2021 AIF Insurance Investors' Forum
June 8–9 | Connecting Investors Globally | Live Online
On behalf of AIF Global, we hope you will join us for the 2021 AIF Insurance Investors’ Forum, which will be held June 8–9 in live online format.
The program is geared toward institutional investment professionals deploying the capital of insurance companies globally. The asset class investment sessions will be held in a roundtable discussion format among subject matter expert investors, consultants, and managers. Register online
We are excited to be featuring special sessions devoted to the collaborative work that is being done in the AIF Institute Center for Insurance Investing, which conducted its first session during the AIF Asian Investors’ Forum. Read more on the AIF Institute Center for Insurance Investing
Cutting-Edge Topics Impacting Insurance Companies
The two-day agenda will also cover cutting-edge topics including:
- Portfolio construction discussions with CIOs and senior investment officers from life, P&C, and health insurance companies
- Dedicated asset class discussions on private equity, private credit, diversifying and opportunistic strategies, real estate, and infrastructure
- Latest developments on how insurance investors are incorporating ESG into their portfolios
- The current landscape in the rated alternatives space and capital-efficient investment structures
- Current investment research on portfolio optimization in a low interest market environment for capital-efficient investing
Agenda at a Glance
Day One: Tuesday, June 8
9:00–9:15 a.m. EDT
Welcome and Introductions
- Brant Maller, Founder and CEO, AIF Global
- Melissa Waller, President,AIF Institute
9:15–10:15 a.m. EDT
Investor Roundtable: CIO and Senior Investment Officer Discussion on Portfolio Construction
Moderator:
- Gregory Halagan, Principal and Co-Head of U.S. Insurance, Mercer
Session Participants:
Ed Lewis, Senior Managing Director and Head of Alternative Investments
Cigna Investment Management; Chair, AIF Insurance Advisory BoardMartha Leiper, EVP, Chief Investment Officer, Unum
- Teresa McTague, Senior Managing Director, Global Investments; Chief Investment Officer – U.S.; Global Co-Head of External Management Platform, Aflac Global Investments
- Mike Huff, Senior Director, Portfolio Management and Asset Allocation, TIAA
10:30–11:30 a.m. EDT
Private Equity
Session Leaders:
Ferdinand Seibert, Managing Director, Zurich Alternative Asset Management, Vice Chair, AIF Insurance Advisory Board
Tom Cawkwell, Partner, Albourne
Session Participants:
- Ben Goldberg, Assistant Vice President, Aflac Global Investments
- Andrew Bernstein, Head of Private Equity, Capital Dynamics
- Sandeep Guleria, Principal, Siris Capital
- Chris Stringer, President, PA Capital
- Stephen Swentzel, Managing Director, 17Capital
11:45 a.m.-12:45 p.m. EDT
Private Credit Session I
Session Leader:
Jennifer Wildeman, Senior Portfolio Advisor, Aksia
Session Participants:
Michael Cohan, Senior Investment Manager, Nationwide Insurance
- Anthony Grandolfo, Chief Investment Officer, GE Capital, North American Life & Health
- Philip Titolo, Head of Direct Private Investments, MassMutual
- T.C. Wilson, Chief Investment Officer, The Doctors Company
- Amit Bafna, Managing Director, Antares Capital
- Mike Fenstermacher, Managing Director, HPS Investment Partners, LLC
- James Kirby, Founder & President, Deerpath Capital Management, LP
- Michael McGonigle, Managing Director, Audax Private Debt
1:00–2:00 p.m. EDT
Private Credit Session II
Session Leader:
Jennifer Wildeman, Senior Portfolio Advisor, Aksia
Session Participants:
- Philip Titolo, Head of Direct Private Investments, MassMutual
- Joshua Rosen, Portfolio Manager, Resolution Life
- Osvaldo Pereira, Partner, Park Square Capital, LLP
- Matthew Wade, Executive Director, IFM Investors
2:15–3:15 p.m. EDT
AIF Institute Center for Insurance Investing Presents: Capital Efficient Investing in Financial Innovative Structures
Moderator:
Greg Kantor, Consultant and Principal, RVK, Inc.
