Agenda

25 March 2025

10.30 - 11.00: Registration and refreshments

11.00 - 11.10: Chairman’s welcome

11.10 - 11.45: The economic impact of climate migration
Gareth Colesmith, Head of Global Rates and Macro Research, Insight Investment

More pessimistic climate scenarios are becoming increasingly likely. Our analysis suggests that if such scenarios are realised, by 2050, 211 million people could be displaced; while most will remain within their countries of origin, 65 million people could become international climate refugees; and developed countries could need to plan for 27 million climate refugees, both internally and from elsewhere. These trends would be expected to intensify beyond 2050, with an accelerated rise in sea levels adding to the world’s problems. Some countries will face a significant fiscal strain either from mitigating climate change effects or from dealing with displaced people. However, it also introduces potential for longer-term boosts to GDP, productivity, and tax revenues if countries can craft effective integration policies and welcome migrants into the labour force to fill demographic deficits.

11.45 - 12:20: Lifting the lid on private credit: why manager selection is more important than ever
Andrew Haywood, Partner, Park Square Capital

During this private credit panel, Andrew Haywood, Partner at Park Square Capital, will explore just how critical manager selection has become within the asset class. As higher interest rates weigh on borrowers, discerning investors are increasingly focused on portfolio strength and resilience through the market cycle. Andrew will explore Park Square's unique approach to origination and how avoiding losses is key to outperformance within private credit.

12.20 - 13.05: Fixed Income Panel
Favourable market conditions and higher yields have helped insurance companies strengthen their balance sheets, boost earnings and restore liquidity buffers over the past few years. However, a combination of complex market conditions and risks mean insurers have been faced with a difficult environment to navigate in recent years. This panel will explore how insurance companies are remaining agile to optimise balance sheets and asset portfolios, against a backdrop of easing interest rates, geopolitical uncertainty and evolving regulations.

Panel chair:Paul Whelan, Partner and Co-head of Global Fixed Income Manager Research, Aon
Panellists:
David Devlin, Strategic Partnerships, Phoenix Group; Phoenix Re, CIO
Keith Goodby, Head of Shareholder Investments, Aviva
Kedi Huang, UK Chief Investment Officer, Aspen
Sumit Mehta, Head of Strategy, L&G
Vishal Shah, Chief Investment Officer, Chaucer

13.05 - 14.05: Lunch break

14.05 - 14.40: Speaker Session - ABI
Dan Gallon, Assistant Director, Head of Taxation, ABI
Session details to be announced...

14.40 - 15.15: Thomas Doyle, Partner, Head of NAV Financing, Pemberton
Session details to be announced...

15.15 - 15.35: Coffee break

15.35 - 16.20: ESG Panel
Like any other, the insurance industry stands to reap significant benefits from embracing ESG in strategy execution. Insurers must take advantage of ESG opportunities to propel their growth strategy, future viability, and long-term sustainable delivery of dividends for stakeholders. This panel will explore how the insurance industry can drive sustainable finance, how it can address the ‘S’ in ESG and how investments in this area are evolving.

Panellists:
Sindhu Krishna, previously Chief Sustainable Investment Officer, Phoenix Group
Chris Palmer, Chief Investment Officer, Medical Protection Society
Hetal Patel, Head of Sustainable Investment Research Office, Phoenix Group
Adam Ruddle, Chief Investment Officer, LV=

16.20 - 16.55: Multi-private credit strategies: the importance of incorporating strategy diversification
Vikram Bhandari, Head and CIO, Schroders Capital Solutions

As bond yields have stabilised, insurers are increasingly returning to private markets, particularly private credit, for additional returns. In this session, Vikram Bhandari, Head and CIO of Schroders Capital Solutions, will discuss the significance of creating a diversified portfolio of strategies for insurance balance sheets that target returns from multiple sources. He will also explore how partnering with an investment manager who can leverage a variety of internal and externally managed strategies can enhance deployment speed, diversify risk, improve risk adjusted returns, and achieve better outcomes for investors.

16.55 - 17.00: Chairman’s closing remarks

17.00: End of conference

Three course dinner

19.00 - 19.25: Drinks reception

19.25 - 19.30: Welcome from the Editor of Insurance Asset Management, Adam Cadle 

19.30 - 21.30: 3 Course dinner

21.30: After Dinner speaker - Eddie the Eagle 

21.30 - 22.00: Post dinner drinks 

26 March 2025

09.00 - 09.20: Registration and refreshments

09.20 - 09.25: Chairman’s welcome

09.25 - 10.10: Alternatives panel
Having endured huge fluctuations in central bank policies in recent years, CIOs are now more comfortable embracing investment strategies outside of traditional fixed income instruments that are helping to not only generate better returns but also diversify their risk profiles in today’s increasingly complex world. This panel will look at current opportunities within the alternatives space and how this fits in with portfolio strategies.

Panel chair: Punil Chaubal, Insurance Investment Advisory Lead, WTW
Panellists:
Daniel Blamont, Group Investment Operations Director, Royal London
Ian Coulman, Chief Investment Officer, Pool Re
Moiz Khan, Head of Investment Solutions EMEA, Reinsurance Group of America
Prasun Mathur, Head of Private Assets, Aviva UK Life
Gareth Mee, Chief Investment Officer, Legal & General Assurance Society and Legal & General Institutional Retirement

10.10 - 10.45: European Loans – Exploring The Power of Strategic Partnerships
Stuart Fuller, Global Loans Portfolio Manager, Muzinich

During his presentation, Stuart Fuller, Global Loans Portfolio Manager at Muzinich will discuss a differentiated way to access the rapidly growing European loans market. A partnership approach that seeks to provide a steady and consistent income stream through direct investments in a diversified portfolio of senior secured loans. Stuart will give his thoughts on the evolution of lending to corporates across Europe and how a bank partnership model can provide an improved risk / return opportunity to investors.

10.45 - 11.00: Coffee break

11.00 - 11.35: Sponsor Session to be announced

11.35 - 12.10: Sponsor Session to be announced

12.10 - 13.00: Lunch break

13.00: End of conference

Full details to be announced shortly...