2024 AIF Institute Insurance Investors' Forum and Symposium
June 5 | Harvard Club | New York City
AIF invites you to join us in-person for the 2024 AIF Institute Insurance Investors’ Forum and Symposium to be held June 5 at the Harvard Club in New York City.
The Forum is geared toward institutional investment professionals deploying the capital of insurance companies globally.
Engage with peer insurance company investors and subject matter experts and discuss cutting-edge investment and regulatory issues.
Wednesday, June 5
7:30 a.m.
Registration and Continental Breakfast
8:00–8:15 a.m.
Welcome and Introductions
- Brant Maller, Founder and CEO, AIF Global and the AIF Institute
- Andrew Messer, Executive Director, AIF Global and the AIF Institute
8:15–9:00 a.m.
The Latest Regulatory Update and Trends
- Amnon Levy, CEO, Bridgeway Analytics
- Stephen Smith, Head of Insurance Analytics, Neuberger Berman
9:15–10:00 a.m.
Private Equity Roundtable
Session Leader:
- Alex Dauria, Senior Portfolio Advisor, Aksia
Session Participants:
- Richard Eddison, Director, Private Equity, Apogem Capital
- Salome Makharadze, Managing Director, Goldman Sachs Asset Management
- David Marcus, Managing Director, Investments, Flexstone Partners
- Sheryl Schwartz, CIO, ALTI and Fellow, AIF Institute
- Craig Stevenson, Partner, Lexington Partners
10:15–11:15 a.m.
Real Estate Roundtable
Session Leaders:
- Nicki Livanos, Director, Real Estate Investments, Equitable
- Dev Subhash, Partner, StepStone Real Estate
Session Participants:
- Ravi Anand, Executive Vice President, PIMCO
- Chase Bolding, Managing Director, Invesco Real Estate
- Gregory Dineen, Partner and Co-CIO, Torchlight Investors
- Kory Klebanoff, Managing Director, Co-Head of Eastern Region Originations, ACORE Capital
- John Maurer, Senior Managing Director, Head of Equity, Sagard Real Estate
11:30–12:30 p.m.
Private Credit Roundtable: Direct Lending
Session Leader:
- Nelson Pereira, Alternatives Investment Director, U.S. Investments, Mercer Investment Consulting
Session Participants:
- Tucker Bryan, Partner, Park Square Capital
- Mark du Four, Managing Director, Crescent Capital
- Michele Kovatchis, Head of Credit Advisory, Antares Capital
- Rony Ma, Managing Director, KKR
- Kevin Marchetti, Co-Head of Direct Lending and Chief Credit Officer, Man Varagon
- Kevin McLeod, Senior Managing Director, Cerberus Capital Management
- Juan Prieto, Head of Alternative Investments, Mutual of Omaha
12:30–2:00 p.m.
Luncheon Presentation, Polling and Group Discussions
Presented by:
- Matthew Armas, Global Head of Insurance, Goldman Sachs Asset Management
- Mike Siegel, Managing Director and Head of Insurance Asset Management & Liquidity Solutions, Goldman Sachs Asset Management
2:00–3:00 p.m.
Private Credit Roundtable: Structured, Specialized, and Opportunistic Strategies
Session Leader:
- Jason Samansky, Consultant, RVK, Inc.
Session Participants:
- John Brown, Managing Director, Credit Strategic Solutions, The Carlyle Group
- Ray Chan, Partner, Atalaya Capital Management
- Dane Graham, Managing Director, Investment, 17Capital
- Nora Granville, Director, Private Credit, 400 Capital Management
- Richard Grimm, Managing Director, Cambridge Associates
- Daniel Spinner, Principal and Portfolio Manager, Eagle Point
- David Weber, Vice President, Alternative Investments, Nassau Financial Group
3:15–4:00 p.m.
Infrastructure Roundtable
Session Leader:
- JingLin Huang, Director, Private Market Investments, Segal Marco Advisors
Session Participants:
- Torbjorn Caesar, Senior Partner & Chairman, Actis
- Brent Canada, Partner, Infrastructure Debt, Ares Management
- Paul Colatrella, Head of Infrastructure Debt, Fiera Capital
- Mina Nazemi, Managing Director, Barings
4:15–5:30 p.m.
