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Overview

To register your interest for the 2020 Summit, click here.


Moody's is pleased to announce that the 21st Annual Insurance Summit will take place on Monday, June 3, 2019.

The summit will bring together senior executives from the insurance industry, fixed income and equity investors, Moody’s experts and other industry participants for engaging thought leadership and unparalleled peer networking. The event will look ahead to key opportunities and risks that occur in late stages of an extended business cycle.

Agenda

8:00 AM      Registration

8:00 AM      Pre-conference Workshop: Strengthen your fundamental credit analysis with Moody’s CreditView

We invite you to join our workshop to discover how Moody's CreditView can facilitate your fundamental credit analysis and what is coming soon for Insurance data and metrics.

Presented by Moody’s Analytics

 

9:00 AM      Welcome Remarks and Industry Outlook

Simon Harris, Managing Director - Global Insurance, Funds & Asset Management, Moody’s Investors Service

Marc R. Pinto, CFA, Managing Director - Americas Insurance, Global Funds & Asset Management, Moody’s Investors Service

 

9:15 AM      Keynote Presentation: The Changing Landscape of Life Insurance

  • What does the future of the life insurance industry hold?
  • How are insurers' digital strategies evolving to meeting consumer demands?
  • What challenges have shifting regulatory requirements posed for life insurers?
  • What are insurers' best options for deploying excess capital in today's environment?

Jim Morris, FSA, Chairman, President and Chief Executive Officer, Pacific Life Insurance Company

 

9:45 AM    Panel: CIOs Address Market Swings

In this session, senior executives from the investment management and insurance sectors will discuss how insurance company portfolios are positioned to deal with a downturn in the capital markets. The panel will address the following questions:

  • How concerned is the sector about flattening of the yield curve and how will this affect investment choices?
  • How vulnerable are insurers to credit ratings transition?
  • What is the insurance sector exposure to asset classes such as CLOs and leveraged loans?    

Moderator

Scott Robinson, Associate Managing Director, Moody's Investors Service

Speakers

Steven J. Goulart, Executive Vice President & Chief Investment Officer, MetLife, Inc., and President, MetLife Investment Management
Neeti Bhalla Johnson, Executive Vice President & Chief Investment Officer, Liberty Mutual Insurance Group
Bob Michele, CFA, CIO & Head of Global Fixed Income, Currency & Commodities, JP Morgan Asset Management

 

10:30 AM     Networking Break

 

10:45 AM     Economic Outlook: Past Its Prime

Despite a wobbly start to 2019, the US economy should hold firm assuming various geopolitical threats play out reasonably gracefully. Beyond this year, things look more challenging.

           

Mark Zandi, Managing Director, Chief Economist, Moody’s Analytics

 

11:15 AM     Panel: The Future of Distribution  

This session will consider opportunities and challenges facing career agents and independent brokers who sell life and P&C insurance, investments, employee benefits and related products and solutions to individuals and businesses. Questions for the panel will include:

  • What sorts of products are best sold through an expert advisor (specialized agent or broker)
  • What relative advantages and disadvantages do career agents and independent brokers bring to the sales process
  • How are established and emerging tech companies reshaping the distribution of insurance and related products
  • Which products and services are most prone to tech-related disruption and solutions

Moderator

Bruce Ballentine, Vice President – Senior Credit Officer, Moody's Investors Service


Speakers

Eric Andersen, Co-President, Aon plc
Mark J. Madgett, Executive Vice President & Head of Agency, New York Life Insurance Company
Alexander Tuff, Principal, Winged Keel Group

 

12:00 PM     Fireside Chat: Priorities for Insurance CFOs

A Chief Financial Officer provides his unique perspective on setting priorities and driving change in a leading multiline insurer. The discussion will explore:

  • How does a diversified insurer measure returns and allocate resources across business lines and geographies?
  • How does an insurer promote growth and innovation while controlling operating expenses?
  • What are the current and emerging risks to an insurer’s balance sheet, earnings and cash flow?


