If you would like to enrol your interest in speaking at Insurance Investor Live | Europe 2025, please contact us. Take a look at the speaker line-up from 2024 below.
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 FORUM - 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
Head of Group Climate Investment Oversight, Legal & General
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 six years. He is a qualified Actuary with a BSc in Maths, Statistics, Operational Research and Economics from Warwick University.
My session title:
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - FIRESIDE CHAT: ESG duration risk: Considering the short and long-term prospects and risk profile of investments, sectors, and demographics : 2:05 PM - 2:35 PM
ALASTAIR WHITFIELD
Investment and Treasury Management, IQUW
My session title:
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - PANEL DISCUSSION: Exploring the challenges of differing reporting regimes and required approaches to investment to achieve target outcomes : 3:05 PM - 3:45 PM
AMRIT SUMMAN
Investment Strategy Solutions Lead - Scenarios & Asset Valuation team, Ortec Finance
Amrit Summan brings a wealth of experience in the field, having served as a pension’s actuary, solutions specialist, pensions and investment advisor, and investments professional for over 18 years. She oversees relationships with multiple global clients, including asset managers, insurers, and pension funds.
Prior to joining Ortec Finance, Amrit held key roles at Moody’s Analytics, where she led and developed complex multinational client relationships for scenario generation solutions and Asset Liability Management (ALM). Previously, Ms. Summan served as a Senior Consultant in the Trustee and Corporate Advisory, Investment division at Towers Watson.
My session title:
- MANAGING INSURERS ASSETS FORUM - PRESENTATION: The benefits for asset managers of using AI to optimise insurance portfolios : 12:35 PM - 1:10 PM
ANAND RAJAGOPAL
Head of ESG/Sustainability Research – Global Investment Research, Phoenix Asset Management
Anand Rajagopal is the Shareholder Assets & Private Markets Sustainability Lead at the Phoenix Group’s Asset Management division. Anand leads all Sustainability/ESG efforts for Private Markets investments (infrastructure debt, private placements, commercial real estate, ABS/development finance etc.) executed through the firm’s asset manager partners as well as those originated directly. Before Phoenix Group, Anand served as the Head of Public Annuity Asset Origination at Aviva where he led portfolio construction and investment strategy for public assets including the development of the business’s ESG and Franchise risk framework and its integration in the investment process, new asset class launches (EMD, U.S. corp credit/muni) and related asset manager research and oversight. Prior to foraying into insurance asset management, Anand had worked for ~10 years in public- and private-credit investment and portfolio management/monitoring mandates at BlackRock (London) and Goldman Sachs (New York) covering asset classes such as Sovereigns/SSAs, RMBS, CMBS, Auto/Whole Loan ABS, EMD, Corporate Bonds, Energy/Infra-Project Finance, CRE loans and Shipping/Aviation debt.
My session title:
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - PANEL DISCUSSION: Exploring the challenges of differing reporting regimes and required approaches to investment to achieve target outcomes : 3:05 PM - 3:45 PM
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 - FIRESIDE CHAT: Adapting to the evolving nature of stress-testing needs: How to enhance agility whilst maintaining robust models and reinforcing team skills : 3:05 PM - 3:45 PM
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:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: ESG data, Solvency UK, and risk: Validating, scrutinising, and effectively reporting on subjective or qualitative data : 1:45 PM - 2:25 PM (Moderator)
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - PANEL DISCUSSION: Strategies around scaling: Developing an individualistic approach to meeting capital and regulatory challenges, board expectations, and balancing resources : 2:25 PM - 3:05 PM (Moderator)
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: Multi-manager oversight: Navigating a diversified mix of partner and asset class exposures and securing a unified information standard : 3:05 PM - 3:45 PM (Moderator)
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: Exploring the future best practice in investment data capture, interpretation, and streamlining : 4:10 PM - 4:50 PM (Moderator)
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - FIRESIDE CHAT: An introduction to Senior Loans : 2:35 PM - 3:05 PM (Moderator)
- PRIVATE MARKETS INVESTOR FORUM - FIRESIDE CHAT: What is the role of private markets at different points in the credit cycle? : 2:05 PM - 2:35 PM (Moderator)
- 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 (Moderator)
- FIRESIDE CHAT: Where are the future opportunities for investment, and how are business models changing amidst global challenges? : 4:50 PM - 5:10 PM (Moderator)
ANKIT BAWEJA
M&A Actuary,
A Fellow of the Institute and Faculty of Actuaries (IFoA), Ankit brings years of consulting experience, with expertise spanning traditional life actuarial practices and transaction advisory services. His extensive experience across diverse markets in APAC and UK includes financial modelling, due diligence, M&A and insurance valuation. Ankit’s strong actuarial foundation and proven track record make him a valuable asset in delivering high-quality advisory solutions
My session title:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - PANEL DISCUSSION: Strategies around scaling: Developing an individualistic approach to meeting capital and regulatory challenges, board expectations, and balancing resources : 2:25 PM - 3:05 PM
ARUN KELSHIKER
ESG Advisor and former Head of Asset Allocation and Portfolio Strategy , Standard Chartered Bank
Arun Kelshiker was the former Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank and a senior portfolio manager and country Chief Investment Officer with Allianz Global Investors / Allianz Group. He brings close to twenty years of multi-asset & ESG career experience, having managed institutional assets and provided investment advisory with leading international asset managers and banks. In his role as the Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank, he provided investment advice and best of breed fund solutions for clients. He was part of Standard Chartered’s Global Investment Committee, and the author and responsible for multi-asset and alternatives within Standard Chartered global publications for several years. He also delivered the bank's roboadvisory & digital investment advisory solutions.
