Agenda

08:30 - 09:00: Registration and refreshments

09:00 - 09:05: Chairman’s welcome
Adam Cadle, Editor, Insurance Asset Management

09:05 - 09:35: Keynote speaker
Alan Sheppard, Senior Technical Adviser in Insurance Supervision, PRA

09:35 - 10:00: Sponsored by Pictet
Session details to be announced.

10:00 - 10:25: Sponsored by Nuveen
Session details to be announced.

10:25 - 10:55: Panel - Alternatives sponsored by Schroders
Panellists:
Corrado Pistarino, Chief Investment Officer, Foresters Friendly Society
Ying Ye, Chief Investment Officer, Allianz Holdings
Prasun Mathur, Head of Private Assets, Aviva
Patrick O’Sullivan, Head of Insurance Solutions, Schroders

- Where to invest going forward in 2023 and into 2024?
- Current opportunities in the private assets space
- Levels of outsourcing

10:55 - 11:10: Coffee break

11:10 - 11:35: CLOs and risk/retention (Sponsored by Loomis Sayles)
Speaker to be announced.

11:35 - 12:00: Sponsored by HSBC AM
Session details to be announced.

12:00 - 12:45: Lunch break

12:45-13:10: Sponsored by AXA IM
Session details to be announced.

13:10 - 13:40: Panel – Fixed income panel Sponsored by T Rowe Price
Chair:
Paul Whelan, Partner and Co-Head of Global Fixed Income Manager Research, Aon

Panellists:
Elizabeth Cain, Head of Debt Origination, PIC
Sumit Mehta, Head of Strategy, L&G
Chris Bray, Investment Analyst, Hiscox
Guillaume Tissot, Chief Investment Officer, AXA UK
Quentin Fitzsimmons, Global Fixed Income Portfolio Manager, T. Rowe Price

- What does the current inflationary environment mean for fixed income portfolios?
- How can insurers mitigate the risk of inflation in the fixed income space?
- Where are insurers adding their allocations to in the current macro-economic environment?

13:40 – 14:05: Sponsored by Nordea
Session details to be announced.

14:05 - 14:30: Sponsored by Franklin Templeton
Session details to be announced.

14:30 - 14:55: Sponsored by Brookfield
Daniel Parker, Managing Director, Portfolio Manager, Real Asset Debt, Brookfield Public Securities Group

Dan Parker will start his presentation with an overview of the real assets industry and then dive into the benefits of investing in listed debt in the current market environment. He will share his experience of investing in real asset debt and the sector’s risk-adjusted return profile relative to other sectors. Finally, Dan will share Brookfield’s approach to customizing client portfolios to suit liquidity and return needs, with a focus on the insurance clients.

14:55 - 15:25: Panel discussion – ESG (Sponsored by Phoenix Group)
Chair:
Sindhu Krishna, Head of Responsible Investment, Phoenix Group

Panellists:
Hilkka Komulainen, Head of Responsible Investment, Aegon UK
David Thompson, Chief Investment Officer UK, Zurich
Bianca Hanscombe, Head of Sustainable Investments, UK Life, Aviva

- Where does the insurance industry stand in the ESG debate?
- How realistic are the net-zero targets?
- What needs to drive further change?

15:25 - 15:30: Chair’s round up