arrow-circle-full-right arrow-circle-full-up arrow-circle-up arrow-down arrow-right calendar calendar-done facebook flickr home linkedin login pin reload search share signin star twitter video video youtube nav star-plus info signout double-arrow arrow-up checked
Insurance, Innovation

FT Insurance Innovation Summit 2017

Exploring New Technologies, Products and Processes

New York |
Speakers include:
Jeff Dailey

Jeff Dailey

Farmers Group

Wayne Peacock

Wayne Peacock


Carolyn Johnson

Carolyn Johnson

Voya Financial


Today’s leading insurance executives know there is no question they must embrace new technologies and business models in order to position their firms for future success. But the road forward is not as clear-cut, and many are held back by legacy systems, out-dated processes and bloated organizations. 

In an effort to drive innovation from within, established carriers are increasingly wading into territory formerly reserved for venture capital, competing to acquire, partner with or incubate the next game-changing InsurTech (or Insurance Technology), encompassing the many new technologies and platforms seeking to better integrate digital tools and explore new ways of doing business.

Many of these new technologies aim to digitize the end-to-end user experience across every transaction, concurrently improving customer engagement and operational efficiency. Others promise to refine the underwriting process through the introduction of sophisticated real-time data and artificial intelligence. As the sharing economy expands and customers increasingly rent instead of own assets, incumbents and start-ups alike are introducing new products, such as usage-based models or on-demand coverage underwritten in seconds to cover only a single transaction. The industry is also closely monitoring developments in areas as diverse as blockchain technology and driverless cars.

As firms look to expand their investments, broaden their capabilities, and become more nimble, savvy leaders understand key technology and consumer trends could shift at any moment. Success depends largely on their ability to choose wisely where and how to invest their time and resources.

FT’s inaugural Insurance Innovation Summit will bring together leading executives and industry experts to discuss the best strategies to adapt and innovate in this rapidly evolving industry.

fallback Add to my Calendar 04/06/2017 08:00:0004/06/2017 17:00:00trueFT Insurance Innovation Summit 2017Today’s leading insurance executives know there is no question they must embrace new technologies and business models in order to position their firms for future success. But the road forward is not as clear-cut, and many are held back by legacy systems, out-dated processes and bloated organizations. In an effort to drive innovation from within, established carriers are increasingly wading into territory formerly reserved for venture capital, competing to acquire, partner with or incubate the next game-changing InsurTech (or Insurance Technology), encompassing the many new technologies and platforms seeking to better integrate digital tools and explore new ways of doing business.Many of these new technologies aim to digitize the end-to-end user experience across every transaction, concurrently improving customer engagement and operational efficiency. Others promise to refine the underwriting process through the introduction of sophisticated real-time data and artificial intelligence. As the sharing economy expands and customers increasingly rent instead of own assets, incumbents and start-ups alike are introducing new products, such as usage-based models or on-demand coverage underwritten in seconds to cover only a single transaction. The industry is also closely monitoring developments in areas as diverse as blockchain technology and driverless cars.As firms look to expand their investments, broaden their capabilities, and become more nimble, savvy leaders understand key technology and consumer trends could shift at any moment. Success depends largely on their ability to choose wisely where and how to invest their time and resources.FT’s inaugural Insurance Innovation Summit will bring together leading executives and industry experts to discuss the best strategies to adapt and innovate in this rapidly evolving industry.FT-Insurance-Innovation-Summit-2017c68b24aafd6b3fb7e495415b5a1df39cMM/DD/YYYY



Speakers (22)

Jeff Dailey

Jeff Dailey

Farmers Group

Jeff Dailey is CEO of Farmers Group, Inc (Farmers) and a member of the Group Executive Committee of Zurich Financial Services Group (Zurich). He joined Farmers in 2007 as President of Personal Lines when Farmers acquired Bristol West and was promoted to the position of President and Chief Operating Officer of Farmers in 2011. He was named to his current role of CEO of Farmers in 2012. His career in the insurance industry spans more than three decades. After a short stint as a claims adjuster with Mutual Service Insurance, he joined Progressive Insurance Company and quickly moved up the ranks. He went on to form Reliant Insurance Company, an auto insurance start-up owned by Reliance Group Holdings, which was sold to Bristol West Holdings Inc in 2001. From 2001 until 2004, Mr Dailey was COO of Bristol West and, in 2004, he was named President of Bristol West. He was instrumental in taking the company public with its listing on the New York Stock Exchange (NYSE:BRW) and the sale of US$345m of common stock. He was named Bristol West’s Chief Executive Officer in 2006. Mr Dailey holds a Bachelor of Science degree in Economics from the University of Wisconsin-Madison and an MBA from the University of Wisconsin-Milwaukee.

Wayne Peacock

Wayne Peacock

President, Property & Casualty Insurance Group

Wayne Peacock is President, Property & Casualty Insurance Group where he leads the auto and property insurance lines of business for USAA, which includes over 11.7 million members, 13 million vehicles in force and over 5.8 million property policies in force. USAA P&C continually sets the standard for exceptional service in personal line insurance. He has served on USAA’s executive council since 2006. Prior to this role, Mr Peacock served as the Executive Vice President for USAA’s enterprise strategy and marketing functions. He has held various leadership positions since joining USAA in 1988, including Executive Vice President of Member Experience, Executive Vice President of Enterprise Business Operations and Technology and Executive Vice President of Corporate Real Estate. He started his career at USAA in the investment real estate subsidiary.