My session title:
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - FIRESIDE CHAT: ESG duration risk: Considering the short and long-term prospects and risk profile of investments, sectors, and demographics : 2:05 PM - 2:35 PM (Moderator)
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: Geopolitics, election year, national debt: Macro views, and what will the impact on portfolios, both from a tactical and strategic perspective, be? : 10:00 AM - 10:45 AM
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:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: ESG data, Solvency UK, and risk: Validating, scrutinising, and effectively reporting on subjective or qualitative data : 1:45 PM - 2:25 PM
BOB WARREN
Senior Policy Adviser, Prudential Regulation, Association of British Insurers
Bob is a Senior Policy Adviser in the Prudential Regulation Team at the Association of British Insurers (ABI). He has been with the ABI for eight years, during which time his focus has been on the evolution of the Solvency II capital framework, and the on-going transition to the new Solvency UK regime.
Prior to joining the ABI, Bob worked in insurance supervision at the Financial Services Authority, and then at the Bank of England’s Prudential Regulation Authority. Before joining the financial services industry, he had a career in printing and publishing.
My session title:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: ESG data, Solvency UK, and risk: Validating, scrutinising, and effectively reporting on subjective or qualitative data : 1:45 PM - 2:25 PM
BRIAN BIRCH
Insurance Finance Consultant, Finance Transformation Success
Brian has been changing insurance accounting processes and systems for 30 years, covering dozens of projects and clients. Three main parts of this are technical (accounting, Solvency II, IFRS 17, IT); people (consulting, explaining, coordinating); and process or project management. Brian has worked on broadly similar accounting changes as a permanent employee, consultant, software provider and contractor. Employers and clients include three Big 4 consultancies, two software providers and leading insurance or financial services companies. While Brian gets hired for technical challenges, he notes that projects are highly affected by whether they get the team and teamwork right.
My session title:
- PANEL DISCUSSION: Employee, contractor, consultant: How to optimise the integration and retention of information across workforce models : 4:50 PM - 5:30 PM
COLIN TIPPING
Chief Investment Officer, Compre Group
Colin joined Compre Group in 2023 as Group CIO. He focuses on supporting the business through designing and implementing capital efficient investment strategies whilst providing strategic advice to management and stakeholders on regulatory, business and operational challenges as they relate to investments.
With 40 years experience in asset management for the P&C and Life markets Colin has held senior positions with Mercer, Schroders and Friends Life as well as leading insurance at BlackRock and Fidelity.
A keen cyclist, Colin is also a Trustee of ADMST and an ambassador for GAIN.
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
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:
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - 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
CRISTINA MELENCHON
Senior Content Producer, Clear Path Analysis
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 : 4:10 PM - 4:30 PM (Moderator)
- PANEL DISCUSSION: Employee, contractor, consultant: How to optimise the integration and retention of information across workforce models : 4:50 PM - 5:30 PM (Moderator)
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
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 : 4:10 PM - 4:30 PM
DAVID ROSEBURGH
Head of ALM, Pension Insurance Corporation
My session title:
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - 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
DEAN GALLIGAN
Chief Capital Officer, Phoenix Group
Dean joined Phoenix Group in December 2023 with over 25 years of financial services experience in senior leadership roles.
He was previously Global Head of Solutions and Structuring at Barclays plc and European Head of Pensions and Insurance Structuring at Goldman Sachs. Dean was Managing Director at Goldman Sachs where spent 16 years and supported the development and distribution of investment, hedging and financing products to corporate and institutional clients globally.
Dean has a Mathematics degree from the University of Durham and is a qualified Chartered Accountant.
At Phoenix, Dean is a member of the Executive Committee, and his roles and responsibilities include:
* Management and optimisation of the Group's capital, funding and liquidity strategies.
* Ownership and development of the Phoenix Group Internal Model and Matching Adjustment capabilities.