Moderator

Sarah Hibler, Associate Managing Director, Moody’s Investors Service


Speaker

Mark D. Lyons, Executive Vice President and Chief Financial Officer, AIG


12:30 PM      Networking Lunch

1:20 PM      Breakout Sessions I


Track A: Life Insurance 

Scott Robinson, Associate Managing Director (Moderator)

David Beattie, Senior Vice President

Laura Bazer, Vice President – Senior Credit Officer

Wallace Enman, Vice President – Senior Credit Officer/RPO

Michael Fruchter, Vice President – Senior Credit Officer

Bob Garofalo, Vice President – Senior Credit Officer

Shachar Gonen, Vice President – Senior Credit Officer

Manoj Jethani, Vice President – Senior Analyst

Track B: Insurance Risks and Regulation

Michael Dion, Vice President - Senior Analyst (Moderator)

Nancy Bennet, MAAA, FSA, CERA, Senior Life Fellow, American Academy of Actuaries

Simon Harris, Managing Director - Global Insurance, Funds & Asset Management, Moody’s Investors Service

Howard Mills, Independent Senior Advisor, Deloitte Center for Regulatory Strategies and retired Managing Director and Global Insurance Regulatory Leader, Deloitte

Marilyn A. Lion, Partner, Debevoise & Plimpton

Track C: Health Insurance

Dean Ungar, Vice President – Senior Analyst

Stefan Kahandaliyanage, Assistant Vice President – Analyst

2:15 PM      Breakout Sessions II

Track A: Insurance Risks and Regulation

Laura Bazer, Vice President - Senior Credit Officer (Moderator)

Nancy Bennet, MAAA, FSA, CERA, Senior Life Fellow, American Academy of Actuaries

Simon Harris, Managing Director - Global Insurance, Funds & Asset Management, Moody’s Investors Service

Howard Mills, Independent Senior Advisor, Deloitte Center for Regulatory Strategies and retired Managing Director and Global Insurance Regulatory Leader, Deloitte

Marilyn A. Lion, Partner, Debevoise & Plimpton


Track B: P&C and Reinsurance

Sarah Hibler, Associate Managing Director (Moderator)

Derek Vadala, Managing Director

Bruce Ballentine, Vice President – Senior Credit Officer

Jasper Cooper, Vice President – Senior Credit Officer

James Eck, Vice President – Senior Credit Officer

Michael Dion, Vice President – Senior Analyst

Sid Ghosh, Vice President – Senior Analyst

Paulette Truman, Vice President – Senior Analyst

Track C: Seizing insights from the flux: what’s the top priority of the finance organization?
Presented by Moody’s Analytics

Youyou Tao, Lead - Client Engagement, Americas, Insurance Solutions, Moody's Analytics (Moderator)

Brad Crafton, FSA, FCIA, Senior Director -Actuarial Services, Moody's Analytics

Bob Garofalo, Vice President – Senior Credit Officer, Moody’s Investors Service

Shaleen Khurana, Chief Financial Officer of Institutional Markets, AIG

Kim Lee, Chief Financial Officer, Global Atlantic

3:05 PM     Networking Break

3:20 PM     InsurTech Opportunities and Threats


Charles Wolstein, Senior Director, Insurance Consulting and Technology, Willis Towers Watson

3:50 PM     Closing Remarks

Brad Crafton, FSA, FCIA, Senior Director - Actuarial Services, Moody’s Analytics

4:00 PM     Conclusion

Agenda

8:00 AM      Registration

8:00 AM      Pre-conference Workshop: Strengthen your fundamental credit analysis with Moody’s CreditView

We invite you to join our workshop to discover how Moody's CreditView can facilitate your fundamental credit analysis and what is coming soon for Insurance data and metrics.

Presented by Moody’s Analytics

 

9:00 AM      Welcome Remarks and Industry Outlook

Simon Harris, Managing Director - Global Insurance, Funds & Asset Management, Moody’s Investors Service

Marc R. Pinto, CFA, Managing Director - Americas Insurance, Global Funds & Asset Management, Moody’s Investors Service

 

9:15 AM      Keynote Presentation: The Changing Landscape of Life Insurance

Jim Morris, FSA, Chairman, President and Chief Executive Officer, Pacific Life Insurance Company

 

9:45 AM    Panel: CIOs Address Market Swings

In this session, senior executives from the investment management and insurance sectors will discuss how insurance company portfolios are positioned to deal with a downturn in the capital markets. The panel will address the following questions:

Moderator

Scott Robinson, Associate Managing Director, Moody's Investors Service

Speakers

Steven J. Goulart, Executive Vice President & Chief Investment Officer, MetLife, Inc., and President, MetLife Investment Management
Neeti Bhalla Johnson, Executive Vice President & Chief Investment Officer, Liberty Mutual Insurance Group
Bob Michele, CFA, CIO & Head of Global Fixed Income, Currency & Commodities, JP Morgan Asset Management

 

10:30 AM     Networking Break

 

10:45 AM     Economic Outlook: Past Its Prime

Despite a wobbly start to 2019, the US economy should hold firm assuming various geopolitical threats play out reasonably gracefully. Beyond this year, things look more challenging.

