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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

Confirmed: Christopher Granville, Managing Director, EMEA and Global Political Research, TS Lombard

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: Dr. 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

Moderator:
Confirmed: Mike Gallagher, Head of Markets Research, Continuum Economics

Panellists:

Confirmed: Alan Sheppard, Head of Insurance Policy, Bank of England
Confirmed: Fabrice Montagne, Chief UK and Senior European Economist, Barclays
Confirmed: Michael Koller, Group Risk Director, Prudential Plc
Confirmed: Ian Coulman, Chief Investment Officer, Pool Re

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

Confirmed: Dr. Bruce T. Porteous, Investment Director - Global Insurance Solutions, Aberdeen Standard Investments, and Craig Turnbull, Investment Director - Global Insurance Solutions, Aberdeen Standard Investments

11:10 - 11:30 MORNING REFRESHMENTS


STREAM 1 - ASSET ALLOCATION & 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
Confirmed: Mike Leonard, Head of Investment Solutions, LV
Confirmed: Marco Diolosa, Head of Rates and Derivatives, Pension Insurance Corporation
Confirmed: Jean Sorasio, Global Head of the Insurance Business Line, Amundi Asset Management

12:25 - 13:25 Talking Table: workshop round 1 and 2*

13:25 - 14:10 LUNCH

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

Confirmed: Representative, PIMCO

14:35 – 15:00 Regulator Update: Promoting a Sustainable Future – how will the Prudential Regulatory Authority encourage positive investment behaviour

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

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 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, Direction, Chief Finance & Risk Officer, MS Amlin Investment Management

Confirmed: Vishal Shah, Head of Investment Operations, Brit Insurance

Invited: Belinda Bigford, Director London Investment Finance Service Center, Metlife

12:25 - 13:25 Talking Table: workshop round 1 and 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

Confirmed: Paul Barrett, Chief Operation Officer, Enterprise Risk Management, EMEA, 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 IMF Europe Office 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 will be covered during the Summit on 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, investment operation and risk 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.

Confirmed topics for the Asset Allocation and Capital Management stream (all places are taken for the 2018 Summit on this stream):

1. Uncovering and managing global investment opportunities, managing tail risk, and adapting investment strategies in a changing risk and regulatory environment – hosted by Aon


2. Entering the market and developing your private asset portfolio mix – hosted by NN Investment Partners


3. The rise in alternative risk premia and multi-factor approaches to investing - hosted by Aberdeen Standard Investments


4. Preparing for inflation and interest rises – hedging strategies and cost management - hosted by Aberdeen Standard Investments

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

Christopher Granville

Managing Director, EMEA and Global Political Research, TS Lombard

Mike Gallagher

Head of Markets Research, Continuum Economics

Alan Sheppard

Head of Insurance Policy, Bank of England

Fabrice Montagné

Chief UK and Senior European Economist, Barclays

Michael Koller

Group Risk Director, Prudential

Ian Coulman

Chief Investment Officer, Pool Re

Dr. Bruce T. Porteous

Investment Director – Global Insurance Solutions, Aberdeen Standard Investments

Felix Schlumpf

Head of Strategic Asset Allocation - Investment Management, Zurich Insurance Company

Daniel Blamont

Head of Investment Strategy, Phoenix Group

Mike Leonard

Head of Investment Solutions, LV

Marco Diolosa

Head of Rates and Derivatives, Pension Insurance Corporation

Jean Sorasio

Global Head of the Insurance Business Line, Amundi Asset Management

Laura Worboyes

Head of Investment Operations, MS Amlin, Director, Chief Finance & Risk Officer, MS Amlin Investment Management

Paul Barrett

Chief Operating Officer, Enterprise Risk Management, EMEA, AIG

Vishal Shah

Head of Investment Operations, Brit Insurance

Craig Turnbull

Investment Director - Global Insurance Solutions, Aberdeen Standard Investments

Lead Summit 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

Summit Sponsor


Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10 globally. Thanks to the integration of Pioneer Investments, it now manages 1.452 trillion euros of assets across six main investment hubs. Amundi offers its clients in Europe, Asia-Pacific, the Middle-East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Headquartered in Paris, and listed since November 2015, Amundi is the 1st asset manager in Europe by market capitalization.

Workshop Sponsor


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.Workshop Sponsor


Summit Sponsor

Aon plc (NYSE:AON) is a leading global professional services firm. Aon’s insurer capital and investment solutions give clients access to the best capital and investment optimisation ideas, best research and best processes – enabling even SME insurers to benefit from the expertise and economies of scale often reserved for larger investors.

Landyard Sponsor

Workshop Sponsor


NN Investment Partners is the asset manager of NN Group N.V., a publicly traded company listed on Euronext Amsterdam. NN Investment Partners in aggregate manages approximately EUR 240 bn* (USD 296 bn*) in assets for institutions and individual investors worldwide. NN Investment Partners employs over 1,100 staff and is active in 15 countries across Europe, U.S., Latin America, Asia and Middle East.



Refreshments Sponsor


ICG is a specialist asset manager with over 29 years’ history. We manage €28.7bn* of assets in third party funds and proprietary capital, principally in closed end funds. Our strategy is to grow our specialist asset management activities to deliver increased shareholder value. Our goal is to generate income and consistently high returns whilst protecting against investment downside for our fund investors. We seek to achieve this through our expertise in investing across the capital structure. We combine flexible capital solutions, local access and insight with an entrepreneurial approach to give us a competitive edge in our markets. We operate across four asset classes - corporate, capital market, real asset and secondary investments.

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 Noel Hillmann or call +44 (0) 207 688 8511.