2025 AIF Insurance Investors' Forum
Including the Spring 2025
AIF Institute Insurance Investing Symposium
June 10 | New York City | Harvard Club
On behalf of AIF Global and the AIF Institute, we hope you will join us for the 2025 AIF Insurance Investors’ Forum, including the Spring 2025 AIF Institute Insurance Investing Symposium, to be held June 10 at the Harvard Club in New York City.
Agenda to be released soon
Agenda at a Glance
Tuesday, June 10
7:30 a.m.
Registration
8:00–8:15 a.m.
Welcome Remarks and Introductions
8:15–9:00 a.m.
Regulatory Update Session: Recent developments at the NAIC and highlights the American Academy of Actuaries' ongoing work
- Amnon Levy, CEO, Bridgeway Analytics
- Anji Li, VP, Neuberger Berman
9:15–10:15 a.m.
Real Estate Credit Roundtable
Session Leaders:
- Nicki Livanos, Director, Real Estate Investments, Equitable
- Dev Subhash, Partner, StepStone
Session Participants:
- Alfred Chang, Head of Residential Credit, MetLife Investment Management
- Greg Eudicone, Head of Global Real Estate Client Portfolio Management, Barings
- John Gao, Head of Investment Risk Management, GE – Employers Reassurance Corporation
- Roman Kogan, Portfolio Manager, Private Real Estate Debt, PIMCO
- Jeff Mudrick, Senior Managing Director, Rockwood Capital
- Daniel Wurwarg, Senior Managing Director, Centerbridge Partners
10:30–11:15 a.m.
Real Assets: Real Estate Equity and Infrastructure Roundtable
Session Leader:
- Thomas Lynch, Managing Director, Cliffwater
Session Participants:
- Larissa Belova, CIO, UBS Asset Management
- Chase Bolding, Managing Director, Invesco Real Estate
- Matthew Brand, COO, ITE Management
- Siddharth Chakravarty, Director of Investments, CoAction
- Harlan Cherniak, Head of Infrastructure and IG Credit, Macquarie Asset Management
- Joe Hill, Managing Director, Ares Real Estate
- Jeremy Stern, Senior Vice President, Acquisitions, Waterton
11:30 a.m.–12:30 p.m.
Private Credit Roundtable: Direct Lending
Session Leaders:
- Matt Maleri, Head of Insurance, NEPC
- Leslie Vargas, Head of Portfolio Management, Resolution Life US
Session Participants:
- Matt Cutri, Senior Managing Director, Co-Head of Sponsor Coverage, Man Varagon
- Jake Garmey, Managing Director, Crescent Capital
- Bradford LoGatto, Head of Private Credit & Alternative Assets, Senior Investment Analyst, PartnersRe
- Kevin McLeod, Senior Managing Director, Cerberus Capital Management
- Paul Vannelli, Managing Director, Antares Capital
12:30–2:00 p.m.
Luncheon Presentation, Polling and Group Discussion
Presented by:
- Matthew Armas, Global Head of Insurance, Goldman Sachs
- Mike Siegel, Partner, Head of Insurance Asset Management & Liquidity Solutions, Goldman Sachs
2:00–3:00 p.m.
Private Credit Roundtable: Opportunistic and Specialized Strategies
Session Leaders:
- Richard Grimm, Head of Global Credit and Managing Director, Cambridge Associates
- Sean Holland, Director, New York Life
Session Participants:
- Matthew Drummond, Senior Managing Director, ACORE Capital
- Dane Graham, Partner, 17Capital
- James Hwang, Head of Asset-backed Finance, 26North
- Joseph Lenz, Partner, Co-Head of Research, Credit Solutions, TPG Angelo Gordon
- Christian Schiavone, Head of Private Credit Strategies, 400 Capital Management
- Daniel Spinner, Senior Principal and Portfolio Manager, Eagle Point Credit
- David Watters, Senior Managing Director, Blackstone
3:15–3:45 p.m.