* Leading, managing and maintaining the Insurance, Liquidity and Capital Management policies for the Group.
* Owns the Group's ALM framework, hedging strategy and policy.
* Delivering Balance Sheet management actions.
My session title:
- TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Bank reform and industry goals: Navigating relationships and the balance of utilising banks versus other sources : 2:25 PM - 3:05 PM
DEREK STEEDEN
Director, PwC
Derek is a Director within PwC's Risk practice, working insurance companies and other providers to optimise capital and investments, with particular expertise in pension risk transfer solutions and long-term savings.
Derek served as portfolio manager at Invesco and L&G where he managed OCIO, Buy & Maintain Credit and LDI portfolios, with prior roles at State Street and Phoenix.
He is a Fellow of the Institute and Faculty of Actuaries where he has published papers including on Capital Backed Funding Arrangements, and holds an MA from the University of Oxford with a degree in Mathematical Sciences.
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 (Moderator)
EMMANUEL NAAR
Director, Portfolio Manager/Analyst, Lazard Asset Management
Emmanuel Naar is a Director and Portfolio Manager/Analyst on the Global Convertibles investment team. Emmanuel originally joined Lazard Frères Gestion in Paris in 2015 and transferred to Lazard Asset Management in 2019. Previously, he was a trader at Citigroup’s Fixed Income division in London, covering developed markets. Emmanuel holds a Master of Science in Risk and Investment Management from EDHEC Business School.
My session title:
- PRESENTATION: Undiscovered gems: is now the time to invest in convertible bonds? : 10:45 AM - 11:15 AM
ERIK VYNCKIER
Investment Committee Chair, Foresters Friendly Society
Erik Vynckier is Board member of Foresters Friendly Society since 2016, for whom he also chairs the Investment and With-Profits and Unit-Linked Committees following a career in banking, insurance, asset management and petrochemical industry. Erik restructured the Foresters as Interim CEO in 2019.
Erik was Chief Investment Officer (Europe) for private equity group Eli Global LLC and Chief Investment Officer for European insurance clients at Alliance Bernstein. Before, Erik managed with-profits and annuity funds at Scottish Widows Investment Partnership after managing the Group Risk Hub of Standard Life. Erik started in finance at Credit Suisse First Boston and HSBC, in equity program trading, quantitative development and asset-liability management for client balance sheets.
Erik was Chair of Research and Thought Leadership Board at the Institute & Faculty of Actuaries from 2018 until 2021. Erik has founded and served as board member of www.hpcfinance.eu and www.bigdatafinance.eu, the European initiatives from 2011 until 2019 on high performance computing and big data analytics in financial services.
Erik graduated as Chemical Engineer at Universiteit Gent (Belgium) and completed his MBA at London Business School in 2000. Prior to his MBA, Erik held R&D, production and strategy positions in the petrochemical industry in France, Belgium, Germany, the US and the UK. He is adviser to the Chemical Engineering Department of University College London on research and education.
My session title:
- PANEL DISCUSSION: Employee, contractor, consultant: How to optimise the integration and retention of information across workforce models : 4:50 PM - 5:30 PM
EZIO FANTUZZI
Head of Sustainability, Generali Deutchland
I serve as Head of Sustainability and Human Rights Officer for Generali Deutschland AG, one of the largest insurers and asset managers in Germany. Prior to this, I was Head of Communications for the Generali Group´s unit dedicated to art collectors, ghostwriter and communications advisor to the Generali Group CEO and Chairman, and Head of External Communications for Generali Investments and Generali Real Estate.
I graduated in Management from Bocconi University in Milan and earned a Postgraduate Certificate in Sustainable Business from Cambridge University
My session title:
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - PANEL DISCUSSION: Exploring the challenges of differing reporting regimes and required approaches to investment to achieve target outcomes : 3:05 PM - 3:45 PM
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- What is new in alternative fixed income? Introducing Insured Credit : 11:45 AM - 1:10 PM
GILLES MOËC
Chief Economist, AXA
Gilles Moëc has been the Chief Economist at AXA Group and Head of Research at AXA IM since June 2019.
He has also overseen investment activities pertaining to research, thought leadership, engagement and
active ownership since September 2020.
Between 1994 and 2006, Gilles held several positions in the French civil service, at the national statistical
institute (INSEE) and at the central bank, notably as head of the International Economics Division of Banque
de France. In 2006, he was appointed Senior European Economist at Bank of America, then, in 2009,
became Chief European Economist at Deutsche Bank. From 2014 to 2019 he was the Chief European
Economist at Bank of America Merrill Lynch.
He graduated from Institut d’Etudes Politiques de Paris in 1991.
