BREAKFAST AND NETWORKING
Join us at Insurance Investor Live | North America 2026, and network with over 70 insurance investment, capital management, finance, and risk leaders, alongside renowned industry experts.
Discover new approaches to maximising returns and managing risk from general account, balance sheet, and cash holdings through risk-diversified strategies, plus explore innovations in financial, capital, and liability management and risk and actuarial modelling.
The Insurance Investor | North American Awards 2026 will recognize excellence amongst insurance investment teams, third-party asset managers, investment consultants, and fund services and solutions providers.
Meet like-minded professionals and industry innovators from across the North American insurance investment, treasury, capital, and risk management sector, providing a fantastic opportunity to connect and engage with fellow insurance leaders.
Have the chance to raise questions with our expert speakers during audience Q&A and designated networking breaks, as well as an opportunity to gain insight into the thoughts and aspirations of your peers.
Your chance to hear from a prestigious line-up of speakers including insurers, regulators, economists, and academic institutes on the hottest industry topics to get first-hand insights, first, to create your market advantage.
Have your chance to raise questions with our expert speaker line-up, through live presentations, panel debates, plus our unique group based Talking Table Workshops, for enhanced learning
opportunities and to inspire new ideas to drive forward your asset management activities.
The Insurance Investor | North American Awards brings together the North American community of insurance investment, asset allocation, capital, risk, and operations management professionals, to recognize those organisations and individuals who have driven positive developments for the industry.
The winners will be revealed and celebrated at the annual Awards Ceremony on 3rd December 2026 in Midtown Manhattan, New York.
BREAKFAST AND NETWORKING
Opening remarks and an insight to the Insurance Capital in the Real Economy Forum on April 27, 2027
FIRE-SIDE CHAT: The state of the Real Economy in 2027: macro factors, risks, and opportunities
PANEL DISCUSSION: Asset allocation and capital deployment: practitioners view on market dynamics and agility in the face of uncertainty
Summary remarks
Finish, further networking, and departure for Wells& By Durst for Insurance Investor Live | North America 2026.
Arrival and networking break
CHAIR’S OPENING ADDRESS
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
CHAIR’S COMMENTS
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
FIRESIDE CHAT: What the regulator is seeing and what it means for insurers’ portfolios
Moderator: Michel Leonard, Chief Economist Economist & Data Scientist, Insurance Information Institute
Carrie Mears, Chief Investment Specialist, Insurance Division of the Iowa Department of Insurance and Financial Services
PANEL DISCUSSION: Balancing capital, liquidity and risk: do dynamic strategies strengthen balance sheet resilience?
Abbas Sharafeddine, Chief Financial Officer, Arabia Insurance Company
Karthic Raj, Head of Market and Liquidity Risk, QBE
Peggy Huang, Chief Investment Officer – Insurance, CC Capital
Winston Crowley, Senior Vice President/Institutional Fixed Income Sales, UMB
PRESENTATION
CHAIR’S COMMENTS
Cristina Melenchon, Senior Content Producer, Insurance Investor Live | North America
FIRESIDE CHAT: Building investment operations for the next decade: what does excellence look like and how far will insurers have to go to achieve it?
PANEL DISCUSSION: Strengthening operational resilience and risk oversight by outsourcing operations functions
Jon Ambos, Chief Operating Officer, Bentley Road Group
Dr. Gilles Cigerza, Senior Investment Specialist, Bermuda Monetary Authority
PRESENTATION
ARRIVAL AND NETWORKING LUNCH
AFTERNOON REFRESHMENTS & NETWORKING
PANEL DISCUSSION: How are asset based finance and rated notes reshaping balance sheets?
Nitiman Agrawal, Managing Director, Head of Investment Risk – Fixed Income, Voya Investment Management
Wanda Wu, Head of Credit Risk, Lincoln Financial
PANEL DISCUSSION: Eliminating silos in investment, ALM and treasury into a single decision making framework to drive smarter allocation decisions.