Mr Peacock currently serves as the Chairman of the San Antonio Economic Development Foundation. A proud Eagle Scout, he also serves on the executive board of the Alamo Area Council of the Boy Scouts of America. He is active in various industry and trade groups, and co-led the Mayor's Task Force on Corporate Recruitment and Retention in San Antonio. Fast Company names him one of the 100 most creative people in Business.

Mr Peacock graduated from Tulane University with a Bachelor of Arts in Economics. He has also completed executive education programs through Harvard, Stanford and Wharton.

Carolyn Johnson

Carolyn Johnson

Chief Executive Officer, Annuities and Individual Life
Voya Financial

Carolyn M. Johnson is Chief Executive Officer of Annuities and Individual Life for Voya Financial, Inc, which helps Americans plan, invest and protect their savings — to get ready to retire better. Responsible for Voya’s Annuities and Individual Life segments, she is focused on more closely aligning the strengths of both segments and providing a holistic customer experience through complementary product offerings. Ms Johnson also serves on Voya’s Executive Committee. She previously was President of Voya’s Annuities business, a role that she held since she joined the company in April 2014. As President of Annuities, she was responsible for all aspects of the business including product, distribution, financial management and operational performance. With more than 25 years in financial services, she brings a deep knowledge of the industry and significant leadership experience managing high-performing businesses across various markets. In addition to her oversight of Annuities, Ms Johnson also previously managed the Tax-Exempt Markets business for Voya, where she accelerated growth, generating record deposits and securing the largest plan sale in this market for Voya. Prior to joining the company, she served as Executive Vice President and Chief Operating Officer of Protective Life Corporation, where she led the life insurance and annuities businesses, as well as the marketing, operations and information technology functions. Previously, she held leadership roles in business, operations and marketing with Bankers Life & Casualty Co. and several Transamerica/AEGON subsidiaries, including Western Reserve Life Assurance Co. of Ohio, Transamerica Occidental Life, Idex Investor Services, Inc., and Aegon Alliances, Inc. Ms Johnson serves on the boards of the Secure Retirement Institute and Insured Retirement Institute and is the Vice Chair for the Financial Literacy Committee of the Secure Retirement Institute. She earned her BS in Business Administration from California State University, Los Angeles, and has also studied executive-level finance at Harvard Business School. She holds FINRA Series 6 and 63 licenses.

Robert Bauer

Robert Bauer

Managing Director, Commercial Strategy and Innovation

Robert Bauer serves as Managing Director for Commercial Strategy and Innovation at AIG. His group helps define, articulate, and drive AIG’s most strategic Commercial business priorities. At present the group is working across AIG to realize opportunities presented by the Internet of Things and Sharing Economy. He joined AIG in January 2012 as Head of Communications for Casualty. He added communications responsibility for three additional business units: Property, Specialty, and Multinational in the next three years. His work crafting AIG’s “innovation” narrative, including the firm’s first-ever presence at the Consumer Electronics Show, several whitepapers and investment in an industrial wearables company, led to his latest assignment. Prior to joining AIG, Mr Bauer spent seven years with the Motion Picture Association of America (MPAA), based in Washington, Los Angeles, and Seoul, leaving in 2010 as Director of Global Strategic Planning and Communications. From 2009-2011, he was Director of External Affairs for the Ronald Reagan Presidential Foundation where he planned and managed a global campaign to honor the 100th birthday of America’s 40th President. The effort, which included a $15m sponsorship with GE, statue dedications and street namings in Prague, London, Moscow, Krakow, and Budapest, earned the 2012 PR Week “Campaign of The Year.” A lawyer by training, Mr Bauer earned his BA and JD from Georgetown University. He has written speeches for Afghan President Hamid Karzai, US President George W Bush, and Mongolian President, Elbegdorj Tsakhia. He sits on the Board of Directors for the Bellwether Forum, Silicon Valley Insurance Accelerator, and Together for Safer Roads – a private sector non-profit he helped create for AIG in partnership with peers at Facebook, Walmart, and IBM.

Al Caesar

Al Caesar

Vice President, The Center for Next Generation Growth
Prudential Financial

Al Caesar, Vice President, is the Head of Strategy and Marketing for the Center for Next Generation Growth at Prudential Financial, Inc. In this role, he is responsible for identifying transformational market trends, disruptions, and innovative growth opportunities for Prudential.  Previously, he was a member of the Strategic Initiatives group, where he led several collaborative teams to assess and develop new cross-business opportunities. Prior to joining Prudential in 2012, he was responsible for overseeing a range of investments in the energy and utilities sector while at AllianceBernstein LP. Previously, he consulted for clients in several industries while at McKinsey and Company. He also served as a Cryptologic Intelligence Officer with the US Navy. Mr Caesar earned a BS in Political Science from the United States Naval Academy, an MA in National Security Studies from Georgetown University, and an MBA from the Kellogg School of Management at Northwestern University.

