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In spite of buoyant financial markets, insurance portfolio managers are facing challenges in the form of inflation, regulations and the ongoing Covid-19 pandemic. The Insurance Asset Management North America 2022 report features opinions from insurance industry leaders as they prepare for the road ahead. The thoughts shared will help to provide insurance portfolio managers with insight to protect the value of their assets while seeking returns to meet their liabilities.

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SECTION 1

REGULATORY POLICIES, INVESTMENT MARKETS AND THE GLOBAL ECONOMY

1.1 INTERVIEW: The path ahead for insurers: Regulations, investments and ESG

  • Interviewer: Noel Hillmann, Chief Executive Officer, Clear Path Analysis
  • Interviewee: My Chi To, Executive Deputy Superintendent of Insurance, Department of Financial Services, State of New York

1.2 WHITEPAPER: The life insurance industry’s investment conundrums

  • Author: Anne Walsh, Chief Investment Officer, Fixed Income, Guggenheim Partners

1.3 INTERVIEW: Navigating market volatility and adapting portfolios for a changing market landscape

  • Interviewer: Dominique Kistan, Production Manager, Clear Path Analysis
  • Interviewee: Gary Zhu, Director of Insurance Multisector, AllianceBernstein

SECTION 2

NAVIGATING THROUGH THE CHALLENGES OF THE PANDEMIC

2.1 INTERVIEW: Adapting to a post-pandemic world – adjusting perspectives and regaining ground

  • Interviewer: Noel Hillmann, Chief Executive Officer, Clear Path Analysis
  • Interviewee: Vlad Barbalat, Chief Investment Officer, Liberty Mutual Insurance

2.2 PANEL DISCUSSION: In search of real yields - diversifying portfolios in a continual low interest rate environment

Moderator: Nelson A. Pereira, Principal, Investment Director - Alternatives, Mercer

Panellists:

  • Rip Reeves, Chief Investment Officer, AEGIS
  • Mike Hackmann, Vice President of Investments, Shelter Insurance
  • Madison Tse, Managing Director & Portfolio Manager, Guggenheim Investments

2.3 INTERVIEW: What headwinds do insurers face in the coming year and how will they adapt?

  • Interviewer: Noel Hillmann, Chief Executive Officer, Clear Path Analysis ·
  • Interviewee: Randy Brown, CIO, Sun Life & Head of Insurance Asset Management, SLC Management

My Chi To,

Executive Deputy Superintendent of Insurance, Department of Financial Services, State of New York

Anne Walsh

Chief Investment Officer, Fixed Income, Guggenheim Partners

Gary Zhu

Director of Insurance Multisector, AllianceBernstein

Vlad Barbalat

Chief Investment Officer, Liberty Mutual Insurance

Nelson A. Pereira

Principal, Investment Director - Alternatives, Mercer

Rip Reeves

Chief Investment Officer, AEGIS

Mike Hackmann

Vice President of Investments, Shelter Insurance

Madison Tse

Managing Director & Portfolio Manager, Guggenheim Investments

Randy Brown

Chief Investment Officer, Sun Life

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.

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with more than $271 billion1 in total assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 265+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.


1. Guggenheim Investments assets under management are as of 12.31.2021 and include leverage of $20.7bn. Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.