2025 SPEAKERS

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:

• ESG, GEOPOLITICS, AND MODELLING - PANEL DISCUSSION: Integrating sustainability considerations into your risk management frameworks: adapting to regulatory and market-driven changes : 12:15 PM - 1:00 PM

ADRIAN CHAPMAN

Head of Group Climate Investment Oversight, L&G

Adrian is Head of Group Climate Investment Oversight at Legal & General, partnering with the L&G divisions to oversee the “Invest” pillar of our Group climate and nature strategy. Externally, Adrian is involved in a number of industry initiatives.  He is the Legal & General representative within the Net Zero Asset Owner Alliance (NZAOA) and is also on the SBTi Expert Advisory Group for the Financial Institution Net Zero (FINZ) Standard, having led the work to obtain to SBTi verification on Legal & General’s near-term investment targets.

Adrian has worked at L&G for coming up to twenty years, across a variety of departments and roles, while driving investment climate change initiatives within the Group function for the last seven years. He is a qualified Actuary with a BSc in Maths, Statistics, Operational Research and Economics from Warwick University.

My session title:

• ESG, GEOPOLITICS, AND MODELLING - PANEL DISCUSSION: Integrating sustainability considerations into your risk management frameworks: adapting to regulatory and market-driven changes : 12:15 PM - 1:00 PM

ALASTAIR WHITFIELD

Investment and Treasury Management, IQUW

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Transforming investment operations in the London Market: lessons from Lloyd’s : 1:50 PM - 2:15 PM

ALI KARAKUYU

Executive Director, Insurance Debt Advisory, BBVA CIB

Ali Karakuyu is a seasoned expert with 25 years of experience in the insurance industry, working in BBVA Corporate & Investment Banking’s (CIB) Insurance Debt Advisory team. Ali is part of the broader Advisory division under BBVA’s CIB Investment Banking & Finance business covering a broad range of (re)insurance companies across Europe and Bermuda.

At BBVA (CIB) Ali helps (re)insurers to optimise their capital structure and funding solutions keeping in mind the expectations of regulators, shareholders, ratings agencies and other key stakeholders. 

Previously, Ali held a key role at S&P Global Ratings in the UK as Director and Lead Analyst in the insurance practice, where he was the global analytical lead for the firm’s insurance capital model criteria and contributed significantly to the development of  insurance rating methodologies. Prior to that Ali held various actuarial roles including the U.K. Government Actuary’s Department.

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Treasury functions and capital: stress testing and scenario analysis to balance risk and reward : 9:20 AM - 10:00 AM

ANDREW PUTWAIN

Managing Editor, Clear Path Analysis

Andrew Putwain is the Managing Editor of Clear Path Analysis’s two market website Insurance-Investor.com and FundOperator.com. He joined the company in early 2022, and prior to that was an oil market journalist for I.C.I.S, part of Lexis Nexis Risk Solutions Group, focusing on the Middle Eastern/North Africa and CIS regions. Other previous roles include Editor at Reactions, part of Euromoney, and on the editorial team at Axco Insurance Information Services. He has also had positions at NS Media, HennikGroup, The Institute of Civil Engineers Publishing and ESG Investor

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - CHAIRPERSON'S OPENING REMARKS : 9:15 AM - 9:20 AM (Moderator)
• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Disruptive trends in financial modelling: mastering liquidity in the face of changing technology such as AI and machine learning : 10:00 AM - 10:30 AM (Moderator)
• TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Navigating inflation and rate swings: how to optimise cash management and returns in a volatile market : 11:40 AM - 12:20 PM (Moderator)
• TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Overcoming treasury constraints on SAA: how can treasury and ALM work together to maximise return on capital : 12:20 PM - 1:00 PM (Moderator)
• TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Choosing the right Treasury Management System: tailoring solutions to your needs : 1:50 PM - 2:15 PM (Moderator)
• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: How can treasury plan for the unpredictability of investing in private markets: capital calls and irregular distribution : 2:15 PM - 3:00 PM (Moderator)
• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Regulatory arbitrage: identifying opportunities and risks in solvency, capital and liquidity requirements across multiple jurisdictions : 3:00 PM - 3:00 PM (Moderator)

ANDREW RICE

Actuarial Manager, EY

My session title:

• TACTICAL OPPORTUNITIES & PORTFOLIO CONSTRUCTION - PANEL DISCUSSION: Post Solvency UK reforms: what opportunities are there now to invest in new asset classes? : 2:30 PM - 3:15 PM (Moderator)

ANNABEL RUDEBECK

Deputy Chief Investment Officer and Head of Investment Management, Western Asset Management

My session title:

• STRATEGIC ASSET ALLOCATION - PRESENTATION: Credit risk: how to add or reduce risk by moving asset classes : 11:45 AM - 12:15 PM

ARNO ALBICI

Senior Manager, Portfolio and Planning | Annuity Asset Origination, Aviva

My session title:

• TACTICAL OPPORTUNITIES & PORTFOLIO CONSTRUCTION - PANEL DISCUSSION: Post Solvency UK reforms: what opportunities are there now to invest in new asset classes? : 2:30 PM - 3:15 PM

BOB TYLEY

Head of Credit Risk, Hymans Robertson

Bob Tyley is Head of Credit Risk in Hymans Robertson’s UK Insurance & Financial Services practice. He is an investment industry veteran with deep experience of global credit and interest rate markets. Having worked in the leading investment banks, insurance companies and consultancies, he has wide experience of implementing ESG, ALM, SAA, and IMV activities along with risk and capital modelling and optimisation for insurance companies.

