SECTION 1
THE FUTURE OF THE MARKET
1.1 INTERVIEW: How have the catastrophes of 2017 affected pricing in 2018 and will price rises stick?
Interviewer:
• Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Interviewee:
• James Grossman, Chief Investment Officer, Commonwealth of Pennsylvania, Public School Employees' Retirement System
1.2 WHITEPAPER: The impact of 2017 on 2018 prices and what it tells us about manager skill and the market outlook
• Greg Hagood, Co-Founder, Nephila Advisors
1.3 EXPERT DEBATE: What new business lines, implementations or fund types will see growth in the next 5 years and based on what assumptions?
Moderator:
• Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
• Tom Duggan, Associate, Manager Research, Redington
• Dirk Lohman, Chairman & Chief Executive Officer, Secquaero Advisors
SECTION 2
CATASTROPHE MODELLING AND CLIMATE CHANGE
2.1 INTERVIEW: How does an allocation to ILS address emerging climate risks or opportunities and fit with an ESG focused portfolio?
Interviewer:
• Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Interviewee:
• Alex Bernhardt, Principal US Responsible Investment Leader, Mercer
2.2 INTERVIEW: ESG and ILS: a clear connection
Interviewer:
• Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Interviewee:
• Barney Schauble, Managing Partner, Nephila Advisors
SECTION 3
WHAT ARE FUNDS DOING TO IMPROVE THE MARKET?
4.1 ROUNDTABLE: Is disintermediation the key to improving the market and what else can be done to make fees proportionate and improve transparency?
Moderator:
• Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
• Eveline Takken, Investment Director, Credit & Insurance-Linked Investments, PGGM
• Philippe Trahan, Portfolio Director for ILS, Ontario Teachers’ Pension Plan
• Bob Swarup, Principal, Camdor Global Advisors