As a free to attend event for representatives of insurance, regulatory bodies, and select consultants, we’d like to thank our valued Event Sponsors for their continued support of free-to-access learning and events for asset allocators and investment professionals.
If your organisation could benefit from sponsorship or you would simply like to know more about how you can engage with our attendees, get in touch today. Call Noel Hillmann, Chief Executive Officer, on +44 (0) 207 160 6357 or email noelhillmann@clearpathanalysis.com.
ACHMEA MORTGAGES
Summit Sponsor
Achmea Mortgages invests in mortgages on behalf of pension funds and other institutional investors and has been originating residential mortgages for over 60 years. Achmea is one of the largest suppliers of financial services in the Netherlands.
Achmea Mortgages opts for sustainable investments with both financial and social returns. In doing so, we embody responsible rates of return, sustainability, quality and transparency. Achmea Mortgages manages a total of over € 28 billion.
AEGON ASSET MANAGEMENT
Workshop Sponsor
Aegon Asset Management is an active global investor. Our 390 investment professionals manage and advise on assets of £271 billion (as of 30 June 2022) for a global client-base of pension funds, insurance companies, wealth managers and individuals.
We organize our capabilities around four global investment platforms, where we have deep asset-class expertise: fixed income, real assets, equities, and multi-asset & solutions. Across these platforms we share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
We are a global business, with 1,200 employees in Europe, the UK and US.
CANDRIAM (IN PARTNERSHIP WITH KARTESIA)
Sponsor
Candriam is a European multi-specialist asset manager, and a pioneer and leader in sustainable investments since 1996. Candriam manages around EUR 145 billion of assets under management with a team of more than 600 professionals. Candriam offers our institutional clients (including insurers) an innovative range of ESG, Sustainable and Impact investment solutions across equities, fixed income , absolute return, and asset allocation, as well as recently launching an innovative Impact bond fund. Candriam is a New York Life Investments (which ranks among the world's largest asset managers) company and, through its affiliates, is able to offer expertise across the private markets universe in private credit, including UK & European direct lending with an ESG/impactful lens, private equity, real estate (including debt), and infrastructure.
For more information see: www.candriam.com
CLEARWATER ANALYTICS
Sponsor
Clearwater Analytics® provides web-based investment accounting, reporting, and reconciliation services for insurers worldwide. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion assets across 25,000+ accounts daily. Clearwater is committed to continuous improvement and encourages insurers to rethink how they approach their Solvency II framework.
CONNING
Exhibitor
Conning is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Conning’s risk management software platform provides deeper insights for decision making, regulatory and rating agency compliance, and capital allocation. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
EGAN-JONES RATINGS
Summit Sponsor
Egan-Jones Ratings started providing ratings in 1995 for the purpose of issuing timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Ratings Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider. Egan-Jones is also certified by the European Securities and Markets Authority (ESMA).
FEDERATED HERMES
Workshop Sponsor
Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management solutions. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.
GERMAN PRIVATE EQUITY AND VENTURE CAPITAL ASSOCIATION (BVK)
Industry Partner
The German Private Equity and Venture Capital Association (BVK) represents the interests of private equity and venture capital firms in Germany. BVK promotes the development of private equity and venture capital, facilitating growth and innovation in the German economy. It provides a platform for networking, knowledge exchange, and advocacy, ensuring favorable regulatory and economic conditions for investors and entrepreneurs. BVK offers comprehensive market data, research, and industry insights, supporting members in their investment activities. By fostering a collaborative environment, BVK enhances the visibility and impact of private equity and venture capital, driving sustainable economic growth and competitiveness in Germany.
LAZARD ASSET MANAGEMENT
Sponsor
For decades, Lazard Asset Management has been managing investment portfolios and providing investment advice to institutional and individual investors around the world. Lazard Asset Management now operates from 24 cities across 18 countries with a global staff of approximately 900. Our more than 300 investment professionals manage £162.3 billion across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income.
LIMINAL
Industry Partner
Liminal specialises in helping financial services organisations communicate successfully, in the press, online and in person.
Based in London, its international team of expert communicators supports the business goals of global asset managers, disruptive FinTechs, and anything in between.
Working across communications strategy, PR & media relations, digital channels, media & presentation training, and content creation, Liminal helps you tell your story effectively and with integrity.
How can we help you succeed today? https://liminalcomms.com
MORGAN STANLEY INVESTMENT MANAGEMENT
Lanyard Sponsor
Morgan Stanley Investment Management manages $1.5 trillion of assets (as of 30/06/2024) and over $345 billion in Liquidity Fund solutions (as of 30/06/24). The Liquidity team specialises in providing strategic solutions to Insurers for their operational and regulatory short term cash investments. Our expertise across the insurance market has proved invaluable in assisting insurers in navigating the complexities of investing in line with Solvency II and their internal treasury guidelines. We have a specialist Insurance Solutions Group who partner with many global insurers to continually develop our deep understanding of the evolving complexities within the market.
NEUBERGER BERMAN
Workshop Sponsor
Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees and their families invested alongside our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.
From offices in 39 cities across 26 countries, Neuberger Berman manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With 760 investment professionals and 2,834 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations as first or second (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2014.
NUVEEN
Refreshment Sponsor
Nuveen is the asset manager for TIAA, one of the world’s most highly rated and financially stable insurance companies1. We leverage our deep expertise in partnering with insurance clients to tailor capital-efficient solutions to meet complex portfolio construction needs. Our platform of $1.2 trillion in AUM2 offers differentiated investments across private credit and private equity, real assets, fixed income, and responsible investing focused strategies. For more information, please visit www.nuveen.com/insurance.
1. TIAA is one of only three insurance groups in the United States to currently hold the highest possible rating from three of the four leading insurance company rating agencies for its stability, claims-paying ability and overall financial strength.
2. As of June 30, 2024
ORTEC FINANCE
Workshop Sponsor
As a leading provider of technology and solutions for risk and return management Ortec Finance works with institutional investors on a global basis. We provide solutions for forward-looking balance sheet simulation to enhance strategic risk management and investment decision-making. This is accomplished through the harnessing of cutting-edge technologies, methodologies by our expert development and consulting teams. Ortec Finance’s strength lies in an effective combination of advanced models, innovative technology, and in-depth market knowledge. Investment professionals rely on this combination of skills and expertise to help them better analyze risk-return in their portfolios.
PANTHEON
Sponsor
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for our innovative approach to investing in secondaries, co-investments and primary fund investments, as well as direct customized solutions. Our specialist investment capabilities span multiple strategies across private equity, real assets and private credit.
RIMES
Exhibitor
Rimes provides transformative enterprise data management, ESG and investment intelligence solutions to the global investment community. Driven by our passion for solving the most complex data problems, we partner with our clients to help them make better investment decisions using accurate information and industry-leading technology. Headquartered in New York and London, Rimes serves its global clients through offices in Europe, Americas and Asia Pacific.
SCHRODERS
Exhibitor
A trusted partner to insurance companies, Schroders Insurance Asset Management has the experience, knowledge and flexibility to deliver innovative solutions within a dynamic investment and regulatory landscape. We manage over £117bn* of assets for our insurance clients globally, covering Life, P&C and General Insurance, including the Lloyd’s of London market (*as at 30 September 2023).
We offer expert relationship management, regulatory, capital and ALM technical support and a dedicated insurance client services team to partner with insurers in achieving their goals. This dedicated resource harnesses Schroders’ investment capabilities across public and private asset classes to structure customised, client-focused portfolios delivered through an insurance lens.
UBS ASSET MANGEMENT
Sponsor
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
