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2nd Annual Insurance Company Chief Investment Officers Roundtable

Asset Owner Series™

2nd Annual Insurance Company Chief Investment Officers Roundtable

February 27, 2017

5:30 PM: Check-in

6:00PM: Welcome and Opening Comments
Deepika Sharma, CFA, Board of Directors, NYSSA

6:03PM: Sponsor Comments
Kevin J. Maxwell, CFA, Managing Director, Asset Management Business Development, TIAA Global Asset Management

6:05PM: Keynote Address
Lisa M. Longino, CFA, SVP, Senior Managing Director, Head of Portfolio Management Unit, MetLife

6:30PM: Panel

Heather Davis, Chief Investment Officer, TIAA Global Real Assets

Eric M. Kirsch, CFA, Executive Vice President; Global Chief Investment Officer, Aflac
Stephen M. Napoli, CFA, Chief Investment Officer, International Businesses; Prudential Financial
May Seeman, CFA, President and CEO, MEAG New York Corporation (Munich Re subsidiary)
Michael H. Siegel, PhD, Global Head, Goldman Sachs Asset Management – Insurance Asset Management Division

7:40PM: Closing Remarks
Maria Weitzer, CFA, Board of Directors, NYSSA

7:45PM: Adjournment and Reception


Even though we’re no longer in a Zero Interest Rate Policy environment, interest rates remain “lower for longer” in the United States and Insurance companies are faced with some key questions on how to sustain investment premiums, targeted spreads and profitability. Add to the mix, negative to low interest in Europe & Japan, emerging market headwinds, global growth concerns and stock-market volatility, and the opportunities for yield appear to be limited. According to The National Association of Insurance Commissioners (NAIC), a majority of U.S. insurance industry investments are in bonds with 53.06% or $2.16 trillion in corporate bonds. Research by the Chicago Fed points to increased correlation of insurers’ stock returns to the US treasury yield compared to pre-2007. Consequently, there is an ongoing shift in asset mix as insurers are reaching out to asset managers with specialties in both traditional and alternative asset classes to maximize total return. Clearly, this issue has been on the minds of Insurance companies’ Chief Investment Officers and their investment teams. At NYSSA’s Insurance CIO Conference, you will hear directly from the investment officers of major Insurance firms on their outlook for 2017 and how they’re uniquely covering investment shortfalls through alternative investments, financial hedges, product restructuring and more.



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