Alan Colberg

Alan Colberg

President and CEO

Alan Colberg is President and Chief Executive Officer of Assurant, Inc, and a Director of the Company's Board of Directors. He was named President in September 2014 and assumed the role of CEO and Director in January 2015. Mr Colberg is responsible for building a stronger Assurant for the future and driving profitable growth that leads to outperformance for Assurant’s customers, employees and shareholders. Under his leadership, in April 2015, Assurant realigned its business strategy to build upon its core capabilities and further capitalize on global trends in the housing and lifestyle protection markets. The strategy includes a sharper focus on understanding consumers in order to deliver integrated products and services that address their needs and generate opportunities for growth. Previously, Mr Colberg served as Assurant's Executive Vice President of Marketing and Business Development, managing Assurant strategy development and overseeing marketing, mergers and acquisitions, business growth and innovation initiatives. He played an integral role in supporting strategies that helped reposition the company for profitable growth after the financial crisis. Before joining Assurant in March 2011, Mr Colberg was a Consultant for Bain & Company, Inc, for 22 years, serving as an advisor to Assurant during much of this time.  While at Bain he founded and then led Bain’s Atlanta office for more than a decade and served as Bain’s global practice leader for Financial Services. In 2010, Consulting Magazine named him one of the world's top 25 consultants, recognizing him for demonstrated excellence in the financial services sector. Mr Colberg holds an MBA from Harvard Business School and a BS in Accounting and Finance with highest honors from the Wharton School of the University of Pennsylvania.

Frank Diana

Frank Diana

Principal, Future of Business
Tata Consultancy Services

Frank Diana is Principal, Future of Business at Tata Consultancy Service (TCS). He has served in various executive roles throughout his career, bringing over 30 years of leadership experience. He is currently leading efforts to define and enable the Future of Business for TCS Global Consulting. Prior to joining TCS, Mr Diana was Executive Vice President of Enherent Corp, where he led a business analytics growth initiative focused on leveraging advanced forms of analytics to deliver business outcomes. For Aelera Corporation where he served as Chief Product Officer, he managed the development of a market facing social computing and advanced analytics platform. Mr Diana served as CEO of Traxian, Inc, a Silicon Valley software start-up focused on the B2B enablement of small and mid-sized businesses, and as Chief Technology Officer of Fujitsu Consulting, where he developed the company’s extended enterprise vision, serving as the face to the market and analyst community. He began his career at AT&T, holding various senior roles including Chief Information Officer for the company’s international financial operation. He holds a Bachelor of Science degree in Computer Science from Rider College.

Eric Gewirtzman

Eric Gewirtzman

BOLT Solutions

Eric Gewirtzman is Co-founder of BOLT Solutions and a leading force for innovation in the insurance industry. Blending over 20 years of expertise with extensive experience in creating and delivering game-changing insurance-related products and services, he continuously strives to help carriers meet market demand and realize business growth in the face of significant disruption. He takes advantage of the lessons learned throughout a history of consulting top firms on ground-breaking technology implementations to give today’s carriers a competitive advantage and stronger growth.

Karl  Gouverneur

Karl Gouverneur

Chief Technology Officer
Northwestern Mutual

Karl G. Gouverneur is Vice President and Chief Technology Officer for Northwestern Mutual and Head of the company’s Enterprise Technology Management department. In this role, he oversees a team that sets the company’s technology direction, leads digital innovation and technology governance, delivers a reliable technology environment and leads company digital transformation efforts. Mr Gouverneur focuses on providing technology that leads to efficiency and flexibility for business processes to enrich the experience of the company’s clients, financial advisors and employees. In addition to his other responsibilities, he leads an award-winning digital innovation program that evaluates digital-based ideas driving 10x value to the company. Mr Gouverneur is currently a member of the CIO Research Board and the Association of Latino Professionals for America (ALPFA). In the Milwaukee community, he is an active member of the Discovery World Board. Finally, he is an advisor to the Northwestern Mutual Hispanic Employee Resource Group.

Colin Haupt

Colin Haupt

Vice President of Human Resources
PURE Insurance

Colin Haupt is the Vice President of Human Resources at the PURE Group of Insurance Companies. He joined PURE in 2010 and built the company’s human resources function from the ground up, from 75 employees in 3 offices to 500 employees in 10 offices today. He spearheads the vision and leadership direction of the full human resources enterprise, including learning and development, talent acquisition, performance, compensation, benefits design and employee experience. Prior to joining PURE, he served as Human Resources Director for ZenithOptimedia, a Publicis Media company, where he was responsible for the human resources functions across four major brands. He has also served as Global Director of Recruitment and Career Development for Prolifics, a global IT services company, where he oversaw all global employment, talent management and career management programs, including a successful office and talent launch in Hamburg, Germany. Mr Haupt holds a BA in Business Administration from the University of New Hampshire and a Masters Certificate

in Human Resources from Cornell University.

