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26 SEPTEMBER 2024, 10 UNION STREET, SE1 1SZ, LONDON

Take a look at the program for the Insurance Investor Live | Europe 2024 summit below. 

If you would like to enrol your interest in speaking in 2024, please contact us.

1:00 PM - 5:30 PM
25TH SEPTEMBER PRE-DAY FORUM: INSURANCE TREASURY, CAPITAL, AND ACCOUNTING FORUM

1:00 PM - 1:40 PM
NETWORKING LUNCH

1:40 PM - 3:45 PM
TREASURY MANAGEMENT & CAPITAL RISK FORUM
Steve Matthews

Steve Matthews

Fund Manager Liquidity

Canada Life

Steve joined Canada Life Asset Management in 1996 and took on responsibility for the cash funds in 2002. Since 2010, Steve’s role has expanded to encompass managing on balance sheet assets and is lead manager for Canada Life Asset Management’s, LF Canlife Sterling Liquidity Fund and LF Canlife Sterling Short Term Bond Fund and co-manager of the LF Canlife Short Duration Bond Fund.

Steve is a fellow of the Chartered Institute for Securities and Investments.

1:40 PM - 3:45 PM
INVESTMENT ACCOUNTING & OPERATIONS FORUM
3:45 PM - 4:10 PM
AFTERNOON REFRESHMENTS & NETWORKING

4:10 PM - 5:30 PM
TREASURY MANAGEMENT & CAPITAL RISK FORUM
David Epstein

David Epstein

Group ALM & Treasury Director

Aviva

David Epstein is Group ALM & Treasury Director at Aviva where he has responsibility for the Group’s Treasury function and the asset-liability management team which provides strategic asset allocation and hedging services across the business and for the Group Centre legal entities. Before joining Aviva, David worked in investment banking, most recently at J.P. Morgan where he spent seven years providing strategic risk management and asset-liability management advice for corporates and financial institutions. David holds a DPhil in applied mathematics from Oxford University and has been a visiting research fellow at the Oxford Centre for Industrial and Applied Mathematics.

4:10 PM - 5:30 PM
INVESTMENT ACCOUNTING & OPERATIONS FORUM
5:30 PM - 5:30 PM
CLOSING REMARKS & END OF EVENT

8:15 AM - 10:00 PM
26TH SEPTEMBER– INSURANCE INVESTOR LIVE | EUROPE 2024 FOLLOWED BY INSURANCE INVESTOR | EUROPEAN AWARDS 2024

8:15 AM - 9:10 AM
BREAKFAST AND NETWORKING

9:10 AM - 9:15 AM
Chairman's opening address

9:15 AM - 10:00 AM
PRESENTATION/FIRESIDE CHAT: Macro views: Navigating an increasingly volatile environment and staying on top of new risks, reporting regimes, and technological advancements

10:00 AM - 10:45 AM
PANEL DISCUSSION: Macro views: Geopolitics, election year, national debt - what will the impact be on portfolios, both from a tactical and strategic perspective (with competing views)
Corrado Pistarino, Chief Investment Officer, Foresters Friendly Society

Corrado Pistarino

Corrado Pistarino

Chief Investment Officer

Foresters Friendly Society

Corrado Pistarino has more than 25 years' experience in capital market. He is Chief Investment Officer at Foresters Friendly Society.

Previously to his current positions, he was Head of Insurance LDI at Aviva Investors, responsible for over £10bn of insurance funds and £30bn of derivatives exposure. 

His previous employers include Deutsche Bank, Dresden Kleinwort and ABN AMRO Bank. He worked in structuring/trading and client coverage, with a focus on ALM and capital management solutions. 

Corrado has a degree in Physics from Turin University and a Master in Finance from London Business School.

