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5th Annual Insurance Company Chief Investment Officers Roundtable

Thursday, January 23

Overview

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. At CFA Society New York’s 5th Annual Insurance CIO Conference, you will hear directly from the investment officers of major Insurance firms on their outlook for 2020 and how they’re uniquely covering investment shortfalls through alternative investments, financial hedges, product restructuring and more.

Asset Owners Attend Free

Asset Owner status must be verified by filling out the brief form linked below. For eligibility, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example).

Complimentary Admission

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS

Robert Rowan, Director of Asset Owner Series™, CFA Society New York


6:05 PM | KEYNOTE SPEAKER

Joseph Zidle, Chief Investment Strategist, Blackstone


6:35 PM | PANEL DISCUSSION

Moderator

Leena Punjabi, CFA, Vice President of Asset Management, Fidelity and Guaranty Life

Panelists

Lisa Longino, CFA, Managing Director, Head of Portfolio Strategy, Prudential s

Michael Meng, CFA, VP, Head of Investments, Legal & General America

Federico Rodriguez, CFA,  Global Head of Fixed Income, QBE Insurance

Timothy “Chip” Stevens, Senior Managing Director and Global Head of Macro Investment Strategy, Quantitative Research and Trading, Aflac’s Global Investments Division


8:00 PM |  CLOSING REMARKS

Joel S. Salomon, CFA, FSA, Principal Content Manager, FactSet Research Systems, Inc.


8:05 PM | NETWORKING & CATERED RECEPTION

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