Monu Kalsi

Monu Kalsi

Vice President, Head of Digital
Zurich Insurance

Monu Kalsi is Vice President, Head of Digital, and a member of the North American Marketing leadership team at Zurich Insurance where he oversees the company’s Digital Marketing and Digital Transformation for US and Canada. He is focused on developing, leading, and implementing digital strategies across multiple functions and a broad group of initiatives focused primarily on customer acquisition and retention, distributor service, and other marketing and sales channel initiatives supporting Zurich’s transformation to a customer centric organization and a leading digital company. Prior to Zurich, Mr Kalsi was a Client Partner with Razorfish, a global digital agency, where he had ownership and accountability for one of the largest Financial Services clients of the company and was responsible for marketing strategy, digital user experience, engagement oversight, and new business development. He also spent half a decade with Accenture’s management consulting practice where he advised and led transformation for several global clients. His interests and specialties include digital marketing strategy, multi-channel marketing, customer experience optimization, disruptive technologies, business and operations strategy, and marketing organization management. Mr Kalsi has an MBA from University of Michigan, Ann Arbor, an MS in Engineering from State University of New York, and Bachelors in Engineering from India.

Kurt  Karl

Kurt Karl

Chief Economist
Swiss Re

Kurt E. Karl is Chief Economist at Swiss Re, where he has responsibility for supervising and editing Swiss Re’s Sigma Papers, the award-winning research series on the insurance industry. His team, a part of the Swiss Re Institute, supports Swiss Re’s strategic planning and provides internal consulting to Swiss Re on new products and insurance market developments. Additionally, he and his team provide insights and forecasts and scenarios on the global economy to Swiss Re for use in a variety of corporate decisions. Dr Karl is an expert on the US and global economies with extensive experience and knowledge of foreign markets, and he has lived and worked in Europe, Africa and Asia. Prior to joining Swiss Re, he was Chief International Economist at WEFA, Inc, an economic forecasting firm. Dr Karl has a BA from the University of Oregon, an MSc from the London School of Economics and a PhD from Princeton University.

Patricia Kemp

Patricia Kemp

General Partner

Patricia Kemp is a General Partner of Oak HC/FT where she focuses on growth equity and early-stage venture opportunities exclusively in financial services technology. Since Oak HC/FT’s launch in September 2014, she has led the fund’s investments in Fastpay, Feedzai, Insureon, Trov, and Urjanet among others, and sits on the boards of each. She is also a Board Observer on Poynt. Ms Kemp continues to serve on the Boards of Duedil and Freshbooks. Some of her past portfolio activity includes Vesta Corporation, Acculynk, Argus Information & Advisory Services (acquired by Verisk Analytics), Harbor Payments (acquired by American Express), NetSpend Corporation (acquired TSYS), Point Carbon (acquired by Thomson Reuters), and TxVia (acquired by Google). Her history includes over 11 years of senior management experience at Cendant (formerly CUC International). At various times, she was responsible for the marketing, operations, or general management of a variety of direct marketing credit card affinity programs. She has also previously held positions at Hewlett Packard and Merrill Lynch. Ms Kemp earned a BA and MBA from Stanford University.

Jacqueline LeSage Krause

Jacqueline LeSage Krause

Managing Director
Munich Re / HSB Ventures

Jacqueline LeSage Krause is the Managing Director of Munich Re / HSB Ventures, investing and partnering with innovative companies to develop growth opportunities for Munich Re and its subsidiary HSB, in areas including insurtech, Internet of Things (IoT), and cybersecurity. She has 20+ years of experience creating the future in companies large and small. Most recently, she led the Innovation Management practice at Jump Associates, a 15-year-old boutique growth strategy & innovation consulting firm. Prior to that, as VP of Innovation & Corporate Venture Capital at The Hartford, she founded the team that invested in start-ups and incubated new businesses, including launching The Hartford’s first vehicle telematics offerings for consumers and commercial fleets and IoT efforts in the cold chain and other B2B areas. In 2011, her team received Global Corporate Venturing’s award for Best Practices in Financial Services for their unique approach to combining investing and incubation.  Ms Krause is an inventor on a number of patents related to new technologies and business models in insurance. She previously served on the advisory board for the National Venture Capital Association’s Corporate Venture Group.

Chris Mullen

Chris Mullen

Director of Technology Research
State Farm Insurance

Chris Mullen is currently Director of Technology Research at State Farm, focusing on auto advanced technology, functionality, repairability, occupant and highway safety, as well as building safety, structure, and durability. She is the State Farm national spokesperson for safety, including teen driver safety, engaged driving, automated and connected vehicle technology, and peril-based mitigation research. Previously, she was an auto industry engineer focusing on crashworthiness regulation and biomechanics research for Nissan and Toyota. She was also a member of industry committees to develop voluntary standards for side impact out of position testing, vehicle crash compatibility, alcohol detection devices, and event data recorders. She has held executive positions for the Association for the Advancement of Automotive Medicine, chaired the Industry Advisory Board for the National Science Foundation Center for Child Injury Prevention Studies and sits on boards for the University of Michigan Transportation Research Institute and the Virginia Tech-Wake Forest University Biomedical Engineering & Applied Mechanics Department, and on the Leadership Circle for the Michigan Mobility Transformation Center. She was invited to participate in National Transportation Safety Board (NTSB) panels on distracted driving and advanced driver assistance systems and has spoken at the Governors’ Highway Safety Administration annual meetings on vehicle automation.