 An area of particular focus currently is the impact of Solvency II UK Reform and its implications and challenges in enabling insurers to invest in a wider range of long-term productive assets.

 Bob is a Technical Specialist of the Institute of Risk Management and a Chartered Fellow of the Chartered Institute for Securities & Investment, as well as being a Fellow of the Royal Astronomical Society.

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Regulatory arbitrage: identifying opportunities and risks in solvency, capital and liquidity requirements across multiple jurisdictions : 3:00 PM - 3:00 PM

BRIAN DIGNEY

Research & Content Director, Standards Board for Alternative Investments

Brian Digney joined the SBAI in March 2023 in the role of Research and Content Director. He is responsible for content development and co-ordination of the ongoing and future working groups on a wide variety of topics, including valuation of private assets, ESG & carbon footprinting, governance, insurance linked strategies, digital assets, asset management regulation and compliance as well as new topics to be determined in the future.

Prior to joining the SBAI, Brian was the Head of Due Diligence & Governance Oversight at Innocap Global Investment Management (Ireland) Ltd (2018-2023) in Dublin, a subsidiary of Innocap Investment Management Inc., a US$50bn hedge fund platform. He acted as Designated Person for Operational Risk Management, a regulated role by the Central Bank of Ireland. He also sat on Innocap’s Irish Risk Oversight and Valuation Committees. In 2017, Brian joined Albourne Partners in London as a Senior Operational Due Diligence Analyst. From 2015 to 2017 he was employed as an Operational Due Diligence Analyst at Mercer Sentinel in London. From 2010 to 2015 he held various Associate level roles at Decura LLP, Morgan Stanley and Citi.

Brian holds an LLB Hons in Law with Criminology and an M.Sc. in Management and Corporate Governance from University of Ulster. Brian is a Chartered Alternative Investment Analyst.

My session title:

• DIVERSIFICATION IN ALTERNATIVE ASSETS - PANEL DISCUSSION: Diversifying your investments through strategic partners and how to identify under-valued opportunities : 2:30 PM - 3:15 PM (Moderator)

CATHERINE BERMINGHAM

Head of Investments, Brit Insurance

Catherine is the Head of Investments at Brit Insurance, with responsibility for managing all aspects of the group’s investment assets, including strategy, implementation and monitoring. She is also responsible for integrating ESG considerations into the investment process and leading on the financial impacts of climate risk from an investment perspective. Catherine is a member of Brit’s ESG Steering Committee and the Climate Change Risk Working Party. Having started her career in a fund of hedge funds, Catherine then spent over 11 years working with a range of institutional investors as an investment consultant, latterly as a Senior Investment Consultant in the Mercer Insurance Investment Team, prior to joining Brit in 2019. Catherine is a CFA Charterholder and holds a BComm from University College Dublin.

My session title:

• PANEL DISCUSSION: Global forces and their local impact on investment strategies: strategies and tactics to ensure portfolio resilience in a complex macroeconomic environment : 9:55 AM - 10:40 AM (Moderator)

CHRIS BEWLEY

Consultant, Mercer

Christopher is a Consultant at Mercer, based in London. He works with life and non-life insurers in a range of areas including risk, capital and investment issues. He has particular experience in helping insurers with strategic asset allocation, linking investment strategy with the insurer’s risk appetite, and implementing insurer’s investment portfolios.

Christopher is a Fellow of the Institute and Faculty of Actuaries and holds a first class degree in Economics from UCL.

My session title:

• TACTICAL OPPORTUNITIES & PORTFOLIO CONSTRUCTION - PANEL DISCUSSION: Investment and balance sheet management: how can investors ensure portfolio optimisation in the current interest rate environment? : 2:00 PM - 2:30 PM

CHRIS PALMER

Former Interim Chief Investment Officer, Medical Protection Society, Senior Advisor, Alpha Real Capital

Chris is a senior advisor to Alpha Real Capital, the secure income asset manager and also a consultant to a number of UK infrastructure and social housing investors. He was previously Head of Illiquid Assets Origination at Phoenix Group plc, before that Head of Market Risk, Credit at Swiss Reinsurance (where he was also CIO and trustee of the UK Pension Fund) and a credit portfolio manager at Legal & General, Old Mutual Asset Managers and Allied Irish Banks. 

Chris is a graduate of the University of Cambridge and a fellow of the London Institute of Banking & Finance. He is Chair of Sporting Wellness, a charity that supports young sportsmen and sportswomen across the UK.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - FIRESIDE CHAT: Regulatory reforms: the practical implementation and reporting challenges : 9:20 AM - 10:00 AM
• TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Navigating inflation and rate swings: how to optimise cash management and returns in a volatile market : 11:40 AM - 12:20 PM

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:

• STRATEGIC ASSET ALLOCATION - PANEL DISCUSSION: Strategies for sourcing and accessing investment grade assets to optimise yield : 12:15 PM - 1:00 PM

CRISTINA MELENCHON

Senior Content Producer, Clear Path Analysis

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: AI and machine learning, its use in your portfolio operations: portfolio optimisation, shortcomings and misunderstandings around its use : 10:00 AM - 10:30 AM (Moderator)
• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PRESENTATION: Strategies for streamlining holistic decision making and improving operational efficiency in a highly competitive market : 10:30 AM - 11:00 AM (Moderator)
• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Transforming investment operations in the London Market: lessons from Lloyd’s : 1:50 PM - 2:15 PM (Moderator)

DAMIEN LE GUILLOU

Director Operations & Controls, Bpifrance Investissement

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM

DREW PRICE

Head Capital Reporting & Analytics, Swiss Re

Drew Price is the Head of Capital Reporting & Analytics at Swiss Re, where he oversees all aspects of capital reporting for the group. With over three decades of experience in the financial sector, Drew has led teams in developing and implementing advanced financial systems, improving control environments, and accounting for complex transactions. His recent work includes designing a comprehensive application for collecting and managing capital positions.

