09:45 - 10:15: Registration and refreshments
10:15 - 10:20: Chairman’s welcome
Adam Cadle, Editor, Insurance Asset Management
10:20 - 10:50: Keynote speaker
Professor Karel Van Hulle, KU Leuven and Goethe University Frankfurt
It is an illusion to believe that the 2020 review of Solvency II will remain a purely technical exercise. It is important to adapt the regulatory regime so as to allow insurers to adopt an investment strategy that supports the needs of a changing society with more emphasis on citizens' needs and investment in the real, digital and sustainable EU economy
10:50 - 11:15: Q4 Bond Compass – providing insight into how investors are positioning $10 trillion of fixed income assets.
Michael Metcalfe, Head of Macro Strategy, State Street Global Markets
Michael Metcalfe, Head of Macro Strategy at State Street Global Markets, will discuss the findings from SPDR ETF’s Q4 Bond Compass. This quarterly report provides an overview of SSGM’s flows and holdings indicators - based on a wider subset of $10 trillion dollars – which represents around 10% of the world’s outstanding fixed income holdings. Michael will also provide an overview of the latest figures from PriceStats®. PriceStats® uses web scraping technology to monitor price changes across millions of items sold by online retailers.
11:15 - 12:00: Panel discussion (Fixed Income) - sponsored by Pictet Asset Management
This panel will focus on developments within the fixed income markets for insurers, the benefits investing in fixed income can bring and the current challenges in this investment space.
Panel Chair: Ross Evans, Head of Insurance Investment and ALM, Life and Financial Services, London, Hymans Robertson
Andres Sanchez Balcazar, Head of Global Bonds, Pictet Asset Management
Francois Jolly, Senior Investment Manager, Lloyd’s of London
Sumit Mehta, Head of Investment Solutions, L&G
Neil Parry, Investment Manager, Beazley Group
Achilles Sofroniou, Co-Chief Investment Officer, Canopius Group
12:00 - 12:45: Lunch
12:45 - 13:30: Panel discussion (Alternatives)
This panel will focus on the alternatives space for insurers, the current areas which UK and European insurers are looking at the moment to reap the highest returns possible and how to incorporate these investments into existing investment portfolios.
Panel Chair: Matthew Connell, Director of Policy and Public Affairs, Chartered Insurance Institute
Daniel Blamont, Head of Investment Strategy, Phoenix Group
Prasun Mathur, Head of Private Assets, Aviva UK Life
Tomasz Mrowczyk, Head of Private Debt, PZU
Yi Xing, Head of Liquid Assets, AXA UK
13:30 - 14:00: Keynote speaker
Will Martindale, Director of Policy and Research, PRI
Duties, Stewardship, Taxonomy and Disclosure: ESG Regulation and its Implications.
14:00 - 14:15: Coffee break
14:15 - 15:00: Panel discussion (ESG)
Interest in ESG is gathering pace as increasing numbers of insurers look to incorporate sustainable investing etc into their portfolios. This panel will look at how this can be done and the gains to be had from forward facing policies into ESG.
Panel Chair: Hugh Savill, Director of Regulation, ABI
Emily Penn, Capital Initiatives and Investment Director, LV=
Corrado Pistarino, Chief Investment Officer, Foresters Friendly Society
Ying Ye, Chief Investment Officer, Allianz Insurance plc
15:00 - 15:05: Chairman’s round-up and conference close