The global Coronavirus pandemic coupled with economic turmoil and an upcoming presidential election has left the North American Insurance industry in a unique position. The way insurers are working has changed along with the viable investment opportunities that are available. As such, operational resilience, financial market volatility, and the economic outlook for 2020 and beyond has been at the forefront of North American-based insurers minds, along with those in the industry around the world.
The Insurance Asset Management North America report addresses these three key topics: market outlook, improving operational functionality, and investment strategy, as identified by insurance representatives in the region.
This report brings together Chief Investment Officers, Heads of Asset Liability Management, Investment Committee Chairs, and Investment Strategists from across North America. These thought leaders share their insights and expertise on the key operational challenges, investment management issues, and macro-economic trends impacting insurers across the region.
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SECTION 1
MARKET OUTLOOK
1.1 ROUNDTABLE: Exploring the long-term effects of the Covid-19 pandemic: Changing attitudes and approaches to ESG as it pertains to the future of investment decision making
Moderator:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
- Rip Reeves, Chief Investment Officer, AEGIS Insurance Services
- Gregg Lutz, Head of US Asset Liability Management, Allianz
- Shawn Bengtson, Chief Investment Officer, Woodmen Life
1.2 WHITE PAPER: Emerging Market Debt: Opportunity in a volatile environment
- Shamaila Khan, Head of Emerging Market Debt, Alliance Bernstein
1.3 WHITE PAPER: Evolving paradigms in credit markets and the real cost of excess liquidity: tighter spreads, higher defaults, and lower recoveries
- Pawel Mosakowski, Founder and Managing Principle, Summit Place Advisers (and former Senior Advisor, Credit Portfolio Management, Mass Mutual)
SECTION 2
STRATEGY
2.1 ROUNDTABLE: Are ‘fallen angels’ and private credit possible strategies where fixed income can be expected to meet investment goals in the current low-rate environment
Moderator:
- Sara Benwell, Editor, Insurance-Investor.com
Panellists:
- Adi Divgi, Head of Alternative Investments, Catalina Re
- Eric Golberg, Investment Committee Chair, ELCA Foundation
2.2 FIRESIDE CHAT: What does successful investment strategy look like in post-electoral US?
Moderator:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Interviewee:
- Kashif Siddiqui, Chief Investment Officer, Risk Management Foundation, Harvard Medical Institutions
SECTION 3
OPPORTUNITY
3.1 WHITEPAPER: Emerging Markets Corporates: An Unturned Stone in the Search for Yield
- Arif Joshi, CFA, Co-Head of Emerging Markets Debt, Portfolio Manager/Analyst, Managing Director, Lazard Asset Management
- Adam Borneleit, CFA, Head of Emerging Markets Corporate Debt, Portfolio Manager/Analyst, Director, Lazard Asset Management
Chief Investment Officer, AEGIS Insurance Services