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Disruptive trends in financial modelling: mastering liquidity in the face of changing technology such as AI and machine learning : 10:00 AM - 10:30 AM

FEARGHAS MACGREGOR

Principal and Head of GI Capital Modelling & Strategy, Barnett Waddingham

Fearghas provides support for a range of general insurance clients, with a focus on capital modelling, internal model validation, model use, and insurance strategy.
He has over ten years’ experience in capital modelling for general insurance and has worked on internal model development and approval, and major model change applications with both PRA and Lloyd’s. 
Fearghas brings expertise in embedding capital modelling techniques to wider risk management and business decision making processes, and in explaining technical and statistical information to senior stakeholders. 
He also works directly with Insureds, advising on insurance and risk mitigation strategies and leading work with captive insurers. 

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Regulatory arbitrage: identifying opportunities and risks in solvency, capital and liquidity requirements across multiple jurisdictions : 3:00 PM - 3:00 PM

FLORIAN DE SIGY

Managing Partner, Kartesia-Flexam

Florian has over 25 years' professional experience in finance.

He began his career in 1994 at Société Générale and Thomson CSF Ventures. In 2002, he joined Deutsche Bank in London as Managing Director in charge of European coverage of equity structured products.

He founded Gamma Finance in 2009 before joining Flexam Invest in 2016 as Managing Partner.

He is a graduate of EMLyon Business School and Insead's Executive MBA.

My session title:

• DIVERSIFICATION IN ALTERNATIVE ASSETS - PANEL DISCUSSION: Diversifying your investments through strategic partners and how to identify under-valued opportunities : 2:30 PM - 3:15 PM

GAURAV AGGARWAL

Chief Commercial Officer, Indus Valley Partners

Currently works as a Chief Commercial Officer and heads the product strategy at Indus Valley Partners.

In addition, Over 14+ years Gaurav has also advised and closely worked with over 35+ Buy Side Asset Managers on Digital Transformation initiatives across Front, Middle and Back Office and helped funds define and deliver Strategic platform objectives including process re-alignments. 

Prior to joining IVP, Gaurav spent initial years with SAP Labs, on market risk management offering for investment institutions and thereafter with Citi India on development of Operations and Transaction banking platforms.

Gaurav graduated from University of Delhi, India with Majors in Information Technology

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - INDUSTRY INSIGHT SESSION: Data Maturity with GenAI: Data Strategy, Reference Architecture, and Adoption Blueprint : 11:40 AM - 12:00 PM

HENRIK MATSEN

Partner, Henry Costa Partners

Henrik is a Co-Founder and former Member of the Management Executive Committee of Athora, the European life insurance affiliate of Apollo Global Management. From its formation in 2014 as a subsidiary of Athene (the US life insurance subsidiary of Apollo) until his departure in 2023, Henrik held multiple group management roles and directorships of multiple operating insurance entities across Europe and Bermuda.
During his time with Athene and Athora, the business raised in aggregate approximately €6.75bn of equity capital, and grew into a meaningful European life insurer with close to €100bn of assets under management.
Prior to this, he was Co-founder and Director of RMR Advisors Ltd, an investment and advisory firm which provided insurance related advisory services to Apollo, Athene and their affiliates from 2012 until the creation of Athora. RMR Advisors Ltd was acquired by the NYSE listed Athene Holding Ltd in October 2016.
In addition, Henrik was the Founder and Chairman of a digital non-life insurance price comparison website in the Nordic region named Kasko. Kasko raised capital from institutional and private investors through several capital raises between 2014 to 2019. He also established a joint venture with the UK financial product and market intelligence provider Defaqto in the Nordic region at the time.
Henrik previously had an Advisory background at UBS in its Financial Institutions Group Investment Banking division, and in FICC Structuring. Henrik holds a B.Sc. degree from the Norwegian School of Economics and Business Administration (NHH) in Bergen, Norway.

My session title:

• PANEL DISCUSSION: Global forces and their local impact on investment strategies: strategies and tactics to ensure portfolio resilience in a complex macroeconomic environment : 9:55 AM - 10:40 AM

HUA CHAI

Head of Systematic Solutions – Alternatives, Aberdeen Investments

Hua Chai is an Investment Manager on the Alternative Investment Solutions team at Aberdeen Investments. He leads Systematic Solutions and is a portfolio manager for the Aberdeen Investments Eclipse hedge fund index range. Prior to joining Aberdeen Investments in 2019, Chai worked as a quantitative trader and analyst at a London-based quantitative hedge fund.  Chai has a BSc in Mathematics and an MSc in Finance from the University of Bath, and a Masters in Finance from the London Business School. He is a Chartered Alternative Investment Analyst (CAIA).

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: AI and machine learning, its use in your portfolio operations: portfolio optimisation, shortcomings and misunderstandings around its use : 10:00 AM - 10:30 AM

IDO ESMAN

Senior Manager Investment Management, Achmea Mortgages

Ido Esman (1969) is Senior Manager Portfolio Management at Achmea Mortgages, where he leads Dutch mortgage portfolio strategies and commingled funds. Before joining Achmea in 2018, he held senior roles at ING, focusing on structured finance and institutional investments. Ido brings deep expertise in mortgage and real estate investing, with a strong track record in developing solutions for international institutional investors.