Special Research Session: Fundamental Credit Research in General Account Portfolio Management
This session will focus on the impact of tariffs and a potential economic
slowdown on various sectors and sub-sectors of corporate credit. In an
environment of heightened uncertainty driven by ongoing trade
negotiations, they will explore how Insurance CIOs should think about
positioning the General Account. The conversation will also cover how
portfolio owners can bridge long-horizon thematics with near-term
opportunities across public and private markets in light of recent
volatility.
Presented by:
- Rob Bittencourt, Partner and Co-Head of Opportunistic Credit, Apollo Global Management
- Jeff Jacobs, Partner and CEO, Third Party Insurance, Apollo Global Management
4:00–4:40 p.m.
Private Equity Roundtable
Session Leader:
- Jake Stalcup, Senior Vice President, Aksia
Session Participants:
- Francesca Adamski, Head of Product Strategy for the Vintage Platform (Secondaries), Goldman Sachs Asset Management
- Susanne Forsingdal, Managing Director, Allianz Capital Partners
- Clement Riviere, Managing Director, Flexstone Partners
- Byron Scott, Managing Director, Providence Equity Partners
4:45–5:30 p.m.
Senior Investor Roundtable: Navigating Volatility, Regulation, and Portfolio Construction in a New Investment Era
Session Leader:
- Michael Pagano, Partner, US Financial Institutions Group, Head of Insurance Coverage, Apollo Global Management
Session Participants:
- William Bell, CIO of Alternatives, Arch Capital Group
- Jeffrey Hobbs, Head of Insurance Portfolio Management, Voya Investment Management
- Edward Lewis, Senior Managing Director – Head of Alternative Investments, Cigna Investment Management
- David Phillips, CIO, Axis Capital
- Emily Wiener, CIO, TIAA
5:30–6:30 p.m.
Closing Reception
2025 AIF Insurance Investors' Forum Participant List
Investor, Consultant and Finance Academic Participants
1823 Partners
Marissa Pitterie, Principal
Aksia
Jake Stalcup, Senior Vice President
Allianz Capital Partners
Susanne Forsingdal, Managing Director
American Family
Yoshiko Inoue, Managing Director, Asset Allocation
Arch Capital Group
William Bell, CIO, Alternatives
AXIS Capital
David Phillips, CIO
Cigna Investment Management
Edward Lewis, Senior Managing Director – Head of Alternative Investments
Cliffwater
Thomas Lynch, Managing Director
CoAction
Siddharth Chakravarty, Director of Investments
DB Advisory America
Yong Park, President
Equitable
Nicki Livanos, Director, Real Estate Investments
GE – Employers Reassurance Corporation
John Gao, Head of Investment Risk Management
Joshua Kohn, Portfolio Manager
A.J. Spiros, Senior Risk Manager
Genworth
Jason Tannenbaum, Head of Private and Structured Assets
Guardian Life Insurance
Ashwani Singh, Senior Director
Hyundai Investment America
Dong Jae Lee, President
Yoonjung Na, Assistant Manager
MassMutual
George Tsekov, Head of Credit Risk Management
Mercer
Richard Silvan, Senior Insurance Investment Strategist
NEPC
Matt Maleri, Head of Insurance
New York Life
Benjamin Greene, Director
Sean Holland, Director
Amrita Tawari, Investment Analyst
PartnersRe
Mike Huff, CIO
Bradford LoGatto, Head of Private Credit & Alternative Assets, Senior Investment Analyst
PNC Institutional Asset Management
Nick Cimino, SVP, Managing Director – Insurance Solutions
Prosperity Asset Management
Anders Kolding, Associate Portfolio Manager
Resolution Life
Jessie Nguyen, Senior Analyst
Leslie Vargas, Head of Portfolio Management
Starr Insurance Companies
Jessica Lerman, Senior Investment Analyst
StepStone Group
Tod Trabacco, Managing Director
Swiss Re
Lale Topcuoglu, Head of Investment Strategy and Public Fixed Income
TIAA
Emilia Wiener, CIO
Voya Investment Management
Valerie Bannon, Strategist
Jeffrey Hobbs, Head of Insurance Portfolio Management
White Mountains Advisors
Henry McKenna, AVP – Investments