10:45 AM - 11:15 AM
PRESENTATION or FIRESIDE CHAT: TBC

11:15 AM - 11:45 AM
MORNING REFRESHMENTS & NETWORKING

11:45 AM - 1:10 PM
TALKING TABLE WORKSHOPS
Investing in Dutch mortgages: a viable route to meet sustainability targets?
Abdel El Amrani

Abdel El Amrani

Portfolio Manager Mortgages

Syntrus Achmea Real Estate & Finance

Insured Infrastructure, what should insurers be considering?
Harriet Rowland Clark

Harriet Rowland Clark

Insurance Specialist, Insured Strategies

Aegon Asset Management

Harriet Rowland Clark is an insurance specialist in the trade finance & insured credit team, part of the alternative fixed income & structured finance department. She is responsible for advising on the structure of insured trade finance and insured credit transactions, with a particular focus on the in-depth analysis of insurance policies and transaction documentation. Prior to joining the firm, Harriet was head of insurance at 23 Capital, a specialist finance and solutions company. Prior to that, she worked as an insurance broker at Aon UK and Miller Insurance Services. Harriet has been in the industry since 2011 and joined the firm in 2021. She holds a BSc in economics from University of Southampton. Harriet also holds an Advanced Diploma in Insurance (ACII) from the Chartered Insurance Institute. 

Recent U.S. bank failures and investment opportunities for insurers
Manish Valecha

Manish Valecha

Head of Client Solutions

Angel Oak Capital

Manish is Head of Client Solutions at Angel Oak Capital and is leading its efforts in the institutional investor marketplace with pensions, consultants, endowments, foundations and family offices. He primarily focuses on marketing, product development and institutional due diligence.

Prior to joining Angel Oak, Manish was the Head of Research at Gapstow Capital Partners, a $1 billion credit-focused investment manager investing in hedge funds, private equity funds, collateralized loan obligations and community banks. He was responsible for managing investment strategy, research and due diligence. Prior to joining Gapstow, Manish was a Vice President at BlackRock, where he was responsible for manager research across hedge funds, fund of hedge funds and traditional long-only products. Previously, he worked at Barclays Global Investors, Ziff Brothers Investments and Merrill Lynch Investment Managers.

Manish holds a B.S. degree in Finance from the Leonard N. Stern School of Business at New York University and holds the Chartered Financial Analyst (CFA®) designation.

Cheryl Pate

Cheryl Pate

Senior Portfolio Manager

Angel Oak Capital

Cheryl is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Impact Fund and the Financial Strategies Income Term Trust, as well as two ETFs and several of the firm’s private funds and separately managed accounts. Cheryl has nearly two decades of investment experience and primarily focuses on investment research and management across the firm’s financial sector-focused strategies.

Cheryl joined Angel Oak from Morgan Stanley, where she was an Executive Director and Head of Consumer & Specialty Finance Equity Research. Her research coverage included a multitude of financial sectors, including consumer, specialty, mortgage, REIT, payments, fintech and banking.

Cheryl has been featured as a television guest on Bloomberg, CNBC, TD Ameritrade Network and Yahoo! Finance TV and has been quoted in various publications including American Banker, Marketwatch, DailyAlts and S&P Global Market Intelligence. Cheryl has also been named one of the “Women at the Forefront of Alternative Investments” in a 2023 iConnections report.

Cheryl holds a B.S. in Commerce (Finance) from the University of British Columbia and an M.B.A. from Duke University’s Fuqua School of Business. She also holds the Chartered Financial Analyst (CFA®) designation.

European Direct Lending – Exploring Opportunities in the Lower Middle Market
Grant Davidson

Grant Davidson

Co-Head Private Debt, UK

Muzinich & Co

Prior to joining Muzinich, Grant was at Investec and Lyceum Capital where he was responsible for the origination and execution of funding opportunities in the U.K. lower mid-market. He earned a degree from Bristol University in Maths and French and is ACA qualified.

James Adams

James Adams

Director, U.K Private Debt

Muzinich & Co

Prior to joining Muzinich where he leads the Manchester office, James worked at RBS for eight years as a Director in their Structured Finance team covering the North of England and was responsible for leading the origination, structuring and execution for privately owned and private equity backed businesses across a diverse range of sectors predominately focussed on the UK lower mid-market. This involved funding management buy-outs, corporate debt refinances, acquisition finance, private placements and property development finance. James graduated from Warwick University with a BSc in Economics and holds an AMCT Diploma in Treasury.

