PRESENTATION: Examining the function of monetary and fiscal policy and the role of regulatory oversight – can a relaxation in rules and inflation targets prompt real economic growth?
SPEAKER: Sir Howard Davies, Chairperson, NatWest Group
PANEL DISCUSSION: PANEL DISCUSSION: Challenges and opportunities for insurers in 2024 and beyond: rising to the inflation and interest rate challenges and adapting asset allocation strategies for uncertain outcomes
MODERATOR: Andrew Putwain, Community Editor, Clear Path Analysis
SPEAKERS:
- Ashish Dafria, Chief Investment Officer, Aviva UK Life
- Adam Ruddle, Chief Investment Officer, LV
- Wei Li, Global Chief Investment Strategist, BlackRock
INTERVIEW: Opportunities in European Direct Lending
INTERVIEWER:
- Andrew Putwain, Community Editor, Clear Path Analysis
INTERVIEWEE:
- Grant Davidson, Head of UK Private Debt, Muzinich & Co.
- Andrew Douglas, Insurance Relationships, Muzinich & Co.
PRESENTATION: Fostering investment innovation with Patient Capital: Balancing the need for long-term industry investment with the need for long-term stable returns
SPEAKER:
- James Mitchell, Head of Strategic Partnerships and Research, Phoenix Group
PRESENTATION: How much liquidity is enough liquidity? The LDI Crisis 1 year on.
SPEAKER:
- Andrew Bailey, Director of Financial Risk, Just Group Plc
PANEL DISCUSSION: Portfolio construction and exploring asset price opportunities – diversification in the asset mix, new access and exit to private markets, and future of ALM
MODERATOR:
- Maya Sibul, Reporter & Producer, Clear Path Analysis
SPEAKERS:
- Corrado Pistarino: Chief Investment Officer, Foresters Friendly Society
- Mike Chappell, Head of Illiquid Asset Portfolio, Phoenix Group
- Mark Wood, Head of Credit Risk, Aviva UK & Ireland Life
- Grigory Spivak, Asset Strategy & ALM, Global Funded Solutions, Pacific Life Re -no edits
- Tracy V. Maitland, President and Chief Investment Officer, Advent Capital Management
PANEL DISCUSSION: Managing capital and liquidity risk amid market uncertainty: function of cash and money markets and looking to alternative options
MODERATOR:
- Andrew Putwain, Community Editor, Clear Path Analysis
SPEAKERS:
- Steve Matthews, Fund Manager, Liquidity, Canada Life
- David Epstein, Group ALM & Treasury Director, Aviva
- Angel Kansagra, Head of ALM, Lloyd’s
PRESENTATION: Gamechangers: The key macro trends you need to understand
SPEAKER:
- James Pomeroy, Global Economist, HSBC
PANEL DISCUSSION: From risk to opportunity: Aligning investment strategies with Net-Zero Goals against a backdrop of evolving regulation and standards
MODERATOR: Maya Sibul, Reporter & Producer, Clear Path Analysis
SPEAKERS:
- Wendy Walford, Head of Climate Risk, Legal & General
- Brian Digney, Research & Content Director, Standards Boards for Alternative Investments -
- Anand Rajagopal, Private Markets Sustainability Lead, Phoenix Group
WHITEPAPER: Opportunities in public vs. private markets
by Muzinich & Co.