My session title:
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - FIRESIDE CHAT: How has prolonged inflation impacted allocation and where are the longer-term trends? : 2:05 PM - 2:35 PM (Moderator)
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
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: Geopolitics, election year, national debt: Macro views, and what will the impact on portfolios, both from a tactical and strategic perspective, be? : 10:00 AM - 10:45 AM (Moderator)
- MANAGING INSURERS ASSETS FORUM - FIRESIDE CHAT: Views of a CIO: Designing an optimal offering for insurers in an era of changing risk tolerances, asset class appetite, and expectations of service offering : 11:45 AM - 12:15 PM
HAMISH BAILEY
UK Managing Director, Head of Insurance and Investment, Ortec Finance
Hamish has over 3 decades of experience in the financial software industry, having joined Ortec Finance in May 2022 as their Head of Insurance Business Development, to accelerate the growth of its UK and European businesses. In September 2023 he was appointed to Lead Ortec Finance’s UK company and drive its ambitious growth plans.
Hamish began his career the IT sector and established his commercial experience through a range of sales and business development roles. Before joining Ortec Finance he worked for over 10 years with insurance asset manager Conning, and prior to that leading the EMEA software solutions team of insurance consultant Tillinghast Towers-Perrin (now WTW).
My session title:
- TALKING TABLE WORKSHOPS - Ortec Finance- How AI can help manage an insurance balance sheet : 11:45 AM - 1:10 PM
HIKMET SEVDICAN
Director , Achmea Mortgages
Hikmet Sevdican (1972) has been working at Achmea Mortgages since October 2023 as a Managing Director. Before joining Achmea, Sevdican was Managing Director at Rabo Fund Management and played a key role in founding Vista Hypotheken in 2018. Previously, Sevdican was Managing Partner at Dynamic Credit Partners Europe, a board member of the professional association of investment professionals VBA, and held various fund management roles at APG and Robeco.
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
JAKOB VON KALCKREUTH
Managing Director, European Portfolio Manager, UBS Asset Management
Jakob von Kalckreuth is a Managing Director of UBS Asset Management. He joined CIG in 2005. Mr. von Kalckreuth is a Portfolio Manager and Head European Trader and a member of the Corporate Credit Forum and the PCO Investment Committee. Prior to joining CIG, Mr. von Kalckreuth worked at CIBC World Markets, where he was an Analyst in the European Leveraged Finance Group involved in origination and execution. Mr. von Kalckreuth holds a B.Sc. (honors) from the University of Bath in Economics and International Development.
My session title:
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - FIRESIDE CHAT: An introduction to Senior Loans : 2:35 PM - 3:05 PM
JAMES LEWIS
UK Chief Investment Officer, Mercer
James joined Mercer in 2010 and has 23 years’ industry experience. As UK CIO, James is responsible for the leadership and oversight of our investment solutions and investment strategy for the UK market. Prior to taking on the role, James was Head of Investment Strategy for our UK delegated solution clients and has experience in a broad range of investment areas including portfolio construction, asset allocation, ALM, journey planning and strategy implementation. He sits on various leadership groups at Mercer, works across multiple client segments and is a member of the Asset Allocation Committee.
James read Economics at the University of Warwick graduating with a Bachelor of Science degree with Honours in 2001. He qualified as a Fellow of the Institute of Actuaries (FIA) in 2007. In 2016 James was recognised by Financial News' as one of their "40 Under 40 Rising Stars in Asset Management".
My session title:
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - 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)
JASON PRATT
MD, Senior Portfolio Manager and Head of Insurance Fixed Income, Neuberger Berman
Jason Pratt, Managing Director, joined Neuberger Berman in 2016 and is a Senior Portfolio Manager and Head of Insurance Fixed Income. Jason is a member of the Fixed Income Investment Committee and Fixed Income Multi-Sector Group, and is responsible for the oversight of insurance fixed income portfolio management globally. Jason brings extensive insurance portfolio management and capital markets experience, having most recently served as chief investment officer of Montpelier Reinsurance Holdings Ltd., a global insurance and reinsurance platform. In this capacity, Jason had executive management responsibilities for the company’s investment portfolios including market strategy, asset allocation and risk management across jurisdictions including the U.S., Bermuda and Montpelier’s Lloyd’s Syndicate. In addition, Jason was President of Blue Capital Advisors, a wholly owned collateralized reinsurance subsidiary of Montpelier. Jason’s prior experience includes roles ranging from credit analysis, portfolio management and risk management across fixed income markets for insurance portfolios and asset management firms. Jason holds a BS in Economics from the University of Louisville.