Andrew Douglas

Andrew Douglas

Head of Institutional Sales, UK and Ireland

Muzinich & Co

Andrew joined Muzinich in 2021 from AXA Investment Managers where he was director of the institutional business. Prior to that, Andrew worked for two other asset managers in similar positions after starting his career as a fixed income analyst. Andrew has a BA (Hons) in Industrial Economics and is an IMC and CFA holder.

1:10 PM - 2:00 PM
LUNCH AND NETWORKING

2:00 PM - 2:15 PM
ASSET ALLOCATION & INVESTMENT STRATEGY: Chairman's afternoon opening remarks

2:05 PM - 2:35 PM
ASSET ALLOCATION & INVESTMENT STRATEGY: PRESENTATION or FIRESIDE CHAT: How has prolonged inflation impacted allocation and where are the longer term trends? Look back / look ahead

2:35 PM - 3:05 PM
ASSET ALLOCATION & INVESTMENT STRATEGY: PRESENTATION or FIRESIDE CHAT: Where are the AI investment opportunities? How can this sector be put to effective use in II portfolio?

3:05 PM - 3:45 PM
ASSET ALLOCATION & INVESTMENT STRATEGY: PANEL DISCUSSION: How do you truly appraise and understand risk to set as foundations for a SAA to then invest at scale

2:00 PM - 2:05 PM
PRIVATE MARKETS INVESTOR FORUM: Chairman's afternoon opening remarks

2:05 PM - 2:35 PM
PRIVATE MARKETS INVESTOR FORUM: FIRESIDE CHAT: What is the role of private markets at different points in the credit cycle? Diversifier, returns, etc…
Mike Chappell, Co-Head of Private Markets, Phoenix Group

Mike Chappell

Mike Chappell

Co-Head of Private Markets

Phoenix Group

Mike Chappell joined the Phoenix Group in 2018 to head the Illiquid Asset origination and portfolio management team within our Asset Management Business, and is also currently undertaking the CIO role for Phoenix RE in Bermuda

He was previously Managing Director & Global Industry Head for the Infrastructure & Energy sector at Lloyds Banking Group with overall responsibility for global business origination.

Prior to this, he headed Lloyds Bank Project Finance team where he led the team executing global Project Finance and Infrastructure debt opportunities.

He holds a BSc (Hons) in Chemistry and is an Associate of the Chartered Institute of Bankers and a Member of the Association of Corporate Treasurers.

2:35 PM - 3:05 PM
PRIVATE MARKETS INVESTOR FORUM: PRESENTATION or FIRESIDE CHAT: Infrastructure viability and changing face of investable assets - where are the opportunities tomorrow?

3:05 PM - 3:45 PM
PRIVATE MARKETS INVESTOR FORUM: PANEL DISCUSSION: Ratings, pricing, valuations: How can navigate these concerns, and how do you best utilise a small allocation?

2:00 PM - 2:05 PM
ESG INVESTOR FORUM: Chairman's opening remarks

2:05 PM - 2:35 PM
ESG INVESTOR FORUM: PRESENTATION or FIRESIDE CHAT: ESG duration risk: Considering the short and long-term prospects and risk profile of investments, sectors, and demographics

2:35 PM - 3:05 PM
ESG INVESTOR FORUM: PRESENTATION or FIRESIDE CHAT: Are nature swaps working? Unlocking capital and what are the constraints, barriers, opportunities?

3:05 PM - 3:00 PM
ESG INVESTOR FORUM: PANEL DISCUSSION: What is proliferating ESG regulation doing to the industry? How are the challenges of differing reporting regimes and target investment strategies, dictating the required approaches?

3:45 PM - 4:10 PM
AFTERNOON REFRESHMENTS & NETWORKING

4:10 PM - 4:40 PM
PANEL DISCUSSION: Long-term expectations for returns and allocation models: Shifting from a barbell approach and sourcing returns in a higher-for-longer environment

4:50 PM - 5:20 PM
GUEST SESSION: PRESENTATION or FIRESIDE CHAT: Where are the future opportunities for investment, and how are business models changing amidst rate hikes, splintered policy, geopolitical unrest? Proposed: Chief Executive or Financial Officer, FTSE 100 Business

5:20 PM - 10:00 PM
INSURANCE INVESTOR | EUROPEAN AWARDS

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