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The third annual Insurance Asset Management Summit for Chief Investment Officers, Heads of Asset Allocation and Investment Strategy, Finance Directors and Treasurers and Heads of Investment Operations and Risk at UK and European based insurers.

This unique event provides an intimate forum for those charged with protecting and maximising the potential of investable assets and cash balances, with an opportunity to hear from and network with their peers.

Through key note sessions and panel debates, two-streamed program, plus participation in our unique Talking Tables workshop sessions, those seeking to evolve their approach to investment management, operations and risk can cover the most important new ideas in one packed day of content.

Only representatives of insurers and regulatory bodies are invited or can apply to attend this exclusive event. Get in touch with us using your corporate email address to reserve your seat registrations@clearpathanalysis.com. Or call us on +44 (0) 207 688 8511.


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BREAKFAST BRIEFING

8:00 - 8:40 The rise of Socialism, populist political movements and the global economic opportunities that have emerged as a result - Chief Strategist, Tier 1 Banking Institution OR potential sponsor

MAIN CONFERENCE

8:15 - 9:10 BREAKFAST AND NETWORKING

9:10 - 9:20 Chairman’s opening address

9:20 - 10:00 Keynote speech: Policy planning for the end of quantitative easing -implications for European insurers from a return to growth

Confirmed: Olaf Sleijpen, Management Board Member, European Insurance Occupational Pensions Authority, Director of the Supervision Policy Division, De Nederlandsche Bank

10:00 - 10:45 Panel debate: Political and Socio-Economic modelling – setting an investment plan on a scenario basis and developing a liquidity plan

Issues to be covered include:

- How do you manage liquidity effectively – the balance between cash holdings, risk assessments and lost opportunities

- Estimating where we are in the credit cycle

- Contagious behaviour: investors are heading into similar assets and potentially taking on too much risk - navigating the herd effect

Moderator:

Independent journalist

Panellists:

Confirmed: Alan Sheppard, Head of Insurance Policy, Bank of England

Invited: Mark Pickup, Group Asset Management Director, Swiss Re

Invited: Michael Koller, Group Risk Director, Prudential

Invited: Sophie Coleman, Head of Investment Risk and Market Oversight, Lloyd’s of London

10:45 - 11:10 Keynote speech: Examining the growing role of private markets and the move towards multi-asset approaches – investment strategy, risk and operational considerations

Reserved for Lead Event Sponsor

11:10 - 11:30 MORNING REFRESHMENTS

STREAM 1 - Asset Allocation and Capital Management

11:30 – 11:45 Stream Chairman’s opening remarks

11:45 - 12:25 Panel debate: Making the most of short-term cash holdings and achieving diversification at the lowest capital cost?

Moderator:

Independent journalist

Panellists:

Confirmed: Felix Schlumpf, Head of Strategic Asset Allocation - Investment Management, Zurich Insurance Company

Confirmed: Daniel Blamont, Head of Investment Strategy, Phoenix Group

Invited: Samuel von Martens, Chief Investment Officer, Alandia Insurance

12:25 - 12:55 Talking Table: workshop round 1*

12:55 - 13:25 Talking Table: workshop round 2*

13:25 - 14:10 LUNCH

14:10 - 14:35 Keynote speech: Navigating the challenges of implementing new asset classes

Reserved for Event Sponsor

14:35 – 15:00 Insurer Q&A: Investment horizon – how a leading insurance investment officer is planning for a higher inflation world

Interviewer: Reserved for Event Sponsor or Journalist

Interviewee: Invited - Julius Pursaill, Chairman of Investment Advisory Committee, Royal London

15:00 - 15:30 Talking Table: workshop round 3*

15:30 - 15:55 AFTERNOON REFRESHMENTS

15:55 - 16:05 Talking Table: workshop round 4*

STREAM 2 - Investment Operations & Risk

11:30 – 11:45 Stream Chairman’s opening remarks

11:45 - 12:25 Panel debate: Increasing regulation – MIFID 2 – and the impact on cost management: exploring ways to do more without increasing resources

Moderator:

Independent journalist

Panellists:

Confirmed: Laura Worboyes, Head of Investment Operations, MS Amlin, Director, Chief Finance & Risk Officer, MS Amlin Investment Management