My session title:

• TACTICAL OPPORTUNITIES & PORTFOLIO CONSTRUCTION - PANEL DISCUSSION: Post Solvency UK reforms: what opportunities are there now to invest in new asset classes? : 2:30 PM - 3:15 PM

IGOR TESINSKY

Founder & Chief Executive Officer, Intellibonds / IBT Technologies

Igor is a technology enthusiast and a senior research analyst who spent the last 15 years working on the sell side and buy side in corporate lending and fixed income investment management. Igor has a master degree in Finance from London Business School and a postgraduate degree in Business from the University of Economics.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Using AI to manage private credit portfolios: how can investors overcome issues arising from the lack of available data? : 2:15 PM - 3:00 PM (Moderator)

JASON YOUNG

Head of U.S. & APAC Corporate Private Placements and Private Structured Credit, Private Capital, MetLife Investment Management

Jason Young is Head of U.S. Corporate Private Placements and Private Structured Credit for MetLife Investment Management’s (MIM) Private Capital. He is responsible for leading MIM’s U.S.-based Private Placement team covering the Corporate and Structured Debt Private Placement markets in the U.S and APAC

Prior to joining MIM in 2024, Jason held various transactional and organizational roles across global corporates, structured corporates and direct origination across his 17-year career at Corebridge Financial fka AIG Investments. Prior to Corebridge Financial, Jason completed a three-year formal credit training program within Citigroup’s middle market lending group.

Jason earned an M.B.A. from Southern Methodist University’s Cox School of Business and a B.B.A. from Texas Christian University’s Neeley School of Business. He is a CFA® charterholder.

My session title:

• PRIVATE MARKETS & REAL ASSETS STRATEGY - PANEL DISCUSSION: From vanilla to the more exotic: how to navigate the move to more complex segments in private markets : 12:15 PM - 1:00 PM

JENNIFER LOFTUS

Group CFO and Chief Actuary, Acorn Life

Jennifer is an actuary and accountant with over 20 years’ experience in the insurance industry. She currently serves as Executive Director, Group CFO, Chief Risk Officer and Head of Actuarial Function with Acorn Life in Ireland. She is also an Independent Non Executive Director of Vhi, the Irish state-owned health insurer.  Jennifer is a Fellow of the Institute and Faculty of Actuaries (UK), the Society of Actuaries in Ireland and the Association of Chartered Certified Accountants. She is a member of the IFoA Actuarial Data Science Working Group and is an active member of the Society of Actuaries in Ireland through the Data Science Committee and the Diversity, Equity, Accessibility and Inclusion Committee. Jennifer holds an MSc in Data Analytics and is an Ambassador for Women in Data Science.

My session title:

• ESG, GEOPOLITICS, AND MODELLING - PANEL DISCUSSION: Integrating sustainability considerations into your risk management frameworks: adapting to regulatory and market-driven changes : 12:15 PM - 1:00 PM

JONATHAN CAMPBELL

Senior Credit Risk Specialist, Phoenix Group

My session title:

• PRIVATE MARKETS & REAL ASSETS STRATEGY - PANEL DISCUSSION: From vanilla to the more exotic: how to navigate the move to more complex segments in private markets : 12:15 PM - 1:00 PM

JONIDA VESIU

Senior Manager, Deloitte

Jonida is a Senior Manager in the Investment Management & Private Equity practice of Deloitte UK, based in Jersey.
She has over 19 years’ experience in financial services focusing on audit and assurance services to private equity and debt funds, and banks.

Jonida is one of Deloitte’s Private Equity specialists, playing a central role in the practice resources on venture capital and growth equity funds, where she leads the sector group identifying the latest trends and developments in the market.

Deloitte profile

LinkedIn profile

My session title:

• PRIVATE MARKETS & REAL ASSETS STRATEGY - PANEL DISCUSSION: From vanilla to the more exotic: how to navigate the move to more complex segments in private markets : 12:15 PM - 1:00 PM (Moderator)

KAY REINHOLD

Group Treasury & Capital Management, Vienna Insurance

Kay Reinhold works in Group Treasury & Capital Management at Vienna Insurance Group (VIG), where he is responsible for leading the development of the Group’s capital management framework. With almost two decades of experience in insurance risk and treasury functions and a strong background in actuarial and financial mathematics, he focuses on capital allocation, liquidity planning, and its alignment with internal and external requirements. Kay is a certified actuary (DAV) and a member of the German Society for Insurance and Financial Mathematics (DGVFM). He holds a Diplom in Business Mathematics from the University of Ulm and a Master of Science in Mathematics from the University of Wisconsin. Prior to joining VIG in 2010, he worked in management consulting for the insurance sector.

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Treasury functions and capital: stress testing and scenario analysis to balance risk and reward : 9:20 AM - 10:00 AM

KEDI HUANG

UK Chief Investment Officer, Aspen Insurance Group

Kedi is currently a UK Chief Investment Officer at Aspen, responsible for UK investment strategy and group investment initiatives. 

Prior to this, he was a Vice President in Insurance Solutions at Nomura, covering origination, structuring, and execution of Cross-Asset Investment Solutions, Derivatives, Financing, and reinsurance transactions for the insurance sector. Previously, He was a Portfolio Solutions Manager at LGIM responsible for structuring bespoke outcome-oriented investment solutions and strategies across asset classes for insurers and pension funds. During his early career, he also worked as an Investment Specialist at Aon and Executive in Corporate Deal Advisory at KPMG.