Yogita Naik

Yogita Naik

Vice President, Head of Human Resources and Senior Human Resources Business Partner
AIG Commercial Insurance

Yogita Naik is the Senior Human Resource (HR) Strategic Business Partner for Commercial Insurance at AIG. As a member of both the HR and business leadership teams, she partners with the CEO of Commercial Insurance and the Commercial Leadership Team as a trusted advisor that consults, coaches executives and delivers solutions on all human capital matters. She joined Commercial Insurance’s HR team in 2015 and became the Senior HR Business Partner in 2016. She has been recognized for bringing an analytics-driven, strategic yet pragmatic approach to human capital decisions and solutions. Ms Naik has been the Chief Architect of Commercial Insurance’s 2016-2018 Human Capital Plan to accelerate its transformation and to deliver on AIG’s vision to become our client’s most valued insurer. In April 2012, she joined AIG's Property Casualty Business Unit (Chartis) as the HR Business Partner for the Legal, Strategic Planning and Enterprise Risk Management (ERM) functions. She later was named the Global Head of HR for ERM. Prior to AIG, Ms Naik worked globally at Fortune 100 organizations such as Pfizer, Citigroup and Johnson & Johnson, focusing on large scale complex change management efforts. She holds a Masters in Human Resources-Industrial Relations from University of Minnesota and a Masters in Industrial/Organizational Psychology from University of Mumbai, India.

Dan Preston

Dan Preston


Dan Preston is CEO at Metromile and leads the company’s mission to invent smarter ways to manage risk. Prior to Metromile, he was the Co-Founder and Chief Technology Officer of AisleBuyer, a mobile retail innovator that was acquired by Intuit in April 2012. Additionally, he has published several research papers in machine learning with applications such as astrophysics, remote sensing, and computer vision. Mr Preston has a Master’s in Computer Science from Stanford University and a Bachelor’s in Computer Science from Brandeis University.

Sam Rassekh

Sam Rassekh

Vice President, Enterprise Digital Solutions

Sam Rassekh is Vice President, Enterprise Digital Solutions, at Nationwide, one of the largest and strongest diversified insurance and financial services organizations in the US. He has responsibility for delivery and execution of the digital transformation strategy that drives experience, efficiency and growth for Nationwide. His team is dedicated to optimizing enterprise digital platforms, including website and mobile applications, in addition to overseeing test and learn efforts, deploying sales and service capabilities and enablement of digital metrics asset monitoring that enhance Nationwide’s digital customer experience and bring new members to the company. He has more than 15 years of experience in a variety of marketing, sales, claims, product, transformational program management and leadership roles, most recently serving as Associate Vice President of Direct Sales & Service, where he was responsible for sales optimization, growth and retention through deployment of LEAN processes, optimization of and phone agent channels. Prior to this, he held the position of Associate Vice President of Regional Marketing supporting regional sales operations for Nationwide. In this role, his teams led development of local and agency digital programs for field distribution. Mr Rassekh began his career at Nationwide in 1999 in the claims operation. He holds a Bachelor’s degree in Political Economics from The Ohio State University and a Master of Arts degree in Near East Languages and Culture, also from The Ohio State University, in Columbus, Ohio.

Andrew Schwedel

Andrew Schwedel

Bain & Company

Andrew Schwedel is a Partner in Bain & Company’s New York office. He joined the firm in 1996 and has also worked in the Boston, Sydney and San Francisco offices. Mr Schwedel is a member of Bain’s Americas Financial Services practice, which he led for six years, as well as the Organization practice. He has assisted both corporate and private equity clients in the insurance (life, health, and P&C), wealth and asset management, banking, and payments industries. His experience includes growth strategy (corporate and business unit), operating models and decision effectiveness, customer loyalty, performance improvement, and M&A assessments. He has led multiple transformation programs. He is also Co-Chair of the Bain Insights Group, which analyzes global macroeconomic and other trends for the firm’s clients. Prior to joining Bain, he worked as an insurance broker with Marsh & McLennan in New York.  Mr Schwedel is a graduate of the University of Pennsylvania and earned an MBA from the Amos Tuck School at Dartmouth, where he was named an Edward Tuck Scholar. 

Vikram Sidhu

Vikram Sidhu

Clyde & Co

Vikram Sidhu is Partner at Clyde & Co, focusing on insurance and reinsurance corporate, finance and regulatory matters, mergers and acquisitions, and general corporate and commercial matters. He regularly assists clients on structuring and documenting complex transactions, including sales and acquisitions of insurance and reinsurance companies and blocks of business, insurance and reinsurance arrangements, credit enhancements, alternative risk transfer solutions, catastrophe bonds, life reserve financing transactions, new insurance and reinsurance product development, run-off solutions and exit strategies, portfolio transfers and assumption transactions. He advises clients on various insurance regulatory issues under the US states' laws and regulations, including licensing, change of control, credit for reinsurance, risk transfer and permissible investments under insurance investment laws. In addition, Mr Sidhu's experience includes various types of corporate and commercial transactions, such as mergers and acquisitions in other industries, corporate reorganizations, commercial contracts (supply, distribution, agency, licensing and services agreements), investments and joint ventures in India, microfinance and microinsurance transactions, as well as litigations, arbitrations and government investigations. He holds a JD from Harvard Law School and a BA, magna cum laude, from Cornell University.