Session Participants:
Maria Tarhanidis, Managing Director, Head of Alternative Investments, Brighthouse Financial
- Jeremy King, Head of Business Development, Insight Investment
- Ashish Shah, Managing Director and Head of Capital Markets, Madison Capital Funding
- Bob Turner, Director, Delaware Life
Day Two: Wednesday, June 9
9:00–9:10 a.m. EDT
Day One Recap and Day Two Introductions
- Sharmila Kassam, Executive Director, AIF Institute
9:10–10:00 a.m. EDT
Analysis and Takeaways from Key Industry Insurance Investor Surveys and Studies
Session Participants:
Maria Tarhanidis, Managing Director, Head of Alternative Investments, Brighthouse Financial
- Sharmila Kassam, Executive Director, AIF Institute
- Donald Lin, Director, Head of Americas Insurance Solutions, BlackRock
- Mike Siegel, Global Head of Insurance Asset Management, Goldman Sachs
10:10–11:00 a.m. EDT
Private Credit: Opportunistic and Specialized Strategies
Session Leader:
- Steve Nesbitt, Chief Executive Officer, Cliffwater LLC
Session Participants:
Vaibhav Kalia, Vice President, Senior Portfolio Manager, Selective Insurance
Juan Prieto, Head of Alternative Investment Mandates, Mutual of Omaha
- Alex Cha, Partner, Head of Portfolio Management and Trading, 400 Capital
- Richard Golaszewski, Managing Director, 17Capital
- Chris Sheldon, Partner & Head of Leveraged Credit, KKR
- Richard Talmadge, Senior Analyst – Secured Finance, Insight Investment
11:15 a.m.–12:30 p.m. EDT
Real Estate Debt and Equity
Session Leaders:
Rob Kochis, Principal, The Townsend Group an Aon Company
- Eric Menzer, Global Head of OCIO & Fiduciary Solutions, Manulife Investment Management
Session Participants:
- Nicki Livanos, Director, Real Estate Investments, Equitable Insurance
- Candace Chao, Managing Director and Portfolio Manager, J.P. Morgan Asset Management
- Daniel Choquette, Managing Director, Cerberus Capital Management
- Chris Clayton, Senior Portfolio Manager, UBS Realty Investors
- Frank Garcia, Managing Director and Senior Portfolio Manager, PGIM Real Estate
- Daniel Heflin, CEO, Torchlight Investors
- Niraj Shah, Partner, Rockwood Capital
- Chris Tokarski, Co-CEO, Managing Partner, ACORE Capital
12:40–1:30 p.m. EDT
Infrastructure Investing
Session Leaders:
Rob Kochis, Principal, The Townsend Group an Aon Company
- Eric Menzer, Global Head of OCIO & Fiduciary Solutions, Manulife Investment Management
Session Participants:
Tim Runnalls, Managing Director, Ascension Investment Management
Lee Anderson, Senior Director, Co-Head of Indirect Private Infrastructure, CBRE Caledon Capital Management Inc.
- Keith Derman, Partner, Co-Head of Ares Infrastructure and Power, Ares Management
- Joseph F. Falcone III, Distribution & Portfolio Management, Natixis CIB
- Dylan Foo, Senior Partner, Co-Head, Global Infrastructure, Apollo Global Management
- Chris Ortega, Managing Director and Head of Americas, Morgan Stanley Infrastructure Partners
1:45–2:45 p.m. EDT
AIF Institute: Latest Developments in Incorporating ESG into the Insurance Portfolio
Moderator:
- Nikki Hall Jones, Northwest Investment Leader & Director, Investments, Willis Towers Watson
Session Participants:
Agata Praczuk, Director, Alternative Investments, MetLife Investment Management
Emilia Wiener, Managing Director, Head of Fixed Income/General Account Organization, TIAA
- Catherine Cole, Director, Senior Portfolio Manager, BlackRock
- Gregory Schantz, Vice President, Senior Credit Research Analyst, Loomis, Sayles & Company
- Tom Rogers, Retired – Former CIO, Farmers Insurance Group
3:00–4:00 p.m. EDT
AIF Institute: Equity Risk-Based Capital Project
Academic Presenter:
Randolph Cohen, Ph.D., Senior Lecturer, Harvard Business School
Moderator:
- David Sayles, Independent Consultant and Former Managing Director, BlackRock Financial
Panelists:
- Anthony Grandolfo, Chief Investment Officer, GE Capital, North American Life & Health
- Martha Leiper, EVP, Chief Investment Officer, Unum
- Jeffrey Jacobs, CIO, Insurance Solutions Group, Apollo Global Management
- Jared Klyman, Head of Insurance Strategy, Goldman Sachs Asset Management
2021 AIF Insurance Investors' Forum Confirmed Participants List
The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)
Aflac Global Investments
Ksenija Jovanovic, Vice President, External Management
Teresa McTague, Senior Managing Director, Global Investments; Chief Investment Officer – U.S.; Global Co-Head of External Management Platform
Ben Goldberg, Assistant Vice President
AIG
Farhad Mian, Chief Investment Officer
Aksia
Jennifer Wildeman, Senior Portfolio Advisor
Armando Acosta, MD
Albourne
Tom Cawkwell, Partner
Arabella Wuchek, Partner
Alma Limited
Hamdi Alzaim, Managing Director
Allstate Investments
Jeff McNelley, Managing Principal, Private Equity
Alti
Sheryl Schwartz, Chief Investment Officer
Aon Investments
Mike Scotto, Partner
Nelson Pereira, Consultant
Ascension Investment Management
Tim Runnalls, Managing Director
Atain Insurance Company
Joshua Hunegs, Chief Investment Officer, Senior Vice President
Auto Club Group
Keith Johnson, Investment Analyst
AXA XL
Jean-Gabriel Pierre, Head of Investment Strategy
Matthew Letinski, Investment Professional
bfinance
Guy Hopgood, Director
Brighthouse Financial
Maria Tarhanidis, Managing Director, Head of Alternative Investments
Callan
Sara Hakim, Senior Vice President
CalSTRS
Kristian Altier, Investment Officer
Cigna Investment Management
Edward Lewis, Senior Managing Director – Head of Alternative Investments
Ryan MacNeil, Director
Cliffwater LLC
Steve Nesbitt, Chief Executive Officer
Cumberland Mutual
Jeff Ritter, Corporate Development, Investments and Strategic Initiatives
Dai-ichi Life
Masakazu Kobayashi, Executive Vice President
DB Advisory American, Ltd.
