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Insurance, Finance, Investment and Asset Management

Managing Assets for Insurers UK

Finding Returns in Uncertain Times

London |
Speakers include:
Hugh  Savill

Hugh Savill

Association of British Insurers (ABI)

Ashish Dafria

Ashish Dafria

Aviva UK Insurance

Jayne Styles

Jayne Styles

MS Amlin

Overview

Financial Times Live and MandateWire present the Managing Assets for Insurers half day conference in London. With a changeable global economic outlook the agenda shall explore insurers investment insights on managing volatility and delivery returns through asset diversification. 

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fallback Add to my Calendar 04/18/2018 08:30:0004/18/2018 13:30:00trueManaging Assets for Insurers UKFinancial Times Live and MandateWire present the Managing Assets for Insurers half day conference in London. With a changeable global economic outlook the agenda shall explore insurers investment insights on managing volatility and delivery returns through asset diversification. Managing-Assets-for-Insurers-UK44c23e45d897092703c2f0abab672c65MM/DD/YYYY

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Full Overview

Although the global economy is strengthening, the UK economy faces an uncertain future. Brexit negotiations, the US and an unpredictable geopolitical climate mean that disruption to markets could be just around the corner. With interest rates starting to rise and inflation expected to continue on an upward path, insurers must consider changing their portfolios to suit the evolving environment.

As attitudes to risk and return change, insurers are shifting their allocations towards non-traditional asset classes such as property, infrastructure and private equity. In the current environment, what is the outlook for yield across the spectrum of asset classes?  Which has the best investment potential and what are the most effective strategies to boost returns? How can insurers weather economic uncertainties while managing portfolios in a way that maximises yield and manages risk appropriately? Is there yield in diversity?

Financial Times Live and MandateWire present the Managing Assets for Insurers half day conference in London. With a changeable global economic outlook the agenda shall explore insurers investment insights on managing volatility and delivery returns through asset diversification.

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Speakers (11)

Hugh  Savill

Hugh Savill

Director of Regulation
Association of British Insurers (ABI)

Mr Savill is Director of Regulation at the ABI, with accountability for relations between the insurance industry and the Bank of England on prudential regulation, for relations with the Financial Conduct Authority on conduct regulation, and also for taxation issues affecting insurers.

He sits on the Executive Committee of the ABI, and reports through the Prudential, Finance and Tax Committee to the ABI Board. At the ABI he has held a number of Assistant Director roles, covering EU and international affairs, UK public affairs, and ABI member relations and events. He was temporary Director of Investment Affairs for 18 months before moving into his current role in 2012.

He joined the ABI in 2005 from the UK Department of Trade and Industry (DTI), now the Department for Business, Innovation and Skills. In 20 years at the DTI, Hugh worked on the finance and governance of the Department, faced off to the Scott Inquiry into the sale of arms to Iraq, and specialised in the negotiation of EU regulation.

He is a well-known insurance lobbyist at European and International level, member of the ECOFIN Committee of Insurance Europe, and chairs the Capital Task Force of the Global Federation of insurance Associations.

He was educated at Harrow School, and read Modern Languages at New College, Oxford University.

Ashish Dafria

Ashish Dafria

Chief Investment Officer
Aviva UK Insurance

Ashish Dafria is the Chief Investment Officer for Aviva UK Insurance, with over £225bn of assets, and is responsible for defining investment strategy and delivering the investment performance. Previously, he was the Global Head of Research for Aviva Investors, where he led the creation of Aviva’s first cross capital structure (equity and credit) corporate research team, having previously led the establishment of Aviva’s first global credit research team. Before this, he was Aviva Investor’s Head of Credit Research for North America, after joining the firm as a senior analyst.

Prior to joining Aviva Investors, he was a Director with UBS Investment Bank, advising financial sponsors and corporate clients on M&A, capital raising and other strategic and financial transactions. Previously, he was a Senior Ratings Analyst with Crisil (Indian subsidiary of Standard & Poor’s).

Mr Dafria is a CFA charterholder and earned his MBA from the Stern School of Business at New York University, where he graduated at the top of his class. Ashish also holds a Post Graduate Diploma in Management from Indian Institute of Management, Bangalore, India and a Bachelor of Engineering degree from Indore, India.

