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As the North American economies continue their rebound, insurers are faced with the perplexing challenge of whether to diversify their investment strategy away from the safety of fixed income to equities and alternative areas. With growing demand for reporting to management and regulators, insurers need to achieve seamless communication from investment officer to management board to regulator.

The fourth annual Insurance Asset Management, North America report will bring together North American based general, life, property and casualty and specialist insurers to examine new investment areas, investment operational structures, risk reporting, regulation and your relationship with your custodian, amongst other topics.

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SECTION 1

WELCOME TO THE NEW NORMAL

1.1 INTERVIEW:
A regulatory outlook for 2016: what should insurers take heed of?

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Edward Toy, Director, Capital Markets Bureau, National Association of Insurance Commissioners

1.2 ROUNDTABLE DEBATE:
Operating in the ‘new norm’ of low rates: how should insurers go about identifying income whilst avoiding overstretch in the search for yield?

Moderator:

  • Bill Limburg, Senior Associate, Palpatia & Associates

Panellists:

  • Rip Reeves, Chief Investment Officer/Treasurer, AEGIS Insurance Services
  • Anthony Grandolfo, Chief Investment Officer, Validus Holdings

SECTION 2

RISK MANAGEMENT

2.1 INTERVIEW:
How should insurers select and treat less liquid assets in an ORSA driven internal modelling framework?

Interviewer:

  • Sarah Mortimer, Account Director, Rein4ce

Interviewee:

  • Prateek Chhabra, Vice President - Risk and Exposure Management, The Hanover Insurance Company

SECTION 3

ASSET ALLOCATION

3.1 WHITE PAPER:
Asset allocation for insurers in an era of tightening regulation

  • Eric Tanaka, CPA, CFA, Director, Insurance Group
  • Tim Antonelli, CFA, Regulatory and Capital Strategist, Wellington Management International

3.2 WHITE PAPER:
What’s holding back allocations to private debt and is this the uncrowded opportunity yet to be discovered?

  • Robert Absey, Senior Vice President, Head of Global Financial Institutions, AllianceBernstein

SECTION 4

INVESTMENT OPERATIONS

4.1 EXPERT DEBATE:
Weighing up internal oversight and control compared to outsourcing to an external provider – what should be in and what should be sent out

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Krishnan Ethirajan, Chief Operating Officer, Ironshore Insurance
  • Paul Fahey, Senior Vice President, Relationship Management, Northern Trust
  • Shawn L. Sylvester, Senior Vice President, Global Business Services, Endurance

Rip Reeves

Chief Investment Officer, AEGIS

Anthony Grandolfo

Chief Investment Officer / Validus

Northern Trust is an established and trusted global provider of specialized asset servicing and asset management solutions to leading domestic and global insurance companies. We partner with insurers in a range of capacities, including ensuring adherence to complex regulatory and accounting reporting requirements, supporting their investment management processes, and in monitoring investment performance

Wellington Management is an investment adviser to more than 2,100 institutions in over 50 countries. Our mission as a firm is simple: to exceed the investment objectives and service expectations of our clients around the world. With £521 billion in client assets under management, we offer a broad range of equity, fixed income, alternative and multi‐asset investment approaches.
AB manages $485bn in assets across the globe for a diverse group of clients, including institutions and insurance companies. AB’s approach draws on its long history of managing portfolios for insurers, and the realisation that these investors have unique needs requiring individualised solutions and service requirements. Insurance clients gain access to the firm’s collective insights across asset classes, which are then filtered through an insurance sensitive lens that considers their particular regulatory capital consumption and accounting requirements, as well as their specific needs and guidelines. The end result is a portfolio specially optimised to meet their investment objectives.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.

Alpha Journal is a digital publication with a global focus on alternative investment funds targeted at a readership of institutional investors and asset managers. The editor, Margie Lindsay, created a reputation while executive editor of Hedge Funds Review for producing well-written, authoritative content, with access to the biggest names in the industry and an eye on exciting emerging managers.

Patpatia & Associates is a management consultancy that designs and executes business strategies for financial services firms.

allaboutrisk.com (AAR) brings together the suppliers and buyers in risk management, compliance and trading and is aimed squarely at the Financial Services and the Energy/Commodities trading markets. The key features of the site include; comprehensive vendor directories, risk events, risk jobs, daily news and a weekly newsletter. We also produce an AAR Risk Software and Services Report which is now in its 8th successful year.

Rein4ce has developed a niche expertise in social media, helping companies get to grips with this new way of communicating, though strategy development, training and content delivery. Our expert understanding of the industry helps us create effective communications strategies that deliver the type of information the media needs, enabling your business to build its reputation in the market.