Invited: Kian Lun Wong, Chief Risk Officer, Life Insurance & Pensions, Liverpool Victoria

Invited: Kevin Brown, Head of Data Governance UK & Europe Pensions & Savings, Aberdeen Standard Life

12:25 - 12:55 Talking Table: workshop round 1*

12:55 - 13:25 Talking Table: workshop round 2*

13:25 - 14:10 LUNCH

14:10 - 14:35 Keynote speech: Revolutionising portfolio risk modelling and examining cutting edge approaches to achieving optimal investment Solvency Capital Ratio scores

Reserved for Event Sponsor

14:35 – 15:00 Insurer Q&A: Utilising alternative data and automation to streamline operations and manage risk

Interviewer: Reserved for Event Sponsor or Journalist

Interviewee: Invited – Fabrice Brossart, Chief Risk Officer and Head of Country Risk Operations, AIG

15:00 - 15:30 Talking Table: workshop round 3*

15:30 - 15:55 AFTERNOON REFRESHMENTS

15:55 - 16:05 Talking Table: workshop round 4*

16:10 - 16:50 Special Guest Address: The world in 2019 and the role of private capital in tackling emerging global economic issues

Confirmed: Jeffrey Franks, Director of the Europe Office of the IMF and Senior Resident Representative to the European Union, International Monetary Fund

16:50 - 18:30 DRINKS RECEPTION

*Talking Tables workshop format and subjects

Our Talking Tables workshops form a unique part of our summits and give insurers the opportunity to engage with one another on subjects they’ve stated in our background research they’re most keenly interested in. Sponsors may host a Talking Table workshop subject for the duration of the day.

Four workshop topics from those listed below will be covered during the summit for each stream. All the listed subjects were put forward by senior investment, operations and risk 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 investment professionals will actively participate in will be seriously considered and accepted.

For more information on the Talking Tables workshops, please contact Noel Hillmann – noelhillmann@clearpathanalysis.com

Potential topics of interest for the Asset Allocation and Capital Management stream:

  1. The rise in alternative risk premia and multi-factor approaches to investing
  2. The impact of ESG on the way insurers invest
  3. Adapting investment strategies for a changing monetary policy environment and managing tail risks
  4. Asset manager selection and designing an optimal selection process
  5. Entering the market and developing your private asset portfolio mix
  6. Preparing for inflation and interest rises – hedging strategies and cost management
  7. Uncovering global opportunities
  8. Opportunities in asset securitisation and improving marginal returns

Potential topics of interest for the Investment Risk and Operations stream:

  1. Undertaking due diligence on third-party manager operations, particularly in entrance to new asset classes
  2. Mitigating the risks of increasingly sophisticated cyber and security threats
  3. Preparing for central clearing
  4. GDPR: How to ensure third party suppliers are being properly managed
  5. Using your liquidity to open the door to derivatives and ALM
  6. The lessons of Solvency II matching adjustment
  7. Automating the operations division – developing hybrid man and machine operations and risk departments

Olaf Sleijpen

Management Board Member, European Insurance Occupational Pensions Authority, Director of the Supervision Policy Division, De Nederlandsche Bank

Jeffrey Franks

Director of the Europe Office and Senior Resident Representative to the European Union International Monetary Fund

Meet heads of insurance investment and asset allocation

This one-day conference will bring together the UK and Europe’s premier heads of insurance investment and asset allocation in an engaging and intimate forum to hear from leading peers in their industry and participate in breakout forums to debate relatable challenges in a closed-door setting.

This is a closed event for representatives of insurers and regulatory bodies, who can apply to attend as delegates – service providers such as asset managers get access only by securing one of the limited sponsorship packages.

Benefits to being part of this event:

  • Allocated time in the programme dedicated to intimate group discussion and networking
  • Speaking opportunity in the conference programme
  • Brand awareness, through market-wide marketing campaign, as well as
  • Thought-leadership opportunities, to network with CIO’s seeking critical solutions

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 688 8511 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 5000 members, including pension funds, asset owners, investment managers and investment consultants.

To discuss a media partnership for the Insurance Asset Management Summit 2018, please contact Julie Knowler or call +44 (0) 207 688 8511