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3rd Annual Insurance Company Chief Investment Officers Roundtable

This event is sold out and registration is closed.

Asset Owner Series™

3rd Annual Insurance Company Chief Investment Officers Roundtable

Thursday, February 22 | 5:30 – 8:00
Followed by a catered networking reception


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.


References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.


February 22
5:30 PM - 8:00 PM
Event Categories:


CFA Society New York
1540 Broadway, Suite 1010 (Entrance on 45th street)
New York City, NY 10036 United States
+ Google Map

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)

For more information: Policies and Procedures