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With no general consensus as to the direction of the economy or financial markets, there is much speculation and debate among insurance investors. This report will provide you with viewpoints from investment officers and portfolio managers who are allocating hundreds of millions of dollars in capital in an environment that has seen the quickest increase in rate hikes in over 40 years, the most rapid rate of company bankruptcies and a dour outlook for commercial real estate assets.

Download this report to find out the potential pitfalls and investment opportunities that these investors are seeing in the day-to-day management of their insurance portfolios.

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FIRESIDE CHAT: Views from the House: Understanding the current state of politics, social developments, and the outcome for institutional investors from the 2024 election

  • Tom Heck, Chief Investment Officer Emeritus, Ball State University
  • Eric Cantor, former-Representative (VA) and former-House Majority Leader (R), United States Congress, Vice Chairman and Managing Director, Moelis & Company

PANEL DISCUSSION: How CIOs are navigating challenges – market uncertainty, economics and inflation, and ESG – and launching new initiatives in the current market environment

MODERATOR

  • Stephanie Thomes, Senior Investment Consultant, Insurance Practice, Mercer

PANELISTS

  • Aaron Diefenthaler, Chief Investment Officer, RLI Corporation
  • Robert Cataldo, Chief Investment Officer, United Fire Group
  • Michael Lohmeier, Chief Investment Officer, IMPACT Community Capital

FIRESIDE CHAT: Is the Path Clear for Fixed Income? A look ahead.

  • Maya Sibul, Reporter & Content Producer, Insurance Investor
  • Steven Bartolini, Portfolio Manager, T. Rowe Price

FIRESIDE CHAT: Distressed Credit: How Insurers Can Unlock Value in Inefficient Markets

  • David Grana, Head of North American Media, Clear Path Analysis
  • Tristan Thomas, Managing Director of Portfolio Strategy, 50 South Capital
  • Andrew Coupe, Director of Insurance Solutions, Northern Trust Asset Management

PANEL DISCUSSION: Will illiquid alternative investments maintain the luster of years past or are publicly traded, liquid assets more attractive in the current market environment?

MODERATOR

  • Maya Sibul, Reporter & Content Producer, Insurance Investor

PANELISTS

  • Eileen Liu-Baumert, Client Portfolio Management and Market Strategy, Credit Investments Group, Credit Suisse Asset Management
  • Miguel Gonzalo, Partner & Head of Investment Strategy and Risk Management, Adam Street Partners
  • Eric Lovelace, Head of Investments, Fidelity Security Life Insurance Company
  • Anna McMullan, Director, Reinsurance Group of America

FIRESIDE CHAT: Bridging investment and operations functions to streamline insurance investment portfolio management

  • Stephanie Thomes, Senior Investment Consultant, Insurance Practice, Mercer
  • Gregg Lutz, Investment Strategist, American Equity Life

PANEL DISCUSSION: What lies ahead? Have we reached the end of the inflation and economic risk cycle and what is the “new normal” in insurance asset allocation?

MODERATOR

  • Tom Heck, Chief Investment Officer Emeritus, Ball State University

PANELISTS

  • Stephanie Thomes, Senior Investment Consultant, Insurance Practice, Mercer
  • Adam Beeler, Head of Institutional Sales, Angel Oak Capital Advisors

Eric Cantor

former-Representative (VA) and former-House Majority Leader (R), United States Congress, Vice Chairman and Managing Director, Moelis & Company

Tom Heck

Chief Investment Officer Emeritus, Ball State University

Stephanie Thomes

Senior Investment Consultant, Insurance Practice, Mercer

Aaron Diefenthaler

Chief Investment Officer, RLI Corporation

Robert Cataldo

Chief Investment Officer, United Fire Group

Michael Lohmeier

Chief Investment Officer, IMPACT Community Capital

Steven Bartolini

Portfolio Manager, T. Rowe Price

Eileen Liu-Baumert

Client Portfolio Management and Market Strategy, Credit Investments Group, Credit Suisse Asset Management

Miguel Gonzalo

Partner & Head of Investment Strategy and Risk Management, Adam Street Partners

Eric Lovelace

Head of Investments, Fidelity Security Life Insurance Company

Anna McMullan

Director, Reinsurance Group of America

Gregg Lutz

Investment Strategist, American Equity Life

Adam Beeler

Head of Institutional Sales, Angel Oak Capital Advisors

IMPACT Community Capital was launched in 1998 to provide investment management strategies dedicated to driving positive impact in America’s communities. We were founded by a group of leading insurance companies seeking to address the challenges faced by low-income families and individuals through investments that also help investors achieve their financial objectives. Since inception, IMPACT has originated and sourced over $2 billion in impact investments for institutional investors across affordable housing, childcare, healthcare and job creation.

Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their objectives. Entrusted with $1.3 trillion in assets,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft efficient solutions that deliver targeted outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and communities with integrity, respect, and transparency. *Assets under management as of December 31, 2021

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2022, Ares Management Corporation’s global platform had approximately $352.0 billion of assets under management with more than 2,550 employees operating across North America, Europe and Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.