Kedi graduated from the University of Cambridge with a Master’s degree. He is a Fellow of the Institute of Actuaries, Chair of the Cash flow Driven Investment Working Party at IFoA, and a Chartered Financial Analyst.

My session title:

• DIVERSIFICATION IN ALTERNATIVE ASSETS - PANEL DISCUSSION: Diversifying your investments through strategic partners and how to identify under-valued opportunities : 2:30 PM - 3:15 PM

KEITH VIVERITO

Managing Director, EMEA , Clearwater Analytics

Keith is the Managing Director, Head of EMEA for Clearwater. Prior to joining Clearwater, Keith held executive and senior leadership positions at several high growth technology companies including BlackRock, where he led the EMEA business development function for the “Aladdin” business.

Prior to BlackRock, Keith was a Managing Director at IHS Markit where he held a wide range of responsibilities and made significant contributions to the growth of several of the software and services businesses acquired by the firm, with an emphasis on investment management and expansion across EMEA. 

Keith has over two decades of technology and data experience and has also held senior leadership roles at other prominent fintech companies, including Thomson Reuters, Tradeweb and FactSet.

Keith holds an M.B.A. from DePaul University Chicago and a B.A. from the University of Illinois at Urbana-Champaign.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM

LAUREN MCDERMOTT

Director, Insurance Solutions, Loomis, Sayles and Company

Lauren McDermott is a Director within Insurance Solutions at Loomis, Sayles & Company, where she is responsible for business development and relationship management with insurance companies in the United States, the Bermuda offshore markets and EMEA region. She joined Loomis Sayles in 2022 and has 18 years of investment industry experience. Prior to Loomis Sayles, Lauren held a number of positions that drove third party insurance asset growth. Most recently, Lauren was director of insurance client solutions at Aviva Investors, where she developed new business within the insurance and hospital/healthcare markets. Previously, Lauren was at Brown Brothers Harriman, as the head of Business Development and led their strategic efforts, with an emphasis on growth within the insurance market. Prior to that, she was a director within Global Business Development at Barings. In that position, she served as a key member of the insurance team responsible for building and expanding a broader set of capabilities to serve their growing client base across life, property & casualty, health and re-insurers. Lauren began her career on the sell-side in fixed income sales for Bear Stearns. She earned a BS from Georgetown University.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PRESENTATION: Strategies for streamlining holistic decision making and improving operational efficiency in a highly competitive market : 10:30 AM - 11:00 AM

LIN QU

Insurance Asset Management Consultant, Independent

My session title:

• TACTICAL OPPORTUNITIES & PORTFOLIO CONSTRUCTION - PANEL DISCUSSION: Investment and balance sheet management: how can investors ensure portfolio optimisation in the current interest rate environment? : 2:00 PM - 2:30 PM (Moderator)

MARIA LONG

Head of Operational Due Diligence and Risk Management Advisor, ORC

Maria's expertise includes implementing resilient investment programs, fund manager selection and the application of global best practice standards. She is also recognized as an ESG, investment governance and digital assets due diligence specialist.

Prior to her role as Research and Content Director at SBAI, where Maria lobbied global regulators on emerging regulation and was responsible for authoring a number of industry white papers, Maria has held senior positions with Man FRM, as both Head of Middle Office Accounting and as an Operational Due Diligence specialist. Other roles include Accounting Operations Manager at Northern Trust, as well as investment operations positions with Unigestion and Thames River Capital hedge funds, where she was responsible for trade execution, valuations and client reporting.

As a member of the SBAI's Working Groups on Digital Assets and Responsible Investment, Maria actively engages in shaping industry standards. Her academic background includes a first-class Bachelor’s degree in Natural Sciences (Astronomy and Cosmology). Maria is a frequent panellist and speaker at financial services forums, showcasing her thought leadership.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PRESENTATION: Strategies for streamlining holistic decision making and improving operational efficiency in a highly competitive market : 10:30 AM - 11:00 AM

MARK GILLAN

Head of Investment Operations, Scottish Widows

Mark is responsible for the product management and day-to-day operation of the AJ Bell Investment team’s range of multi-asset funds, model portfolios and ancillary investment services. He has over 10 years’ experience in global custody, platforms and investment operations in both the retail and institutional spaces.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM

MARKUS HUMMEL

Chief Risk Officer, Munich Re

Markus Hummel is the Chief Risk Officer of Munich Re Group since 2020. He started his career in the banking industry where he supported the trading desk via quantitative analyses. After joining Munich Re, he worked on the elaboration of the ALM process and held leadership positions in the field of quantitative and qualitative risk management. In his current role he is responsible for the global risk management organization of the Munich Re Group. Markus holds a PhD in theoretical physics.

My session title:

• PANEL DISCUSSION: Global forces and their local impact on investment strategies: strategies and tactics to ensure portfolio resilience in a complex macroeconomic environment : 9:55 AM - 10:40 AM

MATT BRENNAN

Head of Asset Allocation & Research, Insurance, Pensions & Investments, Scottish Widows

Matthew Brennan is the Head of Asset Allocation & Research at Scottish Widows.

In this role, Matthew is responsible for setting the strategic asset allocation across Scottish Widows' multi-asset solutions. Through thought-leadership in asset allocation research, his team continuously develops and refines the company's approach to ensure optimal investment strategies.

Prior to this, Matthew served as Executive Director, Investment Oversight at Valu-Trac, an independent ACD. He also held significant roles at AJ Bell, including Head of Investment Management and Head of Passive Investments. His extensive experience spans private banking, hedge funds, and data analytics.