Cynthia  Stark

Cynthia Stark

Vice President, Global Digital and Brand Marketing
Sun Life Financial

Cynthia Stark is Vice President, Global Digital and Brand Marketing at Sun Life Financial. She brings 25 years of marketing and digital experience to her role. Ms Stark joined Sun Life in 2013 and leads the Company’s brand strategy by delivering integrated marketing programs, working closely with business leaders across the enterprise to develop innovative models of engaging customers. Her team ensures Sun Life advances its “Digital Edge” experience across web and mobile channels, social media, digital and mass marketing. Previously at Scotiabank, Ms Stark was Vice President, Marketing, with accountability for brand, marketing planning, digital, sponsorships and philanthropy for the International division. She also held the Director and Head, Marketing Planning position for the Canadian division of Scotiabank supporting the Retail, Commercial and Wealth Management lines of business. Prior to joining Scotiabank, she led marketing and digital programs at other Canadian banks, including Bank of Montreal, Citibank and TD Canada Trust. Prior to her banking career, she worked in account management at leading advertising agencies in retail, packaged goods and government brands. Ms Stark is originally from Montreal and holds a Bachelor of Business Administration degree.

Eileen Whelley

Eileen Whelley

Executive Vice President and Chief Human Resources Officer
XL Catlin

Eileen Whelley is a seasoned Human Resources executive who joined XL Group Ltd in June 2012 as Executive Vice President and Chief Human Resources Officer. Prior to joining XL, Ms Whelley spent five years at the Hartford Financial Services Group as Executive Vice President HR. She joined the Hartford from General Electric, where she spent 17 years and held a number of human resources leadership roles, including Executive Vice President HR at GE’s NBC Universal subsidiary from 2002 to 2006. There she led HR through acquisitions of Telemundo and cable channel Bravo and led the HR integration of NBC’s merger with Universal. While at GE she was a founding member of the GE Women’s Network, served as co-leader from 2001 through 2003 and remained on its executive board until her departure from the company in 2006. Prior to GE, Ms Whelley worked at Citicorp and Standard Oil of Ohio in a number of HR roles. Ms Whelley currently serves as a Trustee of the Potsdam College Foundation Board, where she also serves as the Chair of the Trusteeship Committee and member of the Executive Committee. She is a graduate of the State University of New York at Potsdam and has a Master’s degree from Bowling Green State University.



Oliver  Ralph

Oliver Ralph

Insurance Correspondent
Financial Times

Oliver Ralph is the Insurance Correspondent at the Financial Times. Prior to this Mr Ralph was Deputy Head of Lex since 2014, specialising in banking, finance and consumer. He has also been a Lex writer and, prior to this, the FT UK Companies Editor. He joined the Financial Times in 2009, having worked at Investors Chronicle from 2000 to 2009 and Euromoney from 1998 to 2000. He graduated from the University of Edinburgh in 1996.

Alistair  Gray

Alistair Gray

US Consumer Correspondent
Financial Times

Alistair Gray is US consumer correspondent at the Financial Times (FT) in New York. Previously he was US financial correspondent based in New York, insurance correspondent based in London, and a UK companies reporter. Mr Gray joined the FT as a graduate trainee in 2007.

Agenda - 6th Apr

  • 8:00am
    Breakfast and Registration
  • 8:45am
    Opening Remarks

    Oliver Ralph, Insurance Correspondent, Financial Times

  • 8:50am
    Keynote: The Firm of the Future

    The insurance industry is currently facing disruption on multiple fronts, including rapid evolution of technology, changes in consumer behavior and expectations, regulatory uncertainty, and turbulent market conditions. Speed and agility are far more important than in years past, and many believe the firm of the future will have to employ a very different execution model in order to succeed. This shift will require new capabilities, new leadership skills and mindsets, and new priorities. This opening keynote will share key themes all executives should be mindful of as they prepare for the road ahead.

    Andrew Schwedel, Partner, Bain & Company

  • 9:20am
    Panel Discussion: Keeping Pace with Digital Transformation

    This panel of executives will discuss the opportunities and challenges they are currently facing as they drive innovation and change throughout the organization.

    • How are investments in new technologies and digitization, both in the back office and on the front lines, paying off in today’s competitive market?
    • How are firms managing fears around cybersecurity as increasing digitization places more information at risk?
    • What are the remaining obstacles to digital innovation, and where is the greatest potential for future gains?

