful. Not only do we want IWIN to be a place to foster and expand our members’ networks, but we also want it to be a marketplace of ideas where industry-leading experts can share their knowledge and reflect upon the latest trends and developments affecting their portfolios and firms. IWIN has found that staying focused on investments and capital markets has helped build a strong common bond among the network’s more than 1,100 members today.
MACKAY SHIELDS
Industry Insight Sponsor
MacKay Shields is a global boutique investment firm with $134 billion in assets under management (as of 6/30/2023).
We provide investors with specialty fixed income expertise across global fixed income markets including municipal bonds, structured credit, corporate credit and emerging markets debt.
For decades, our dedicated teams of specialists have delivered customized solutions backed by disciplined research and a commitment to delivering long-term value for its clients. The MacKay Shields client experience provides investors direct access to senior investment professionals. MacKay Shields is a wholly owned subsidiary of New York Life Investment Management Holdings LLC, which is wholly owned by New York Life Insurance Company.
METLIFE INVESTMENT MANAGEMENT
Summit Sponsor
MetLife Investment Management (MIM) serves institutional investors around the world by combining a client-centric approach with long-established asset class expertise. Focused on managing Fixed Income, Private Credit and Real Estate assets, we aim to deliver strong, risk-adjusted returns by building sustainable, tailored portfolio solutions. MIM, with $586.6 billion of total assets under management as of June 30, 2024, leverages the broader resources of MetLife and its 155-year heritage to skillfully navigate market cycles. At the heart of how we work with clients is approachable expertise – a commitment to being accountable and collaborative in helping clients realize their objectives. For more information, visit: investments.metlife.com
NEW ENGLAND ASSET MANAGEMENT
Summit Sponsor
New England Asset Management (NEAM) strives to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. We aim to build true, enduring relationships with our insurance company clients and do so by combining three core attributes: dedicated teams, actionable tools and tailored solutions.
NUVEEN
Refreshment Sponsor
Nuveen is the asset manager for TIAA, one of the world’s most highly rated and financially stable insurance companies1. We leverage our deep expertise in partnering with insurance clients to tailor capital-efficient solutions to meet complex portfolio construction needs. Our platform of $1.2 trillion in AUM2 offers differentiated investments across private credit and private equity, real assets, fixed income, and responsible investing focused strategies. For more information, please visit www.nuveen.com/insurance.
1. TIAA is one of only three insurance groups in the United States to currently hold the highest possible rating from three of the four leading insurance company rating agencies for its stability, claims-paying ability and overall financial strength.
2. As of June 30, 2024
PROSPERITY ASSET MANAGEMENT
Associate Sponsor
Prosperity Asset Management (“PAM”) is an insurance-focused asset manager specializing in private and public credit opportunities and origination platforms. PAM is led by a seasoned team with the complementary, cross-functional skills required to build a differentiated asset origination network; source, structure, and manage complex credit assets; and invest within an insurance company framework. An affiliate of Prosperity Group Holdings, PAM invests on behalf of Prosperity Life Group and other insurers. As of September 30, 2024, PAM manages approximately $23 billion. For more information, please visit prosperityasset.com.
RIMES
Exhibitor
Rimes provides transformative enterprise data management, ESG and investment intelligence solutions to the global investment community. Driven by our passion for solving the most complex data problems, we partner with our clients to help them make better investment decisions using accurate information and industry-leading technology. Headquartered in New York and London, Rimes serves its global clients through offices in Europe, Americas and Asia Pacific.
SIMCORP
Summit Sponsor
SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.
Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
T. ROWE PRICE
Summit Sponsor
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.
We provide an array of commingled funds, subadvisory services, separate account management, retirement recordkeeping, and related services for individuals, advisors, institutions, and/or retirement plan sponsors.
Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.
The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.