My session title:
- TALKING TABLE WORKSHOPS - Neuberger Berman- Diversification, illiquidity premium, and investor protections: Can High-Quality Private Fixed Income provide a solution for non-life and life insurers alike? : 11:35 AM - 1:10 PM
JOB VAN DER WARDT
Senior Insurance SAA Expert, Ortec Finance
Job has more than 6 years of experience within Ortec Finance as a consultant within the Insurance Strategy team. Job holds a M.Sc. in astronomy and science-based business and has extensive SAA and model knowledge gained during his career as a consultant supporting pension funds, asset managers and insurance companies in the UK, US, Europe and Asia with a diverse range of use cases. Job has specialized knowledge on SAA and risk capital frameworks, which is used to further develop Ortec Finance’s tailored solutions for the insurance market.
My session title:
- TALKING TABLE WORKSHOPS - Ortec Finance- How AI can help manage an insurance balance sheet : 11:45 AM - 1:10 PM
JONATHAN LEE
Director of Finance and Investment Operations, Aviva
Jonny is Director of Finance and Investments at Aviva having previously worked with M&G Prudential and Standard Life in a variety of roles throughout Europe.
Jonny is an experienced senior leader with extensive experience in delivering significant transformations and outsourcing deals. He is a Qualified Chartered Accountant and MBA holder with extensive experience in accounting, investments, unit linked operations, finance operations and in leading successful change.
Outside of work, Jonny is a Board Trustee at The Donaldson Trust which support Neurodiversity and enjoys all sports, including coaching rugby and frequent visits to Anfield. His kids sports take up a lot of time currently but he still finds time for the occasional round of golf at North Berwick.
My session title:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - PANEL DISCUSSION: Strategies around scaling: Developing an individualistic approach to meeting capital and regulatory challenges, board expectations, and balancing resources : 2:25 PM - 3:05 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.
My session title:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: Multi-manager oversight: Navigating a diversified mix of partner and asset class exposures and securing a unified information standard : 3:05 PM - 3:45 PM
JORGE FAMILIAR
Vice President and Treasurer, World Bank
Jorge Familiar, a Mexican national, is Vice President and Treasurer of the World Bank. He also serves as the Pension Finance Administrator of the World Bank Group. He assumed these roles on January 1, 2022. Before joining the World Bank Treasury, Mr. Familiar served in multiple roles in the World Bank Group as a member of the Board of Executive Directors; Vice President for the Latin America and Caribbean Region; WBG Corporate Secretary; and Vice President for Finance and WBG Controller. Earlier in his career, he was CEO of Mexico’s Instituto Fonacot, a government-owned institution focused on financial inclusion, and Vice-Chair of Securities and Derivatives Markets Supervision at the Comisión Nacional Bancaria y de Valores, a government agency in Mexico.
Starting January 2022, Mr. Familiar is a Trustee at the IFRS Foundation, a public interest organization established to develop a single set of high-quality, understandable, enforceable, and globally accepted accounting and sustainability disclosure standards.
My session title:
- FIRESIDE CHAT: Where are the future opportunities for investment, and how are business models changing amidst global challenges? : 4:50 PM - 5:10 PM
JULIEN MASSELOT
Head of Capital and Risk, Barnett Waddingham
Julien manages the GI Risk and Capital proposition at Barnett Waddingham, supporting a range of general insurance clients in a variety of areas, including capital modelling and management, internal model validation, risk management, model use, Solvency II and process transformation projects.
He has over 17 years’ experience in the insurance industry, with the last 14 years being focused on developing and embedding internal capital models for business decision making. He is always keen to find innovative data visualisation and explore effective communication to tell powerful stories.
My session title:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: ESG data, Solvency UK, and risk: Validating, scrutinising, and effectively reporting on subjective or qualitative data : 1:45 PM - 2:25 PM
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:
- PANEL DISCUSSION: Geopolitics, election year, national debt: Macro views, and what will the impact on portfolios, both from a tactical and strategic perspective, be? : 10:00 AM - 10:45 AM
KEITH VIVERITO
Managing Director, EMEA and APAC, Clearwater Analytics
Keith is the Managing Director, Head of EMEA and APAC 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 and APAC. 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.
While Keith is originally from Chicago, he relocated to the UK in 2008 and is now a British citizen. He brings a unique perspective and understanding of international markets to Clearwater. Keith has a passion for investment management technology in both public and private markets and has deep domain systems expertise across the end-to-end investment management lifecycle.
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 ACCOUNTING & OPERATIONS FORUM - PANEL DISCUSSION: Strategies around scaling: Developing an individualistic approach to meeting capital and regulatory challenges, board expectations, and balancing resources : 2:25 PM - 3:05 PM
KEVIN SAMBORN
Chief Operating and Technology Officer, Rosia PPC
Kevin joined Rosia PCC in 2024 where he is responsible for global operations and technology. Rosia is a new life insurer entering the UK pension buy out market. Prior to Rosia, Kevin was CTO at Brightwell (formerly BT Pension Scheme Management) from 2019 and was responsible for all technology, including investments and pension administration. Kevin has over 30 years of experience and previously worked at Revolution Financial Technology, a software business he founded in 2015. He was also Vice President of Valuation and Risk Analytics at Sapient Global Markets where he provided consulting focussed on front office technology, derivatives valuation and risk management. Prior to Sapient, Kevin was CTO and Senior VP at Numerix, a pricing analytics software company.
