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

Confirmed to take place on 14th November at the Park Plaza Victoria Hotel, London, this unique event will provide 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.

Please contact Zoi Fletcher with any queries related to event content and production, at zoifletcher@clearpathanalysis.com.

For Sponsorship enquiries, please contact Noel Hillmann at noelhillmann@clearpathanalysis.com.

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 at registrations@clearpathanalysis.com. Or call us on +44 (0) 207 688 8511.

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FORMATTIMESESSION
BREAKFAST BRIEFING
C-SUITE, INVITATION ONLY DEBATE

08:15 - 9:00

Closed door

OPENING REMARKS

9:10 - 9:20

Noel Hillmann, Chief Executive Officer, Clear Path Analysis OR Sponsor to be Confirmed

KEY NOTE ADDRESS

9:20 - 10:00

Where are we in the market cycle and what long-term opportunities for return on risk arise from the uncertainty and volatility?

- Confirmed: Jérôme Jean Haegeli, Group Chief Economist - Managing Director, Swiss Re

PANEL DEBATE

10:00 - 10:45

Reassessing relationships with managers: what to outsource and how much, how many managers to use, big vs boutique?

- Invited: Carsten Quitter, Chief Investment Officer, Allianz Group

- Invited: Rene Schmidli, Chief Investment Officer, Generali

- Invited: Ian Coulman, Chief Investment Officer, Pool Re

- Invited: Laura Worboyes, Head of Investment Operations, MS Amlin Group

KEY NOTE ADDRESS

10:45 - 11:10

Implementing the right ESG strategies amid the developing regulatory imperatives

- Confirmed: Aberdeen Standard Investments

REFRESHMENTS & MEETING BREAK

11:10 - 11:30

INVESTMENT MANAGEMENT & ASSET ALLOCATION STREAM
Suitable for Heads of Investment, Asset Allocation, and Asset Class specific areas

MANAGING INVESTMENT OPERATIONS OF INSURERS ASSETS
Suitable for both operational, risk and technology professionals who interact with the investment team, either as an internal member of an insurer or as part of a third-party asset manager



TALKING TABLE WORKSHOPS - ROUND 1

11:30 - 12:05

WORKSHOP 1

WORKSHOP 2

WORKSHOP 3

WORKSHOP 4

WORKSHOP



TALKING TABLE WORKSHOPS - ROUND 2

12:05 - 12:40

WORKSHOP 1

WORKSHOP 2

WORKSHOP 3

WORKSHOP 4

WORKSHOP



TALKING TABLE WORKSHOPS - ROUND 3

12:40 - 13:15

WORKSHOP 1

WORKSHOP 2

WORKSHOP 3

WORKSHOP 4

WORKSHOP



LUNCH

13:15 - 14:05

INVESTMENT MANAGEMENT & ASSET ALLOCATION STREAM

MANAGING INVESTMENT OPERATIONS OF INSURERS ASSETS



KEY NOTE ADDRESS

14:05 - 14:30

Managing liquidity and ensuring that you have quick access to it

- Invited: Daniel Blamont, Head of Investment Strategy, Phoenix Group

Creating efficient operating models and dealing with resource constraints with emerging technology

- Invited: Michael Kopf, Chief Operating Officer, Investment Management, Zurich Insurance Company



PANEL DEBATE

14:30 - 15:15

The movement from listed to private assets: what are the opportunities and how could regulatory controls restrict insurers uptake?

- Invited: Erik Ranberg, Chief Investment Officer, Gjensidige

- Invited: Philip Howard, Chief Investment Officer, Beazley Insurance

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

Engaging with regulators to get them on board with your strategy and discover cost efficiencies

- Invited: Paul Barrett, Chief Operating Officer/ERM EMEA, AIG

- Invited: Roshan Lachman, Financial Risk Director, Phoenix Group

- Invited: Sunnie Luthra, Risk & Capital Actuary, International General Insurance



REFRESHMENTS & MEETING BREAK

15:15 - 15:30

KEY NOTE GUEST SPEAKER ADDRESS

15:30 - 16:15

The explosion of ESG consideration: incorporating in process, valuing to returns, reporting to stakeholders, and embedding in operational culture

- Invited: Ugo Bassi, Director, Financial Markets, FISMA Directorate-General, European Commission

THEMED DRINKS RECEPTION

16:15 - 18:00

Whole audience

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

Workshop Sponsor


Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 ($988.4 billion AUM2).

Workshop Sponsor


Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater also offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more. Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Every day, investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

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:

Noel Hillmann at noelhillmann@clearpathanalysis.comor call +44 (0) 207 1931 487.

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.

To express your interest in participating in the event, please contact Zoi Fletcher at zoifletcher@clearpathanalysis.com.