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Cvent Transition Guide

Insurance: Portfolio Design Amid Massive Change

Monday, April 12

Overview

A virtual Asset Owner Series™ event

The pace of change caused by the recent markets, extraordinary central bank actions, excessively low interest rates and other risks make change the only constant in the recent investment arenas. Hear from the CIO of one of the US’ largest insurance carriers about how she’s managing those changes. Stewart Foley, CFA, Managing Partner and Editor-In-Chief of the Insurance AUM Journal will interview Vlad Barbalat, CFA, Executive Vice President, Executive Managing Director and Co-Head of Strategy & Asset Allocation and Patrizio Urciuoli, CFA, Executive Vice President, Executive Managing Director and Co-Head of Strategy & Asset Allocation, both of Liberty Mutual Investments.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

4:00 PM | WELCOMING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


4:05 PM | INTERVIEW, DISCUSSION

Interviewer

Stewart Foley, CFA, Managing Partner and Editor-In-Chief, Insurance AUM Journal

Interviewees

Vlad Barbalat, CFA, Executive Vice President, Executive Managing Director and Co-Head of Strategy & Asset Allocation, Liberty Mutual Investments

Patrizio Urciuoli, CFA, Executive Vice President, Executive Managing Director and Co-Head of Strategy & Asset Allocation, Liberty Mutual Investments


5:00 PM |  CLOSING REMARKS & ADJOURNMENT

Daniel Fridson, Senior Advisor, McCarvill Capital Partners

Additional Details

Areas of Focus

  • Asset Allocation amid changing risks
  • Managing change in long term investment programs