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All talks will be held at the Granville headquarters at Madison 36th, New York City.

SPONSORS

For sponsorship opportunities, please contact Goran Pandzic (gpandzic@euromoneyny.com / +1 212 224 3711).

AGENDA

CONTACT

Harvard Club of New York City

35 West 44th Street | New York, NY 10036

LOCATION

Sponsorship:  Goran Pandzic  E: gpandzic@euromoneyny.com  P: 212-224-3711

Speakers:  Elizabeth Wu  E: elizabeth.wu@euromoneyplc.com  P: 212-224-3713

Editorial:  Shawn Moynihan  E: shawn.moynihan@euromoneyplc.com  P: 212-224-3474

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This one-day event will include a number of interactive sessions featuring several of the insurance industry's leading chief investment officers and asset managers leading discussions on investment and risk management. 

ABOUT THIS CONFERENCE

SPEAKERS

Join us and participate in networking with over 100 delegates from over 100 companies.

REGISTER

7:30am-8:30am                Registration and Networking Breakfast

8:30am-8:35am                Chairman’s Opening Remarks 

8:35am-9:05am                Discussion: Macro Outlook – Thomas Holzheu, Chief Economist Americas, Swiss Re; Neil Dwane, Global Strategist, 

Allianz Global Investors

9:05am-9:50am                Panel: CIO: Investment Outlook

What are the top global and domestic concerns for insurance Chief Investment Officers in 2020? Considering possible economic slowdown in Europe and the US, recession in China, and market volatility.

Speakers: 

Neeti Bhalla Johnson, Executive Vice President, CIO, Liberty Mutual Insurance

John Patin, CIO, Allied World Assurance Company

Ruchi Nirula, Head of Americas Investments, SCOR

Anne Walsh, Senior Managing Director, CIO –  Fixed Income, Guggenheim Partners

Peter Gailliot, Global CIO of FIG and Head of Fixed Income FIG Portfolio Management, BlackRock

9:50am-10:35am             Panel: The Great Debate: Outsourcing vs In-house Investments 

49% of US insurers report outsourcing to a third-party asset manager. Traditionally, large insurers have looked to manage investments in-house and smaller insurers relied on external managers. As insurers seek exposure to specialised, diversifying strategies, outsourcing investments to external managers is becoming more prevalent for insurers of all sizes and descriptions. Panelists weigh in on the benefits of outsourcing investments versus going the in-house route.

Speakers:

Michael Buthe, Managing Director, CIO – Life, Chubb Asset Management

Vincent Kok, CIO, Tokio Marine Delphi Capital Management

Jeff Lorenzen, EVP and CIO, American Equity Investment Life Holding Company

Ricardo Torresi, Regional Investment Manager, Latin America, Zurich Insurance Company 

Amit Agrawal, Head of Fixed Income, AXA XL

10:35am-11:05am    Morning Refreshments and Networking Break

11:05am-11:50am           Panel: Allocation Preferences and Best Ideas

Which asset classes are insurers looking to increase, decrease or maintain allocations towards in the following 12 months? How big of a role does fixed-income, private equity, debt, infrastructure and real estate, etc. play in their portfolios?

Speakers: 

Rip Reeves, CIO and Treasurer, AEGIS Insurance Services

Nick Martowski, CIO, MagMutual Insurance

Milla Tonkonogy, CIO, General Insurance North America, AIG

Randy Brown, CIO, Sun Life Financial

11:50am-12:35pm           Panel: The Popular Choice: Private Equity 

Ever-more popular, private equity continues to be a top choice to invest in for insurers’ portfolios. On average, it ranks the second largest allocation, below fixed-income. What are the new trends in private equity investing?

Speakers:

Managing Director, Aberdeen Standard Investments

Managing Director, DWS

Adi Divgi, Head of Alternative Investments, Director of Portfolio Management, Catalina Re -PENDING APPROVAL

12:35pm-1:05pm             Networking Lunch

1:05pm-2:05pm               Lunch Speaker

2:05pm-2:50pm               Panel: The Horizontals and Verticals of Private Debt Investing

A discussion around the different ways to invest in private debt across the risk spectrum (vertical) and types of investment opportunities (horizontal) including investment grade through to middle market direct lending, etc.

Speakers:

Managing Director, Aberdeen Standard Investments

John Wills, SVP, Head of Private Credit, MetLife Investment Management

John Melvin, Managing Director, Head of Portfolio Management, Hartford Investment Management Co. (HIMCO)

Leslie Vargas, Vice President, Private Debt, Swiss Re

2:50pm-3:10pm               Afternoon Refreshments and Networking Break

3:10pm-3:55pm               Panel: Are US insurers taking ESG into account?

Northern Europe and Scandinavia have long been the experts in early adoption of ESG investment principles. How is North America catching up? What

types of ESG and responsible investing have insurer’s taken on?

Speakers: 

Managing Director, Allianz Global Investors

3:55pm-4:40pm               Panel

4:40pm-4:45pm               Chairman’s Closing Remarks 

4:45pm-5:45pm               Cocktail Reception

PLEASE NOTE: THIS EVENT HAS BEEN POSTPONED, 

                      UPDATES TO FOLLOW.