Agenda at a Glance
Day One: Wednesday, September 16
11:00–11:45 a.m. ET
Welcome and Introductions
Portfolio Construction: Managing Today and Transitioning to the New Normal
Session Leader
- Andrew Coupe, Senior Consultant, NEPC
Panelists
- Waymond Harris, Vice President and Treasurer, Blue Cross Blue Shield of Michigan
- Ed Lewis, Senior Managing Director, Head of Alternative Assets, Cigna Investment Management
- Eric Menzer, Global Head of OCIO and Fiduciary Solutions, Manulife Investment Management
- Thomas Rogers, CIO, Farmers Insurance
- Jae Yoon, CIO, New York Life Investment Management
12:00–12:30 p.m. ET
Presentation: The Role of Alternative Investments for Insurance Investors
Speaker
- David Lomas, Managing Director, Global Head of BlackRock Alternatives Specialists (BAS), BlackRock
12:30–1:45 p.m. ET
Investment Vignette Breakout Discussions and Panel:
The Role of Alternative Investments for Insurance Investors
Discussion Table Leaders
- Waymond Harris, Vice President and Treasurer, Blue Cross Blue Shield of Michigan
- Ksenija Jovanovic, Vice President, External Management, Aflac Global Investments
- Ed Lewis, Senior Managing Director, Head of Alternative Assets, Cigna Investment Management
- Juan Prieto, Head of Alternative Investment Mandates, Mutual of Omaha
- Jae Yoon, CIO, New York Life Investment Management
- Jeffrey Jacobs, CIO, Insurance Solutions Group, Apollo Global Management
- Jeremy King, Managing Director, Insight Investment
- David Lomas, Managing Director, Global Head of BlackRock Alternatives Specialists (BAS), BlackRock
- Chris Marx, Managing Director, Invesco
- Robert Torretti, Managing Director, Ares Management
2:00–3:00 p.m. ET
Private Equity: Buy-outs, Growth, and Venture
Session Leader
- Agata Praczuk, Director, Private Equity and Hedge Funds, MetLife
Session Participants
- Worth Groome, Director, Allianz Capital Partners
- Ferdinand Seibert, Managing Director, Zurich Asset Management
- Hilton Romanski, Partner, Siris Capital
- Aaron Perlmutter, Founding Partner, Charger Investment Partners
- Wray Thorn, CIO, Sightway Capital, a Two Sigma company
3:15–4:00 p.m. ET
Direct Lending Session I
Session Leaders
- Michael Cohan, Senior Investment Manager, Nationwide
- David Scopelliti, Global Head of Private Debt, Mercer
Session Participants
- Barton Holl, Head of Insurance Strategy, Sun Life Capital Management
- Vaibhav Kalia, Vice President, Senior Portfolio Manager, Selective Insurance
- Stephen Nesbitt, CEO, Cliffwater LLC
- Amit Bafna, Managing Director, Antares Capital
- Scott Carpenter, Managing Director and Co-Head of Crescent Direct Lending, Crescent Capital Group
- Robin Doumar, Managing Partner and Founder, Park Square Capital, LLP
Michael McGonigle, Managing Director, Audax Private Debt
4:15–5:00 p.m. ET
Direct Lending Session II
Session Leaders
- Michael Cohan, Senior Investment Manager, Nationwide
- David Scopelliti, Global Head of Private Debt, Mercer
Session Participants
- Susan Chung, CIO, Amica Insurance
- Barton Holl, Head of Insurance Strategy, Sun Life Capital Management
- Stephen Nesbitt, CEO, Cliffwater LLC
- Matthew Harvey, Managing Director, Head of Direct Lending, PGIM Private Capital
- James Kirby, Founder and President, Deerpath Capital Management
- Keith Read, President, Cerberus Business Finance, and Senior Managing Director, Cerberus Capital Management
- Larry Zimmerman, Managing Director and Head of Private Debt Origination, Benefit Street Partners
Day One: Thursday, September 17
11:00 a.m.–12:00 p.m. ET
Capital Efficient Structures
Session Leader
- Andrew Coupe, Senior Consultant, NEPC
Session Participants
- Nikki Hall-Jones, Director, Investments, Willis Towers Watson
- Toni Afonso, Consultant, HPS Investment Partners, LLC
- Cliff Corso, Executive Chairman, North America, Insight Investment
- Ken Johnson, Managing Director, Rating Analytics, A.M. Best Company