    Karl Gouverneur, Chief Technology Officer, Northwestern Mutual
    Monu Kalsi, Vice President and Head of Digital, Zurich Insurance
    Sam Rassekh, Vice President, Enterprise Digital Solutions, Nationwide
    Cynthia Stark, Vice President, Global Digital and Brand Marketing, Sun Life Financial

    Moderated by: Oliver Ralph, Insurance Correspondent, Financial Times

  • 10:10am
    Networking Break
  • 10:40am
    Keynote Interview: Re-imagining the Customer Engagement Model

    As new technologies begin to give insurers improved data, better analytics and lower transactional costs, how can firms harness these gains to create a new customer-centric value proposition? A senior executive provides insight into the key drivers needed to enable insurers to successfully transform their customer engagement model.

    Wayne Peacock, President, Property & Casualty Insurance Group, USAA

    Interviewed by: Oliver Ralph, Insurance Correspondent, Financial Times

  • 11:10am
    Panel Discussion: The Evolution of Insurance Distribution

    How are insurance companies redefining their distribution strategies to better align with the evolving needs and demands of their customers? This panel of experts will discuss technology-led shifts in the overall distribution landscape, as well as how new technologies are already enhancing relationships with both intermediaries and consumers. Where should smart insurers focus their resources in the current omni-channel environment, and what capabilities will prove most critical in the future as online channels gain ground?

    Alan Colberg, President and CEO, Assurant
    Eric Gewirtzman, CEO, BOLT Solutions
    Carolyn Johnson, CEO, Annuities and Individual Life, Voya Financial

    Moderated by: Alistair Gray, US Financial Correspondent, Financial Times

  • 12:00pm
  • 1:00pm
    Panel Discussion: Bridging the Talent Gap

    As the industry recalibrates, many firms are having difficulty attracting and retaining the right people to fill highly specialized roles across the organization. Experienced employees must learn new skills and broaden their understanding of emerging technology to be successful in a digital environment, while an influx of technical employees must deepen their understanding of the underwriting of risk and the various factors involved. How are firms developing a strong leadership pipeline, and what critical skills do emerging leaders need in order to successfully compete in an increasingly technology-driven marketplace? How are insurers attracting and training the next generation of talent, many of who have different priorities and work styles?

    Colin Haupt, Vice President of Human Resources, PURE Insurance
    Yogita Naik, Vice President, Head of Human Resources and Senior Human Resources Business Partner, AIG Commercial Insurance
    Eileen Whelley, Executive Vice President and Chief Human Resources Officer, XL Catlin

    Moderated by: Alistair Gray, US Financial Correspondent, Financial Times 

  • 1:50pm
    Panel Discussion: Venture Capital and InsurTech

    The landscape of insurance technology is developing at a rapid pace, and a myriad of startups are utilizing existing technology to generate new risk insights and applications. What key capabilities are industry players currently pursuing though strategic investments or acquisitions in this space, and what can incumbents learn from these new entrants?

    Robert Bauer, Managing Director, Commercial Strategy and Innovation, AIG Commercial
    Patricia Kemp, General Partner, Oak HC/FT
    Jacqueline LeSage Krause, Managing Director, Munich Re / HSB Ventures
    Dan Preston, CEO, Metromile 

    Moderated by: Oliver Ralph, Insurance Correspondent, Financial Times

  • 2:40pm
    Panel Discussion: Emerging Technologies and The Road to 2050

    As bold predictions for the future abound, innovation hubs and research centers operating within many of the large carriers are already exploring and developing use cases for scenarios that may not become reality, or technology that may not have widespread adoption, for quite some time. This panel will discuss the practical side of innovation, with a closer look at developments in autonomous vehicles (driverless cars), blockchain, and other emerging technologies.

    Al Caesar, Vice President, The Center for Next Generation Growth, Prudential Financial
    Frank Diana, Principal, Future of Business, Tata Consultancy Services
    Kurt Karl, Chief Economist, Swiss Re
    Chris Mullen, Director of Technology Research, State Farm
    Vikram Sidhu, Partner, Clyde & Co

    Moderated by: Alistair Gray, US Financial Correspondent, Financial Times

  • 3:40pm
    Keynote: Unlocking Opportunities – The Key to Disrupting From Within

    How can the industry’s stalwarts transform their organizations from within in order to embrace the coming changes in this age of disruption? This closing keynote offers insights and lessons from a CEO who is preparing his organization to thrive in the next era of the industry. 

    Jeff Dailey, CEO, Farmers Group

  • 4:10pm
    Closing Remarks

    Oliver Ralph, Insurance Correspondent, Financial Times

  • 4:15pm
    Cocktail Reception


Please see event photos here

FT Insurance Innovation Summit  2017   Flickr (1)


Why Attend?

  • Understand applications for new and innovative technologies coming down the pipeline that will impact the way insurers do business in the future.
  • Gain insights from experts on how to better identify and capitalize on future technology and consumer trends.
  • Learn from the leading innovators in the industry what areas for investment currently offer the most compelling new business opportunities.
  • Network with senior executives from leading regional and nationwide insurance companies, as well as technology and industry experts.

Who attends?