Jayne Styles

Jayne Styles

Chief Investment Officer
MS Amlin

Jayne Styles has a wealth of financial services experience.  She has been MS Amlin’s Chief Investment Officer since 2002, where she directs investment: strategy, governance and operations for their market leading £6bn plus global multi-asset, multi-manager portfolios.  She is a member of the Group Oversight Committee that develops and oversees corporate strategy for the MS Amlin Group.  A member of the Japanese MS&AD Insurance Group, MS Amlin is a global specialist insurance and reinsurance underwriting company that, whilst domiciled in the UK, has a number of overseas operating subsidiaries. 

Prior to joining Amlin, Ms Styles worked as an independent management consultant advising a number of blue chip companies, whilst completing an Executive MBA at Cranfield. She was previously Head of International Equities at Halifax Fund Management Limited. She is also a non-executive director for the FTSE100 investment management services company Hargreaves Lansdown plc and a member of the Corporation of Lloyd’s Investment Committee. She is an Associate of the Chartered Financial Analyst Society of the UK, a Fellow of the Chartered Institute of Bankers, an Associate of the Institute of Chartered Secretaries and Administrators, as well as a qualified Executive Coach.

Richard Lockwood

Richard Lockwood

Head of Northern Europe Distribution
Morgan Stanley Investment Management

Richard Lockwood is Head of Northern European Distribution for Morgan Stanley Investment Management. He joined Morgan Stanley in 2004 and has 33 years of industry experience. Prior to joining the firm, he worked at ABN Amro as Director of Institutional Business Development. Previously, he worked as Business Development Director at Fleming Asset Management and prior to that, as Finance Director at Fleming Pooled Pensions. Mr Lockwood received a B.Sc. in Mathematics from the University of Manchester and is a fellow of the Institute of Actuaries.

Heneg Parthenay

Heneg Parthenay

Head of Insurance
Insight Investment

Heneg Parthenay joined Insight in January 2015, as Head of Insurance. Before joining Insight, he was Head of Insurance at BNY Mellon Investment Management EMEA Limited. He also sat on BNY IM EMEA’s executive committee. Prior to joining BNY Mellon, he spent eight years at Aviva, holding a range of corporate development and capital management positions. His last assignment at Aviva was on the executive committee of their global asset management arm as M&A and Strategy Director. Prior to joining Aviva, Mr Parthenay worked in the Insurance Division of Renault and was asset liability manager for the Global Corporate Insurance Division of AXA. He holds a Masters in Finance, Banking and Insurance and a Masters in Risk Management from Paris Dauphine University. He also holds a Masters in Actuarial Science and is a Fellow of the French Institute of Actuaries. In addition, he holds his Series 3 licence and is an Associated Person with the National Futures Association.

Uday Patnaik

Uday Patnaik

Head of Emerging Market Debt
Legal & General Investment Management

Uday Patnaik is responsible for developing LGIM’s emerging market capabilities within the multi-strategy fixed income team. He joined LGIM in 2014 from Gulf International Bank (UK) Ltd where he held the title of Chief Investment Officer with primary responsibility for managing the flagship EMD hedge fund and other fixed income portfolios. Prior to that, he set up the Bear Stearns’ Eastern European sovereign trading desk in London, and at Merrill Lynch in New York helped manage the firm’s Latin America exposure and build the institutional customer base. Mr Patnaik has an MBA in Finance from the University of Chicago and a BSc degree in Industrial Management from Carnegie Mellon University.

Richard  Pereira

Richard Pereira

Investment Director, Global Insurance Solutions
Aberdeen Standard Investments

Richard Pereira is an Investment Director in the Global Insurance Solutions Group at Aberdeen Standard Investments. He is responsible for supporting strategic relationships with insurance companies across the globe, providing insurance asset management insight on c.£160bn and thought leadership to innovate investment solutions.  In this role, he works closely with the Distribution Team and the Investment Teams across several asset classes including Private Markets, Fixed Income, Multi-Asset Strategies, Structured Solutions, Quantitative Investments, Real Estate, Equities, Derivative Trading and Liquidity Solutions.  

Mr Pereira is a Fellow of the Institute & Faculty of Actuaries (FIA) (specialism in Investment & Asset Management); a Fellow of the Institute of Chartered Accountants in England & Wales (FCA); a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI); and holds a First Class BSc (Hons) Degree in Mathematics from Imperial College London.

