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REGISTER NOW: Symposium on Insurance Company Asset Management

REGISTER NOW: Symposium on Insurance Company Asset Management

INSURANCE COMPANY ASSET MANAGEMENT:

A Symposium for Members of Insurance Company Investment Committee Boards

  • Presented By: Insurance AUM and the Tobin Center for Executive Education
  • Where: St. John's University, 101 Astor Place, New York, NY
  • When: Thursday, December 7, 2023, 9:30 AM - 5:00 PM
  • Fee: $1,500

Insurance companies manage their assets in the most challenging environment of any institutional investor. In addition to navigating increasingly complex capital markets, insurers must respond to a host of regulatory and rating agency considerations, all while underwriting risks leveraged off the very same capital base upon which the investment portfolio resides. After a protracted period of low interest rates, insurers' investment portfolios have become more broadly diversified to include a wide range of private and alternate asset classes.

Investment Committees of the Boards of these insurers are asked to approve the allocation of their assets, and often approve the trades themselves, frequently without the benefit of professional insurance asset management backgrounds or experience. If the Board and Investment Committee are not employing best practices overseeing the investment portfolio, they may be taking considerable oversight risk. The solution is to provide Investment Committee Board Members and senior insurance executives with education about important issues in an unbiased, academic environment, taught by leading experts in the field.

Insurance AUM is teaming-up with St. John's University's Tobin Center for Executive Education and Talcott Capital Partners to provide an intensive seminar on these issues delivered by industry professionals, designed specifically for insurance company Board Investment Committee executives. The program will provide lunch, an after-session cocktail hour, and numerous opportunities to network with other members of investment committees.

Program Agenda:

8:30-9:00 Registration and Continental Breakfast

9:00-9:30 Opening Remarks - Why Are We Here? How and Why do Insurance Companies Invest?

Stuart Foley, CFA; Managing Partner, Insurance AUM.com; John Gauthier, CFA, Chair of Investment Committee, Board of Directors, Reinsurance Group of America; Principal and Co-Founder, Talcott Capital Partners, LLC

9:30-10:00 Investment Governance - Do the investment charter and investment policies reflect the risk-taking appetite of the Board?

John Gauthier

10:30-10:40 Break

10:40-11:30 Evidence-based best practices for managing risk and uncertainty.

Nicos Scordis, Ph.D., Professor, Greenberg School of Risk Management, Tobin College of Business, St. John's University

11:30-11:40 Break

11:40-12:30 Regulatory / Rating Update. 

Amnon Levy, CEO of Bridgeway Analytics

12:30-1:30 Networking Lunch

1:30-2:00 Designing your investment committee reporting.

William J. Poutsiaka, senior financial services consultant; former Chief Investment Officer & SVP of AIG Property Casualty

2:00-2:50 Hot Topics, Pain Points and Lessons Learned -

Panelists TBD

2:50-3:00 Break

3:00-3:50 The spectrum of potential investments: From T-Bills to Illiquid alternatives:

Stuart Foley, CFA

3:50-4:00 Closing Remarks

4:00 Reception: Cocktails and Networking