My session title:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - FIRESIDE CHAT: Exploring the future best practice in investment data capture, interpretation, and streamlining : 4:10 PM - 4:50 PM
KIMBERLEY MATALON
Co-Founder , Sustainable Success
Kimberley Matalon is the co-founder of Sustainable Success, a leadership and coaching firm that partners with C-suite executives and senior leaders to tackle their most critical human-centred challenges. With over 25 years of experience, she has a passion for helping organizations create thriving social contracts with their employees and the wider ecosystem, all while driving corporate sustainability through strong leadership and culture. A global HR and business leader, Kim has worked across diverse industries—including financial services, tech startups, manufacturing, the NHS, and charities—bringing a unique ability to align people strategies with business objectives.
Before launching her own firm in 2020, Kim was the Global Head of Leadership, Learning, Talent & Culture at Barclays Corporate and Investment Banking. Over 15 years, she revolutionized talent functions from top to bottom, overseeing Culture Assessment, Leadership Development, Talent & Succession Planning, Diversity & Inclusion, and more. She left a lasting impact across all major regions and business units, from institutional banking to Barclays Group Technology.
Earlier in her career, Kim honed her strategic expertise as a management consultant for 10 years at Booz Allen Hamilton, advising clients in financial services. Armed with a BSc in Economics from Wharton and an MBA from Stanford, she brought cutting-edge insights to solve complex business problems.
Outside of work, Kim is a dedicated mother of three daughters and a trustee for Inspiring Tomorrow’s Leaders, a UK charity that empowers young Black girls of African and Caribbean descent through education and mentorship.
My session title:
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - FIRESIDE CHAT: EDI -Designing well-functioning teams to meet client needs: examining friction points, managing expectations, and embracing technological disruption : 2:35 PM - 3:05 PM
LAURA PARROTT
Head of Private Fixed Income, Nuveen
Laura Parrott is a senior managing director and Head of Private Fixed Income at Nuveen where she leads Private Placements and oversees Nuveen Green Capital and the Energy Infrastructure Credit investment team.
As Head of Private Fixed Income, Laura is responsible for the growth and commercialization of the Private Placements platform, which has grown to over $60 billion in AUM, and includes corporate credit, infrastructure debt, credit tenant loans, and private ABS. Laura oversees Nuveen Green Capital which was acquired in 2021 and is the leading provider of C-PACE financing in the nation. She also oversees the Energy Infrastructure Credit investment team that was launched in 2022 to further assist companies' efforts to reduce carbon emissions, advance the electrification of industry, and ensure energy supply and reliability. She joined the company in 2005 in the private placement originations and portfolio management group. Prior to joining Nuveen, Laura worked at JPMorgan in various market-related roles in Equities and Corporate Strategy.
Laura graduated with a B.S. in Business Administration from Wake Forest University’s Calloway School of Business and an M.B.A. from Duke University’s Fuqua School of Business.
My session title:
- PRIVATE MARKETS INVESTOR FORUM - PRESENTATION: Unlocking Opportunities in Investment Grade Private Credit for UK Life Insurers: Enhancing private credit portfolios with exposure to CTL and C-PACE markets : 2:35 PM - 3:05 PM
LAURA VAUGHAN
Head of Direct Lending and Member of Private Debt Investment Committee, Federated Hermes Limited
Laura joined Federated Hermes in November 2015 when the private credit platform was being established. Laura is the portfolio manager of the third vintage of Federated Hermes’ European Direct Lending franchise, as well as Junior Portfolio Manager of the second vintage. Laura is also responsible for managing the team of direct lending analysts. Laura sits on the Private Debt Investment Committee which considers investments across all direct lending strategies at Federated Hermes Limited. Laura joined from GE Capital, where she was an associate in its mid-market leveraged finance execution team. At GE, Laura focused on arranging financings for European private equity-backed acquisitions funded through senior, second lien, mezzanine and unitranche facilities. Prior to this, Laura worked for three years at Bank of Tokyo-Mitsubishi in its acquisition finance team in London, focusing on opportunities in European large-cap leveraged finance transactions and on portfolio management. Her previous role was at Allied Irish Bank in Dublin in its Corporate Banking North America division, in which she analysed US large-cap and middle-market leveraged finance transactions, and performed portfolio management functions. She has an Economics degree from University College Dublin and is a CFA charterholder.
