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This report is produced following the annual Insurance Investor Live North America 2022 event, and brings together the insights from chief investment officers and portfolio managers representing insurers from across North America to discuss the methodology and strategy that their firms are taking to navigate these uncertain markets.

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EXPERT DEBATE: Investment and macro trends from a CIO perspective

Todd Hedtke, Senior Vice President, Investment Growth, Allianz

PANEL DEBATE: Inflation, growth, interest rate, and geopolitics: What’s keeping insurance investors up at night?

Moderator

Sean Egan, President, Egan-Jones Rating Co.

Panelists:

Laura Sarlo, Emerging Markets Portfolio Manager, Liberty Mutual

Jack Bishop, Portfolio Manager – General Account, Principal Global Investors

Craig Dewling, Co-Chief Investment Officer, PGIM Fixed Income

FIRESIDE CHAT: The esoteric nature of ABS

Moderator:

Nelson Pereira, Investment Director - Insurance, Mercer

Panelist:

Andrew Hsu, Portfolio Manager, Structured Products, DoubleLine Capital

PANEL DEBATE: Adapting to a different environment: How investment operations teams are incorporating new technologies to meet shifting portfolio strategies

Modearator:

Simon Zais, Senior Consultant, Capco

Panelists:

Justin T. Palmer, Head of Strategic Change Initiatives, Barings, a subsidiary of MassMutual

Steve Doire, Strategic Platform and Client Advisor, Clearwater Analytics

FIRESIDE CHAT: The growing impact of women in the insurance asset management industry

Moderator:

Meghan McNally, Vice President - Multi-Sector Insurance Portfolio Management, AllianceBernstein

Panelist:

Laura Sarlo, Emerging Markets Portfolio Manager, Liberty Mutual

EXPERT DEBATE: Positioning an insurance investment portfolio in a shifting environment

Moderator:

Nelson Pereira, Investment Director - Insurance, Mercer

Panelist:

Thomas Holzheu, Chief Economist, Americas, Swiss Re

INTERVIEW: Extracting value from fixed income in recessionary markets

Interviewer:

Andrew Putwain, Editor and Community Manager, Clear Path Analysis

Interviewee:

Louis DiFranco, Head of Insurance Solutions, PGIM Fixed Income

Todd Hedtke

Senior Vice President, Investment Growth, Allianz

Sean Egan

President, Egan- Jones Rating Co.

Laura Sarlo

Emerging Markets Portfolio Manager, Liberty Mutual

Jack Bishop

Portfolio Manager – General Account, Principal Global Investors

Craig Dewling

Co-Chief Investment Officer, PGIM Fixed Income

Nelson Pereira

Investment Director - Insurance, Mercer

Andrew Hsu

Portfolio Manager, Structured Products, DoubleLine Capital

Simon Zais

Senior Consultant, Capco

Justin T. Palmer

Head of Strategic Change Initiatives, Barings, a subsidiary of MassMutual

Steve Doire

Strategic Platform and Client Advisor, Clearwater Analytics

Meghan McNally

Vice President - Multi-Sector Insurance Portfolio Management, AllianceBernstein

Thomas Holzheu

Chief Economist, Americas, Swiss Re

Louis DiFranco

Head of Insurance Solutions, PGIM Fixed Income

PGIM Fixed Income, with $890 billion in assets under management as of March 31, 2022, is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, N.J., London, Amsterdam, Zurich, Munich, Singapore, Hong Kong, and Tokyo.