KEYNOTE PRESENTATION: Monetary and Fiscal Policies: Short and Long Run Outlook
Speaker: Thomas Hoenig, Distinguished Senior Fellow, Mercatus Center at George Mason University & former-President, Federal Reserve Bank of Kansas City
PANEL DISCUSSION: Exposure management: How insurers are steering their portfolios in the face of multiple, concurrent market, and economic challenges
MODERATOR: Nelson A. Pereira, Investment Director, Insurance, Mercer
SPEAKERS:
- Milla Tonkonogy, Chief Investment Officer, General Insurance (P&C) North America, AIG
- Xiaowei Han, Head of ALM, TIAA
- Justin Muzinich, Former Deputy Secretary of the Treasury, United States of America, Chief Executive Officer, Muzinich & Co.
- Craig Dewling, Managing Director & Co-Chief Investment Officer, PGIM Fixed Income
FIRESIDE CHAT: How climate change is affecting decisions made by insurers
- Milla Tonkonogy, Chief Investment Officer, General Insurance (P&C) North America, AIG
- Angie Cantillon, Vice President, Investments and Corporate Treasury, Wawanesa
PANEL DISCUSSION: Are we seeing a market rotation in response to the market landscape: time to invest in risk assets or is it a period to sit on the side lines – what is the data telling us?
MODERATOR: Stephanie Thomes, Mercer, Senior Insurance Investment Consultant, Mercer
SPEAKERS:
- Brian Butchko, Senior Vice President, Head of Global Portfolio Management, Reinsurance Group of America
- Mike Huff, Senior Director, Portfolio Management, TIAA CREF
- Adam Gileski, Director, Public Fixed Income, Swiss Re
- Brian Manczak, CFA - Senior Managing Director, Portfolio Manager and Head of Insurance Solutions, PPM America
FIRESIDE CHAT: As risks continue to rise for insurers, how are they positioning themselves to take on the challenges on the horizon?
- Zach Goodman, Partner, EY
- Pooja Rahman, Chief Risk Officer, Transamerica
PANEL DISCUSSION: How rising yields in investment grade credit is affecting how insurers manage their exposure to risk assets and their access to cash
MODERATOR: Victor Palacios, Senior Manager, Investments & Treasury, EY
SPEAKERS:
- Amit Agrawal, Head of Fixed Income, AXA XL
- Sean Barnes, VP of Finance, Chief Financial Officer & Chief Investment Officer, United Educators
KEYNOTE PRESENTATION: Making sense of headlines: The Fed, geopolitics, the economy, and more…
SPEAKER: Thomas Holzheu, Chief Economist, Americas, Swiss Re
PANEL DISCUSSION: Looking ahead to 2024: How insurance investment strategies are adapting against the backdrop of conflicting macro versus micro data, and the state of the commercial real estate debt and equity space and geopolitical trends impacting emerging market investments
MODERATOR: Nelson A. Pereira, Investment Director, Insurance, Mercer
SPEAKERS:
- Christopher Brown, Head of Securitized Products, T. Rowe Price
- Laura Sarlo, Emerging Markets Portfolio Manager, Liberty Mutual Insurance
- Moshe Lichtenstein, Chief Investment Officer, Converge US
- Michael Hackmann, Vice President of Investments, Shelter Insurance