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Itinerary

08:30-09:00 – registration and breakfast 09:00-09:20 – welcome and keynote speaker 09.20-09.50 - panel discussion 1 09:55-10:20 – session 1 10:25-10:50 – session 2 10:50-11:05 – coffee break 11:10-11:35 – session 3 11:40-12:05 – session 4 12:10-12:40 – panel discussion 2 12.40-12.45 – closing remarks followed by lunch

Outline

A quarterly half-day event ending with lunch. A senior audience of senior investment management, insurance asset management professionals and independent experts. Agendas/topics for debate and discussion to be driven by an advisory board drawn from senior Insurance investment professionals and experts. Focus to be on topics that are of broad interest to the industry and topical. Speakers and contributors to be drawn from fund management houses, industry experts and well known economic commentators, who will be invited to speak and contribute on pre-determined topics.

Topics include:

• The economic outlook for insurers: opportunities and risks
• Walking the tightrope: Capital and balance sheet volatility vs economic risk and return
• Tail risks for insurers and mitigants
• Sovereign debt – the risks of risk-free investing
• The crush of yield - Core fixed income allocations in a negative real rate world Inflation, disinflation and interest rates – where are we going next?
• The impact of regulation on hedging strategies
• The disintermediation of banks – opportunities in alternative credit
• Liquid and short-duration alternatives: Do they really exist and can they work for insurers?
• Testing the coin: real assets for insurance companies
• The changing rules of engagement: ways of optimising portfolio construction for insurers

Disclaimer

This event is only intended for those who have received an invitation from Insurance Investment Exchange, to apply to attend please register for our newsletter here or contact a member of the team.

To request a place at this event:

Itinerary

Chairman: Paul Abberley former CEO and CIO of Aviva Investors Keynote: The Economic Outlook for Insurer – Opportunities and Risks Dr Bob Swarup, Camdor Global Panel: Walking the tightrope: Capital / balance sheet volatility vs economic risk and return Roeland Joelson, EVP & CIO Northwestern Mutual David Osborne, Psolve Meridian Dr Bob Swarup, Camdor Global Break out: Disintermediation of the banks – opportunities in alternative credit Russell Busst, CEO/CIO Conning Europe Adam Dener, Conning Break out: Inflation, disinflation and interest rates – where are we going next? Shamik Dhar, Head of Multi Asset Research, Aviva Investors Panel: The changing rules of engagement: ways of optimising portfolio construction for insurers Rob Groves, Head of Investment and ALM, Friends Life Russell Busst, CEO/CIO Conning Europe Shamik Dhar, Head of Multi-Asset Research Lunch: In conjunction with Wellington Asset Management

Outline

A quarterly half-day event ending with lunch. A senior audience of senior investment management, insurance asset management professionals and independent experts. Agendas/topics for debate and discussion to be driven by an advisory board drawn from senior Insurance investment professionals and experts. Focus to be on topics that are of broad interest to the industry and topical. Speakers and contributors to be drawn from fund management houses, industry experts and well known economic commentators, who will be invited to speak and contribute on pre-determined topics.

Disclaimer

This event is only intended for those who have received an invitation from Insurance Investment Exchange, to apply to attend please register for our newsletter here or contact a member of the team.

A new way to share knowledge, insight and understanding in a challenging insurance investment environment.

The challenge:
Today, asset-liability management (ALM) is paramount like never before for insurance companies. The financial crises of recent years coupled with the wide-ranging fiscal and monetary initiatives undertaken by governments have created uncertainty. Meanwhile, sweeping regulatory changes are having an unprecedented impact on the way insurance companies act and behave, uncovering balance sheet volatility across the board. The consequence is an increased board level debate of all risks as insurance companies seek to balance the growing demands of capital against long-term profitability.

The need:
The status quo of a static long-term strategic asset allocation, largely centred around maximising yield, is an increasingly flawed approach and will no longer work going forward. Insurers now need to better understand the implications that the above changes will have on their investment portfolios and how best to exploit opportunities and avoid pitfalls. There is a significant shift underway towards a more dynamic assessment of risk, return and capital. Alongside, various ‘new’ asset classes and instruments are becoming part of the toolkit as markets look to innovate solutions, leading also to a more complex balance sheet for insurers.

The Insurance Investment Exchange:
Intelligent and thoughtful information exchange is the key to navigating this new environment. The Insurance Investment Exchange is a first step towards understanding the new complexities of today and finding the solutions of tomorrow. Our acclaimed events welcome leaders and senior professionals from across the insurance and investment sectors, while our incisive commentary and thought leadership provide food for thought to a global audience. Alongside, our annual awards recognise excellence across insurers, asset managers and advisors in an independent unbiased manner.