Moderator: Christopher Anderson, Principal, Anderson Insights
Kam Moud, Head of Market, Liquidity and Portfolio Risk, Fortitude Re and Chief Risk Officer, Fortitude Life
Yuming Mei, Capital Modelling Actuary, Convex
PANEL DISCUSSION: AI in investment operations: how to achieve efficiency gains, overcome governance risks and manage evolving changes
Moderator: Russell Newman, Managing Director, Great Lakes Advisory
Allah Rakha Sheikh, Chief Information Officer, Madison Mutual Insurance
Amy Harlacker, Managing Director, Head of Operations, Commonfund
Vincent Pasqualicchio, Investments Chief Operating Officer, American Family Investments
PANEL DISCUSSION: Striving for transparency in private markets through valuations, reporting standards and due diligence best practice
Tony Martinez, Partner and Global Head, Mercer Sentinel
END OF CONFERENCE & POST EVENT DRINKS RECEPTION
DELEGATE ARRIVAL AND NETWORKING BREAK
Insurance industry trends: beyond the headlines
Moderator: Christopher Mechem, Head of Institutional Insurance, Invesco
Pete Miller, Head of Client Investment Solutions, North America and Blake Mock, Managing Director, Insurance Relationship Management, Invesco
CHAIR’S OPENING ADDRESS
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
PRESENTATION: Optimising portfolio growth: how to navigate geopolitical risk and macro volatility to shape portfolios
PANEL DISCUSSION: The next credit cycle: what could a possible downturn mean for portfolios?
Moderator: Riana Burlile, Senior Director, Office of the Chief Investment Officer, New York Life Insurance Company
Andrew Payne, Chief Credit Officer, Corebridge Financial
Alex Chi, Deputy Chief Investment Officer for Global Credit and Head of Direct Lending, Carlyle Group
Steve Boothe, Head of Global Investment Grade, Fixed Income Division, T Rowe Price
PRESENTATION
MORNING REFRESHMENTS & NETWORKING
PRESENTATION
PANEL DISCUSSION: The search for spread; how to find it in a world of shifting rates and inflation
Ian Estus, Portfolio Manager, National Security Group
Sean Collins, Investment Senior Vice President, Prudential Financial
Dmitri Batsev, Managing Director, Imperial Fund Asset Management
Chris Ware, Senior Research Analyst & Trader, NEAM
PRESENTATION
PANEL DISCUSSION: Private credit deep-dive: the facts and figures behind the headlines and what they mean for insurers
Moderator: Pedro Latapi, Chief Executive Officer, HR Ratings
LUNCH & NETWORKING
FIRESIDE CHAT: Portfolio construction under capital constraints: how to optimise portfolios for yield, risk and RBC
Xioawei Han, VP, Head of ALM, TIAA
PANEL DISCUSSION: Private v public credit: how can insurers tactically rotate allocation without sacrificing yield and liquidity?
FIRESIDE CHAT: Asset backed finance: does spread pickup compensate for hidden complexity and risks?
Moderator: Louis Mortillaro, President of Fortis, FortisIMS
Federico Persico, Managing Director, Cerberus Capital Management
PANEL DISCUSSION: Infrastructure, real estate and AI periphery – the opportunities and the risks
Moderator: Matt Maleri, Partner, NEPC
Liz Gorgolione, Senior Director of Credit Risk, Pension Risk Transfer, Banner Life
Siddharth Chakravarty, VP Investments, Coaction Specialty
Aakash Doshi, Global Head of Gold Strategy, State Street Investment Management
KEYNOTE PRESENTATION: The regulatory road ahead: what every insurer needs to know about the NAIC vision
Elizabeth Kelleher Dwyer, President Elect, NAIC
CLOSING REMARKS AND END OF CONFERENCE
END OF CONFERENCE & PRE-AWARDS EVENING DRINKS RECEPTION
Insurance Investor | North American Awards 2026
2026 Speakers Coming Soon
If you are interested in joining the speaker line-up for 2026, please contact our Senior Content Producer Cristina Melenchon at cristinamelenchon@clearpathanalysis.com.
Increase your Profile Amongst Leaders in Insurance Investment
As a free to attend event for representatives of insurance, regulatory bodies, and select consultants, we’d like to thank our valued Event Sponsors for their continued support of free-to-access learning and events for asset allocators and investment professionals.