- LaDonna Neuhaus, Director of Insurance Strategy, Beach Point Capital
12:15–1:15 p.m. ET
Infrastructure
Session Leaders
- Sylvia Owens, Global Private Credit and Real Assets Strategist, Aksia
Session Participants
- Chris Manser, Head of Infrastructure Investments, Swiss Life Asset Management
- Eric Menzer, Global Head of OCIO and Fiduciary Solutions, Manulife Investment Management
- Rob Kochis, Partner, The Townsend Group
- David Altshuler, Executive Director, IFM Investors
- Anurag Agarwal, Head of Portfolio Management – Global Transportation Group, JP Morgan Asset Management
- John Breckenridge, Senior Managing Director and Head of Clean Energy, Capital Dynamics
- Keith Derman, Partner, Co-Head of Ares Infrastructure and Power, Ares Management
- Scott Litman, Managing Director, Infrastructure Investments, GCM Grosvenor
- Hillary Ripley, Senior Director, First Sentier Investments (US)
1:30–2:30 p.m. ET
Alternative Private Credit
Session Leaders
- Rebecca Levy, Senior Portfolio Advisor, Aksia
- Juan Prieto, Head of Alternative Investment Mandates, Mutual of Omaha
Session Participants
- Guy Hopgood, Director, bFinance
- Brad Golding, Portfolio Manager, Christofferson Robb & Company
- Daniel Pietrzak, Partner, KKR
- Bruce Richards, CEO, Chairman and Co-Managing Partner, Marathon Asset Management
- Chris Schiavone, Portfolio Manager, Private Credit, 400 Capital Management
- Tod Trabocco, Director of Strategy & Research, ITE Management
2:45–3:45 p.m. ET
Real Estate
Session Leaders
- Nicki Livanos, Director, Equitable Insurance
- Jay Morgan, Partner, StepStone Real Estate
Session Participants
- Adi Divgi, Head of Alternatives, Catalina Holdings
- Rob Kochis, Partner, The Townsend Group
- Larissa Belova, Senior Director and Deputy Portfolio Manager, CBRE Global Investors
- Gregory Eudicone, Head of Client Head Portfolio Management, U.S. Real Estate, Barings
- Boyd Fellows, Founder and Co-Head of Capital Markets and Operations, ACORE Capital LP
- Cameron Kirby, Managing Director, Axonic Capital
- Tyson Skillings, Managing Partner, Rockwood Capital, LLC
- Peter Weidman, Global head of Credit Investing for the Real Estate Group (Merchant Banking Division), Goldman Sachs
4:00–5:00 p.m. ET
ESG and Impact Investing
Session Leaders
- Rilwan Meeran, Portfolio Manager, Head of Impact Investing, MassMutual
- Ferdinand Seibert, Managing Director, Zurich Asset Management
Session Participants
- Adi Divgi, Head of Alternatives, Catalina Holdings
- Robert White, Executive Director, Green and Sustainable Finance, Natixis
5:00–5:05 p.m. ET
2020 AIF Insurance Investors’ Forum Wrap-up
2020 AIF Insurance Investors' Forum Confirmed Participants List
AEGIS Insurance
Nathaniel Molinari, Investment Officer
Aflac Global Investments
Teresa McTague, CIO-US
Elena Boeva, US COO
Ksenija Jovanovic, Vice President, External Management
Josh Rosen, Assistant Vice President
AIG Investments
Felix Lurye, Managing Director, Insurance Portfolio Management
Farhad Mian, Investment Strategy
Aksia
Rebecca Levy, Senior Portfolio Advisor
Sylvia Owens, Global Private Credit and Real Assets Strategist
Allianz Capital Partners
Worth Groome, Director
Amica Insurance
Susan Chung, CIO
bFinance US
Guy Hopgood, Director
Blue Cross Blue Shield of Arizona
Jacob Caldwell, Analyst
Blue Cross Blue Shield of Michigan
Waymond Harris, Vice President and Treasurer
Callan LLC
Sarah Hakim, Senior Vice President
Cambridge Associates
Jordan Meyers, Private Credit Investment Associate
Catalina Holdings (Bermuda) Limited
Adi Divgi, Head of Alternative Investments
Cigna Investment Management
Ed Lewis, Senior Managing Director, Head of Alternative Assets
Cliffwater LLC
Stephen Nesbitt, CEO
CSAA Insurance Group, a AAA Insurer
Gretchen Tai, Vice President, Investments
Cumberland Mutual
Jeff Ritter, Corporate Development, Investment and Strategic Initiatives
Dai Ichi Life
Masakazu Kobayashi, Executive Vice President
DB advisory America, Ltd.
