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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, Head of Custom Income Strategies, Portfolio Manager, Loomis, Sayles & Company
- Rip Reeves, Chief Investment Officer, AEGIS Insurance Service
- Cameron Black, Chief Investment Officer, Blue Cross Blue Shield of Arizona

1.2 ROUNDTABLE: What insurers should consider when absorbing assets in a pension risk transfer
- Serge Bocassini, Senior Vice President, Global Products, Northern Trust
- Edward Root, Managing Director & Head of Annuity Purchase Group, Willis Towers Watson

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

1.4 WHITE PAPER: Will rate cuts be enough? Insurance company perspective on recession timing
- Anna B. Walsh, Chief Investment Officer, Fixed Income, Guggenheim Partners

1.5 WHITE PAPER: The whys and hows of investing in emerging-market corporate bonds
- Shamaila Khan, Director, Emerging Market Debt, AB
- Elizabeth Bakarich, Portfolio Manager, Emerging Credit, AB

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: Expanding investment options with real assets
- Prashant Tewari, Partner, The Townsend Group, An Aon Company

2.4 WHITE PAPER: Fund financing: An opportunity for insurers
- Ian Shanks, Fund Manager, Aberdeen Standard Investments

SECTION 3


LOOKING TOWARDS NEW HORIZONS

3.1 ROUNDTABLE: New Data visualization enables better decision making
- Chris Dvorak, Head of Insurance Solutions, Northern Trust
- David Williams, Vice President of Marketing, Analytics Portfolio, SAP

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

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

Pramila Agrawal

Head of Custom Income Strategies, Portfolio Manager, Loomis, Sayles & Company

Rip Reeves

Chief Investment Officer and Treasurer, AEGIS Insurance Services

Cameron Black

Chief Investment Officer, Blue Cross Blue Shield of Arizona

Serge Bocassini

Senior Vice President, Global Products, Northern Trust

Edward Root

Managing Director & Head of Annuity Purchase Group, Willis Towers Watson

Raman Srivastava

Chief Investment Officer, Great-West Lifeco

Anna B. Walsh

Chief Investment Officer, Fixed Income, Guggenheim Partners

Shamaila Khan

Director, Emerging Market Debt, AB

Elizabeth Bakarich

Portfolio Manager, Emerging Credit, AB

Prashant Tewari

Partner, The Townsend Group, An Aon Company

Ian Shanks

Fund Manager, Aberdeen Standard Investments

Chris Dvorak

Head of Insurance Solutions, Northern Trust

David Williams

Vice President of Marketing, Analytics Portfolio, SAP

Jason Engelbrecht

Chief Technology Officer, Munich Re

Sukh Randhawa

Chief Investment Officer, California Department of Insurance

Tom Rogers

Chief Investment Officer, Farmers Insurance

Erik Troutman

Fixed Income Quantitative Analyst, Loomis Sayles

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.

AllianceBernstein manages $581 billion in assets globally (as of June 30, 2019) for a diverse group of clients, including insurance companies, whose assets represent roughly one-third of total AUM. After more than 40 years of managing assets on their behalf, we know what matters to insurance companies. Through our high-touch engagement model and dedicated team of insurance experts averaging 27 of investing experience, we work with each insurer to develop the best solution given their unique investment requirements. This consultative approach leverages our extensive insurance-specific expertise and AllianceBernstein’s global market knowledge to deliver investment clarity and better long-term outcomes for our insurance clients.

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. For further information on our capabilities and to learn how we empower results for clients, please visit http://aon.mediaroom.com.

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with more than $209 billion1 in total assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 300+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.


1 Guggenheim Investments assets under management are as of 6.30.2019. The assets include leverage of $11.2bn for assets under management. Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited, and Guggenheim Partners India Management.

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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:

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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