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With the direction of financial markets and the global economy up in the air, bond investors, such as insurers, are left in the difficult predicament of having to decide whether to be risk on or risk off. Through candid discussions with investment officers and portfolio managers in the insurance industry, we explore the types of asset classes that will be in most favor as we enter a period of volatility and uncertainty, the strategies that will be most impactful, and the creative means to effectively manage a portfolio.

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SECTION 1


INVESTING IN THE CURRENT CLIMATE

1.1 ROUNDTABLE: Late Cycle Investing
- Pramila Agrawal, VP, Portfolio Manager, Loomis Sayles
- Rip Reeves, Chief Investment Officer/Treasurer, AEGIS Insurance Services
- Cameron Black, Chief Investment Officer, Blue Cross Blue Shield of Arizona

1.2 INTERVIEW: The interest rate conundrum: How do you position your portfolio during a time of uncertainty?
- Invited: Kashif Siddiqui, Chief Investment Officer, CRICO

1.2 INTERVIEW: What the takeover of insurers by the private equity sector means for the industry
- Invited: Nilesh Vasani, CEO & Chief Investment Officer, Chelsea Avondale

1.3 INTERVIEW: Managing a multinational investment portfolio
- Raman Srivastava, Chief Investment Officer, Great-West Life

SECTION 2


IN SEARCH OF YIELD

2.1 INTERVIEW: Moving along the credit scale
- Erik Troutman, Fixed Income Quantitative Analyst, Loomis Sayles

2.2 INTERVIEW: How inverted yield curves and recessionary pressures are affecting investment decisions
- Tom Rogers, Chief Investment Officer, Farmers Insurance

2.3 INTERVIEW: How private equity and real assets are filling the gap
- Adi Digvi, Head of Alternative Investments, Catalina Re

2.4 WHITE PAPER: Incorporating Private Markets Funds Financing into Portfolios
- Aberdeen Standard Asset Management

SECTION 3


LOOKING TOWARDS NEW HORIZONS

3.1 INTERVIEW: Expanding investment options with real assets
- Invited: Scott Brast, Chief Mortgage/Real Estate Investment Officer, American National Insurance

3.2 INTERVIEW: Finding stability in core commercial real estate markets
- Invited: Randy Brown, Chief Investment Officer, Sun Life

3.3 INTERVIEW: The growth of ESG and its effectiveness as an asset class
- Matt Sheedy, Director, Head of Sustainable Investment Strategies, MetLife

3.4 INTERVIEW: Technology innovations in the insurance industry
- Jason Engelbrecht, Chief Technology Officer, Munich Re

3.5 INTERVIEW: COIN: California’s initiative to combine insurer profits and helping underserved communities
- Sukh Randhawa, Chief Investment Officer, California Department of Insurance
- Peter Streit, Investment Officer, California Department of Insurance

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.

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

Northern Trust is a leading provider of asset servicing and asset management services worldwide. With $10.8 trillion in assets under custody and $1.2 trillion in assets under management, we serve the world’s most-sophisticated clients – from insurance companies, corporate plans and public and government entities to not-for-profits and sovereign wealth funds.

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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