2023 AIF Institute Fall Insurance Investing Symposium
October 5 | One Vanderbilt | New York City
AIF invites you to join us in-person for a full day of in-depth programming geared toward institutional investment professionals deploying the capital of insurance companies globally.
The mission of the AIF Institute Center for Insurance Investing (the Insurance Center) is to serve as an independent and unbiased center for the study of insurance company investment issues and to help insurance companies globally achieve their investment objectives and perform their socially essential risk-sharing functions.
Insurance company investors can engage with their peer investors and other subject matter experts in discussions about cutting edge investment and regulatory issues.
Agenda to be released soon
Agenda at a Glance
AIF Institute Fall Insurance Center Symposium
Thursday, October 5, 2023
(Open only to insurance company investors, Insurance Center Faculty Member Firms and invited guests)
9:15–9:50 a.m.
Registration and Continental Breakfast
9:50–10:00 a.m.
Welcome and Opening Remarks
10:00-11:00 a.m.
The Changing Regulatory Backdrop for Insurer Investments
This session will discuss recent movements in the regulatory landscape for insurance company investments and areas of focus by state insurance regulators. Including the evaluation of concentration risk in investment portfolios, Life Actuarial Task Force updates, and continued discussion on the efforts to perform a holistic review of the regulatory framework.
Session Leader:
- Ed Toy, Director, Risk and Regulatory Consulting
Panelist:
- Fred Andersen, Chief Life Actuary, Minnesota Department of Commerce
11:15 a.m.–12:30 p.m.
Emerging Initiatives to Revise the NAIC Investment Risk Oversight Framework
This session will feature an overview of (E) Committee developments by influential state insurance regulators and a panel discussion of the potential overhaul of the NAIC investment oversight framework with perspectives from Insurance company investors, rating agencies, and asset managers.
Session Leader:
- Amnon Levy, CEO, Bridgeway Analytics
Panelists:
- Scott White, Commissioner, Virginia State Corporation Commission Bureau of Insurance
- John Golden, Global Head of Insurance Regulation, Apollo and Executive VP, Athene
- Richard Cantor, Vice Chairman, Moody’s Investors Service
- Dmytro Mukhin, Managing Director, AllianceBernstein
12:30–1:30 p.m.
Luncheon
1:30–2:30 p.m.
AIF Insurance Center Regulatory Working Group Discussion
This session will be led by AIF Insurance Investing Board members with the objective of formally developing a Regulatory Working Group within the AIF Insurance Center. The purpose of the working group is to focus on exchanging perspectives across the insurance investing community on regulatory issues and serving as a resource of investment expertise and insights for state insurance regulators.
The session will seek to formalize the working group to facilitate a deeper understanding of the practical ramifications of proposed regulatory reforms and foster a landscape of collaborative and forward-thinking regulatory frameworks.
3:00–4:00 p.m.
Navigating the Confluence of Investing and Risk Management
In the inherently liability-driven landscape of insurance companies’ investment programs, understanding the dynamics of risk and return across different asset classes becomes paramount. This session embarks on a deep-dive to scrutinize whether the returns garnered align appropriately with the foreseen risks involved.
Casting a spotlight on prominent strategies including LDI/ALM, we will delineate their roles in orchestrating risk management and optimizing capital efficiency. Furthermore, a critical evaluation of the existing metrics for risk assessment will be undertaken, exploring the temporal dimensions of risk measurement and the hierarchical approach to risk prioritization in investment verdicts.
Session Leader:
- Stephen Smith, Head of Insurance Analytics & Institutional Solutions, Neuberger Berman
Panelists:
- Jack Bishop, Portfolio Manager, Principal Financial Group
- Jeff Jacobs, Partner & Chief Investment Officer, Insurance Solutions Group, Apollo Global Management
4:00–5:30 p.m.
Reception
2023 AIF Institute Fall Insurance Investing Symposium Participants List
Investor and Consultant Participants
Aflac Global
Ksenija Jovanovic, Director, Alternative Investments
American Equity Life Insurance Company (AEL)
Ashok Vishnubhakta, Head of Middle Market
Athene
John Golden, Global Head of Insurance Regulation, Executive Vice President
DB Advisory America, Ltd / DB Insurance
Kay Kyung-suk Juhn, Vice President
Yong Park, Representative
The Doctors Company
T.C. Wilson, Chief Investment Officer
GE Capital NALH
John Gao, Director, Investment Management & Risk Analytics
Haile Gates, Investment Analyst
Global Atlantic Financial Group
Barrie Ribet, Managing Director, Asset Origination
Hartford Investment Management Co. (HIMCO)
David Weber, Portfolio Manager
Hyundai Investment America
Joseph Dong Jae Lee, President
Knights of Columbus
Gilles Marchland, Vice President Credit Portfolio Manager
Kuvare
Ana Morales, Managing Director
Daniela Quintanilla, Director
Jing Shi, Vice President, Portfolio Management
Lincoln Financial Group
Zirong Zhang, Vice President, Fixed Income
Principal Financial Group
Jack Bishop, Portfolio Manager
Prosperity Life
Evan Chan, Portfolio Manager
Selective Insurance
Vaibhav Kalia, VP, Senior Portfolio Manager and Head of Fixed Income
Starr Companies
Peter Seeley Managing Director – Head of Real Estate Investments
Swiss Re
Michael Long, Director – Asset Management
Michael Bohannon, Vice President, Investment Steering
TIAA Financial Services
Mike Huff, Managing Director – Head of Asset Allocation & Derivatives