Yong Park, President
Delphi Financial Group
Stephan Kiratsous, CFO
ELCA Foundation
Eric Golberg, Trustee, Chair of the Investment Committee
Equitable Insurance
Nicki Livanos, Director
EquiTrust Life Insurance Company
Joseph Lyons, Vice President, Private Credit Team
Farmers Insurance
Tom Rogers, CIO
FBL Financial Group
Mark Sandbulte, Vice President, Investment, Strategy
Flexstone Partners
Sheryl Schwartz, Advisor
Frontier Advisors
Elie Saikaly, Principal Consultant
GE
Harshal Chaudhari, CIO
Guardian Life Insurance of America
Maurice Gordon, Senior Managing Director-Head of Private Equity
Horizon Blue Cross Blue Shield of NJ
Susan McCarthy, Manager, Cash & Investments
Hyundai Investment (America) Ltd
Qnam (KyunNam) Lee, Head of US Office
Korea Post (New York)
Seongmun (Mun) Park, Senior Investment Officer
Kyobo Life Asset Management (America)
Cheahwa Chung, President, New York Office
LaCapitale Insurance and Financial Services
Louis Rodrigue, Director Private Investments
Samuel Dion-Albert, Investment Analyst
Liberty Bankers Insurance Group
Robby Abraham, CIO
Manulife Investment Management
Eric Menzer, Global Head of OCIO and Fiduciary Solutions
Rajiv Bakshi, Managing Director, Private Equity
MassMutual
Rilwan Meeran, Portfolio Manager, Head of Impact Investing
Mercer
Raelan Lambert, Global Alternatives Leader
David Scopelliti, Global Head of Private Debt
MetLife
Agata Rzamek Praczuk, Director, Alternative Investments
Nick Milne, Director
Benjamin Blais, Associate
Joe Rec, Associate
Mutual of Omaha
Juan Prieto, Head of Alternative Investments
Nationwide
Michael Cohan, Senior Portfolio Manager
NEPC
Andrew Coupe, Senior Consultant
New York Life Investment Management
Jae Yoon, CIO
Robert Serenbetz, Portfolio Strategist
Nippon Life Global Investors Americas, Inc.
Peter Viehe-Naess, CFA, Director, Real Estate & Infrastructure Investments
Pacific Life Global Asset Management LLC
Greg Little, Director, Alternative Investments
Jake Provost, Director, Alternative Investments
Penn Mutual Insurance
Justin Kaplan, Investment Specialist
Selective Insurance
Vaibhav Kalia, Vice President, Senior Portfolio Manager
Sompo Asset Management
Shiro Kasai, Chief Representative
StepStone Group
Jay Morgan, Partner, StepStone Real Estate
Michael Elio, Partner
Sun Life Capital Management
Barton Holl, Head of Insurance Strategy
Swiss Life Asset Managers
Chris Manser, Head of Infrastructure Investments
Swiss Reinsurance Company
Martin Fehr, Head of Private Equity
Townsend Group, an Aon Company
Rob Kochis, Partner
Transverse Insurance Company
Mark Hong, Managing Director and Portfolio Manager
Voya Investment Management
Ken Hockstein, Vice President
Shan Hasnat, Senior Investment Analyst
Willis Towers Watson
Nikki Hall-Jones, Director, Investments
Wilshire Associates
Maggie Ralbovsky, Managing Director
Zurich Alternative Asset Management
Ferdinand Seibert, Managing Director
David Tsung, Head of Hedge Funds
Rahul Desai, Executive Director – Hedge Funds
