Clear Path Analysis
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25 & 26 SEPTEMBER 2024, LONDON, SE1 1SZ, UK

If you would like to enrol your interest in speaking at Insurance Investor Live | Europe 2024, please contact us. Take a look at the speaker line-up from 2023 below. 

Adam Ruddle

ADAM RUDDLE

Chief Investment Officer, LV=

Adam Ruddle is the Chief Investment Officer at LV=. He has responsibility for the investment management, allocation and optimisation of over £14bn of assets under management. His remit includes designing and setting investment strategies, managing group liquidity, the oversight of external asset managers and the structuring of physical and synthetic investment solutions for the company. Adam has been with LV= for nearly 15 years working in a wide range of roles including Asset Liability Management, Financial Reporting and Valuation, Capital Management and With-Profits oversight. He is a Fellow of the Institute and Faculty of Actuaries and holds the Chartered Enterprise Risk Actuary designation.

My session title:

  • 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 : 3:05 PM - 3:45 PM
Adrian Chapman

ADRIAN CHAPMAN

Head of Group Climate Investment Oversight, Legal & General

My session title:

  • ESG SUSTAINABILITY & STEWARDSHIP 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? : 3:05 PM - 3:00 PM
Alastair Whitfield

ALASTAIR WHITFIELD

Investment and Treasury Management, IQUW

My session title:

  • ESG SUSTAINABILITY & STEWARDSHIP 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? : 3:05 PM - 3:00 PM
Andrew Bailey

ANDREW BAILEY

Director of Financial Risk, Just Group Plc

Andrew is Director of Financial Risk at Just Group in the UK. He is responsible for the oversight of the Group’s management of market, liquidity, credit, insurance and strategic risks.

Andrew has been with Just Group for 4 years joining after 9 years at the Prudential Regulation Authority where he supported supervisors in assessing insurers management of financial and commercial risks. Prior to this Andrew held a series of management roles in Zurich Insurance Group across life and non-life.  At the PRA Andrew delivered liquidity risk assessments of firms. He supported the liquidity risk review for the Nov 2018 Financial Stability Report which identified risks to pension schemes which crystallised in Sept 2022.

Andrew has an MBA from London Business School where he focused on finance and strategy. He has also helped build nuclear submarines and is a born again biker.

My session title:

  • TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Adapting to the evolving nature of stress-testing needs: How to enhance agility whilst maintaining robust models and reinforcing team skills : 4:10 PM - 4:50 PM
Ashish Dafria

ASHISH DAFRIA

Chief Investment Officer, Aviva UK Life

Ashish is the Chief Investment Officer for Aviva, managing c£300bn of assets. As CIO, he is responsible for defining the investment strategy, delivering Aviva’s sustainable investments ambitions, developing investment solutions, and ultimately for delivering the investment outcomes for Aviva’s shareholder and customer investments. Previously, Ashish led the formation of Aviva Investors’ first Global Research team and before that was Head of Credit Research for Aviva Investors North America. Prior to joining Aviva, Ashish was a Director with UBS Investment Bank in New York and Chicago, and previously was a Senior Ratings Analyst with the Indian rating agency, Crisil. Ashish is a CFA charterholder and earned his MBA as a valedictorian from the Stern School of Business at New York University. He also holds a Post Graduate Diploma in Management from Indian Institute of Management, Bangalore, India and a Bachelor of Engineering degree from Indore, India.

My session title:

  • 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) : 10:00 AM - 10:45 AM
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.

My session title:

  • 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) : 10:00 AM - 10:45 AM
Daryl Boxall

DARYL BOXALL

Head of Market Risk, Legal & General

Daryl is Head of Market & Liquidity Risk at Legal & General for the Retirement Institutional business. He looks after all elements of market risk which includes interest rates, inflation, FX and property risk.

We explore how Daryl entered the actuarial profession, how he transitioned from his first role in pensions to investment consulting, specialising in investment strategy and LDI, moving to the insurance company AXA in both the UK and the US, and ultimately joining L&G back in the UK. Daryl shares his views on the importance of gaining diverse experience and being open to variety, and how the role of an actuary might evolve in the future with the aid of data science and machine learning.