Matthew graduated in 2011 with a first-class Maths degree and is a CFA charterholder.

My session title:

• PRIVATE MARKETS & REAL ASSETS STRATEGY - PANEL DISCUSSION: From vanilla to the more exotic: how to navigate the move to more complex segments in private markets : 12:15 PM - 1:00 PM

MATTHEW MOORE

Chief Operations Manager, Lloyd’s Treasury and Investment Management

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Transforming investment operations in the London Market: lessons from Lloyd’s : 1:50 PM - 2:15 PM

MATTHEW WARDLE

Portfolio Manager, Asset Backed Securities, M&G Investments

Matthew joined M&G Investments in September 2006 on the Fixed Income graduate rotation program and began working on the ABS portfolio management desk in September 2007. 
Matthew is the primary portfolio manager on the team’s flagship pooled high grade fund as well as a number of other segregated mandates and funds in the investment grade ABS space and also supports other members of the team on non-investment grade portfolios.
Matthew has a BSc in Economics from the University of York and is a CFA Charterholder.

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PRESENTATION: The liquidity sweet spot: finding the optimal level of liquidity for your organisation’s goals and the efficient frontier : 10:30 AM - 11:00 AM

MATTHIAS SCHEIBER

Senior Portfolio Manager and Head of the Multi Asset Team, Allspring Global Investments

Matthias Scheiber is a senior portfolio manager and the head of the Multi Asset team at Allspring Global Investments. In this role, he develops and manages outcome-oriented multi-asset investment solutions. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Matthias was a senior investor at Schroders and served as a member of the Global Asset Allocation Committee. Earlier, Matthias was a partner and fund manager at Aethra Asset Management. Before that, he served as a portfolio manager and strategist at ABN AMRO Asset Management. Matthias began his investment industry career in 2000 at Raiffeisen Bank in Vienna as an institutional portfolio manager. He earned a master’s degree in financial engineering and a Ph.D. in mathematical finance from the University of London, Birkbeck, and a master’s degree in corporate finance from the University of Applied Sciences Wiener Neustadt. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

My session title:

• PANEL DISCUSSION: Global forces and their local impact on investment strategies: strategies and tactics to ensure portfolio resilience in a complex macroeconomic environment : 9:55 AM - 10:40 AM

MICHELA BARILETTI

Head of Ratings and Credit Research, Phoenix Group

Michela is Head of Global Investment Research and Chief Credit Officer at Phoenix Group, the United Kingdom’s leading retirement savings and income business, with over £290 billion of assets under administration, on behalf of about twelve million customers. In this role, Michela leads a team that provides credit, macro and sustainability analysis and fundamental research for all asset strategies pursued by Phoenix Group, encompassing public and private markets. Michela joined Phoenix in 2021 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 Specialisation in Finance as a Ph.D. candidate from HEC, Paris.

My session title:

• PANEL DISCUSSION: Global forces and their local impact on investment strategies: strategies and tactics to ensure portfolio resilience in a complex macroeconomic environment : 9:55 AM - 10:40 AM

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:

• STRATEGIC ASSET ALLOCATION - PANEL DISCUSSION: Strategies for sourcing and accessing investment grade assets to optimise yield : 12:15 PM - 1:00 PM

NALAKA DE SILVA

Head of Private Markets Solutions, Aberdeen Investments

Nalaka is responsible for developing and implementing strategies across the Private Markets spectrum. This includes investments across Private Equity, Infrastructure, Real Estate, Natural Resources and Private Credit on a global basis. Solutions based strategies are designed around client outcomes including growth, income and proactive ESG strategies.


Nalaka joined the company in 2012. Prior to this, Nalaka held senior roles at Australian and European Investment management firms. He has lead M&A activity, off-market acquisitions and divestments of assets, offshore and onshore capital rising in debt and equity markets. Nalaka is a Qualified Chartered Accountant and holds a postgraduate degree in Commercial Law and Accounting.

My session title:

• PRESENTATION: Quantifying and Managing Risk in Private Markets : 10:40 AM - 11:10 AM

NATALIA ROUDAKOVA

Head of Back Office, Treasury and Investment Accounting, Allianz Belgium

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Choosing the right Treasury Management System: tailoring solutions to your needs : 1:50 PM - 2:15 PM

NATALIA TSITOURA

Partner, European Origination, Apollo Global Management

Natalia Tsitoura is Partner, Capital Solutions and Head of Europe Origination in the European Private Debt team at Apollo. Prior to joining in 2020, Natalia was Managing Director at Alcentra in London where she was responsible for originating, structuring and underwriting senior and junior financings for companies across Europe for Alcentra’s specialist direct ending and mezzanine team.

Natalia graduated from Loughborough University in Business Studies.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Using AI to manage private credit portfolios: how can investors overcome issues arising from the lack of available data? : 2:15 PM - 3:00 PM

NINA MOYLETT

Head of Cash and Currency, M&G

Nina is responsible for treasury activities for the asset owner, asset manager and corporate companies covering cash and collateral management, securities lending, liquidity management and foreign exchange.

Nina is chair of the Bank of England Securities Lending Committee, member of the Bank of England Money Markets Committee and member of the Bank of England Joint FX Steering Committee. Nina has over 20 years of experience in treasury related roles across the sell side, hedge fund and buy side and holds a BSc in Economics.