Guillermo Donadini

Guillermo Donadini

Chief Investment Officer
AIG Europe

Mr Donadini is responsible for developing strategic asset allocation and managing investment portfolios for AIG in Asia Pacific, EMEA and Latin America and he is also the Chief Investment Officer for AIG Europe Limited. He held responsibilities within AIG as Chief Investment Officer for Japan and Latin America, in both cases actively engaged in developing investment strategies for the property and casualty, life and pensions investment portfolios. He has been also Chief Investment Officer in Colombia and Argentina. Prior to AIG, Mr Donadini worked for MetLife Investments Ltd. as Chief Investment Officer for Europe, Head Trader and Head of Research for ING Bank and as a Senior Investment Analyst at M&S Consulting, an Argentina based economic think tank. He received a BA in Economics from Buenos Aires University and a MA in Economics from Universidad Del Centro de Estudios Macroeconomicos de Argentina.

Ed Collinge

Ed Collinge

Head of UK Insurance
Invesco

Based in London, Ed Collinge is responsible for building and maintaining insurance relationships in the UK. He also works closely with the teams across Europe, with emphasis on the Nordic and Benelux regions. Mr Collinge has more than 17 years’ experience in the insurance industry and most recently was an Executive Director within JP Morgan Asset Management’s Global Insurance Solutions business where he was responsible for UK insurance origination and additionally covered Nordic, Irish and South African insurance companies. His previous experience includes being Head of Capital Management for Legal & General’s annuity business and he was a senior member of Lehman Brothers Insurance Capital Markets team.

Invesco is one of the UK’s leading independent asset managers, supporting insurance companies, local authority and corporate pension schemes and other UK institutions. We’re recognised for providing diversified strategies and solutions spanning equities, fixed income, multi asset, real estate, private equity and other alternatives. While clients choose Invesco for many reasons, our high conviction style, passion to exceed and commitment to providing a superior investment experience underpins everything we do. As part of Invesco Ltd. we have the global capability needed to deliver our best ideas to investors around the world.

Kokou Agbo-Bloua

Kokou Agbo-Bloua

Global Head of Flow Strategy & Solution Financial Engineering
Societe Generale

Kokou Agbo-Bloua leads a global team of 20 financial engineers focused on the generation of differentiated trade ideas, unique implementations and hedging solutions across asset classes for hedge funds, global macro, asset managers and institutions.
He joined Societe Generale Corporate & Investment Banking in 2014 and was most recently Head of Equity & Derivative Strategy Europe at BNPP in London for 4 years, where he was responsible for European fundamental equity strategy, derivatives parameters, global cross-asset themes and convertible bonds strategy. Prior to this, he started his career on the trading side: Executive Director at JP Morgan from 2009 to 2010 and between 2000 and 2008 he was a portfolio manager at Goldman Sachs Principal Strategies (GSPS). He managed directional long/short, convertible bonds and volatility portfolios across asset classes. 
Born in Togo and educated in China, where he spent 12 years of his life, Kokou Agbo-Bloua graduated with an MSc in Management from HEC School of Management in Paris in 2002, and completed his post-graduate studies in Finance at the Anderson School of Management at UCLA.

Daniel Dombey

Daniel Dombey

Brexit Editor and Deputy World News Editor
Financial Times

Daniel Dombey is the Financial Times's Brexit Editor. He also has the post of Deputy World News Editor. Before returning to the UK in June 2015, he served as Turkey Correspondent, based primarily in Istanbul. He had been previously stationed in Washington, working there from 2007 until 2011 as the FT's US Diplomatic Correspondent. Mr Dombey has also covered the diplomatic beat for the FT in both London and Brussels. During five years in the Belgian capital, he covered a series of other areas, including the start of EU membership negotiations with Turkey, competition policy and efforts to agree on a European constitution. Mr Dombey started writing for the FT in Mexico in 1995. He has an MPhil in Latin American Studies from Cambridge University and a BA in Politics, Philosophy and Economics from Oxford University.

