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 sixth annual Insurance Asset Management, North America report where US and Canadian chief investment officers, heads of investment risk, heads of technology and information within insurance companies come together to debate the key challenges effecting their investment activities. Issues touched upon will include understanding and managing liabilities, utilizing technology and developing asset allocation strategies, amongst other subjects

Share with others:

SECTION 1

MARKETS ON THE MOVE

INTERVIEW: The decline of public markets and rise of the private markets
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Elisabeth de Fontenay, Associate Professor, Duke University

ROUND TABLE DISCUSSION: The dichotomy of liquid versus illiquid assets: How a return to volatility, the threat of rising rates, a declining IPO market, and overvaluation are impacting investment decisions
Moderator:
David Grana, Head of Production, Clear Path Analysis
Panelists:
Rip Reeves, Chief Investment Officer, AEGIS Insurance
Aaron Diefenthaler, Chief Investment Officer, RLI Corp.
Jack Nelson, Chief Investment Officer, Everest Re

WHITE PAPER: Why emerging market debt is becoming a critical part of insurers’ investment portfolios
Siddharth Dahiya, Head of Emerging Market Corporate Dept, Aberdeen Standard Investments

INTERVIEW: Where are the alpha opportunities in this market?
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Contributor:
Kashif Siddiqui, Chief Investment Officer, CRICO

INTERVIEW: What advantages do co-investments have over fund investments?
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Contributor:
Cameron Black, Chief Investment Officer, Blue Cross Blue Shield of Arizona

INTERVIEW: Diversifying through exposure to growing global real estate markets
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Contributor:
Pertti Vanhanen, Global Co-Head of Real Estate, Aberdeen Standard Investments

SECTION 2

SAME INDUSTRY, NEW CHALLENGES AND OPPORTUNITIES

INTERVIEW: Integrating AI into your operations enhances the quality of service
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Paul Fahey, Head of Insurance Solutions, Northern Trust

INTERVIEW: Integrating systems that will keep newer and older generations of personnel engaged
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Chris Dvorak, Global Head of Relationship Management, Northern Trust

INTERVIEW: The Amazon Effect: How will the changing shape of retail change investments in commercial real estate?
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Mark Stapp, Senior Fellow, NAIOP Commercial Real Estate Development Association

Rip Reeves

Chief Investment Officer, AEGIS Insurance

Aaron Diefenthaler

Chief Investment Officer, RLI Corp.

Jack Nelson

Chief Investment Officer, Everest Re

Cameron Black

Chief Investment Officer, Blue Cross Blue Shield of Arizona

Mark Stapp

Senior Fellow, NAIOP Commercial Real Estate Development Association

Elisabeth de Fontenay

Associate Professor, Duke University

Siddharth Dahiya

Head of Emerging Market Corporate Dept, Aberdeen Standard Representative

Kashif Siddiqui

Chief Investment Officer, CRICO

Pertti Vanhanen

Global Co-Head of Real Estate, Aberdeen Standard Investments

Paul Fahey

Head of Insurance Solutions, Northern Trust

Chris Dvorak

Global Head of Relationship Management, Northern Trust

Northern Trust is a leading provider of asset servicing and asset management services worldwide. With $10.8 trillion in assets under custody and $1.2 trillion in assets under management, we serve the world’s most-sophisticated clients – from insurance companies, corporate plans and public and government entities to not-for-profits and sovereign wealth funds.

At Aberdeen Standard Investments, we’ve been helping insurers manage their unique challenges for almost 200 years. We manage over $415 billion of assets for insurers worldwide and offer investment approaches from pooled to customized portfolios or complete investment outsourcing. All of our solutions are supported by global investment capabilities that span a broad spectrum of traditional and non-traditional asset classes.

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) 207 688 8511 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.