           

Mark Zandi, Managing Director, Chief Economist, Moody’s Analytics

 

11:15 AM     Panel: The Future of Distribution  

This session will consider opportunities and challenges facing career agents and independent brokers who sell life and P&C insurance, investments, employee benefits and related products and solutions to individuals and businesses. Questions for the panel will include:

Moderator

Bruce Ballentine, Vice President – Senior Credit Officer, Moody's Investors Service


Speakers

Eric Andersen, Co-President, Aon plc
Mark J. Madgett, Executive Vice President & Head of Agency, New York Life Insurance Company
Alexander Tuff, Principal, Winged Keel Group

 

12:00 PM     Fireside Chat: Priorities for Insurance CFOs

A Chief Financial Officer provides his unique perspective on setting priorities and driving change in a leading multiline insurer. The discussion will explore:


Moderator

Sarah Hibler, Associate Managing Director, Moody’s Investors Service


Speaker

Mark D. Lyons, Executive Vice President and Chief Financial Officer, AIG


12:30 PM      Networking Lunch

1:20 PM      Breakout Sessions I


Track A: Life Insurance 

Scott Robinson, Associate Managing Director (Moderator)

David Beattie, Senior Vice President

Laura Bazer, Vice President – Senior Credit Officer

Wallace Enman, Vice President – Senior Credit Officer/RPO

Michael Fruchter, Vice President – Senior Credit Officer

Bob Garofalo, Vice President – Senior Credit Officer

Shachar Gonen, Vice President – Senior Credit Officer

Manoj Jethani, Vice President – Senior Analyst

Track B: Insurance Risks and Regulation

Michael Dion, Vice President - Senior Analyst (Moderator)

Nancy Bennet, MAAA, FSA, CERA, Senior Life Fellow, American Academy of Actuaries

Simon Harris, Managing Director - Global Insurance, Funds & Asset Management, Moody’s Investors Service

Howard Mills, Independent Senior Advisor, Deloitte Center for Regulatory Strategies and retired Managing Director and Global Insurance Regulatory Leader, Deloitte

Marilyn A. Lion, Partner, Debevoise & Plimpton

Track C: Health Insurance

Dean Ungar, Vice President – Senior Analyst

Stefan Kahandaliyanage, Assistant Vice President – Analyst

2:15 PM      Breakout Sessions II

Track A: Insurance Risks and Regulation

Laura Bazer, Vice President - Senior Credit Officer (Moderator)

Nancy Bennet, MAAA, FSA, CERA, Senior Life Fellow, American Academy of Actuaries

Simon Harris, Managing Director - Global Insurance, Funds & Asset Management, Moody’s Investors Service

Howard Mills, Independent Senior Advisor, Deloitte Center for Regulatory Strategies and retired Managing Director and Global Insurance Regulatory Leader, Deloitte

Marilyn A. Lion, Partner, Debevoise & Plimpton


Track B: P&C and Reinsurance

Sarah Hibler, Associate Managing Director (Moderator)

Derek Vadala, Managing Director

Bruce Ballentine, Vice President – Senior Credit Officer

Jasper Cooper, Vice President – Senior Credit Officer

James Eck, Vice President – Senior Credit Officer

Michael Dion, Vice President – Senior Analyst

Sid Ghosh, Vice President – Senior Analyst

Paulette Truman, Vice President – Senior Analyst

Track C: Seizing insights from the flux: what’s the top priority of the finance organization?
Presented by Moody’s Analytics

Youyou Tao, Lead - Client Engagement, Americas, Insurance Solutions, Moody's Analytics (Moderator)

Brad Crafton, FSA, FCIA, Senior Director -Actuarial Services, Moody's Analytics

Bob Garofalo, Vice President – Senior Credit Officer, Moody’s Investors Service

Shaleen Khurana, Chief Financial Officer of Institutional Markets, AIG

Kim Lee, Chief Financial Officer, Global Atlantic

3:05 PM     Networking Break

3:20 PM     InsurTech Opportunities and Threats


Charles Wolstein, Senior Director, Insurance Consulting and Technology, Willis Towers Watson