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PRESENTATION: The liquidity sweet spot: finding the optimal level of liquidity for your organisation’s goals and the efficient frontier : 10:30 AM - 11:00 AM (Moderator)

NOEL HILLMANN

Chief Executive Officer, Clear Path Analysis

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - FIRESIDE CHAT: Regulatory reforms: the practical implementation and reporting challenges : 9:20 AM - 10:00 AM (Moderator)
• Chairman's opening address : 9:05 AM - 9:10 AM

PATRICK O’SULLIVAN

Head of International Insurance Solutions, Barings Asset Management

Patrick O’Sullivan is Head of International Insurance Solutions, responsible for the design and implementation of insurance solutions for global insurance companies. Patrick has worked in the asset management industry since 2016 following a period in academia. Patrick joined Barings in London in 2024 from Schroders where he was Head of Insurance Solutions. Before that, Patrick was a senior associate at JP Morgan Asset Management in London following two years as a lecturer at the University of Southampton. He holds a PhD in financial economics from University College Dublin and 1st Class BSc. in Financial and Actuarial Mathematics from Dublin City University.

My session title:

• PRIVATE MARKETS & REAL ASSETS STRATEGY - PANEL DISCUSSION: From vanilla to the more exotic: how to navigate the move to more complex segments in private markets : 12:15 PM - 1:00 PM

PAUL HATFIELD

Executive Chairman and Interim CFO, Intellibonds / IBT Technologies

Paul has over 30 years of experience in the credit markets and is Executive Chairman and CFO of IBT Technologies, a portfolio optimisation SaaS business.  Paul was Global CIO of Alcentra, overseeing $46bn of assets across loans, bonds and structured credit and ran Alcentra’s US business from 2008-2010 and again from 2013 – 2014.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Using AI to manage private credit portfolios: how can investors overcome issues arising from the lack of available data? : 2:15 PM - 3:00 PM

PETER MCGLOUGHLIN

Chief Investment Officer, Canada Life Reinsurance

My session title:

• DIVERSIFICATION IN ALTERNATIVE ASSETS - PANEL DISCUSSION: Diversifying your investments through strategic partners and how to identify under-valued opportunities : 2:30 PM - 3:15 PM

RAMAN RAJAGOPAL

Senior Client Portfolio Manager, Private Credit, Invesco

Raman Rajagopal is a Senior Client Portfolio Manager dedicated to Invesco’s global private credit group, which includes capabilities across broadly syndicated loans, CLO’s, direct lending and distressed credit & special situations. 

Mr. Rajagopal joined Invesco in 2016. With Invesco, he has held roles focusing on private markets asset classes as well as in corporate strategy. Mr. Rajagopal was previously a management consultant with Accenture, where he concentrated on wealth and asset management companies. Prior to Accenture, he worked in asset management roles with Oppenheimer and Morgan Stanley. He began his career as a corporate attorney with Paul Hastings LLP, where he focused on mergers and acquisitions.

Mr. Rajagopal earned a BS degree with university honors from Carnegie Mellon University and a JD from the University of Southern California Law School.

My session title:

• PRIVATE MARKETS & REAL ASSETS STRATEGY - PRESENTATION: Trends in private and corporate : 11:45 AM - 12:15 PM

ROB KNIGHT

Managing Director, RRAK Advisory and Global Ambassador, Global Council for Responsible AI, RRAK Advisory

Rob Knight is a consulting Managing Director who specialises in operations and regulations. She is also a NED on the Board of East London Business Alliance and special advisor to two California based start-ups. Rob’s unique professional background spans successful leadership roles within large international businesses, leading teams in Asia, Europe, India, UK and USA. She was Head of Global Business Services at Barings (subsidiary of MassMutual), sitting on the firm’s  Operations Leadership Team, Pricing Committee and Client Asset Oversight Working Group. Her global teams supported investment strategies for USD 280B+ of private and public assets. She has a keen interest in automation and data science to create more efficient and scalable workflows. 

Rob served as Chairperson for the UK Investment Association’s Trade & Transaction reporting Committee until 2022, where she contributed to engagement with European and UK regulators. Prior to joining Barings, Rob led the fiduciary management team for Citigroup – Asset Management Unit in London.

In 2007 Rob co-founded the award-winning Barings’ See The Possibilities student programme for university and college students. This program introduces students to the financial services industry, while opening doors to entry level Analyst roles. 

She holds a MBA, the CFA UK: Investment Management Certificate, and is a member of the Chartered Governance Institute

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM (Moderator)

SINDHU KRISHNA

Independent Sustainable Investment Consultant, Independent

My session title:

• ESG, GEOPOLITICS, AND MODELLING - PANEL DISCUSSION: Integrating sustainability considerations into your risk management frameworks: adapting to regulatory and market-driven changes : 12:15 PM - 1:00 PM

SONIA ALONSO

Investment Operations and Compliance Manager, Convex

Sonia Alonso is a transformation-focused investment operations leader with over 15 years’ experience across insurance, asset management, and commercial banking. At Convex Insurance, she oversees a $6bn+ portfolio and leads strategic initiatives in data, compliance, and operational efficiency, having joined from RBC Global Asset Management (UK), where she served as Head of Investment Operations. Sonia is recognised for her innovative approach to operational excellence and her thought leadership in investment operations transformation.
She holds dual BAs in Business Administration and Management (Universidad de Burgos, Spain) and in Political Sciences (UNED, Spain). Sonia is also certified by CFA UK with the Impact Investment and Climate & Investing Certificates, holds the CFA Institute’s Certificate in Sustainable Investing, and the CISI Investment Operations Certificate (IOC), demonstrating her strong commitment to professional development in the investment operations field.

