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SPONSORS

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

AGENDA

Download Agenda Here

CONTACT

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

REGISTER

In order to ensure the safety and well-being of our business partners, Reactions North America Insurance Asset Management Conference will be transformed from an in-person event into a series of live webinars to be hosted on September 29-October 1, 2020.

Join us for Reactions North America Insurance Asset Management Week as leading panels of experts gather virtually over four days to discuss the issues, trends and challenges impacting the Asset Management insurance and reinsurance industry.

ABOUT THIS WEBINAR SERIES

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SPEAKERS

Nick Martowski

CIO

MagMutual Insurance

Michael Buthe

Managing Director,          CIO – Life

Chubb Asset Management

Amit Agrawal

Head of Fixed Income

AXA XL

Jeff Lorenzen

EVP and CIO

American Equity Investment Life Holding Company

Rip Reeves

CIO and Treasurer

AEGIS Insurance Services

Ricardo Torresi

Regional Investment Manager, Latin America

Zurich Insurance Company

Ruchi Nirula

Head of Americas Investments

SCOR

Milla Tonkonogy 

CIO, General Insurance North America

AIG

Vincent Kok

CIO

Tokio Marine Delphi Capital Management

Randy Brown

CIO

Sun Life Financial

Reactions North America Insurance Asset Management Week - Webinar Series

September 29-October 1, 2020

 

Tuesday, September 29, 10:00am-12:30pm EST:

  • 10:00am-10:30am           Discussion: Macro Outlook – Thomas Holzheu, Chief Economist Americas, Swiss Re; Malie Conway, Head of U.S. Distribution, Allianz Global Investors
  •  
  • 10:30am-11:30am           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.

Panelists:

Thomas Rogers, CIO, Farmers Insurance

Ruchi Nirula, Head of Americas Investments, SCOR

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

 

  • 11:30am-12:30pm           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.

Panelists:

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


Wednesday, September 30, 10:00am-12:00pm EST: 

  • 9:15am-10:00am             Fireside Chat: Tony Ursano, CFO, Hamilton Group in Conversation with Shawn Moynihan, Editor-in-Chief, Reactions
  •  
  • 10:00am-11:00am           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?

Panelists:

Rip Reeves, CIO and Treasurer, AEGIS Insurance Services

Nick Martowski, CIO, MagMutual Insurance

Milla Tonkonogy, CIO, General Insurance North America, AIG

  •  
  • 11:00am-12:00pm           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?

Panelists:

Managing Director, Aberdeen Standard Investments

Kumber Husain, Head of Private Equity, Americas, DWS

Marina Monteiro Vannucci, Director, Private Equity, Swiss Re

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

Thursday, October 1, 10:00am-12:00pm EST: 

  • 10:00am-11:00am           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.

Panelists:

Managing Director, Aberdeen Standard Investments

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

Leslie Vargas, Vice President, Private Debt, Swiss Re

 

  • 11:00am-12:00pm           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?

Moderator:

Joseph Pursley, Director – Insurance, Allianz Global Investors

Panelists:

 Randy Brown, CIO, Sun Life Financial

Tony Ursano

CFO

Hamilton Insurance Group

Leslie Vargas

Vice President, Private Debt

Swiss Re

John Wills

SVP, Head of Private Credit

MetLife Investment Management

Thomas Holzheu

Chief Economist Americas

Swiss Re

Peter Gailliot

Global CIO of FIG and Head of Fixed Income FIG Portfolio Management

BlackRock

John Melvin

Managing Director, Head of Portfolio Management

Hartford Investment Management Co. (HIMCO)

Kumber Husain

Head of Private Equity, Americas

DWS

REGISTER

Join us live and participate in insurance networking with over 200 delegates from over 100 companies.