2022 AIF Insurance Investors' Forum
June 8 | New York City
AIF invites you to join us in-person for a full day of programming geared toward institutional investment professionals deploying the capital of insurance companies globally:
2022 AIF Insurance Investors’ Forum
June 8 | Harvard Club of New York City
(Open only to insurance company investors, investment consultants, Insurance Center Faculty and AIF member firms)
Insurance company investors can engage with their peer investors and subject matter experts to discuss cutting-edge investment ideas and important regulatory investment trends and issues.
Agenda at a Glance
8:30–9:00 a.m. ET
Registration
9:00–9:30 a.m. ET
Investor Roundtable on Portfolio Construction
9:30–10:15 a.m. ET
Real Estate Roundtable Sessions I
Session Leaders:
- Nicki Livanos, Director, Equitable
- Rob Kochis, Partner, The Townsend Group, an Aon Company
Session Participants:
- Candace Chao, Head of Mezzanine Debt and Portfolio of Debt Strategy, J.P. Morgan Asset Management
- Matthew Salem, Partner, Kohlberg, Kravis & Roberts
- Jonathan Stein, Partner, Torchlight Investors
- Chris Tokarski, Co-Chief Executive Officer and Managing Partner, ACORE Capital
10:30–11:15 a.m. ET
Real Estate Roundtable Sessions II
Session Leaders:
- Nicki Livanos, Director, Equitable
- Rob Kochis, Partner, The Townsend Group, an Aon Company
Session Participants:
- James Glen, Managing Director, Portfolio Manager, PGIM Real Estate
- Andrew Holm, Partner, Co-Head of U.S. Investments, Ares Management
- Niraj Shah, Partner and Head of Credit Strategies, Rockwood Capital, LLC
11:30 a.m.–12:15 p.m. ET
Private Equity Roundtable
Session Leader:
- Ksenija Jovanovic, Director, Alternative Assets, Aflac Global Investments
Session Participants:
- Sandeep Guleria, Managing Director, SIRIS Capital Group
- Mina Pacheco Nazemi, Managing Director, Barings
- Michael Timms, Investment Director, 17Capital
- Todd Milligan, Managing Director, Apogem Capital
12:15–1:30 p.m. ET
Luncheon and Presentation
Presentation by Goldman Sachs Asset Management (GSAM) of the findings of its annual Insurance Survey. This will be followed by breakout group discussions that will be facilitated by the Insurance Center’s Faculty.
Presenter:
Mike Siegel, Global Head of Insurance Asset Management and Liquidity Solutions, Goldman Sachs
1:45–2:45 p.m. ET
Private Credit Roundtable Session I: Core Strategies
Session Leader:
- Nelson Pereira, Investment Director, Mercer Alternatives – U.S. Insurance
Session Participants:
- Robin Doumar, Managing Partner, Park Square Capital
- Karen Halliday, Partner, Varagon Capital Partners
- Tas Hasan, Partner, COO, and Head of Investment Team, Deerpath Capital Management, LP
- Kevin McLeod, Head of Fund Development, Senior Managing Director, Cerberus Capital MGT
- Sean O’Keefe, Managing Director, Audax Private Debt
3:00–4:00 p.m. ET
Private Credit Roundtable Session II: Specialized Strategies
Session Leaders:
- Alex Dauria, Senior Portfolio Advisor, Aksia
- Ilya Riskin, Senior Analyst, Aksia
Session Participants:
- Evan Bedil, Head of Healthcare, Marathon Asset Management
- Cameron Kirby, Managing Director, Axonic Capital
- Ben Radinsky, Principal, HighVista Strategies
- Chris Schiavone, Portfolio Manager, Private Credit, 400 Capital Management
4:15–5:15 p.m. ET
Infrastructure Roundtable
Session Leader:
- Mark White, Partner, Head of Real Assets, Albourne
Session Participants:
- Torbjorn Caesar, Senior Partner, Actis LLP
- Jeremy Anagnos, CIO, Listed Infrastructure, CBRE Investment Management
- Joseph Falcone III, Chief Executive Officer & Chief Investment Officer, Chamonix Partners Capital Management
- Scott Litman, Managing Director, Infrastructure Investing, GCM Grosvenor
- Matt Wade, Executive Director, IFM Investors
5:15–6:15 p.m. ET
Closing Reception
2022 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
Ksenija Jovanovic, Director, Alternative Assets
AIG
Farhad Mian, Chief Investment Officer
Aksia
Alex Dauria, Senior Portfolio Advisor
Ilya Riskin, Senior Analyst
Allianz Capital Partners
Worth Groome, Director
Athene
Marc Rowan, Member, Board of Directors and Executive Committee
bfinance UK Limited
Neil Holmes, Director – Insurance
Guy Hopgood, Director
Cliffwater
George Bumeder, Managing Director
Corebridge Financial (formerly AIG Life & Retirement)
Felix Lurye, Managing Director, Insurance Portfolio Management
Cumberland Mutual
Jeff Ritter, Investments and Strategic Initiatives
DB (DongBo) Insurance
Yong Park, President, DB Advisory Americas
DLI (Dai-Ichi Life) North America
Hiromi Miyata, Vice President
Albert Tozawa, Vice President
Equitable Financial Life Insurance Co.
Nicki Livanos, Director, Real Estate Investments
GE Capital, North American Life & Health
Anthony Grandolfo, Chief Investment Officer
John Gao, Director, Investment Management & Risk Analytics
Bobby Hagedorn, PM – Alternative Investments
Genworth
Kelly Saltzgaber, Head of Portfolio Management
Knights of Columbus
Gilles Marchand, Vice President
MassMutual
Eric Partlan, Head of Portfolio Management
Philip Titolo, Head of Direct Private Investment
Mercer
Nelson Pereira, Investment Director
Richard Silvan, Principal, Investment Consultant
Mutual of Omaha
Juan Prieto, Head of Alternative Investments
Nippon Life
Joseph Choi, Assistant Director, Analyst
PPM America
Andrew Coupe, Senior Managing Director
Resolution Life
Joshua Rosen, Portfolio Manager
The Townsend Group, an Aon Company
Rob Kochis, Partner
TIAA
Emilia Wiener, Managing Director and Head of Fixed Income/General Account
Wen Fu Wu, Managing Director, Head of Asset Allocation
Mike Huff, Senior Director, Portfolio Management and Asset Allocation
Transverse Insurance Group
Mark Hong, Executive Vice President / Chief Investment Officer
David Zakutansky, Chief Operating Officer – Asset Management
Unum Group
Martha Leiper, Chief Investment Officer
Zurich Alternative Asset Management
David Tsung, Managing Director
Zurich Insurance
Karyn Williams, Regional Investment Manager, North America