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With ongoing market turmoil, along with upcoming local and Europe-wide political change, the job of making medium to long-term investment forecasts remains a persistent challenge for investment, risk, and treasury officers within DACH based insurers. Coupled with the different pace of development in asset strategies such as private market securities, ESG, and real asset investments, DACH insurer groups need to define how they to appropriately evolve their investment strategies, as well as middle and back-office operations, to ensure positive asset management department outcomes for their organisations.

To explore and debate such challenges and opportunities, the Insurance Asset Management DACH Summit brings together Austrian, German, and Swiss based insurance professionals in asset allocation and investment strategy, investment operations and risk, and treasury and cash management roles, to focus on practical insights for developing a robust, return focussed investment divisions.

Building on the success of the eight year publication run of the Insurance Asset Management, Europe opinion report, the DACH Summit will offer regional focus and tailored ideas to ensure delegates leave with new ideas to drive forward their plans.



Angesichts der anhaltenden Marktturbulenzen, sowie des bevorstehenden politischen Wandels auf lokaler und europäischer Ebene, bleibt die Aufgabe, mittel- bis langfristige Investitionsprognosen zu machen, weiterhin eine Herausforderung für die Investitions-, Risiko- und Finanzleiter der Versicherungsträger in der DACH-Region. Hinzu kommt das unterschiedliche Entwicklungstempo von Vermögensstrategien, wie zum Beispiel Privatmarkt-Wertpapieren, ESG und Sachwertanlagen. DACH-Versicherungsgruppen müssen daher definieren, wie sie ihre Anlagestrategien, sowie Middle- und Back-Office-Prozesse angemessen entwickeln, um sicherzustellen, dass ihre Asset-Management-Abteilung positive Ergebnisse für ihre Organisationen erzielt.

Um diese Herausforderungen und Chancen zu beleuchten und zu diskutieren, bringt der Insurance Asset Management DACH Summit österreichische, deutsche und schweizerische Versicherungsfachleute aus den Bereichen Vermögensallokation und Anlagestrategie, Investitionsgeschäfte und Risiko, sowie Finanzabteilung und Kassenhaltung zusammen, um sich auf konkrete Erkenntnisse zur Entwicklung solider, renditeorientierter Investmentabteilungen zu konzentrieren.

Aufbauend auf dem Erfolg des bereits zum achten Mal jährlich veröffentlichten Insurance Asset Management, Europe Meinungsberichts, wird der DACH-Gipfel regionale Schwerpunkte und maßgeschneiderte Ideen anbieten, um sicherzustellen, dass die Delegierten mit neuen Ideen heimkehren, um ihre Pläne voranzutreiben.



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TIMEMAIN CONFERENCE

8:15 - 9:10


BREAKFAST AND NETWORKING


9:10 - 9:20

Chairman’s opening address

9:20 - 10:00


KEYNOTE PRESENTATION: Sustainable Insurance: Embracing Global Challenges. Closing Protection Gap/s

Confirmed: Serap Gonulal, Lead Financial Sector Specialist, World Bank


10:00 - 10:45


PANEL DEBATE: Avoiding the creation of asset bubbles while searching for yield – where are insurers looking and what are the allocation factors?


Invited: Peter-Michael Kracht, Asset Allocation Manager, ERGO Group AG

Confirmed: Tim Walker, Chief Risk Manager, Catalina Re

Confirmed: Christoph Hofstetter, Capital Markets Expert, Vienna Insurance Group


10:45 - 11:15

KEYNOTE PRESENTATION: Discussing the impact of the low interest rate environment on investments and economic growth in the DACH region

Confirmed: Christian Ebeke, Acting Director, International Monetary Fund (IMF)


11:15 - 11:30


MORNING BREAK AND NETWORKING

11:30– 13:00


TALKING TABLE WORKSHOPS – audience splits into three groups to attend workshops on each subject

13:00 – 13:50


LUNCH


13:50 – 14:30

KEYNOTE PRESENTATION: Solvency II in review – has the 2020 review of Solvency II addressed the improvements and simplifications previously identified?


Confirmed: Simona Murariu, Vice-Chair, IAIS Standards Assessment Working Group and Insurance Groups Policy, Bank of England


14:30 – 15:15

PANEL DEBATE: Is Solvency II old news? What implications can we expect from the enforcement of IFRS17 and will this be as impactful as its regulatory predecessor?


Invited: Olav Jones, Deputy Director General & Director Economics and Finance, Insurance Europe

Invited: Konrad Walter, Chief Risk Manager, Hannover Re

Invited: Benjamin Usinger, Head of Finance, Frankfurt Life insurance

15:15 – 15:30

AFTERNOON BREAK AND NETWORKING


15:30 – 16:15


KEYNOTE PRESENTATION: Navigating the new digitalised landscape - discussing opportunities, risk and regulation


Invited: Dr. Jens Gampe, Division for Policy Issues relating to IT Supervision and Inspections, Federal Financial Supervisory Authority (BaFin)


16:15 – 17:00

SPECIAL ADDRESS - GUEST KEYNOTE PRESENTATION: Observing growth and political risk: a macro outlook, geopolitical tensions and emerging risks


Confirmed: Stefan Schneider, Chief Economist, Deustche Bank


17:00 – 18:30

EVENING DRINKS AND NETWORKING


* Talking Table Workshops Format and Subjects

Our Talking Tables workshops form a unique part of our summits and give our conference attendees the opportunity to engage with one another on subjects they’ve stated to be issues of most pressing concern, interest, and topics for action. Sponsors may host a Talking Table workshop subject and lead the discussion on one of the suggested topics below.

Four of the workshop topics from those listed below will be covered during the summit.

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 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 – or Joe Wilde – joewilde@clearpathanalysis.com.

TALKING TABLE WORKSHOP POTENTIAL TOPICS

1. Dealing with higher volatility in investment portfolios
2. Exploring the regulatory restrictions on certain investments whilst guaranteeing a return
3. How to value long dated liabilities as part of an investment plan with certainty, in an uncertain world
4. Taping into the increased efficiency that digitalisation and AI can provide investment operations
5. Infrastructure and real assets: understanding, exploring, and allocating between public and private asset opportunities
6. Assessing the tangible impact of the inverted European yield curve and how insurers can appropriately design a portfolio to match
7. How to design, appropriately implement, and continually evolve an ESG strategy and reporting standards?
8. Building a portfolio of different tranches of private debt opportunities – high yield bonds, infrastructure debt, and bank loans
9. Developing and evolving your investment risk management focus, processes, and systems
10. Assessing the weighting of active versus passive investment approaches in the current low interest rate environment?

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 1931 487 or send a message

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.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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

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 1931 487 or send a message

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 1931 487 or send a message