Investing in Real Assets conference 2022 | Insurance Asset Risk | 4 April 2022 | Virtual

Discuss the trends, forecasts, and risk/return characteristics for investments in infrastructure, real estate, and renewable energy.

This event will offer two days of insightful debate from Chief Investment Officers and their Asset Managers on investment trends and strategies, with focus sessions on real estate, infrastructure, and renewable energies.

Through panel discussions, keynote addresses and presentations, CROs, Chief Actuaries, Regulators and Supervisors will share insights on policy and regulation and macro-economic factors impacting investments in real assets.

Why attend?

• Discuss and network
Meet other attendees through speed networking group video calls.

• Connect
Meet with industry leaders through live Q&A, 1-2-1 video chat and messages.

• Share insights
Participate in small break-out groups for a facilitated discussion by group video calls.

• Gain high-value content
Hear from 30+ expert grids and gain critical industry insights on a range of thought-provoking topics.

• Enjoy the on-demand experience
If you miss a session or want to refresh your memory on what was said, you can watch all the recordings on demand.

• Be more sustainable
No travel, less costs, no expenses - reduce your carbon footprint!

Agenda:

PRESENTATION: macro-economic outlook for real asset investments

• Macro-economic drivers for increasing portfolio allocations to real assets
• Interest rates and the role of central banks – what is the outlook for the rest of 2022 and beyond, and implications for real assets? If interest rates rise, will insurers fall back on their core fixed income investments?
• Is post-pandemic inflation here to stay? What are the implications for ALM?
• Emergence from Covid 19- are we truly in a "post-Covid economy", or still in recovery mode?
• The future outlook for real assets:
◘ Will allocations to illiquids continue to grow in the search for higher yield, and if so, to what extent, considering capital charges under Solvency II? What could be the impact of the Solvency II review?
◘ What new tangible assets could come onto the market?
◘ Beyond yields, what will be the drivers for real assets investments going forward?

PANEL - Climate change and sustainability: how real assets can support net zero transition strategies

• Outcomes from COP26 and implications for investments in real assets
• Sharing examples of how insurers are achieving sustainability through real assets investments
• What steps can be taken to get closer to reaching net zero emissions across your real assets platform and all stages of the investment process?
• Investment/climate considerations for renewables vs. oil and gas
◘ How to find the upside potential for renewables: where is the incentive, given the "greenium" of high capital costs ?
• The nuclear energy debate – weighing up the benefits and the risks
• Examining the growth in low carbon technologies (CCUS – carbon capture, utilisation and storage) and battery technologies – how do these fit into real assets portfolios?
• How does one engage with investors when making real assets investments?
• Engaging with the public sector in climate transition strategies when investing in PPPs

PANEL – Real assets investment trends in the U.S.

• In the wide spectrum of real assets, in which sectors and sub asset classes are US insurers finding opportunities?
• Biden administration's infrastructure plans:
◘ What are the potential opportunities for insurers' investments?
◘ How long it will take to convert into real investment opportunities, and in which sectors?

2022 Speakers

Abbie Wood
Staff Writer, Insurance Asset Risk

Adil Jiwa
Loan Investments & Shareholder Assets, Scottish Widows

Adrian Jones
Lead Portfolio Manager Infrastructure Debt and Home Equity, Allianz Global Investors

Bronwyn Claire
Senior Programme Manager – ClimateWise, Cambridge Institute for Sustainability Leadership

Charlotta Groth
Managing Director and Global Macroeconomist - Group Investment Management, Zurich Insurance Group

Clarence Wong
Chief Economist, Peak Re

Corrado Pistarino
Chief Investment Officer, Foresters Friendly Society

Florence Carasse
Senior Debt Origination Manager, Pension Insurance Corporation

Hayley Rees
Head of Investment Strategy, Pensions Insurance Corporation

Jerome Jean Haegeli
Group Chief Economist, Swiss Re

Kevin Strobel
Head of Investments and General Account ALM, Transamerica

Lars Haram
Chief Investment Officer & Head of Asset Management, Oslo Pensjonsforsikring

Manuel Dusina
Head of Infrastructure, Phoenix Asset Management, Phoenix Group plc

Peter Brodehser
Head of Infrastructure Investments and Real Estate Debt, Talanx Group - Ampega Asset Management

Prasun Mathur
Head of Private Assets, Aviva

Randy Brown
CIO and Head of Insurance Asset Management, Sun Life

Rip Reeves
Chief Investment Officer/Treasurer, Aegis Insurance Services

Sarfraz Thind
U.S. Editor, Insurance Asset Risk

T.C. Wilson
Chief Investment Officer, The Doctors Company

Tom Sumpster
Head of Private Markets, Phoenix Asset Management, Phoenix Group plc

Vincent Huck
Editor, Insurance Asset Risk

2022 Sponsor

• Allianz Global Investors