Closing Investor Roundtable: Portfolio Construction - Aligning Liability Aware Investing with Risk and Capital Efficiency
In an increasingly complex financial landscape, insurance investors face the dual challenge of optimizing investment decisions while navigating a stringent regulatory framework. This session delves into the strategic nuances of aligning liability-aware investing with risk management and capital efficiency. The panel will explore critical aspects of asset-liability management and exchange best practices on how to achieve an optimal investment mix that supports long-term financial stability and solvency.
Session Participants:
- Jack Bishop, Portfolio Manager, Principal Asset Management
- Anthony Grandolfo, CIO, GE Capital North American Life & Health
- Mike Huff, Managing Director-Head of Asset Allocation & Derivatives, TIAA
- Martha Leiper, Executive Vice President and CIO, Unum Group
- Ed Lewis, Senior Managing Director and Head of Alternative Investments, Cigna Investment Management
- Michael Pagano, Partner – U.S. Financial Institutions Group, Head of Insurance Coverage, Apollo Global Management
- Juan Prieto, Head of Alternative Investments, Mutual of Omaha
- T.C. Wilson, CIO, The Doctors Company
5:30–6:30 p.m.
Closing Reception
2024 AIF Insurance Investors' Forum Participant List
Investor, Consultant and Finance Academic Participants
A-CAP
Kristin Miley, Head of Structured Finance
Aflac Global Investments
Elena Boeva, US COO
Aksia
Alex Dauria, Senior Portfolio Advisor
Brian Shushkovsky, Senior Associate Portfolio Advisory
Arch Capital
John Hennig, Vice President
Shanshan Qian, Vice President
Cambridge Associates
Richard Grimm, Managing Director
Nicholas Youngberg, Investment Analyst
Cigna Investment Management
Edward Lewis, Senior Managing Director and Head of Alternative Investments
Shota Sato
Equitable
Nicki Livanos, Director, Real Estate Investments
Essent Guaranty
Paul Borgia, Vice President, Investments
GE Aerospace
Andres Baja, Corporate Holdings Investments Intern
GE Capital, North American Life & Health
Anthony Grandolfo, CIO
Sohaib Binshahid, Director, Head of Investment Operations
Ping Chen, Director, Portfolio Modeling
John Gao, Director, Investment Management & Risk Analytics
Prateek Kohli, Director, Investment Data Strategy and Management
Halie Gates, Investment Analyst
Guardian Life
Ashwani Singh, Senior Director
Jane Lu, Portfolio Strategist
Hyundai Investment America
Dong Jae (Joseph) Lee, President
Ibexis Life & Annuity
Desmond Tam, Associate
Liberty Mutual Investments
Michelle Battipaglia, Director, Strategy & Asset Allocation
Mercer Investment Consulting
Nelson Pereira, Investment Director U.S. Insurance
Richard Silvan, Investment Consultant, Insurance
Mt. Logan Re, Ltd.
Charles Millard, Independent Director
Juan Prieto, Head of Alternative Investments
Nassau Financial Group
David Weber, Vice President, Alternative Investments
Ravi Srinivasan, Managing Director, Head of Alternative Investments
NEPC
Will Coffey, Consultant II
Joseph Nankof, Partner
Principal Financial
Jack Bishop, Portfolio Manager
Prudential Financial
Sean Collins, Investment Senior Vice President
Yini Cui, Vice President
QBE Insurance
Karen Ye, Manager, Investment Strategy
Resolution Life US
Jessie Nguyen, Analyst
RVK, Inc.
Jason Samansky, Consultant
Selective Insurance
Drew Cohen, Senior Investment Analyst
Somers Re
John Patin, CIO
StepStone Real Estate
Dev Subhash, Partner
Swiss Re
Matt Erfle, Asset Management
The Doctors Company
T.C. Wilson, CIO
TIAA
Mike Huff, Managing Director, Head of Asset Allocation & Derivatives
Unum Group
Martha Leiper, Executive Vice President and CIO
Lori Finlay, Senior Managing Director, Investment Strategy
Voya Financial
Valerie Bannon, Strategist