My session title:
- TALKING TABLE WORKSHOPS - Federated Hermes- Opportunities for Direct Lending in a challenging macro environment : 11:45 AM - 1:10 PM
LINDA HOOFT – DEN HOLLANDER
Managing Director Insurance Strategy, Ortec Finance
Linda has almost 20 years of experience within Ortec Finance, in different roles and solutions. Linda holds a M.Sc. in applied mathematics and has extensive model knowledge, gathered during her time as a consultant for pension funds and insurance companies, and as business analyst. Since August 2020 Linda leads the Insurance Strategy team which develops and supports tailored solutions and tools for the insurance market.
My session title:
- MANAGING INSURERS ASSETS FORUM - PRESENTATION: The benefits for asset managers of using AI to optimise insurance portfolios : 12:35 PM - 1:10 PM
MANUEL DUSINA
Head of Infrastructure, Private Markets, Phoenix Group
Manuel Dusina is Head of Infrastructure, responsible for the origination, execution and portfolio management of Phoenix Group debt infrastructure investments in the UK, Europe and USA. Prior to joining Phoenix Group, Manuel was at Scottish Widows in the Loan Investments team in London, where he was a Director, responsible for originating and executing infrastructure transactions. Previously, he worked at Lloyds Bank in London as part of the Infrastructure and Energy team. Manuel also held positions at Standard & Poor’s and the European Investment Bank. Manuel received a Master in Finance and Monetary Policy from the University of Brescia.
My session title:
- PRIVATE MARKETS INVESTOR FORUM - FIRESIDE CHAT: What is the role of private markets at different points in the credit cycle? : 2:05 PM - 2:35 PM
MED ADLIOULI
Chief Risk Officer & Chief Actuary, Cowen Re
My session title:
- TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Adapting to the evolving nature of stress-testing needs: How to enhance agility whilst maintaining robust models and reinforcing team skills : 3:05 PM - 3:45 PM
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: Geopolitics, election year, national debt: Macro views, and what will the impact on portfolios, both from a tactical and strategic perspective, be? : 10:00 AM - 10:45 AM
MOIZ KHAN
Head of Investment Solutions, EMEA, Reinsurance Group of America
Senior investment leader with 22+ years in insurance, reinsurance, asset management and investment consulting. Leading investment teams in large organisations to develop and deliver strategic and commercial goals in order to deliver value to customers and shareholders.
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
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:
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - FIRESIDE CHAT: How has prolonged inflation impacted allocation and where are the longer-term trends? : 2:05 PM - 2:35 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 : 4:10 PM - 4:40 PM
MUAMMER CAKIR
Head of Portfolio Optimisation & Asset Management,
My session title:
- TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Coping with future-proofing treasury and capital management operations process & refining operational models around cash pooling, automation, and abundance of data : 1:45 PM - 2:25 PM
MUHAMMAD WAQAR MUSTAQEEM
Vice President in Insurance, MUFG
Vice President at MUFG, overseeing Insurance Coverage across EMEA. I have a diverse background in asset management, credit analysis, and capital markets, with previous roles at Lloyds Bank Corporate Markets in Liability Management and Shareholder Assets with Scottish Widows. I hold a degree in Actuarial Science from LSE, and also managed to publish a paper in the Annals.
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 : 4:10 PM - 4:30 PM
NICHOLAS HOLMAN
Head of UK & Ireland, Kartesia (in partnership with CANDRIAM)
Nicholas leads the UK and Irish investment team at Kartesia, investing across the Credit Opportunities, Senior and Impact strategies and sits on Investment Committee. He has over 19 years of experience in leveraged finance. Prior to joining Kartesia in February 2020, he was Director, Structured Finance at Santander Bank where he was responsible for leading transactions and helping to develop the UK franchise. Prior to this, he was Associate Director, Acquisition Finance at Lloyds Banking Group and Senior Analyst at Bank of Scotland where Nicholas started his career. Nicholas holds an MSc (Distinction) in International Banking and Finance and a BSc in Politics and International Relations from University of Southampton.
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
NOEL HILLMANN
Chief Executive Officer, Clear Path Analysis
My session title:
- TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Coping with future-proofing treasury and capital management operations process & refining operational models around cash pooling, automation, and abundance of data : 1:45 PM - 2:25 PM (Moderator)
- TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Bank reform and industry goals: Navigating relationships and the balance of utilising banks versus other sources : 2:25 PM - 3:05 PM (Moderator)
- TREASURY MANAGEMENT & CAPITAL RISK FORUM - FIRESIDE CHAT: Adapting to the evolving nature of stress-testing needs: How to enhance agility whilst maintaining robust models and reinforcing team skills : 3:05 PM - 3:45 PM (Moderator)
PRASUN MATHUR
Head of Private Assets, Aviva
Prasun joined Aviva in October 2016 where he is responsible for investing in private assets and delivering associated P&L for Aviva UK. Currently, he focuses on investing optimally across a variety of fixed income asset classes. This involves market entry analysis into new asset classes, commercial and credit underwriting of individual private credit trades, and asset allocation insights by identifying key risk drivers. He has led teams in large insurance companies to run investment and ALM strategies.