The FT Insurance Innovation Summit will bring together CEOs, CFOs, CIOs, Chief Customer Officers, Chief Technology Officers, Heads of Business Strategy, Heads of Research & Development, VP Marketing & Sales, Heads & VP Business Development, CMOs, etc. and other senior-level executives in the following sectors:

  • Property & Casualty Insurance
  • Life Insurance
  • Non- Life Reinsurance
  • Credit Rating Companies
  • Technology Consultants
  • Technology and Research Providers

Founding Partner (1)

Bain & Company is the management consulting firm that the world's business leaders come to when they want results. Bain advises clients on strategy, operations, information technology, organization, private equity, digital transformation and strategy, and mergers and acquisition, developing practical insights that clients act on and transferring skills that make change stick.  The firm aligns its incentives with clients by linking its fees to their results. Bain clients have outperformed the stock market 4 to 1. Founded in 1973, Bain has 55 offices in 36 countries, and its deep expertise and client roster cross every industry and economic sector. For more information visit: Follow us on Twitter @BainAlerts.

Associate Sponsors (3)

BOLT® Solutions, Inc., the leading provider of digital distribution solutions to the P&C insurance industry, is helping insurers transform the way they sell and market products to consumers and small business owners. Designed to support direct-to-consumer distribution, as well as agents and underwriters, the innovative BOLT PlatformTM easily appends to existing technology and seamlessly connects with back office systems, putting customer data, the power of analytics, and a vast selection of products in one accessible location. 

Empowered with a digital distribution platform that offers a universal market network of products, the BOLT Platform enables carriers to boost premiums by offering consumers product choice and anytime, anywhere purchasing power. Insurers gain the ability to meet all of the customer's needs through their channel of choice without underwriting all of the risk. With the channels, tools, and products necessary to engage customers, insurers watch acquisition and retention rates rise and revenues soar.

BOLT has led the InsurTech charge toward innovative and powerful answers to the contemporary challenges insurers face.  The BOLT Platform is the only digital distribution solution offering both personal and commercial product lines through a universal market network.

Clyde & Co is a leading, sector-focused global law firm with more than 375 partners, 1,400 lawyers and 3,300 staff in 47 offices and associated offices around the world. Our core global sectors position us at the heart of global trade and commerce: insurance, trade & commodities, energy, transport and infrastructure.

Insurance is the largest and fastest-growing sector of the firm as well as its strategic priority. We have more corporate and commercial lawyers dedicated to the insurance sector than any other law firm. Our clients rely on our broad-based experience in all aspects of corporate insurance transactions and insurance regulatory matters to guide them through entire insurance deal life cycles. Our team's experience includes advising on regulatory and licensing matters around the launch of numerous InsureTech businesses.

The firm has doubled in size twice in the last 10 years and is one of the fastest growing law firms in the world, with ambitious plans for further growth. 

Clyde & Co was named Law Firm of the Year 2016 by The Lawyer.

With over four decades of experience in working with insurers globally, TCS delivers solutions and services to help insurers meet rising customer and agent expectations, address non-traditional competitors, manage low investment yields, and drive growth in emerging global markets. 
TCS has built an unmatched track record in enabling insurers to transform, enhance business agility, improve operational efficiencies and increase customer engagement, while ensuring regulatory compliance. Seven of the 10 world’s largest insurers and more than 100 insurers globally partner with TCS.   
Our state-of-the-art Innovation Labs and Global Solution Centers, and cutting-edge solutions and technologies set clients apart from their competitors.  We leverage the combined expertise of our industry-trained and certified (including LOMA, LIMRA, CPCU, etc.) consultants to support the entire value chain for  Life, Annuities and Pensions, Property and Casualty, Health, Commercial and Reinsurance companies.

Supporting Partner (2)

In addition to being a global credit rating agency, AM Best is a publisher of (re)insurance industry references and resources, online and in print. AM Best's flagship publication, Best's Insurance Reports, is made up of detailed analytical reports on thousands of insurers in the U.S., Canada, U.K., Continental Europe, Asia-Pacific and across the rest of the world. AM Best's Financial Suite presents value-added data from insurers' financial statements. A respected source of original news reporting on the insurance industry, Best's Insurance News & Analysis is a comprehensive service that provides access to special reports, statistical studies, the BestWeek news wrap-up, Best's Review monthly magazine, and the BestDay daily news digest from the A.M. Best Company.

Celebrating its 150th year in 2016, The American Insurance Association (AIA) is the leading property-casualty insurance trade organization, representing approximately 320 insurers that write more than $125 billion in premiums each year. AIA member companies offer all types of property - casualty insurance, including personal and commercial auto insurance, commercial property and liability coverage, specialty, workers' compensation, homeowners' insurance, medical malpractice coverage, and product liability insurance.


Convene Conference Center
730 Third Avenue
NY 10017
New York

United States of America

Tel: (973) 907-4928


Nearby Accommodation

We have put together a unique HotelMap that shows hotel deals at nearby hotels. To view, click here


Contact us

Christina Ho
Speaking Opportunities
Financial Times
Funmbi Adenubi
Delegate Booking and Registration Enquiries
Financial Times
Simon Carkeek
Sponsorship Opportunities
Financial Times
Chandni Saberwal
Marketing, Media Partner & Press Inquiries
Financial Times