NYSSA'S Global Investing Committee presents the Asset Owners Series Event

2nd Annual Insurance Company Chief Investment Officers Roundtable

Thursday February 23, 2017 5:30 PM - 8:00 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Asset Owner Series, Conference, Global Investing, Programs for Members, Seminar

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 NYSSA's code of conduct.

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.

Agenda

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

Moderator
Heather Davis, Chief Investment Officer, TIAA Global Real Assets

Speakers
Eric M. Kirsch, 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 Shtrapenina, CFA, Board of Directors, NYSSA

7:45PM: Adjournment and Reception


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

DISCLAIMER
The New York Society of Security Analysts, Inc. (“NYSSA”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA 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 NYSSA has no duty to update and maintain the information, reports, or statements made during events.

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. NYSSA 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 NYSSA 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 NYSSA 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. NYSSA 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 NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Sponsor

Partner

Program Details

Date
February 23, 2017

Time
5:30PM-8:00PM

Location
NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

Fee
Member $55
Nonmember $150
No Students

NYSSA reserves the right to decline admission / refund registration costs; No walk-ins or press permitted.

Opening Comments
Deepika Sharma, CFA, Board of Directors, NYSSA

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

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

Moderator
Heather Davis, Chief Investment Officer, TIAA Global Real Assets

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

Closing Remarks
Maria Shtrapenina, CFA, Board of Directors, NYSSA

CFA Institute CE: 1.5 credits

Organizers
Deepika Sharma, CFA
Thomas Brigandi
Patrick Holert, CFA, CAIA
Evelyn Yeow, CFA
Robert Discolo, CFA, CAIA, CPA
Chris Cutler, CFA
Jae Yoon, CFA
Arthur Fliegelman, CFA
Ira Kaplan, CFA


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Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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(212) 541-4530