If your organisation could benefit from sponsorship or you would simply like to know more about how you can engage with our attendees, get in touch today. Call Noel Hillmann, Chief Executive Officer, on +44 (0) 207 160 6357 or email noelhillmann@clearpathanalysis.com.
Mike is the Chief Investment Officer of PartnerRe. He is responsible for management of all investment activities for PartnerRe’s global investment portfolio. Prior to joining PartnerRe, Mike was Head of Asset Allocation and Derivatives for TIAA’s General Account investment portfolio. Earlier in his career, he held various roles in derivatives, risk management, and portfolio management at Genworth Financial and Principal Financial Group.
Mike holds a BS in industrial engineering from University of Michigan and an MBA in finance from University of Illinois. He is a CFA Charterholder and a Professional Risk Manager (PRM)
Milla Tonkonogy is the Chief Investment Officer for General Insurance North America at AIG, a
global multinational insurance corporation. Milla joined AIG in 2014 and is responsible for allocation
strategies and manager oversight for ~$60B of fixed income, alternative and equity investments for
the AIG Property and Casualty insurance companies located in the US, Bermuda and Canada. Milla is
an officer and the Deputy CIO of several GI US insurance companies and sits on several investment
committees at AIG.
Prior to joining AIG, Milla was responsible for global asset strategies and manager oversight for a
~$6B portfolio of fixed income investments for American Express and was part of the core team
responsible for developing the Federal Reserve macroeconomic stress testing program for the
investment portfolio.
Milla began her career in consulting and holds a BA in Economics from The Johns Hopkins University
and an MBA from Carnegie Mellon.
Ruth joined Resolution Life as Chief Investment Officer in September 2024.
Previously, Ruth worked at MetLife for 13 years where she held a variety of Investment roles, most recently as Global Head of Insurance Asset Management. In this role, Ruth was responsible for the execution of investment strategies for the MetLife general account and development of strategic solutions for insurance company third party clients. This included management of multi-strategy portfolios across public and private assets, market strategy as well as insurance advisory services. Prior to this, Ruth held a variety of roles within the Investments division including Head of EMEA Portfolio Management and Head of Investments for Western and Central Europe.
Before joining MetLife, Ruth spent ten years at Gordian Knot Limited, a London-based fixed income asset manager specializing in investment grade credit. At Gordian Knot Ruth held several roles from structured finance credit analyst to senior portfolio manager.
Ruth holds an LL.D. (Doctor of Laws) from the University of Malta, a Masters in International Commercial and Shipping Law from the International Maritime Law Institute (United Nations) and a Master of Philosophy focused on Banking, Corporate Finance and Securities Law from the University of Oxford (Pembroke College).
Xiaowei Han joined TIAA as the Head of ALM in February 2019, where she leads the asset liability management function. Her team focuses on liability-driven investment strategies, interest rate risk management, economic capital framework, dividend optimization, stress testing, asset and derivatives modeling, economic scenario generation, and supporting various corporate initiatives.
Before joining TIAA, Xiaowei worked for Transamerica since 2008, gaining deep experience in variable and fixed annuities, universal life, retirement & pension, and institutional businesses. She led the universal life valuation and modeling functions and also headed the Enterprise ALM function, which focused on holistic hedging, ALM analytics and strategies, capital management, asset and derivatives modeling, and ALM reporting across all lines of business. Prior to this, she worked as a Financial Risk Manager responsible for identifying financial risk in ALM/hedging strategies, modeling, and pricing related to annuities, retirement, and institutional businesses. Her other responsibilities at Transamerica included managing general account investments and hedging programs, liquidity management, designing and implementing variable annuity hedging strategies, reinsurance, capital initiatives, as well as statutory reporting for variable and fixed annuities.
Xiaowei holds a Master of Science degree in actuarial science from the University of Iowa, a Master of Science degree in physical chemistry from Nanjing University, and a Bachelor of Science degree in chemistry from Nanjing University. Additionally, she attained the following designations: Fellow of the Society of Actuaries (FSA), Chartered Financial Analyst
(CFA®) charter holder, and Member of American Academy of Actuaries (MAAA).