Insurance Risk & Capital Americas 2024

16 September 2024, New York

Convene • 117 W 46th St, New York, NY 10036

Sponsors

  • At AB, we know what it means to be a true partner to insurers. We have more than five decades of experience and manage over $170 billion* in insurance client assets across fixed income, private markets and equities. Our collaborative, innovative and responsible approach combines a solutions-based mindset with distinctive investment capabilities and dedicated resources around the world—enabling us to understand what our clients need and forge deep, long-lasting relationships. Visit https://www.alliancebernstein.com/

    *As of December 31, 2023

  • Quantitative Risk Management (QRM) is the world's premier consulting firm focused on balance sheet management and mortgage analytics. Since 1987, QRM has partnered with institutions from the banking, finance, and insurance industries to enhance their ability to achieve higher risk-adjusted returns. We develop industry-leading risk management principles, practices, and models, and provide our clients the advice, knowledge, and tools necessary to leverage our innovations toward better decision making and improved operational efficiency. With offices in Chicago, London, and Singapore, QRM has established over 250 long-term engagements with top financial institutions worldwide.

    For more information please visit www.qrm.com

Co-sponsors

  • For over 40 years, AEW Capital Management, L.P. (AEW) has provided real estate investment management services to investors worldwide. As one of the world's largest real estate investment advisors, AEW and its affiliates manage $85.1 billion in private real estate equity, debt and listed securities across North America, Europe and Asia (as of March 31, 2024). Grounded in research and experienced in the complexities of the real estate and capital markets, AEW actively manages portfolios in both the public and private property markets and across the risk/return spectrum. AEW and its affiliates have offices in Boston, Los Angeles, Denver, London, Paris, Hong Kong, Seoul, Singapore, Sydney and Tokyo, as well as additional offices in eight European cities. For more information, please visit www.aew.com.

    As of March 31, 2024. AEW includes (i) AEW Capital Management, L.P. and its subsidiaries and (ii) affiliated company AEW Europe SA and its subsidiaries. AEW Europe SA and AEW Capital Management, L.P. are commonly owned by Natixis Investment Managers and operate independently from each other. Total AEW AUM of $85.1 billion includes $39.3 billion in assets managed by AEW Europe SA and its affiliates, $4.9 billion in regulatory assets under management of AEW Capital Management, L.P., and $40.9 billion in assets for which AEW Capital Management, L.P. and its affiliates provide (i) investment management services to a fund or other vehicle that is not primarily investing in securities (e.g., real estate), (ii) non-discretionary investment advisory services (e.g., model portfolios

  • Conning (www.conning.com) is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Conning's risk management software platform provides deeper insights for decision making, regulatory and rating agency compliance, and capital allocation. Founded in 1912, Conning has investment centers in Asia, Europe and North America.

  • Invesco is a leading independent global investment management firm, dedicated to helping investors achieve their financial objectives. With $1.7 trillion in total assets under management (as of 3/31/24) and $56.1 billion on behalf of insurance general accounts (as of 12/31/23), we have deep knowledge of insurers and their evolving needs, from optimizing capital efficiency and yield, to managing reserves and reporting. That’s why we offer specialized insurance solutions across a broad set of asset classes and vehicles, including fixed income, bank loans, equities, ETFs, real estate and cash management.

    Learn more at www.invesco.com/insurance

  • MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management, and retirement products and services. For more information, visit www.massmutual.com.

  • Milliman is one of the world's largest independent actuarial and consulting firms and has served its clients for over 75 years through pioneering strategies, tools, and solutions worldwide. Milliman has worked with most of the world's largest insurance companies and has played an active role in the evolution of the insurance industry. Clients depend on us for a clear understanding of political, economic, and demographic trends — coupled with a rigorous analysis of markets, opportunities, and risk. In an era of changing standards and law, our consultants provide the industry's latest products and the know-how to use them to address the risks you face.

    For more information, please visit https://www.milliman.com/en/insurance

  • MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

    MSCI ESG Research products and services are provided by MSCI ESG Research LLC, and are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research LLC. are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc.

    Learn more at www.msci.com.

  • Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world's largest institutional investors,1 a highly-rated2 insurance company and a retirement provider. With diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland and forests to help make an enduring impact on our world.

  • Insurers have been building investment partnerships with Wellington since 1975. Our goals since then have remained evergreen – to exceed the investment objectives and service expectations of our clients. As an integral part of Wellington's global investment platform, our dedicated Financial Reserves team offers a breadth and depth of resources and experience to serve our insurance clients as a go-to thought partner, risk manager, and trusted advisor for complex investment challenges. Today's unprecedented challenges require unconventional solutions, and our collaborative strategic and proactive risk management approach helps our clients to be well-prepared.

    For more information, please visit: https://www.wellington.com/en-us/institutional/capabilities/insurers

  • At S&P Global Market Intelligence, we understand the importance of accurate, deep, and insightful information. Our team of experts delivers unrivalled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

    S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). We are the world's foremost provider of credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today.

    For more information visit www.spglobal.com/marketintelligence

Exhibitor

  • FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,000 global clients, including over 208,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at  www.factset.com  and follow us on  X  and  LinkedIn.

  • FinX Capital Markets is a provider of high performance solutions for capital markets participants. Partnering with large multinational insurance companies on their most difficult analytical challenges. FinX helps insurers analyze cash flows for asset liability management, utilize analytics to inform actuarial decisions, and stay compliant with regulatory scenarios and reporting. Clients can easily model private deals on the FinX platform, and run multi-path scenarios quickly and accurately for portfolios with any mix of public and private securities.

    FinX sets out to provide a single cloud-native solution that covers the entire capital market and all of its security types and asset classes. Day-to-day FinX provides daily risk and return measures for the entire global bond market to the world's largest financial institutions.

    Learn more at https://finx.io/insurance

  • RNA Analytics is a global actuarial and risk management software solutions and consulting services provider.

    RNA Analytics' software solutions for financial, risk and actuarial analysis are designed and delivered to help companies meet their need for more realistic and granular modelling in financial analysis and regulatory compliance.

    Headquartered in Reigate, United Kingdom, RNA Analytics have offices across 8 countries, dedicated to working closely with our clients, providing cutting edge innovation from both the technology and consulting elements serving a customer base of life, non-life, reinsurance, and pension fund companies in over 44 countries.

    Our key focus is on the clients and their requirements, enabling businesses to respond to external regulatory pressures and internal analytical demands.

    For more information visit www.rnaanalytics.com