Agenda

Full agenda to be announced..

08.00 – 08.30: Registration & Refreshments

08.30 – 08.35: Chairman’s welcome
Punil Chaubal, Insurance Investment Advisory Leader, WTW

08.35 – 09.00: Infra Debt (sponsored by Templeton Franklin)
Will Devenney, Managing Director and Head of Infrastructure Debt, Franklin Templeton

09.00 – 09.30: Fixed Income Panel (sponsored by Insight Investment)

Chair: April La Russe, Head of Investment Specialists, Insight Investment

Panellists:

Todd Isaac, Chief Investment Officer, Hiscox 
Moiz Khan, Managing Director & Head of Investment Solutions, Reinsurance Group of America
Mark Moroney, Capital & Investments Director, NHBC 
Wim Vermeir, Chief Investment Officer, AG & Ageas

09.30 – 09.55: Session details coming soon, proudly sponsored by Aberdeen Investments

09.55 – 10.20: Integrating Climate into Fixed Income Portfolio (sponsored by Robeco)

Remmert Koekkoek, Head of Investment Solutions, Robeco

As an insurance investor, achieving the right balance between risk, return and sustainability is crucial – however the challenge lies in constructing resilient, climate-oriented portfolios that also deliver an optimal risk & return profile.

Remmert Koekkoek, Robeco’s Head of Investment Solutions, will describe the evolution of climate fixed income investing, explain how you can incorporate climate into your insurance portfolio through a live case study and Robeco’s FALCON platform.

10.20 - 10.40: Coffee break

10.40 – 11.05: Opportunities in Asset-Backed Finance for the Insurance Industry (sponsored by AXA IM Alts)

Christophe Fritsch, Global Head of Alternative Credit, AXA IM Alts

In a market shaped by macro divergence and persistent disruption, asset-backed finance is becoming a strategic lever for insurers. Instruments like NAV financing, capital call facilities, private ABS, and SRT offer solutions for liquidity, regulatory efficiency, and portfolio resilience. As traditional credit markets adjust slowly to shifting monetary policy, these private financing tools provide timely access to income and structural protection—making them increasingly relevant in today’s evolving credit landscape.

11.05 – 11.30: Time to bring real estate to the fore (sponsored by Columbia Threadneedle Investments)

James Coke, Executive Director and Fund Manager, Columbia Threadneedle Investments

With UK real estate having delivered an 8.6% return in the past 12 months, it is an opportune moment to consider fresh allocations to the asset class. There are exciting opportunities across established and emerging sectors – warehouses (industrial and retail), urban centres (offices and residential) and the green energy transition (power provision, natural capital) – which align with the Government's agenda to promote private market assets that deliver economic growth and wider societal benefits, alongside strong financial returns.

11.30 – 11.55: Session details coming soon, proudly sponsored by Nuveen

Abigail Dean, Global Head of Strategic Insights, Nuveen Real Assets, Nuveen

11:55 – 12:20: Session details coming soon, proudly sponsored by Schroders 

12.20 – 13.00: Lunch break

13:00 – 13:25: Alternative Credit: The diversification benefits of bank originated assets (sponsored by HSBC Asset Management) 

Borja Azpilicueta, Head of Capital Solutions, HSBC Asset Management
Deepak Seeburrun, Head of Global Insurance, HSBC Asset Management

Demand for diversification has led bank partnerships to innovate, offering insurance investors access to distinctive investment opportunities which target specific investor outcomes. Alternative Credit is no longer a satellite allocation, it provides a variety of IG and non-IG solutions with shorter maturities, lower interest rate correlation or a different risk return generation profile. Please join HSBC Asset Management’s Deepak Seeburrun, Head of Global Insurance, and Borja Azpilicueta, Head of Capital Solutions for an insightful discussion on the complementary strategies available to institutional investors looking for increased diversification, stronger credit resilience and robust downside protection whilst still generating potentially attractive illiquidity premium.

13:25 – 13:55: Case study/Panel - Challenges and opportunities of AI in Insurance: Balancing Return, Capital and Liquidity in making robust investment decisions ( sponsored by Ortec Finance) 

Gerry Anderson, Vice President, Portfolio Manager, AllianceBernstein
Amrit Summan, Investment Solutions Director, Ortec Finance

Traditional portfolio optimisation techniques often fall short when dealing with multiple objectives and complex, non-linear constraints—especially in the insurance sector where risk capital requirements add an extra layer of complexity. In this panel, Ortec Finance and AllianceBernstein showcase how Scenario-Based Machine Learning (SBML) can redefine the optimisation process by leveraging stochastic scenarios and advanced machine learning techniques. This session will explain how scenario-based machine learning is able to find more efficient portfolios than traditional optimisation techniques. This session will explore how insurers can optimise across multiple objectives simultaneously while incorporating complex constraints using SBML, such as optimising for book yield and capital requirements. We will also consider how illiquidity can be built into the portfolio optimisation process, which is particularly pertinent given increasing allocations to private assets.

13:55 – 14:20: Session details coming soon, proudly sponsored by Ares 

14:20 – 14:35: Coffee break

14:35 – 15:00: Session details coming soon, proudly sponsored by Advent Capital 

15:00 – 15:25: Session details coming soon, proudly sponsored by Janus Henderson

15:25 – 15:55 – ESG/Sustainability Panel
The insurance industry stands to reap significant benefits from embracing ESG and sustainable investing in strategy execution. Insurers must take advantage of ESG and sustainable investment opportunities to propel their growth strategy, future viability, and long-term sustainable delivery of dividends for stakeholders. This panel will look at how international markets are affecting domestic portfolios, new assets coming to the fore, and what should insurers’ objectives be over the next five years.

Chair: David Thompson, Chief Investment Officer, Zurich Insurance Company

Panellists:
Cleo Fitzsimons, Head of Sustainability, PIC
Rebecca Lea, Manager, Investment & Climate, Association of British Insurers (ABI)
Hetal Patel, Head of Sustainable Investment Research, Phoenix Group
Nimisha Sodha, Established Head of Responsible Investment

15:55 – 16:00 – Chairman’s roundup