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Chair and Moderator (2)

Henry Smith

Henry Smith

Editor, Analysis Section
MandateWire

Henry Smith’s career at the Financial Times Group began in 1997 as a reporter on Offshore Financial Review. From 1999, he was features editor and subsequently editor of FT Mandate, a global institutional investment publication. In 2011, he was instrumental in the launch of the Analysis section of MandateWire, a digital institutional investment intelligence service for asset managers around the world.

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.

Agenda - 18th Apr

  • 8:30am
    Registration and networking
  • 9:10am
    Chair's opening remarks and sector outlook

    Oliver Ralph, Insurance Correspondent, Financial Times

    Dan Dombey, Brexit Editor and Deputy World News Editor, Financial Times

  • 9:30am
    Panel – Diverging monetary policies and their effect on investment markets
    • With the Bank of England starting to raise interest rates what are the implications for investment markets? How can insurers stay ahead of the curve?
    • How can insurers adapt their portfolios to deal with the uncertain geopolitical climate of today?
    • What are the key forces at play in asset allocation and portfolio construction and how will they evolve as the interest rate environment changes? 
    • How important is inflation protection?
    • How are insurers reacting to equity market volatility?
    • Do interest rates have the potential to rise faster than expected? Are insurers prepared for this change?

    Guillermo Donadini, Managing Director, Chief Investment Officer, Asia Pacific, Europe and Japan, AIG

    Heneg Parthenay, Head of Insurance, Insight Investment

    Hugh Savill, Director of Regulation, Association of British Insurers (ABI)

    Jayne Styles, Chief Investment Officer, MS Amlin

    Moderator : Oliver Ralph, Insurance Correspondent, Financial Times

  • 10:30am
    Presentation – Growth of illiquid assets in insurers’ portfolios

    Richard Pereira, Investment Director, Global Insurance Solutions, Aberdeen Standard Investments

  • 10:50am
    Refreshment break
  • 11:20am
    Presentation – The fragility of cross-asset correlations at the dusk of the business cycle

    Kokou Agbo-Bloua, Global Head of Flow Strategy & Solution, Financial Engineering, Societe Generale

  • 11:35am
    Presentations, interviews and findings – Asset class debate

    Get the latest expert insights on fixed income, equity and alternative investing including private equity, real estate and infrastructure, and learn what is driving investors to choose between passive and active strategies. What is the outlook for yield across the spectrum of traditional and non-traditional asset classes? Which asset classes will deliver in 2018?

    Ed Collinge, Head of UK Insurance, Invesco

    Uday Patnaik, Head of Emerging Market Debt, Legal & General Investment Management

    Richard Lockwood, Head of Northern Europe Distribution, Morgan Stanley Investment Management

     Moderator : Henry Smith, Editor Analysis Section, MandateWire

  • 12:35pm
    Interview – Private Debt

    As private debt becomes a more attractive proposition in investors search for yield we discuss the asset class with a key insurer.

    Ashish Dafria, Chief Investment Officer, Aviva UK Life

    Interviewed by Henry Smith, Editor Analysis Section, MandateWire

  • 12:55pm
    Chair's closing remarks

    Henry Smith, Editor Analysis Section, MandateWire

  • 1:00pm
    Networking lunch

Who Attends?

This event has been produced to meet the needs of the following professionals in the insurance sector: 

  • Chief Investment Officers
  • Chief Risk Officers
  • Heads of Asset Liability Management
  • Heads of Capital Management
  • Heads of Asset Allocation
  • Members of investment committees 

A limited number of paying places, priced at £1,399 per delegate, will be made available to senior representatives of professional service firms, technology, payments companies and business consultancies.

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Fees

Ticket Type

Fee

Paying Delegate
Available for senior representatives from consultancies and other professional service firms.

£1399+VAT

Complimentary Tickets 

Reserved exclusively for senior representatives from insurance companies, retail banking insurance providers and insurance regulator:

Apply for your complimentary place

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Venue

Millennium Mayfair
44 Grosvenor Square
Mayfair
London W1K 2HP

United Kingdom

Tel: +44 (0) 20 7629 9400

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Accommodation

Should you be in need of accommodation for the night of 17th April, delegates are subject to special rates at the Millennium Mayfair Hotel from £199 inc VAT.

To secure this, please contact the Millennium Mayfair reservations team on +44 2076 299400 or email  reservations.mayfair@millenniumhotels.com quoting FINA170418 for the special event group rate.

