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The growing pressure U.S. and Canadian based insurers have come under from low government bond rates and subdued economic activity, has forced many to expand their investment horizon too new and alternative fixed and non-fixed income opportunities. With a step into the relative unknown, combined with a need to manage new risks, insurers are grappling to better understand the emerging investment areas they can allocate to for yield generation opportunities.

The fourth annual Insurance Asset Management, North America report will bring together North American based heads of investment, risk, technology and information to debate the key challenges facing their investment activities. Issues touched upon will include understanding and managing liabilities, utilising technology and developing asset allocation strategies, amongst other subjects.

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Successfully managing assets to meet underwriting commitments and regulatory requirements

SECTION 1

INVESTING IN A LOW INTEREST RATE WORLD

1.1 ROUNDTABLE: Which investments can insurers look towards when diversifying out of investment grade?

Moderator:

• David Grana, Report Publisher, Clear Path Analysis

Panelists:

• Elizabeth Jourdan, Deputy Chief Investment Officer, Mercy

• Rip Reeves, Chief Investment Officer, AEGIS Insurance Services

• Mark Silverstein, Chief Investment Officer, Endurance

1.2 INTERVIEW: What are some of the opportunities from market dislocation and how can insurers be nimble enough to capture them?

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Todd Hedtke, Chief Investment Officer, Allianz Life

1.3 INTERVIEW: Is sacrificing illiquidity to capture growth in this low-rate environment a wise decision?

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• John Gauthier, President, Allied World Assurance

1.4 INTERVIEW: What type of credit securities have insurers been migrating towards outside of investment grade?

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Eric Kirsch, Chief Investment Officer, Aflac

1.5 INTERVIEW: Broadening the scope of investment possibilities in a low-rate world

Interviewer:

David Grana, Head of North American Media, Clear Path Analysis

Interviewee:

Robert G. Absey, Senior Managing Director, Insurance Business Development, AB (Alliance Bernstein)

SECTION 2

HOW TECHNOLOGY IS CHANGING THE SECTOR

2.1 WHITEPAPER: How technology is driving outsourcing expansion

• Paul F. Fahey, Practice Lead, Insurance Solutions, Northern Trust

SECTION 3

3.1 ROUNDTABLE: How are insurers integrating alternatives into their portfolios?

Moderator:

• David Grana, Report Publisher, Clear Path Analysis

Panelists:

• Marc Tourville, Managing Director, Cardinal Investment Advisors

• Paul F. Fahey, Practice Lead, Insurance Solutions, Northern Trust

• Chad Burhance, Chief Executive Officer, NewOak Capital

3.2 INTERVIEW: How has private credit become the new darling of insurance asset management and how much further can it grow?

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Nathaniel Molinari, Senior Investment/Treasury Analyst, AEGIS Insurance Services

SECTION 4

HOW REGULATION AND CREDIT AGENCIES ARE IMPACTING ASSET ALLOCATION

4.1 INTERVIEW: The proposed changes and prospects for adoption of National Association of Insurance Commissioners (NAIC) 2017 investment risk-based capital changes

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewees:

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

Elizabeth Jourdan

Deputy Chief Investment Officer, Mercy

Rip Reeves

Chief Investment Officer, AEGIS

David Grana

Report Publisher, Clear Path Analysis

Mark Silverstein

Chief Investment Officer, Endurance

Todd Hedtke

Chief Investment Officer, Allianz Life

John Gauthier

President, Allied World Assurance

Eric Kirsch

Chief Investment Officer, Aflac

Marc Tourville

Cardinal Consulting

Paul Fahey

Practice Lead, Insurance Solutions, Northern Trust

Chad Burhance

Chief Executive Officer, NewOak Capital

Nathaniel Molinari

Senior Investment/Treasury Analyst, AEGIS Insurance Services

Edward Toy

Director, Capital Markets, National Association of Insurance Commissioners

Robert G. Absey

Senior Managing Director, Insurance Business Development, AB (Alliance Bernstein)

Lead Asset Servicing Sponsor
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 and risk management.

AllianceBernstein L.P. (AB) manages $490 billion in assets globally (as of September 30, 2016) for a diverse group of clients, including insurance companies, whose assets represent roughly one-third of total AUM. After more than 30 years of managing assets on their behalf, we know what matters to insurance companies.

Through our high-touch engagement model and dedicated team of insurance experts averaging 27 of investing experience, we work with each insurer to develop the best solution given their unique investment requirements. This consultative approach leverages our extensive insurance-specific expertise and AB’s global market knowledge in an effort to deliver investment clarity, individualized attention and better long-term outcomes for our insurance clients.

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.
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.

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