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PRESENTATION: Strategies for streamlining holistic decision making and improving operational efficiency in a highly competitive market : 10:30 AM - 11:00 AM

SOPHIE COLEMAN

Group Head of Market Risk, M&G

My session title:

• ESG, GEOPOLITICS, AND MODELLING - PANEL DISCUSSION: Integrating sustainability considerations into your risk management frameworks: adapting to regulatory and market-driven changes : 12:15 PM - 1:00 PM (Moderator)

SUNITA THORNTON

Head of Investment Operations, Just Group

My session title:

• INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM

VANESSA BRATHWAITE

Senior Fund Manager, M&G Investments

My session title:

• STRATEGIC ASSET ALLOCATION - PANEL DISCUSSION: Strategies for sourcing and accessing investment grade assets to optimise yield : 12:15 PM - 1:00 PM

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:

• STRATEGIC ASSET ALLOCATION - PANEL DISCUSSION: Strategies for sourcing and accessing investment grade assets to optimise yield : 12:15 PM - 1:00 PM (Moderator)

WILLIAM ARRATA

Asset Liability Manager, Banque de France

William Arrata is an Asset & Liability Manager at Banque de France’s Financial Directorate. He is in charge of devising optimal investment strategies, in EURO and currencies, for Banque de France non monetary policy investment portfolios. Before that, he worked at the Reserves Management Division, actively managing an AFS portfolio of bonds, money market securities and fixed income derivatives. He also started the Quantitative Easing Programme for Banque de France. He has been teaching for more than 10 years Quantitative Portfolio Management at ESSEC Business school’s Master in Finance in France, and he occasionally publishes on topics related to monetary policy in the euro area. He is an Associate Actuary and CFA Charterholder.

My session title:

• TREASURY MANAGEMENT & CAPITAL RISK FORUM - PANEL DISCUSSION: Treasury functions and capital: stress testing and scenario analysis to balance risk and reward : 9:20 AM - 10:00 AM

XAVIER DEBRUN

Member, European Fiscal Board

Xavier Debrun heads the Economics and Research Department of the National Bank of Belgium and is a member of the European Fiscal Board. After obtaining a Ph.D. in international economics from the Graduate Institute in Geneva, Xavier spent most of his 20-year professional career in the Fiscal Affairs and Research Departments of the International Monetary Fund. He has regularly taught in academic institutions, including the University of Geneva and the Catholic University of Louvain. His research interests focus on international policy coordination, the economics of currency unions, and macro-fiscal issues, including debt sustainability assessments and the stabilizing role of fiscal policy. He led many technical cooperation missions for the IMF in relation to the design and operation of fiscal policy rules, budgetary forecasting, and the introduction of independent fiscal institutions.

My session title:

• PRESENTATION: Fiscal and monetary policies across Europe - interest rates, inflation, euro v dollar: how can investment leaders navigate uncertainties and remain competitive? : 9:10 AM - 9:55 AM

XAVIER SOLANO

Head of Prudential Regulation, Association of British Insurers

Xavier Solano leads on prudential regulation and operational resilience and coordinates a team of technical experts covering key topics such as Solvency UK, industry stress tests, the Insurance Resolution Regime, operational resilience, and liquidity risk, among others.

Xavier works closely with the insurance and long-term savings sector, representing their interests to the Bank of England/PRA, HM Treasury, IAIS and other key stakeholders. He has participated in the PRA's Subject Expert Groups on Solvency UK and Stress Testing and in CMORG's industry subgroups.

The ABI Prudential Regulation Team has earned several awards including UK & Europe InsuranceERM Risk Team of the Year (Feb 2023) and the Risk and Resilience British Insurance Award (July 2023).

My session title:

• TACTICAL OPPORTUNITIES & PORTFOLIO CONSTRUCTION - PANEL DISCUSSION: Post Solvency UK reforms: what opportunities are there now to invest in new asset classes? : 2:30 PM - 3:15 PM

XIAOWEI HAN

Vice President, Head of ALM , TIAA

Xiaowei Han joined TIAA as the Head of ALM in February 2019, where she leads the asset liability management function. Her team focuses on liability-driven investment strategies, interest rate risk management, economic capital framework, dividend optimization, stress testing, asset and derivatives modeling, economic scenario generation, and supporting various corporate initiatives.

Before joining TIAA, Xiaowei worked for Transamerica since 2008, gaining deep experience in variable and fixed annuities, universal life, retirement & pension, and institutional businesses. She led the universal life valuation and modeling functions and also headed the Enterprise ALM function, which focused on holistic hedging, ALM analytics and strategies, capital management, asset and derivatives modeling, and ALM reporting across all lines of business. Prior to this, she worked as a Financial Risk Manager responsible for identifying financial risk in ALM/hedging strategies, modeling, and pricing related to annuities, retirement, and institutional businesses. Her other responsibilities at Transamerica included managing general account investments and hedging programs, liquidity management, designing and implementing variable annuity hedging strategies, reinsurance, capital initiatives, as well as statutory reporting for variable and fixed annuities.

Xiaowei holds a Master of Science degree in actuarial science from the University of Iowa, a Master of Science degree in physical chemistry from Nanjing University, and a Bachelor of Science degree in chemistry from Nanjing University. Additionally, she attained the following designations: Fellow of the Society of Actuaries (FSA), Chartered Financial Analyst

(CFA®) charter holder, and Member of American Academy of Actuaries (MAAA).

My session title:

• FORECASTING AND FUTURE PLANNING - PRESENTATION: Dynamics and structure of US insurers' investment book, business model trends impacting liabilities and asset levels, and learnings for European insurers : 3:45 PM - 4:15 PM