My session title:

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

My session title:

  • TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Designing capital management programs to manage foreseen lowering of rates whilst staying nimble in the face of economic developments : 4:50 PM - 5:00 PM
David Roseburgh

DAVID ROSEBURGH

Head of ALM, Pension Insurance Corporation

My session title:

  • 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 : 3:05 PM - 3:45 PM
George Nijborg

GEORGE NIJBORG

Head of EU private placements & insured strategies, Aegon Asset Management

George Nijborg is head of EU private placements & insured strategies. In this role, he leads the team responsible for acquisition and growth financing of government guaranteed, insured credit and corporate private placements. Prior to joining the firm, he worked for Goldman Sachs as an executive director in the debt capital markets (DCM) team in London, focusing on the origination and syndication of public, private and structured debt transactions. Before that, he worked as a director in the DCM team of Citigroup, and as an associate in the DCM team of Morgan Stanley in London. George has been in the industry since 2006 and joined the firm in 2020. He holds a Master’s degree in industrial relations from Warwick Business School.

My session title:

  • TALKING TABLE WORKSHOPS - Aegon Asset Management- Time to invest in private credit with niche strategies becoming mainstream? : 11:45 AM - 1:10 PM
Grigory Spivak

GRIGORY SPIVAK

Asset Strategy & ALM, Global Funded Solutions, Pacific Life Re

Grigory Spivak joined Pacific Life Re four years ago as a head of Investment Strategy & ALM within the newly formed Global Funded Solutions division. This involves a broad range of responsibilities, including ALM, setting investment strategy for pricing new business and overseeing the execution of the transactions.

Prior to this, he headed Investment Risk function in the Legal & General Retirement responsible for 2nd line oversight of assets backing L&G annuity business. Before that, Grigory was with BlackRock managing their life insurance funds range – the flagship vehicle for BlackRock’s passive funds offering for the UK pensions clients.

Grigory has a Masters in Applied Mathematics and is a Fellow of the Institute of Actuaries.

My session title:

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

GUILLERMO DONADINI

former Chief Investment Officer, AIG

Guillermo Donadini, a seasoned global insurance investment professional with over 30 years of experience, serves as the Global CIO for General Insurance at AIG. In this role, he manages AIG's extensive $100 billion global portfolio, spanning 50 countries, guiding strategic asset allocation and investment outcomes.

His dynamic career encompasses senior leadership roles in international investment across Latin America, Europe, and the Asia Pacific, offering a global perspective on the insurance and investment sectors.

Guillermo is a passionate advocate for diversity, equity, and inclusion (DEI), actively supporting Employee Resource Groups (ERGs) and upholding ethical standards. He invests in talent management, coaching, and mentoring, promoting high-potential colleagues within the industry.

Outside his professional life, Guillermo's commitment to social responsibility is evident in his role as a Trustee and chair of the Investment Committee at Independent Age, supporting elderly individuals. He also mentors for Career Ready, a national social mobility charity, empowering young people to achieve their career aspirations. His dual dedication to professional excellence and community engagement shapes his leadership approach and positive impact on both the financial industry and society.

My session title:

  • 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) : 10:00 AM - 10:45 AM (Moderator)
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. 

My session title:

  • TALKING TABLE WORKSHOPS - Hosted by Neuberger Berman : 11:35 AM - 1:10 PM
James Lewis

JAMES LEWIS

UK Chief Investment Officer, Mercer

My session title:

  • 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 : 3:05 PM - 3:45 PM (Moderator)
Michela Bariletti

MICHELA BARILETTI

Chief Credit Officer, The Phoenix Group

Michela joined Phoenix Asset Management as Chief Credit Officer in May 2021. In this role, Michela is leading the Credit Research and Ratings team for all asset strategies pursued by Phoenix Group, which have capabilities to assign internal ratings to private credit and illiquid assets in an approach consistent with industry peers and adhere to regulatory requirements. Michela joined Phoenix from Pension Insurance Corporation where she served as Head of Ratings and Credit Research. Prior to that, Michela spent 14 years at S&P Global Ratings, London, most recently as Senior Director, Infrastructure Ratings – EMEA Analytical Head, managing a team of 20 analysts and a portfolio of over 150 issuers in the infrastructure sector. The portfolio included corporate and project finance transactions covering social infrastructure, road, transport and renewables. Michela started her career at Goldman Sachs within the Equities Division. She holds a DEA en Analyse et Politique Economique (Master in Economics) from EHESS, Paris and a Specialization in Finance as a Ph.D. candidate from HEC, Paris.

