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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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7:30am – 8:30am 

8:30am – 8:35am  

8:35am – 9:05am  

Registration and Networking Breakfast

Chairperson’s Opening Remarks 

Keynote Presentation

Panel: CIO: Investment Outlook

9:05am – 9:50am

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

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 

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

Mark Rose, Senior Vice President, CIO, Argo Group

Rip Reeves, CIO and Treasurer, AEGIS Insurance Services

Nick Martowski, CIO, MagMutual Insurance

Milla Tonkonogy, CIO, General Insurance North America, AIG

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, DWS

12:35pm – 1:05pm 

Networking Lunch

1:05pm – 2:05pm   

Lunch Speaker

2:05pm – 2:50pm   

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

2:50pm – 3:10pm  

Afternoon Refreshments and Networking Break

3:10pm – 3:55pm 

3:55pm – 4:40pm

Panel Session

Chairperson's Closing Remarks 

4:40pm – 4:45pm

4:45pm – 5:45pm

Cocktail Reception

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

Panel: Private Debt