Please note that rooms are limited so we recommend booking early to avoid disappointment.

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Presented by (1)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. In 2016 the FT passed a significant milestone in its digital transformation as digital and services revenues overtook print revenues for the first time. The FT has a combined paid print and digital circulation of more than 910,000 and makes 60% of revenues from its journalism.

Platinum Sponsors (2)

At the core of Societe Generale’s universal banking business model, the Corporate & Investment Bank is a well-diversified and leading player with nearly 12 000 professionals present in more than 31 countries across Europe, the Americas and Asia-Pacific.

Standing by its clients across sectors, the Corporate & Investment Bank tailors solutions for them by capitalising on its worldwide expertise in investment banking, global finance, and global markets.

For Corporates, Financial Institutions and Public Sector: providing a global advisory approach (M&A, debt, equity transaction, capital structure, and asset & liability management), as well as quality capital raising solutions across the debt and equity spectrum, optimised financing and expert risk management responses notably in the realm of foreign exchange and rates derivatives.

For Investors: offering reliable and sound investment opportunities and risk management solutions through its integrated global markets platform delivering seamless access to markets (equity, rates, credit, currencies, commodities and derivatives), as well as advice and solid financial engineering, quality of execution – both Agency and principal-, forward-looking research across asset classes, an industry-leading clearing proposition and prime brokerage services.

Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service.

Overall, we manage £583 billion* on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from 50 client relationship offices globally.

The Aberdeen Standard Investments brand was created in connection with the merger of Aberdeen Asset Management PLC and Standard Life Plc on 14 August 2017 to form Standard Life Aberdeen plc. 

*Standard Life AUM/AUA data as at 30 June 2017, Aberdeen Asset Management AUM data as at 31 March 2017, all other data as at 30 June 2017.

Gold Sponsors (3)

For more than 40 years Morgan Stanley Investment Management (MSIM) has provided client-centric investment and risk-management solutions to a wide range of investors and institutions. Our clients include corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and consultant partners worldwide. Investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets.

More than 20 investment teams are organized by capability: Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income and Global Liquidity.

MSIM was established in 1975 as a subsidiary of Morgan Stanley Group Inc. As of Dec 31, 2017, MSIM employs 608 investment professionals worldwide in 20 countries and offers its clients personalized attention, the intelligence and creativity of some of the brightest professionals in the industry and access to the global resources of Morgan Stanley. As of Dec 31, 2017, MSIM managed US$482 billion in assets for its clients.

Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £951.1 billion *. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors. Throughout the past 45 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, commercial property and cash. Our capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.

*as at 30 June 2017, including derivative positions. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

Invesco is one of the UK’s leading independent asset managers, offering institutions diversified strategies and solutions spanning equities, fixed income, multi asset, real estate, private equity and other alternatives. We’re recognised for providing specialist investment expertise and insight across an ever-widening range of investment capabilities, supporting insurance companies, local authority and corporate pension schemes and other UK institutions. While clients choose Invesco for many reasons, our high conviction style, passion to exceed and commitment to providing a superior investment experience underpins everything we do.

Silver Sponsor (1)

Insight Investment has built a unique investment platform that delivers outcome-oriented investment solutions. Our clients are among the most sophisticated institutional investors in the world and include leading insurers, pension funds, sovereign wealth funds and corporations. Our investment strategies include fixed income portfolios focusing on assets ranging from conventional sovereign and corporate bonds to emerging market debt and illiquid credit. Our strategies are designed to evolve dynamically to meet changing needs and stay ahead of market and regulatory developments.

Exhibitor Sponsor (1)

Royal London Asset Management is a UK asset management company, investing across all major asset classes.  RLAM manages over £113.6 billion of assets (at 31/12/17), split between equities, fixed income, multi asset investing, property and cash, with capabilities in sustainable investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments. Please note that the value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. 

Media Sponsor (1)

Savvy Investor www.savvyinvestor.net is a professional, knowledge network for fund management professionals all over the world. Savvy Investor curates the best investment white papers, including articles on investment marketing, reports on investment operations and white papers on insurance asset management. We also list a directory of the world’s best conferences for institutional investors. Over 25,000 members have registered to date; mainly investment managers, pension funds and investment consultants.
Visit Savvy Investor today and register for free.

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