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The global Coronavirus pandemic coupled with economic turmoil and an upcoming presidential election has left the North American Insurance industry in a unique position. The way insurers are working has changed along with the viable investment opportunities that are available. As such, operational resilience, financial market volatility, and the economic outlook for 2020 and beyond has been at the forefront of North American-based insurers minds, along with those in the industry around the world.

The Insurance Asset Management North America report addresses these three key topics: market outlook, improving operational functionality, and investment strategy, as identified by insurance representatives in the region.

This report brings together Chief Investment Officers, Heads of Asset Liability Management, Investment Committee Chairs, and Investment Strategists from across North America. These thought leaders share their insights and expertise on the key operational challenges, investment management issues, and macro-economic trends impacting insurers across the region.

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SECTION 1

MARKET OUTLOOK

1.1 ROUNDTABLE: Exploring the long-term effects of the Covid-19 pandemic: Changing attitudes and approaches to ESG as it pertains to the future of investment decision making
Moderator:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
- Rip Reeves, Chief Investment Officer, AEGIS Insurance Services
- Gregg Lutz, Head of US Asset Liability Management, Allianz
- Shawn Bengtson, Chief Investment Officer, Woodmen Life

1.2 WHITE PAPER: Emerging Market Debt: Opportunity in a volatile environment
- Shamaila Khan, Head of Emerging Market Debt, Alliance Bernstein

1.3 WHITE PAPER: Evolving paradigms in credit markets and the real cost of excess liquidity: tighter spreads, higher defaults, and lower recoveries
- Pawel Mosakowski, Founder and Managing Principle, Summit Place Advisers (and former Senior Advisor, Credit Portfolio Management, Mass Mutual)

SECTION 2

STRATEGY

2.1 ROUNDTABLE: Are ‘fallen angels’ and private credit possible strategies where fixed income can be expected to meet investment goals in the current low-rate environment
Moderator:
- Sara Benwell, Editor, Insurance-Investor.com
Panellists:
- Adi Divgi, Head of Alternative Investments, Catalina Re
- Eric Golberg, Investment Committee Chair, ELCA Foundation

2.2 FIRESIDE CHAT: What does successful investment strategy look like in post-electoral US?
Moderator:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Interviewee:
- Kashif Siddiqui, Chief Investment Officer, Risk Management Foundation, Harvard Medical Institutions

SECTION 3

OPPORTUNITY

3.1 WHITEPAPER: Emerging Markets Corporates: An Unturned Stone in the Search for Yield
- Arif Joshi, CFA, Co-Head of Emerging Markets Debt, Portfolio Manager/Analyst, Managing Director, Lazard Asset Management
- Adam Borneleit, CFA, Head of Emerging Markets Corporate Debt, Portfolio Manager/Analyst, Director, Lazard Asset Management

Rip Reeves

Chief Investment Officer, AEGIS Insurance Services

Gregg Lutz

Head of US Asset Liability Management, Allianz

Arif Joshi

CFA, Co-Head of Emerging Markets Debt, Portfolio Manager/Analyst, Managing Director, Lazard Asset Management

Adam Borneleit

CFA, Head of Emerging Markets Corporate Debt, Portfolio Manager/Analyst, Director, Lazard Asset Management

AllianceBernstein manages $592 billion in assets globally (as of Septmber, 2019) for a diverse group of clients, including insurance companies, whose assets represent roughly one-third of total AUM. After more than 40 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 AllianceBernstein’s global market knowledge to deliver investment clarity and better long-term outcomes for our insurance clients.

DoubleLine was founded in 2009 by Jeffrey Gundlach. We are an independent, employee-owned money management firm. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions. DoubleLine’s business is concentrated in Mutual Funds, Hedge Funds, Separate accounts, UCITs and ETFs with over $135 billion in assets under management as of June 31, 2020 including fixed income, equities, and multi-strategy capabilities. For more information please contact info@doubleline.com or visit one of our websites at doubleline.com or doublelinefunds.com.

Lazard Asset Management is a global investment firm managing more than $200 billion, as of September 30, 2020, across a wide range of global, regional and country-specific strategies – both traditional and alternative – in equities and fixed income. We pride ourselves in balancing the feel of a small firm with the scale of a large global organization. Our entrepreneurial culture is a result of both our flat management structure and the empowerment of our investment teams to make independent investment decisions. We highly value diversity of thought, which is essential for building creative and innovative solutions for our clients, and believe in the combination of long-standing, stable investment processes and teams with forward-looking, innovative and continuous learning.

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

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

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