Thank you to all the speakers, panelists, attendees and staff that helped make the October 24, 2018, conference at the Union League Club in New York a rousing success. The agenda and presentations are below:



Joe Walsh, Chief Executive Officer, Amherst Pierpont Securities


October 2018 U.S. Economic Outlook:
Is the Fed Behind the Curve?

Stephen Stanley, Chief Economist, Amherst Pierpont Securities


Rates and Risk Premiums

Steven Abrahams, Head of Investment Strategy, Amherst Pierpont Securities
Mary Beth Fisher, Strategist, Amherst Pierpont Securities


The NAIC View of Trends in Insurance Investing

Charles Therriault, CFA, Director of the Securities Valuation Office, NAIC


The Regulatory and Political Landscape for Insurers

Thomas B. Leonardi, Executive Vice President and Head of Government Affairs, Public Policy and Communications, AIG


Panel: Optimizing Insurance Balance Sheet Capital

Steven Abrahams, Moderator

Sara Bonesteel, CIO, Retirement and Insurance Group, Prudential Insurance

John Bredemus, Head of Capital Markets, Allianz Investment Management

Deva Mishra, Deputy CIO, Global Atlantic

Nancy Mueller Handal, Senior Managing Director and Head of Global Products, MetLife


Panel: Benchmarking Insurance Portfolio Performance

Chris Helwig, Strategist, Amherst Pierpont Securities

Peter Gailliot, Head of US Fixed Income, Financial Institutions Group, BlackRock

Dan Mainolfi, Managing Director, Conning & Co.

Douglas Williams, Portfolio Manager, Wells Fargo Asset Management Global Fixed Income


Towards the Next Generation of RMBS

Tim Dooley, Co-Head of Structured Products, Amherst Pierpont Securities


The Market in Asset Finance

Adam Smith, Head of Investment Banking, Amherst Pierpont Securities


The Market in Corporate Credit and CLOs

Bill Fenwick, Co-Head of Credit Trading, Amherst Pierpont Securities
Meredith Contente, Strategist, Amherst Pierpont Securities

Download Presentation (PDF)

Erez Biala, Head of CLO Trading and Banking, Amherst Pierpont Securities


The Outlook for Elections in November and Beyond

Tom Bevan, Co-founder and Publisher, RealClearPolitics