Insurance Summit

Monday, June 3, 2019

3 June 2019

June 2019

Summit

Insurance Summit

Unlocking the next phase of growth

Tuesday, 21 may 2019
Lotte hotel seoul

Insurance Summit

Unlocking the next phase of growth
Monday, June 3, 2019
3 June 2019
June 2019
One Liberty Plaza
New York

Insurance Summit

Unlocking the next phase of growth

Monday, June 3, 2019
3 June 2019
June 2019
One Liberty Plaza
New York

Insurance Summit

Unlocking the next phase of growth

Monday, June 3, 2019
3 June 2019
June 2019
One Liberty Plaza
New York

Insurance Summit

Unlocking the next phase of growth

Monday, June 3, 2019
3 June 2019
June 2019
One Liberty Plaza
New York

Insurance Summit

Unlocking the next phase of growth

Monday, June 3, 2019
3 June 2019
June 2019
One Liberty Plaza
New York

Overview

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, 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.

Why Attend

<div class="credit-themes-container dynamic"><div class="custom-fa-wrapper"><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Discover</h1><p class="custom-item-para alt white">Discover the key industry risks that that occur in late stages of an extended business cycle</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Meet</h1><p class="custom-item-para alt white">Meet industry experts, senior executives, and Moody’s professionals for engaging thought leadership and unparalleled peer networking</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Discuss</h1><p class="custom-item-para alt white">Discuss the biggest challenges facing the insurance industry today and in the future</p></div></div></div></div>

Agenda

8:00 AM      Registration

8:00 AM      Pre-conference Workshop: Enhance your Fundamental Credit Analysis with Moody’s CreditView

Join us for an interactive session where you will gain practical knowledge on how to utilize the wealth of Moody’s Investors Service data to improve the quality and efficiency of your fundamental credit analysis.

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

Mr. Morris will provide his outlook on current trends in the US life insurance sector and discuss what companies are doing to remain competitive and fulfill consumer needs. The presentation will explore:

  • What is the future direction for life insurers given low growth prospects
  • Has shifting regulatory requirements posed challenges for life insurers
  • Views on mergers and acquisitions and the most effective use of excess capital
  • How insurers' digital strategies are evolving to meet consumer demands

James T. Morris, FSA, Chairman,President and Chief Executive Officer, Pacific Life Insurance Company

 

9:45 AM    Chief Investment Officer Panel

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 on flattening of the yield curve and 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?
           

Speakers

Steven J. Goulart, Executive Vice President & Chief Investment Officer, MetLife, Inc.

Neeti Bhalla Johnson, Executive Vice President & Chief Investment Officer, Liberty Mutual Insurance Group

Robert Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities, JP Morgan Asset Management

 

10:30 AM     Networking Break

 

10:45 AM     Keynote Address: Past Its Prime

Despite a wobbly start to 2019, the US economy should hold firm assuming a range of geopolitical threats play out reasonably gracefully. However, beyond this year, things looks to be more challenging.

           

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

 

11:15 AM     The Future of Distribution  

This session will address how InsureTechs have used technology and innovation to provide a different view to the end consumer, and force insurers to decide whether they will be a “disrupter” or a “disrupted”. Expenses allocated to digital transformation projects is at an all time high for the industry.

  • What is the impact on traditional distribution as nontraditional channels erode the carrier-agent relationship
  • How insurers are grappling with aging of insurance professionals
  • Is the sector able to meet the growing demand for use of digital technology to deliver highly-personalized customer services

Moderator

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


Speakers

Eric Andersen, Co-President, Aon plc

Mark J. Madgett, Senior Vice President & Head of Agency, New York Life Insurance Company

Alexander Tuff, Principal, Winged Keel Group

 

12:00 PM     Fireside Chat


Moderator

Sarah Hibler, Associate Managing Director, Moody’sInvestors Service


Speaker

Mark D. Lyons, Chief Financial Officer, AIG


12:30 PM      Networking Lunch

1:20 PM      Breakout Sessions I


Track A: Life Insurance  

Scott Robinson, Associate Managing Director

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

Nancy Bennet,MAAA, FSA, CERA, SeniorLife Fellow, American Academy of Actuaries

Marilyn A. Lion, Partner, Debevoise & Plimpton

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

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

Nancy Bennet,MAAA, FSA, CERA, SeniorLife Fellow, American Academy of Actuaries

Marilyn A. Lion, Partner, Debevoise & Plimpton

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

Track B: P&C and Reinsurance  

Sarah Hibler, Associate 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


Moderator

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

Speakers

Shaleen Khurana, Chief Financial Officer of Institutional Markets, AIG

Kim Lee, Chief Financial Officer, Global Atlantic

Colin Holmes, Managing Director - Head of Insurance Solutions, Moody’s Analytics

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

3:05 PM     Networking Break

3:20 PM      CEO Fireside Chat

3:50 PM      Closing Remarks

Colin Holmes, Managing Director - Head of Insurance Solutions, Moody’s Analytics

4:00 PM      Conclusion

Moody's Speakers

Mark Zandi

Chief Economist

Moody's Analytics

Moody's Analytics

Chief Economist

Mark Zandi

Mark M. Zandi is chief economist of Moody’s Analytics, where he directs economic research. Moody’s Analytics, a subsidiary of Moody’s Corp., is a leading provider of economic research, data and analytical tools. Dr. Zandi is a cofounder of the company Economy.com, which Moody’s purchased in 2005.

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Simon Harris

Managing Director

Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group

Managing Director

Simon Harris

Simon Harris is Managing Director for Moody’s Investors Service’ Global Insurance and Funds & Asset Management business, based in London. He is responsible for MIS’ analytic teams maintaining Moody’s ratings on re/insurers and managed investments globally.

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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

Marc is responsible for a global team which assigns credit ratings to insurers, asset managers, and investment and pension funds. He was previously a Credit Policy Officer and developed stress tests for banks globally during the financial crisis.Marc regularly speaks at industry conferences on trends and developments in the financial services sector. Marc is a sponsor of the Moody’s Network of CFA Charter holders, an active contributor to Moody’s employee professional development initiatives, and a coach in the Women’s Mentoring Program. Marc is also a member of the Asset Management Committee responsible for overseeing Moody’s retirement savings plans.

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Colin Holmes

Managing Director

Head of Insurance Solutions

Moody's Analytics

Moody's Analytics

Head of Insurance Solutions

Managing Director

Colin Holmes

Colin is Managing Director of Insurance Solutions at Moody’s Analytics. The bulk of Colin’s career has been spent in financial risk management with Barrie & Hibbert (B&H) and Moody’s Analytics. During his time at B&H, Colin had a broad involvement across the business, working within a range of technical, management and customer-focused roles, in the UK, Europe and the US. The business’ growth resulted in the acquisition of B&H by Moody’s Analytics in 2011.

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Youyou Tao

Lead - Client Engagement, Americas, Insurance Solutions

Moody's Analytics

Moody's Analytics

Lead - Client Engagement, Americas, Insurance Solutions

Youyou Tao

Youyou Tao currently leads the client engagement effort of ERS Insurance in the North America. Prior to joining Moody’s Analytics in 2017, Youyou served on a variety of operational and technical roles in Corporate Finance, Risk, and Actuarial with AIG, Sun Life Financial, and Nationwide Insurance. Youyou received her B.S degree in Actuarial Science from Otterbein College, and M.B.A. degree from Columbia Business School. She holds FSA and CERA designations from Society of Actuaries.

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Contact Details

Elizabeth Matis

Manager - MIS Events and Outreach

Global Marketing & Events

212.553.4587 Office

elizabeth.matis@moodys.com