Insurance Asset Management Midwest 2023
Insurance Asset Management Midwest 2023
With no general consensus as to the direction of the economy or financial markets, there is much speculation and debate among insurance investors. This report will provide you with viewpoints from investment officers and portfolio managers who are allocating hundreds of millions of dollars in capital in an environment that has seen the quickest increase in rate hikes in over 40 years, the most rapid rate of company bankruptcies and a dour outlook for commercial real estate assets.
Download this report to find out the potential pitfalls and investment opportunities that these investors are seeing in the day-to-day management of their insurance portfolios.
FIRESIDE CHAT: Views from the House: Understanding the current state of politics, social developments, and the outcome for institutional investors from the 2024 election
- Tom Heck, Chief Investment Officer Emeritus, Ball State University
- Eric Cantor, former-Representative (VA) and former-House Majority Leader (R), United States Congress, Vice Chairman and Managing Director, Moelis & Company
PANEL DISCUSSION: How CIOs are navigating challenges – market uncertainty, economics and inflation, and ESG – and launching new initiatives in the current market environment
MODERATOR
- Stephanie Thomes, Senior Investment Consultant, Insurance Practice, Mercer
PANELISTS
- Aaron Diefenthaler, Chief Investment Officer, RLI Corporation
- Robert Cataldo, Chief Investment Officer, United Fire Group
- Michael Lohmeier, Chief Investment Officer, IMPACT Community Capital
FIRESIDE CHAT: Is the Path Clear for Fixed Income? A look ahead.
- Maya Sibul, Reporter & Content Producer, Insurance Investor
- Steven Bartolini, Portfolio Manager, T. Rowe Price
FIRESIDE CHAT: Distressed Credit: How Insurers Can Unlock Value in Inefficient Markets
- David Grana, Head of North American Media, Clear Path Analysis
- Tristan Thomas, Managing Director of Portfolio Strategy, 50 South Capital
- Andrew Coupe, Director of Insurance Solutions, Northern Trust Asset Management
PANEL DISCUSSION: Will illiquid alternative investments maintain the luster of years past or are publicly traded, liquid assets more attractive in the current market environment?
MODERATOR
- Maya Sibul, Reporter & Content Producer, Insurance Investor
PANELISTS
- Eileen Liu-Baumert, Client Portfolio Management and Market Strategy, Credit Investments Group, Credit Suisse Asset Management
- Miguel Gonzalo, Partner & Head of Investment Strategy and Risk Management, Adam Street Partners
- Eric Lovelace, Head of Investments, Fidelity Security Life Insurance Company
- Anna McMullan, Director, Reinsurance Group of America
FIRESIDE CHAT: Bridging investment and operations functions to streamline insurance investment portfolio management
- Stephanie Thomes, Senior Investment Consultant, Insurance Practice, Mercer
- Gregg Lutz, Investment Strategist, American Equity Life
PANEL DISCUSSION: What lies ahead? Have we reached the end of the inflation and economic risk cycle and what is the “new normal” in insurance asset allocation?
MODERATOR
- Tom Heck, Chief Investment Officer Emeritus, Ball State University
PANELISTS
- Stephanie Thomes, Senior Investment Consultant, Insurance Practice, Mercer
- Adam Beeler, Head of Institutional Sales, Angel Oak Capital Advisors
- Insurance Asset Management
- Investment Strategy And Asset Class
- Aaron Diefenthaler
- Adam Beeler
- Andrew Coupe
- Anna McMullan
- David Grana
- Eileen Liu-Baumert
- Eric Cantor
- Eric Lovelace
- Gregg Lutz
- Maya Sibul
- Michael Lohmeier
- Miguel Gonzalo
- Robert Cataldo
- Stephanie Thomes
- Steven Bartolini
- Tom Heck
- Tristan Thomas
- 50 South Capital
- Adam Street Partners
- American Equity Life
- Angel Oak Capital Advisors
- Ball State University
- Clear Path Analysis
- Credit Suisse Asset Management
- Fidelity Security Life Insurance Company
- IMPACT Community Capital
- Insurance Investor
- Mercer
- Moelis & Company
- Northern Trust Asset Management
- Reinsurance Group of America
- RLI Corporation
- T. Rowe Price
- United Fire Group
- United States Congress
- Insurance Asset Management
- Insurance Investors
- Midwest
IMPACT Community Capital was launched in 1998 to provide investment management strategies dedicated to driving positive impact in America’s communities. We were founded by a group of leading insurance companies seeking to address the challenges faced by low-income families and individuals through investments that also help investors achieve their financial objectives. Since inception, IMPACT has originated and sourced over $2 billion in impact investments for institutional investors across affordable housing, childcare, healthcare and job creation.
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their objectives. Entrusted with $1.3 trillion in assets,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft efficient solutions that deliver targeted outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and communities with integrity, respect, and transparency. *Assets under management as of December 31, 2021
Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2022, Ares Management Corporation’s global platform had approximately $352.0 billion of assets under management with more than 2,550 employees operating across North America, Europe and Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.
