Insurance Investor Live | Spring 2024 | Clear Path Analysis | 26 June 2024 | Online

With no general consensus as to the direction of the economy or financial markets, there is much speculation and debate among insurance investors. This report will provide you with viewpoints from investment officers and portfolio managers who are allocating hundreds of millions of dollars in capital in an environment that has seen the quickest increase in rate hikes in over 40 years, the most rapid rate of company bankruptcies and a dour outlook for commercial real estate assets.

2023 Past Speakers

Tom Heck
Chief Investment Officer Emeritus, Ball State University

Eric Cantor
Former-Representative (VA) and former-House Majority Leader (R), United States Congress, Vice Chairman and Managing Director, Moelis & Company

Maya Sibul,
Reporter & Content Producer, Insurance Investor

Steven Bartolini
Portfolio Manager, T. Rowe Price

David Grana
Head of North American Media, Clear Path Analysis

Gregg Lutz, Investment Strategist, American Equity Life

MODERATORS:

Stephanie Thomes
Senior Investment Consultant, Insurance Practice, Mercer

Tom Heck
Chief Investment Officer Emeritus, Ball State University

PANELISTS:

Aaron Diefenthaler
Chief Investment Officer, RLI Corporation

Robert Cataldo
Chief Investment Officer, United Fire Group

Michael Lohmeier
Chief Investment Officer, IMPACT Community Capital

Eileen Liu-Baumert
Client Portfolio Management and Market Strategy, Credit Investments Group, Credit Suisse Asset Management

Miguel Gonzalo
Partner & Head of Investment Strategy and Risk Management, Adam Street Partners

Eric Lovelace
Head of Investments, Fidelity Security Life Insurance Company

Anna McMullan
Director, Reinsurance Group of America

Adam Beeler
Head of Institutional Sales, Angel Oak Capital Advisors