My session title:

  • 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) : 10:00 AM - 10:45 AM
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.

My session title:

  • PRIVATE MARKETS INVESTOR FORUM: FIRESIDE CHAT: What is the role of private markets at different points in the credit cycle? Diversifier, returns, etc… : 2:05 PM - 2:35 PM
Moiz Khan

MOIZ KHAN

Head of Insurance & Pension Solutions, Aviva Investors

Moiz is responsible for both internal Aviva and third-party insurance and pensions solutions at Aviva Investors. Moiz works with insurance and reinsurance companies and pension funds globally, to develop bespoke single and multi-class investment and hedging strategies using assets across derivatives, public and private markets. This includes multi-asset solutions, liability driven investments, as well as risk and capital optimised solutions. ​

Prior to joining Aviva Investors, Moiz worked in a variety of senior roles across asset management, investment consulting and insurance businesses. Moiz is a Fellow of the Institute of Actuaries, holds the CFA charter, the FRM charter and the CERA certification, and has completed the Chartered Institute of Management Accountants program.

My session title:

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

MORITZ ZANDER

Head of Investments, New Reinsurance Company

Moritz Zander, CFA is Head of Investments at New Reinsurance Company Ltd. Former experience includes Head of Origination, Capital Partners at New Re, VP, Capital Solutions EMEA and Senior Credit Underwriter at Swiss Re, and Economist at MIGA, World Bank Group. He holds a Masters degree in International Policy Studies from Stanford University and a licence degree (Bachelor of Arts) from the University of Geneva.

My session title:

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

SHAUN MCWILLIAM

Business development manager, institutional sales (insurance clients), Aegon Asset Management

Shaun McWilliam, business development manager, is a member of the UK institutional sales team and is responsible for developing relationships with institutional clients within the Insurance sector. Prior to his current role, Shaun worked for AXA IM where he was a head of sales for UK & Nordic clients. Prior to AXA IM was at abrdn for nine years as a real asset’s specialist. Shaun has been in the industry since 2000 and started with the firm in 2013.

My session title:

  • TALKING TABLE WORKSHOPS - Aegon Asset Management- Time to invest in private credit with niche strategies becoming mainstream? : 11:45 AM - 1:10 PM
Violetta Bernyk

VIOLETTA BERNYK

Head of Investments, Treasury, & ALM, Assura Group

Head of Investments, Treasury & ALM, Assura Group After PhD in financial mathematics from EPFL (Lausanne) and postdoctoral tenure at Cambridge Univesity, Violetta joins UBS to continue her career in the industry. Prior to joining Assura she also held managerial positions at Swiss Life and Zurich Insurances, deepening the insights on both passives and actives. In Assura, she oversees the portfolios for base and complementary insurances, as well as pension fund of the group.

My session title:

  • TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Adapting to the evolving nature of stress-testing needs: How to enhance agility whilst maintaining robust models and reinforcing team skills : 4:10 PM - 4:50 PM
Xavier Solano

XAVIER SOLANO

Manager, Prudential Regulation, Association of British Insurers

Xavier joined the ABI in 2020 to manage an award-winning team* of technical experts leading on key prudential regulatory topics including Solvency UK, stress testing, resolution regime and operational resilience. Working closely with the insurance and long-term savings industry and representing their interests before regulators - Bank of England/PRA, HM Treasury, MPs and other key external stakeholders. Member of TheCityUK Tech&Innovation Group and DLT/blockchain working group.

He joined ABI in 2020 from London Stock Exchange Group. Prior to that he worked at the Westminster and Scottish Parliaments, the Scottish Government and in diplomacy. Xavier began his career as a consultant in Barcelona. Shortly after he moved to Edinburgh to become an adviser to the then Leader of the Opposition in the Scottish Parliament.

He studied Political Science and International Business which allowed him to develop a career in diplomacy.

* UK & Europe InsuranceERM Risk Team of the year 2023 and Risk and Resilience British Insurance Award 2023.

My session title:

  • INVESTMENT ACCOUNTING & OPERATIONS FORUM - PANEL DISCUSSION: Private assets valuations, ESG data, and risk: Validating, scrutinising, and effectively reporting on subjective or qualitative data : 3:04 PM - 3:00 PM