Faced with an extended period of low interest rates and an economy that hasn't responded as expected to monetary stimulus, insurance companies are being forced to face challenges that they may have put off confronting. While companies and regulators may be focusing on near-term problems, the longer-term structural investment issues facing insurance companies remain largely unaddressed.

Join us to hear industry leaders discuss:

- Confronting the need for change in general account management and the shift towards passive and alternatives
- What U.S. companies can learn from Europe's experience with extended periods of low interest rates
- What's next for product innovation in a highly regulated market
- Proactively dealing with hidden F/X exposure and unmanaged risk

This year's line-up includes speakers from the following widely-recognized firms:

- BlackRock
- Cerulli Associates
- Deutsche Asset Management
- First Quadrant
- Goldman Sachs
- Invesco PowerShares
- Local Tapiola Life
- Mercer Investments
- Morgan Stanley
- S&P Global Market Intelligence
- State Street Global Advisors
- Trucost
- VanEck
- Vanguard
- Wellington Management
- Willis Towers Watson

PROGRAM

    10:00 AM – 10:30 AM

    REGISTRATION

    10:30 AM – 10:40 AM

    WELCOME & INTRODUCTION

    Raghu Ramachandran, Insurance Asset Channel, S&P Dow Jones Indices

    10:40 AM – 11:25 AM

    WHEN THE OLD RULES DON’T APPLY: THE FUTURE OF MONETARY POLICY

    Jim Caron, Managing Director, Morgan Stanley


    11:25 AM – 12:10 PM

    LOW INTEREST RATE SURVIVAL GUIDE: LESSONS FROM EUROPE

    Eric Zwickel, Channel Management UK, S&P Dow Jones Indices

    Lauri Saraste, Chief Actuary, Local Tapiola Life (Finland); Chair of Solvency II Cross Sectoral Working Group – Actuarial Association of Europe

    12:10 PM – 1:10 PM

    IS THERE A PLACE FOR PASSIVE INVESTMENTS IN INSURANCE PORTFOLIOS?

    Moderator:

    Lynn Bachstetter, Head of U.S. Insurance Solutions, S&P Global Market Intelligence

    Panelists:

    Robert Trumbull, Head of Asset Owner ETF Sales, State Street Global Advisors

    Patrick Finn, CFA, Director, ETF Business Development, VanEck

    Robby Ross, Director, Key Accounts, Invesco PowerShares

    Mirza Cavalic, Head of Insurance General Accounts, Vanguard

    1:10 PM – 2:10 PM

    LUNCH

    GUEST SPEAKER – A LOT OF CHATTER, BUT WHAT ABOUT TRACTION IN THE INSURANCE INDUSTRY: THE ECONOMIC CASE FOR GREEN INVESTING

    Lauren Smart, Global Head Financial Institutions Business, Trucost

    2:10 PM – 2:55 PM

    WHERE WILL THE NEXT TRILLION IN GENERAL ACCOUNT ASSETS COME FROM?

    Alexi Maravel, Director, Cerulli Associates

    Andrew Coupe , Senior Insurance Investment Consultant, Willis Towers Watson

    2:55 PM – 3:40 PM

    RISKY BUSINESS: DEALING WITH UNMANAGED AND HIDDEN F/X EXPOSURE

    Max Darnell, Managing Partner & Chief Investment Officer, First Quadrant

    3:40 PM – 4:40 PM

    PARALYSIS OR DENIAL? CONFRONTING THE NEED FOR CHANGE IN GENERAL ACCOUNT ASSET MANAGEMENT

    Moderator:

    Leena Shah, CFA, Principal, Mercer Investments

    Panelists:

    Robert Goodman, Global Head of Insurance Relationships, Goldman Sachs

    Jeff Jacobs, Global Head of Financial Institutions Group Portfolio Management, Blackrock

    Alyssa A. Irving, Fixed Income Portfolio Manager, Wellington Management

    Barton Holl, Managing Director, Head of Insurance, Deutsche Asset Management

    4:40 PM – 4:50 PM

    CLOSING REMARKS


    4:50 PM – 6:00 PM

    COCKTAIL RECEPTION

LOCATION

Lotte New York Palace, 455 Madison Ave, New York, NY 10022

CONTACT US FOR ADDITIONAL INFORMATION

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