3:50 PM     Closing Remarks

Brad Crafton, FSA, FCIA, Senior Director - Actuarial Services, Moody’s Analytics

4:00 PM     Conclusion

Featured Speakers

Eric J. Andersen
Co-President

Aon plc

Aon plc

Co-President
Eric J. Andersen
Nancy Bennett, FSA, MAAA, CERA
Senior Life Fellow

American Academy of Actuaries

American Academy of Actuaries

Senior Life Fellow
Nancy Bennett, FSA, MAAA, CERA
Steven J. Goulart
Executive Vice President & Chief Investment Officer, MetLife, Inc., and President, MetLife Investment Management

Executive Vice President & Chief Investment Officer, MetLife, Inc., and President, MetLife Investment Management
Steven J. Goulart
Neeti Bhalla Johnson
Executive Vice President & Chief Investment Officer

Liberty Mutual Insurance Group

Liberty Mutual Insurance Group

Executive Vice President & Chief Investment Officer
Neeti Bhalla Johnson
Shaleen Khurana
Chief Financial Officer of Institutional Markets

AIG

AIG

Chief Financial Officer of Institutional Markets
Shaleen Khurana
Kim Lee
Chief Financial Officer

Global Atlantic

Global Atlantic

Chief Financial Officer
Kim Lee
Marilyn A. Lion
Partner

Debevoise & Plimpton

Debevoise & Plimpton

Partner
Marilyn A. Lion
Mark Lyons
Executive Vice President and Chief Financial Officer

AIG

AIG

Executive Vice President and Chief Financial Officer
Mark Lyons
Mark J. Madgett
Executive Vice President in Charge of Agency

New York Life

New York Life

Executive Vice President in Charge of Agency
Mark J. Madgett
Bob Michele, CFA
CIO & Head of the Global Fixed Income, Currency & Commodities

External Organisation

JPMorgan Asset Management

External Organisation

JPMorgan Asset Management

CIO & Head of the Global Fixed Income, Currency & Commodities
Bob Michele, CFA
Howard Mills
Independent Senior Advisor

Deloitte Center for Regulatory Strategies

Deloitte Center for Regulatory Strategies

Independent Senior Advisor
Howard Mills
Jim Morris, FSA
Chairman, President and Chief Executive Officer

Pacific Life Insurance Company

Pacific Life Insurance Company

Chairman, President and Chief Executive Officer
Jim Morris, FSA
Alexander Tuff
Principal

External Organisation

Winged Keel Group

External Organisation

Winged Keel Group

Principal
Alexander Tuff
Charles Wolstein
Senior Director, Insurance Consulting and Technology

External Organisation

Willis Towers Watson

External Organisation

Willis Towers Watson

Senior Director, Insurance Consulting and Technology
Charles Wolstein

Moody's Speakers

Mark Zandi
Chief Economist

Moody's Analytics

Moody's Analytics

Chief Economist
Mark Zandi
Simon Harris
Managing Director
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Managing Director
Simon Harris
Marc R. Pinto, CFA
Managing Director - Americas Insurance, Global Funds & Asset Management

Moody's Investors Service

Moody's Investors Service

Managing Director - Americas Insurance, Global Funds & Asset Management
Marc R. Pinto, CFA
Sarah Hibler
Associate Managing Director

Moody's Investors Service

Moody's Investors Service

Associate Managing Director
Sarah Hibler
Scott Robinson, CFA, FSA
Associate Managing Director

Associate Managing Director
Scott Robinson, CFA, FSA
Brad Crafton
FSA, FCIA, Senior Director - Actuarial Services

FSA, FCIA, Senior Director - Actuarial Services
Brad Crafton
Bruce Ballentine
Vice President – Senior Credit Officer

Moody's Investors Service

Moody's Investors Service

Vice President – Senior Credit Officer
Bruce Ballentine
Youyou Tao
Lead - Client Engagement, Americas, Insurance Solutions

Moody's Analytics

Moody's Analytics

Lead - Client Engagement, Americas, Insurance Solutions
Youyou Tao

Elizabeth Matis

Manager - MIS Events and Outreach

Global Marketing & Events

212.553.4587 Office

elizabeth.matis@moodys.com