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3rd Annual Insurance Company Chief Investment Officers Roundtable

February 22, 2018


Deepika Sharma, CFA, Treasurer, CFA Society NY


Jeffrey Jacobs, Global Head of FIG Portfolio Management, BlackRock

6:25 – 7:30 PANEL

John Brown, CFA, Managing Director – External Investments, Massachusetts Mutual Life Insurance Company


Bill Cody, Chief Investment Officer, Progressive

John Melvin, Head of Portfolio Management, Hartford Investment Management Company (HIMCO)

Andre Keller, CFA, CAIA, FRM, Chief Investment Officer, XL Catlin

Michael J. Pagano, Head of Insurance Portfolio Management, Voya Investment Management


Bob Boyda, Head of Global Asset Allocation, John Hancock Asset Management


Bridget McKenna, CFAVice President, Institutional Advisory Services, Nuveen



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 rates 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 CFANY’s Third Annual Insurance CIO Conference, you will hear directly from the investment officers of major Insurance firms on their outlook for 2018 and how they’re uniquely covering investment shortfalls through alternative investments, financial hedges, product restructuring and more.


Thursday, Feb. 22

Followed by catered networking reception


CFA NY Conference Center
1540 Broadway
45th St. Entrance
Suite 1010


To Attend

Members: $55
Nonmembers: $150

Visit the Asset Owner Series Homepage
Become a CFA Society New York Member

Series Founding Sponsor

Silver Sponsor

Series Partners

Event Sponsor


Keynotes, moderators and panelists will always be genuine asset owners. Sponsors may provide brief opening or closing remarks.

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎


CFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted.

Dress Code: No jeans allowed; business attire recommended.

This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct.

Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.