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Connecting the premier heads of insurance investment and asset allocation

The UK and continental European insurance industry has undergone a dramatic transformation in the past eight years, both in response to market and geo-political events, the changing attitudes of insurance management boards towards alternative investments and regulation effecting investment operations.

We’ve supported insurers’ learning on each of these subjects and more, through our annual Insurance Asset Management series of reports plus the recently launched Industry Insights survey of senior investment officers at UK and European insurers.

Following on from these publications we’re launching The Insurance Asset Management Summit – a 1-day forum for senior investment officers of predominantly UK based insurers to gather together in one place, to hear from leading figures in their industry and participate in break-out forums for debating pertinent challenges they face, in a closed door setting.

Only insurers and representatives of regulatory bodies can apply to attend. Get in touch with us using your corporate email address to enquire for more information.

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8:15 – 9:15 Breakfast and networking time in Exhibition and Refreshments room

9:15 – 9:25 Chairman’s opening address

- Paul Forshaw, Head of Insurance Asset Management, Schroders

9:25 – 10:05 Key note speaker: The regulators viewpoint on the trend towards alternative and illiquid investing and capital treatment policies

- Lewis Webber, Head of Division, Insurance Data Analytics, Insurance Directorate, Prudential Regulation Authority

10:05 – 10:45 Panel debate: Exploring the approaches to building resilient, sustainable and capital effective portfolios in unpredictable times

Moderator:

Journalist to be confirmed

Panellists:

- Guillermo Donaldini, Managing Director, Chief Investment Officer - Asia Pacific, Europe & Japan, AIG

- Hugh Savill, Director of Prudential Regulation, Association of British Insurers

- Gerard-Jan van Berckel, Head of Delegated Solutions - European insurers, Aon Hewitt

- Paul Forshaw, Head of Insurance Asset Management, Schroders

10:45 – 11:05 Networking break in Exhibition and Refreshments room

11:05 – 11:30 Key note speaker: Private market strategies and managing insurance assets under Solvency II

- Richard Pereira, Investment Director, Standard Life Investments

11:30 – 12:30 Workshop rounds 1 – 2*: see below for listing of Workshop topics

12:30 – 13:30 Buffet Lunch in Exhibition and Refreshments room

13:30 – 14:10 Key note speaker: The EIOPA review of insurance capital requirements and potential impacts on insurance asset allocation

- Jean Hilgers, Member of the Board of Supervisors, Management Board, European Insurance & Occupational Pensions Authority, Director of the National Bank of Belgium

14:10 – 15:10 Workshop rounds 3 – 4*: see below for listing of Workshop topics

15:10 – 15:30 Networking break in Exhibition and Refreshments room

15:30 – 16:00 Workshop round 5*: see below for listing of Workshop topics

16:00 – 16:40 Panel debate: What are the evolving and innovative approaches to asset-liability management: capital optimisation, investment diversification, technology and data

Moderator:

Pádraig Floyd, Independent journalist

Panellists

- Philipp Kellersmann, Global Head of Investment Risk Management, Axa

- Simon Gadd, Group Chief Risk Officer, Legal and General

- Atanas Christev, Head of Investment, Direct Line Group

16:40 – 16:45 Closing remarks and end of event

- Paul Forshaw, Head of Insurance Asset Management, Schroder

16:45 – 18:45 Drinks Reception in Exhibition and Refreshments room


*Workshop Format and Subjects

Our Workshops form a unique aspect of our Summits and allow insurance investment professionals the opportunity to engage with one another on subjects they’ve stated to be interested in, during our background research phase. Sponsors may host a Workshop.

The 'Topics of interest' below will form the headings for each Workshop topic, with those not allocated to a particular sponsor, still available for Sponsors to moderate. All the listed subjects were put forward by senior insurance investment officers as part of a market research project we carried out to draft the Summit agenda.

Should a sponsor wish to put forward a subject for consideration that is not listed below, then we are open to additional topics. However, only subjects that we believe insurance professionals will actively participate in will be seriously considered and accepted.

For more information on the Workshops, please contact Maire McGuire at mairemcguire@clearpathanalysis.com

Topics of interest:

  • Diversifying investments in volatile times – hosted by Standard Life Investments
  • Developing your alternatives exposure for uncorrelated returns - hosted by Wellington Management International
  • Fundamentals of investing: views on partial or full outsourcing and active versus passive approaches - hosted by Aon Hewitt
  • Enhancing investment risk and regulatory reporting in investment activity
  • The growing role of technology to improve investment outcomes

Atanas Christev

Head of Investment, Direct Line Group

Guillermo Donaldini

Managing Director, Chief Investment Officer - Asia Pacific, Europe & Japan, AIG

Paul Forshaw

Global Head of Insurance Asset Management, Schroders

Simon Gadd

Group Chief Risk Officer, Legal & General

Jean Hilgers

Member of the Board of Supervisors, Management Board, European Insurance & Occupational Pensions Authority, Director of the National Bank of Belgium

Philipp Kellersmann

Global Head of Investment Risk Management, Axa

Richard Pereira

Investment Director,Standard Life Investments

Hugh Savill

Director of Prudential Regulation, ABI

Lewis Webber

Head of Division, Insurance Data Analytics, Insurance Directorate, Prudential Regulation Authority

Gerard-Jan van Berckel

Head of Delegated Solutions – European Insurers, Aon Hewitt

Jean Hilgers

Member of the Board of Supervisors, Management Board, European Insurance & Occupational Pensions Authority, Director of the National Bank of Belgium

Lead Sponsor


Aberdeen Standard Investments is a leading global asset management brand dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service. Overall, we manage £583 billion* on behalf of clients in 80 countries.


*Standard Life AUM/AUA data as at 30 June 2017, Aberdeen Asset Management AUM data as at 31 March 2017, all other data as at 30 June 2017.

Tracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We serve as a trusted adviser for institutions in over 65 countries. Our innovative investment solutions are built on the strength of rigorous, proprietary research and span nearly all sectors of the global securities markets. As a private firm whose sole business is investment management, our long-term view and interests are aligned with those of our clients.
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.


At Schroders, asset management is our only business and our goals are completely aligned with those of our clients: the creation of long-term value to assist them in meeting their future financial requirements. We manage £416.3bn (€486.7bn)* across all major asset classes, of which £73.4bn (€85.9bn)* is managed on behalf of insurance clients worldwide. Insurance clients benefit from the expertise of our dedicated insurance team, who leverage Schroders' extensive investment and risk management resources to design, deliver, and support Solvency II capital efficient investment strategies. We publish a range of insurance focussed investment insights on our website: www.schroders.com/iam.
Source: Schroders, at 31 March 2017

Workshop Sponsor

Royal London Asset Management is one of the UK’s leading investment companies, investing across all major asset classes and delivering consistent long term outperformance. RLAM manages over £106 billion of assets (at 30/6/17), split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in Sustainable Investing.

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional

We are always open to suggestions of suitable contributors for future topics

Call +44 (0) 207 1931 487 or send a message