Prior to joining Aviva, he headed up ALM strategy for Phoenix, and supported several M&A transactions. Prasun has over 12 years of experience in insurance ALM, investment strategy and new product development.
Prior to joining Phoenix, Prasun worked for Standard Life and HSBC. Prasun holds a 5 year Masters in Math and Computing from Indian Institute of Technology Delhi and an M.B.A. from Indian Institute of Management Bangalore.
Prasun is a regular in various insurance/buy-side conferences to talk about investments/ALM strategies/Risk analytics (viz. Buy-side Risk.net, RiskMinds, Insurance Asset Management, Insurance Asset Risk). He guides some conference agendas, and judges 2 key Insurance asset management awards.
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
ROB KNIGHT
Managing Director, 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:
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - FIRESIDE CHAT: EDI -Designing well-functioning teams to meet client needs: examining friction points, managing expectations, and embracing technological disruption : 2:35 PM - 3:05 PM
SARA BENWELL
Contributing Editor, Clear Path Analysis
My session title:
- MANAGING INSURERS ASSETS FORUM - FIRESIDE CHAT: Views of a CIO: Designing an optimal offering for insurers in an era of changing risk tolerances, asset class appetite, and expectations of service offering : 11:45 AM - 12:15 PM (Moderator)
- ESG SUSTAINABILITY & STEWARDSHIP FORUM - PANEL DISCUSSION: Exploring the challenges of differing reporting regimes and required approaches to investment to achieve target outcomes : 3:05 PM - 3:45 PM (Moderator)
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- What is new in alternative fixed income? Introducing Insured Credit : 11:45 AM - 1:10 PM
TIMO DREGER
Chief Operating Officer, Dr Walter Insurance
My session title:
- INVESTMENT ACCOUNTING & OPERATIONS FORUM - PANEL DISCUSSION: Strategies around scaling: Developing an individualistic approach to meeting capital and regulatory challenges, board expectations, and balancing resources : 2:25 PM - 3:05 PM
TONI VAINIO
Partner, Pantheon
Toni is a Partner in Pantheon’s Global Private Credit Investment and European Investment Teams. He previously worked in the private markets team at Cambridge Associates, where he advised institutional investors on their private market investment programs and conducted research and due diligence on private market funds, managers, and markets. Toni has an MPhil in economics from the University of Oxford and a BEng in engineering with business finance, which was jointly taught at University College London and the London School of Economics and Political Science. He is fluent in Finnish, Spanish and English.
My session title:
- ASSET ALLOCATION & INVESTMENT STRATEGY FORUM - 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
VICKY PRYCE
Chief Economic Advisor, Centre for Economics and Business Research (CEBR)
Vicky Pryce is a leading economist working on UK, global and Eurozone issues. Having worked in senior positions in business and government, she is now Chief Economic Advisor at the respected Centre for Economics and Business Research (CEBR), where she is also a board member and Visiting Professor at BCU and King’s College, London. She considers both the economic situation, and the policy implications for business.
Previously, Vicky was Senior Managing Director at FTI Consulting, Director General for Economics at the
Department for Business, Innovation and Skills (BIS) and Joint Head of the UK Government Economic Service. Before that she was Partner at the accounting and consulting firm KPMG after senior economic positions in banking and the oil sector.
She is a Fellow and Council member of the UK Academy of Social Sciences, a Fellow of the Society of Professional Economists, a Companion of the British Academy of Management and on the Advisory Group of the Better Statistics CIC. Vicky is also co-founder of GoodCorporation, a company set up to advise on business ethics, a patron of the charities Pro Bono Economics and Working Chance, a member of the Advisory Board of the central banking think tank OMFIF and Chair of the Economic Advisory Council of the British Chambers of Commerce.
Vicky is a regular commentator on tv and radio on UK and international. Her business books include: Greekonomics: The Euro crisis and Why Politicians Don't Get It, It's the Economy, Stupid- Economics for Voters, Redesigning Manufacturing, Women vs Capitalism and How to be a Successful Economist.
In presentations Vicky addresses the crises in the Eurozone, and offers a broad economic overview for business, the trends to watch, and the impact of policies from immigration to regulation.
My session title:
- PRESENTATION: Macro views: Navigating an increasingly volatile environment and staying on top of new risks, reporting regimes, and technological advancements : 9:15 AM - 10:00 AM