Yong Park, President
Delaware Life
Bob Turner, Director
Equitable Insurance
Nicki Livanos, Director, Real Estate Investments
Frontier
Elie Saikaly, Principal Consultant
FBL Financial Group
Mark Sandbulte, VP Alternatives and Macro Strategy
GE Capital
Anthony Grandolfo, Chief Investment Officer
John Gao, Director, Risk Analytics
Bobby Hagedorn, Senior Portfolio Manager, Alternative Investments
Halie Gates, Investment Analyst
Genworth
Kelly Saltzgaber, Head of Portfolio Management
Hanwha Asset Management USA
Joon Lee, Vice President
Kemper Corporation
Jonathan Wilson, Senior Portfolio Manager
Knights of Columbus
Gilles Marchand, Portfolio Manager, VP
Liberty Bankers Insurance Group
Robby Abraham, Chief Investment Officer
Lincoln Financial Group
Christopher Neczypor, Head of Alternatives, Structured Credit and Investment Strategy
Lloyds Banking Group Pensions Trustee Ltd.
Ivana Xie, Senior Investment Analyst
Manhattan Life Insurance Company
Teresa Moro, Senior Vice President
Karen Wright, Real Estate Lending Manager
Manulife Investment Management
Eric Menzer, Global Head of OCIO & Fiduciary Solutions
MassMutual
Phillip Titolo, Head of Direct Private Investments
Ginny Chiarello, Portfolio Manager
Jianchun Meng, Head of Portfolio Risk Management
Mercer
Greg Halagan, Principal and Co-Head of U.S. Insurance
Beth Johnson, Partner
Matthew Vokes, Investment Director
MetLife
Benjamin Blais, Associate
Agata Praczuk, Director, Alternative Investments
Modern Woodmen of America
Adam Schwab, Portfolio Manager
Nassau Financial Group
Ravi Srinivasan, Head of Alternative Investments
Nationwide Insurance
Michael Cohan, Senior Investment Manager
Peninsula House LLC
John Tsui, Managing Principal
Penn Mutual Asset Management
Justin Kaplan, Investment Specialist
Trevor Williams, Managing Director
Pillar Insurance
Rob Kiesel, Chief Investment Officer
POBA
Dong-Hun Jang, Chief Investment Officer
PPM America
Andrew Coupe, Senior Managing Director
Resolution Life US
Joshua Rosen, Portfolio Manager
RVK, Inc.
Greg Kantor, Consultant and Principal
Selective Insurance
Vaibhav Kalia, Vice President, Senior Portfolio Manager
Sentry Insurance
Linda Calnan, AVP-Alts
StepStone Group
Weichou Su, Partner, Head of Asia
Swiss Reinsurance Company Ltd.
Martin Fehr, Head of Private Equity
The Doctors Company
T.C. Wilson, Chief Investment Officer
The Townsend Group an Aon Company
Rob Kochis, Principal
TIAA
Mike Huff, Senior Director – Portfolio Management, Asset Allocation & Derivatives
Emilia Wiener, Managing Director, Head of Fixed Income/General Account Organization
Transverse Insurance Group
Mark Hong, Managing Director
Unum
Martha Leiper, EVP, Chief Investment Officer
UTM Management
Kaiming Chiang, Director
Voya Investment Management
Shaun Epstein, Associate, Insurance Solutions Group
Willis Towers Watson
Nikki Hall Jones, Northeast Investment Leader & Director, Investments
Zurich Insurance
Dionysios Christopoulos, Director
Ferdinand Seibert, Managing Director
